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Invite patients to online bookings in 2 minutes

Updated over a year ago

"I am tired of inviting my patients to call the practice for routine appointments!"
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You should be, now you are on Hero there is a more efficient way to get your patients to book appointments with you.
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We will cover the 5 easy steps to get your appointment booking online. You may have already completed some of these steps during your setup.
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Step 1: Create a location

Navigate to Setting>Integration>EMIS and open the tab Locations.
Click the Add location button and search for the location name and click save.

Step 2: Create a Practitioner

Navigate to Setting>Integration>EMIS and open the tab Practitioners.
Click the Add practitioner button and search for the practitioner name and click save.

Click edit to customise the patient-facing information

Step 3: Create an Appointment

Navigate to Setting>Integration>EMIS and open the tab Slot types.
Click the Add slot type button and search for the slot type name and click save.

Click edit to customise the patient-facing information

Step 4: Turn on EMIS connection

Navigate to Setting>Integration>EMIS and open the tab Overview.

Open the drop-down menu under Unregistered patient booking and select the slot type "Hero Unregistered Patient", (you may need to create this in EMIS if it is not in the menu).

Finally, turn on the button Enable and click Test connection, if this returns successful you are ready to for next step.

Step 5: Create and send your booking link

Now you have set everything up, you can invite your patients to book.
Open the appointments page and find the appointment you would like to invite patients to, click Options>Create link, select your locations, choose your practitioner (optional) click Create.
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You can now paste the link to your messaging platform of choice and invite your patients to book.

Help:

If you have any questions about the setup of your account please contact support@herohealth.net

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