Hero EMR provider manual
Everything a physician or practice admin needs to configure and run Hero EMR, split into short, focused topics. Pick one to start, then move through it with the in-page contents and Next links.
Set up your practice
4 topicsPractice setup
Practice info, physicians, staff, patients, and portal branding — plus Stripe, SRFax, SMS, and EPCS integrations.
Scheduling
Locations, weekly hours, visit types, recurring templates, time off, reminders, the waitlist, and visit policies.
Questionnaires & paperwork
The pre-visit questionnaire library and assignment rules, plus building and versioning paperwork templates patients sign.
Billing
The layered pricing model and the daily money workflow: defaults, overrides, the simulator — then the Billing Monitor, readiness, claims, payments, balances, and APCM.
In the visit
4 topicsEncounter completion
Document a visit and let Hero EMR build the encounter on save: diagnoses, orders, prescriptions, drug-interaction and PDMP checks, EPCS narcotics signing, charges, follow-up, favorites, and reusable order sets.
The patient chart
Find any patient and read their whole record: chart tabs, the header strip, problems and allergies, demographics and insurance, encounter history, and vitals.
Zoom telehealth
Connect a Zoom account, provision telehealth meetings from the calendar, and import recordings and transcripts.
AI in Hero EMR
Every AI feature in one place — voice commands, clinical knowledge, product Q&A, note generation, dictation, prescription auto-fill, inbox drafting, and the magic-wand quick actions — and what you must verify.
Run the day
8 topicsInbox & messaging
One queue for everything that arrives: patient threads from portal, SMS, email, and phone, AI-drafted replies, triage tools, forwarding, and compose.
Lab & imaging results
Where results land and how they reach the patient: the Results inbox, lab reports with trends, imaging reports, acknowledgment, and notification.
Refills & medications
Medication work between visits: renewal and refill requests, prescribing without an encounter, the medication timeline, statuses and errors, and pharmacies.
Faxing
Triage incoming faxes, link the patient and import into the chart, handle faxed orders and refill requests, and read fax statuses.
Documents & media
The chart's filing cabinet: uploads, automated data extraction, multi-page document grouping, the viewer, and signed forms.
Referrals & external care
Order referrals and imaging out, track what's outstanding, and capture the consult reports that come back — plus the inbound referral portal that lets community providers refer patients to you and auto-closes the loop.
Patient lists & outreach
Segment the panel into cohorts: preset lists, a custom AND/OR/NOT search builder, manually curated lists, and parameterized columns — then send tracked outreach campaigns by portal, email, or SMS.
Todo lists & queued messages
An org-wide todo panel one keystroke away: quick-add with patient linking, priorities, shared color tags, checklists, snooze, and delegation — plus 'Send later' scheduling for patient and team messages, managed from a Queued tab, and reminders created by voice or typed command.
Patients & portal
3 topicsThe patient portal
What patients see and how staff support them: the portal tour, invitations, sign-in security, booking, messaging, payments, and records.
Reputation & patient feedback
Survey patients after completed visits, route the happy ones to your public review profiles, and get alerted the moment feedback is negative — with a versioned survey editor, delivery and eligibility rules, an FTC-aware prompt mode, and a self-demo before you launch.
Mobile apps
My Hero on iPhone and Android: the physician schedule with two-way Google Calendar and Outlook sync, ambient recording and dictation, EPCS approval by passkey, inbox and todos — plus the patient app, Apple Health and Bluetooth cuffs, records imports, and payments.