Overview
In this guide, you’ll learn how to:
Set up the EMIS integration through Hero Health
Confirm your appointments have synced
📣 The EMIS integration runs through Hero Health and won't activate on free or entry plans. You'll need a qualifying pricing tier.
Getting Started
You'll need these in place before connecting inside Heidi:
A Hero Health account with EMIS already configured. Sign up at herohealthsoftware.net and follow their getting-started guide (around 15 minutes).
Your Hero Health profile name and password to hand. You'll enter these during setup.
Setting Up
1. In the Heidi left-hand menu, click Settings (near the bottom).
2. Under Integrations, click EMR Integrations. You'll see a grid of available systems.
3. Search for EMIS, or find it in the grid, and open it. The EMIS page explains what the integration does and lists the prerequisites.
4. Click Set up integration (top right). The Set up EMIS window opens.
5. Enter your Profile Name and Profile Password, then click Continue.
6. At "What is your name as written in EMIS?", type your name into the search box and click Search.
7. Pick your matching entry from the results (your name, role and email are shown), then click Continue.
8. You'll see "Your integration is connected" with a green tick. Click Done.
The button on the EMIS page now reads Manage integration, where you can disconnect later if needed.
9. Go to Sessions > Appointments. Your upcoming appointments will now pull through from EMIS automatically and are ready to start.
What happens next?
Once connected, the day-to-day flow is: open a session, run the visit, generate your note, and push it back into the patient's EMIS record.
Questions? Reach out to the Heidi support team.