For Practices

Articles made for practice staff.

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58 articles in this collection
Written by Harry Winther

Downloading a financial report

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

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

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

How to enable third-party cookies in your browser

Setup your browser to be compatible with Stripe
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Written by Harry Winther
Updated over a week ago

How to 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 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

Feature update: Introducing Billpayers

Setup relationships in Hero to decide who pays the bill
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Written by Harry Winther
Updated over a week ago

How to create a patient in Hero

Add new patients to your patient list in minutes
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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

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

Feature update: Branded notifications

Create practice branded notifications on 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

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 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

How to download Hero's widget

Download Hero's widget for simplified invoicing in EMIS
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Written by Harry Winther
Updated over a week ago

Feature update: Text editing for no availability

Edit the text shown if your practice has no availability
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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

Feature update: Archive Administrators

We have added the ability for you to archive admins
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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

Feature update: Save invoice

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

Feature update: Edit appointments

We have updated the functionality surrounding rescheduling appointments
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Written by Harry Winther
Updated over a week ago

Feature update: Editing patient mobile from payment screen

Make sure you are storing the correct mobile numbers for patients
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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

Feature update: SMS chasing

Send text messages to patients reminding them to pay unpaid invoices
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Written by Harry Winther
Updated over a week ago

Receive SMS notifications when an appointment is booked on Hero

Make sure you are notified when appointments are booked
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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

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

Editing appointments in the booking flow

Customise the length and price of your appointment in Hero's booking flow
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Written by Harry Winther
Updated over a week ago

How to set up an appointment in Hero

Get started by creating your appointments
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Written by Harry Winther
Updated over a week ago

Feature update: Administration

Customise how you tag unavailable time in the diary, and send notes to your team members
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Written by Harry Winther
Updated over a week ago

Feature update: Notifications

Get notified when a patient purchases a self-serve product
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Written by Harry Winther
Updated over a week ago

How to create a self-serve product on Hero

Allow patients to buy services directly from your website?
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Written by Harry Winther
Updated over a week ago

Feature update: Edit availability

Edit existing availability with a few simple steps
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Written by Harry Winther
Updated over a week ago

Adding an existing practitioner to a new location

Get your locations up and running in no time
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Written by Harry Winther
Updated over a week ago

How to set up a Stripe account

We use Stripe to process patients card payments on Hero
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Written by Harry Winther
Updated over a week ago

How to find a google maps URL for your practice

A google maps URL is required to set up a new location on Hero
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Written by Harry Winther
Updated over a week ago

Feature update: Adding locations in Hero

Expand your practice by adding new locations on Hero
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Written by Harry Winther
Updated over a week ago

Adding permissions to 'Admins', restrict access to certain members of your team

Restrict certain users access to your settings and reports
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Written by Harry Winther
Updated over a week ago

Feature update: Diary sidebar

We have now introduced an informative sidebar for users.
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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

How to add a new administrator on Hero

Add members to your team in minutes
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Written by Harry Winther
Updated over a week ago

Feature update: Diary filters

Filter the diary to a 4 hour view, practitioner view and a week view.
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Written by Harry Winther
Updated over a week ago

How to change your cancellation policy

Choose a cancellation policy that suits your business
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Written by Harry Winther
Updated over a week ago

How to add a new practitioner in Hero

Add a new member to your team in a few simple steps
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Written by Harry Winther
Updated over a week ago

Feature update: Video Consultations

We now offer video consultations in partnership with Whereby.
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Written by Harry Winther
Updated over a week ago

Practitioner: 'How do I start my video consultation?'

Accessing your video appointments is simple on Hero.
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Written by Harry Winther
Updated over a week ago

How to change a patients payment methods

Our simple method to changing payment methods
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Written by Harry Winther
Updated over a week ago

How to archive patients on Hero

Delete duplicate patients with the click of a button
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Written by Harry Winther
Updated over a week ago

How to edit patient details on Hero

Edit patient details at the click of a button.
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Written by Harry Winther
Updated over a week ago

How to cancel an appointment

Cancel appointments with just a few simple clicks.
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Written by Harry Winther
Updated over a week ago

How to create practitioner availability

A guide to getting your time online.
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Written by Harry Winther
Updated over a week ago

How to reschedule an appointment

Reschedule appointments with the click of a button.
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Written by Harry Winther
Updated over a week ago

An explanation of our integration with GoCardless

GoCardless offers a direct debit service between you and your patients
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Written by Harry Winther
Updated over a week ago

Booking appointments has never been so easy!

A guide through Hero's unique booking experience.
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Written by Harry Winther
Updated over a week ago

Starting with Hero? Here's our guide to help you get up and running.

Useful tips for a smooth start.
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Written by Harry Winther
Updated over a week ago

How do I make practitioners unavailable?

Take practitioners availability offline with these simple steps.
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Written by Harry Winther
Updated over a week ago