In this article we'll explore how you can retrieve a patient's record from your practice's underlying EHR or PDS to use Hero features such as booking, messaging and care navigation.
How do I retrieve a patient from my EHR?
First navigate to the 👥 Patients menu on the left hand side of the screen
Next click on the + Add button in the top right corner of the page, this open the Add a patient sidebar.
At this point you can enter the necessary details to retrieve the patient from either EMIS, SystmOne or PDS depending on which one you are connected to.
If you are connected to PDS you will need to search for patients using their NHS number and date of birth
If you are connected to EMIS you will need to search for patients using their EMIS ID
If you are connected to SystmOne you will need to search for patients using their NHS number
Once you have added the necessary information then click Search, this will then trigger Hero to retrieve the patient from your underlying system.
When Hero has found a patient we will show you the patients details and you can click Add patient to import their record to Hero.
Once you have added the patient to Hero you can then use the message, scheduling and care navigation features.
Can patients use Hero features if I haven't added them to Hero?
Yes you can. When a patient interacts with Hero for the first time we will search our system to match them to an existing patient. In the event the patient does not yet exist in Hero we will retrieve the patient from your underlying system so patients can still access your practices Hero functionality.
Do I need to add a patient to Hero before I send them a message or a batch message?
Individual message
When you are sending a message to a patient you can retrieve them from your EHR during the flow, you will be asked to enter the information outlined above.
Batch message
As part of sending a batch message you will be required to upload a file with the patient you want to contact, by doing this Hero will automatically retrieve their records from your EHR.