Help Center

Appointments

Learn how to setup online booking or send self-booking links

22 articles

Online Booking: How to setup online booking via your website

Online Booking: How to add intelligent restrictions to appointment types to limit which patients can access online booking

Online Booking: How to configure your appointment types for online booking

Cross-Organisational Booking

Cross-Organisational Booking: How to configure cross-organisational self-booking links

Cross-Organisational Booking: How to send cross-organisational booking links inviting patients to book into partner sites

Cross-Organisational Booking: How to set appointment types as visible to your Networks

Intake Forms: How to create or edit questions on an intake form

Intake Forms: How to use intake forms to capture additional appointment information

Video Appointments

Video Appointments: How to join a video appointment

Video Appointments: How to convert a face to face appointment to a video appointment

Video Appointments: How does a patient join a video consultation?

Introduction to video consultations through Hero

Diary: How to change your diary view

Diary: How to add, remove or edit session availability (non-EMIS or Systm1 using practices)

Diary: How to book an appointment on behalf of a patient

Diary: How to block time in your diary so that it cannot be booked (non-EMIS and Systm1 using practices)

Appointment Reporting

Appointment Reporting: How to view a list of all appointments shown in the Hero diary

Appointment Configuration

Appointment Configuration: How to set a cancellation policy

Appointment Configuration: How to manage basic appointment configuration, including naming, location availability and duration

Appointment configuration: Appointment reminder mailers

Appointment configuration: How to enable and disable appointment reminders

Appointment configuration: How to set up attendance on appointment types