We’ve rolled out several updates to make Heron easier to manage for practice managers, reception teams, and clinic owners. These changes focus on clarity, control, and better workflows, without adding complexity.
Below is a summary of what’s new and how each feature helps your clinic.
👥 Add Listed Staff
You can now add Listed Staff to your clinic without inviting them as Heron users.
Why this matters:
Not all clinicians need Heron access.
Patients still expect Heron to know who works at your clinic.
What this does:
Allows you to list doctors, clinicians, or providers in Heron
Improves how Heron answers questions like:
“Which doctors work at your clinic?”
“Is Dr Smith available?”
To add Listed Staff, go to Settings > Members & Roles.
📧 Email Notifications
You can now receive email notifications for key events in Heron.
Examples include:
New inquiries
Status changes
Assigned inquiries
System updates
Why this matters:
Ensures nothing is missed if staff aren’t logged into Heron all day
Supports handover between shifts and remote work
Notification preferences can be managed per user, so each team member only gets what’s relevant to them.
To change your Email notifications preferences, go to Settings > Notifications > Email.
🗂️ Archived Inquiries
Resolved or no-longer-relevant inquiries can now be archived.
To archive inquiries, click on the three dots on the inquiry card and click Archive.
What archiving does:
Removes inquiries from your active workflow view
Keeps records available for reference and audit
Helps keep the Workflow board clean and focused
Important:
Archiving does not delete inquiry data, it simply moves it out of the active workspace.
To see archived inquiries, click on the box icon on the top right.
✉️ Resend Invites
You can now resend Heron invites to team members who haven’t accepted yet.
Why this helps:
No need to remove and re-add users
Useful if an invite was missed or expired
Saves time during onboarding or staff changes
🖼️ Profile Image
Users can now add a profile image to their Heron account.
Benefits:
Easier to recognize who handled or responded to an inquiry
More human, personal experience for internal teams
Helpful for clinics with larger admin or reception teams
To add your profile image, click on your User Icon on the top right. Then go to Edit Profile, and upload your profile image.
📋 List View (Alternative to Kanban)
In addition to the Workflow board, inquiries can now be viewed in a List View.
List View is ideal for:
High-volume clinics
Faster scanning and sorting
Clinics that prefer spreadsheet-style layouts
You can switch between views depending on how your team works best.
Switch by clicking the table icon on the top left.
🏷️ Name Your Agent
You can now name your Heron agent.
Why this matters:
Makes patient interactions feel warmer and more personal.
Helps align Heron with your clinic’s brand and tone.
Reduces the “AI” feel for patients, especially older callers.
To add your Agent Name, go to Settings > Heron Settings > Voice & Calls.
If you’d like help enabling or configuring any of these features, reach out to us at support@heyheron.ai, we’re happy to help.