This guide will walk you through the steps to view and respond to patient submissions in the Hero platform.<h4>Step 1: Access the Hero Inbox</h4><ol class="steps-list"><li>Log in to your Hero account.</li><li>Locate and click on the Hero Inbox from the navigation bar.</li></ol><h4>Step 2: Navigate to the Care Navigation Tab</h4><ol class="steps-list"><li>In the Hero Inbox, select the Care Navigation tab.</li><li>This is where all patient submissions are displayed.</li></ol><h4>Step 3: Filter Submissions</h4><ol class="steps-list"><li>Within the Care Navigation tab, you can choose to filter submissions by their type:<ul class="accent-bullets"><li>Clinical Requests (e.g Medical requests)</li><li>Admin Requests (e.g Fit (sick) note requests)</li><li>Other Requests (e.g Register at practice)</li></ul></li><li>Click on the relevant tab to view only the submissions for that category.</li><li>Alternatively, filter submissions by assignment to view all submissions that have been auto assigned to you or your team.</li></ol><h4>Step 4: Respond to a Submission</h4><ol class="steps-list"><li>Click on any submission to open the Sidebar.</li><li>In the Sidebar, you can:<ul class="accent-bullets"><li><a href="https://intercom-help.eu/herohealth/en/articles/139925-individual-messaging-how-to-send-a-sms-or-email-message-to-a-patient" target="_blank" rel="nofollow noopener noreferrer" class="cursor-pointer box-border font-semibold border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; color: inherit; border-color: var(--portal-accent-color);">Send a Message</a>: Communicate directly with the patient.</li><li><a href="https://intercom-help.eu/herohealth/en/articles/244126-how-does-hero-save-to-record-in-emis-and-tpp" target="_blank" rel="nofollow noopener noreferrer" class="cursor-pointer box-border font-semibold border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; color: inherit; border-color: var(--portal-accent-color);">Save to Record</a>: Save important details to the patient’s record.</li><li>Assign to Another User: Delegate the task to a team member.</li><li>Mark as Open or Closed: Update the status of the submission.</li></ul></li><li>You can also view the History of the submission to track previous actions and messages.</li></ol><img src="https://uploads.productlane.com/1188caaf264cc1dd75544be582a2a792.gif"><h4>Tips for Efficient Use</h4><ul class="accent-bullets"><li>Regularly check the Care Navigation tab to stay updated on new submissions.</li><li>Use filters to quickly locate specific types of requests.</li><li>Review the history to ensure continuity in patient interactions.</li></ul>By following these steps, you can efficiently manage and respond to patient submissions, ensuring smooth care navigation.

Inbox

Learn how to view and respond to patient submissions through care navigation pathways.

Patient submissions

Invite admins

Practitioners

Locations

Multi-tenancy

API keys

Introducing NHS patients to Hero

Introducing private patients to Hero

Onboarding

Send a message

View sent messages

Contact methods

Questionnaires

Questionnaire links

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Patient replies

Send an attachment

Self-booking links

Message templates

SMS fragments

What patients see

EMIS-X

Individual messaging

Send a batch message

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Batch messaging

Online booking

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Cross-org booking

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Intake forms

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Diary view

Book an appointment

Reporting

Reminders mailers

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Appointment types

Appointments

Assigning admins

Teams

Respond to a patient

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Request templates

Patient access

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Daily limits

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Medical device status

Testing pathways

Submit a request

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Care navigation

SMS (Firetext)

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Stripe: Invoicing

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Stripe: Products

Stripe: Reporting

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Stripe: Branding

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EMAS Manager

Multiple instances of EMIS Web running on the PC

.Net 3.5 required for Sidekick to function

Hero Sidekick

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Gateway PC setup

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Unregistered patients

Retrieve patient records

Hero hosted integration guide

SystmOne

EMIS

Patient merging

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About the Hero platform

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Hero Health