For Practices

Articles made for practice staff.

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74 articles in this collection
Written by Harry Winther
Invoices and Payments

Invoicing in an appointment

Click into an appointment and invoice the patient immediately.
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Written by Harry Winther
Updated over a week ago

Feature update - Mapping new invoices to past appointments

Select a 'Seen on' date to connect invoices to appointments
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Written by Harry Winther
Updated over a week ago

Downloading a financial report

Download a bespoke report of invoices or payments processed in Hero
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Written by Harry Winther
Updated over a week ago

How to change the billpayer for an unpaid invoice

If an invoice is unpaid and the billpayer is wrong, you can redirect it at the click of a button
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Written by Harry Winther
Updated over a week ago

How to select a billpayer when booking an appointment or creating an invoice

Choose who to direct patient invoices to in the booking process
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Written by Harry Winther
Updated over a week ago

How to create a custom line item in a new invoice

Click 'Tab' to create a line item that is not in your products list
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Written by Harry Winther
Updated over a week ago

Partial refunds

As an admin, you can refund part of a payment
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Written by Harry Winther
Updated over a week ago

How to edit an unpaid invoice in Hero

Edit the prices of unpaid invoices if they are unpaid
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Written by Harry Winther
Updated over a week ago

Feature Update: Invoicing

We have redesigned our invoice screen
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Written by Harry Winther
Updated over a week ago

How to turn off confidentiality for an individual invoice.

Turn off confidentiality so bill payers can see exactly what they have been billed for.
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Written by Harry Winther
Updated over a week ago

How to add and remove billpayers in Hero

Remove relationships at the click of a button
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Written by Harry Winther
Updated over a week ago

How to remove patient card details

Remove patients saved card details with minimal effort
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Written by Harry Winther
Updated over a week ago

Are all invoices confidential?

Hero's confidentiality settings, how to turn confidentiality on and off.
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Written by Harry Winther
Updated over a week ago

How to remove a Direct Debit Mandate on Hero

Cancel a patients Direct Debit mandate with these simple steps
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Written by Harry Winther
Updated over a week ago

Payment Links

Create bespoke links to send to patients, allowing them to easily pay invoices without signing in
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Written by Harry Winther
Updated over a week ago

Save invoice - dictate patient communication for saved invoices

We have changed the look and feel of our pay later screen
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Written by Harry Winther
Updated over a week ago

How to refund a patient in Hero

Refund patients with just a few simple clicks
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Written by Harry Winther
Updated over a week ago
Members

How to add patients to a membership scheme

A guide to adding patients to a membership scheme within Hero.
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Written by Harry Winther
Updated over a week ago

How to archive a membership scheme

Archive a membership scheme at the click of a button
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Written by Harry Winther
Updated over a week ago

How to create a membership policy

A step-by-step guide to creating a membership policy within Hero.
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Written by Harry Winther
Updated over a week ago

How to customize your membership Terms & Conditions

Create bespoke T&C's on Hero
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Written by Harry Winther
Updated over a week ago

How to cancel a patient's membership

A guide to cancelling a patient's membership within Hero.
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Written by Harry Winther
Updated over a week ago

How to add members to your organisation

Add connected patients to your organisation
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Written by Harry Winther
Updated over a week ago

How to create a practice membership scheme

Use a membership scheme to offer a premium service for your regular patients
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Written by Harry Winther
Updated over a week ago

Adding a member to a family membership policy

A simple guide to adding family members to a family membership policy within Hero.
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Written by Harry Winther
Updated over a week ago

How to renew a membership policy

Manually renew membership policies at the click of a button
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Written by Harry Winther
Updated over a week ago

How to view a patients membership policy

View a membership policy to find information on membership or edit policy details
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Written by Harry Winther
Updated over a week ago