The operating layer for the modern clinic.

Operations intelligence built for healthcare practices that handle booking, reception, prescriptions, enrollments and more across every channel, all synced to your PMS.

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Click any card to see how Heron handled it, or open the Dashboard

How it works

Your admin team’s sidekick.

Healthcare is human, but admin never stops. Heron's agents run reception, booking, prescriptions, and enrollments, and hand your team what needs a human decision.

Features

See how each feature works.

Hover a feature to see who does what, from the first message to your PMS.

Security

Security at Heron

Heron is built to handle sensitive patient communications. Security, privacy, and compliance are foundational to everything we do.

Visit the Security Portal
AICPA SOC 2SOC 2 Type IIndependently audited, March 2026
Encrypted at rest & in transitGoogle Cloud KMS and TLS 1.2+
RTO < 24 hoursDocumented DR and BCP, tested annually

Employee Security

Background checks, annual training, access revoked within 24 hours.

Access Control

Role-based access with mandatory MFA via SSO.

Monitoring & Logging

Access and data activity logged and monitored continuously.

AI & Third-Party Models

Patient communications never train third-party AI models.

Cloud Hosting

Google Cloud, with SOC 2 Type II and ISO 27001 certifications.

Incident Response

Severity-based response plan, tested annually.

Compliance Australian Privacy Act 1988 NZ Privacy Act 2020 Health Information Privacy Code 2020 HIPAA aligned
Integrations

Integrate with your existing practice tools

Connect all your clinic software accounts and apps effortlessly to get a single view of all your clinics inquiries.

See how integrations work
Medtech
Cliniko
Zanda
Exact
Nookal
Gensolve
Meddbase
Microsoft 365
Best Practice
myPractice
Elixir
Metrics

Heron's impact in Numbers

Read the customer stories
182 hrs
Call time handed back to the team, about 23 staff workdays
< 5 min
Average hold time, down from 16–20 minutes
99%
Intent identification accuracy
66%
Of patients self-serve, with zero wait
45%
Of requests resolved directly, with no staff time
570
After-hours calls answered instead of going to voicemail
Real stories

Real practices. Real results.

See how clinics across general practice and specialty care use Heron, in their own words.

All customer stories
Tamatea Medical CentreHigh-volume GP · Hawke’s Bay
“The reception team feels properly resourced again and hold times went from twenty minutes to under five.”
182 hrsof call time handed back
< 5 minaverage hold time
66%of patients self-serve
Mark LeeMark LeeGeneral Manager, Tamatea Medical CentreRead the story
“We tuned Heron to answer questions about our dental assistant training program, handle complex referral call flows, as well as schedule general dentistry appointments.”
Brooke TeWeehiBrooke TeWeehiPractice Manager @ The Tooth Group
“Managing appointments and communications felt overwhelming. Now our team can focus more on patient care while Heron ensures no inquiries slip through the cracks!”
Dr. Luke WeeDr. Luke WeePartner @ Meadowbank Clinic
“We used Heron to manage overflow bookings for our receptionist. Heron has saved her significant time, and together they are effectively managing an increasing number of inquiries.”
Nina RobertsonNina RobertsonOwner @ Arc Physio
FAQ

We’ve got you covered

Extended FAQs
What admin tasks can Heron handle?

Heron seamlessly handles inbound inquiries about your practice across channels. It can reply via email, whatsapp, SMS and phone call. It will write down summary of the call, schedule appointments and handle reschedule's for your practice.

How are communications secured?

All patient data is encrypted end-to-end and stored securely on enterprise-grade cloud infrastructure with industry-leading security certifications. Data is primarily stored in Google Cloud facilities in the United States and New Zealand. We comply with applicable New Zealand and Australian privacy laws, implementing comprehensive security measures including encryption at rest and in transit, strict access controls, and regular security audits. Any cross-border data transfers are conducted with appropriate safeguards as required by privacy legislation.

How do I connect Heron to my existing phones?

Whether you have a local on-premise phone system (PBX) or a cloud hosted solution you can easily connect via industry standard SIP trunk connections. This is built in our setup process.

Can it handle after hours inquiries?

Yes, Heron works 24/7 across all of the channels you select for patient comms. It can also transfer emergency calls to another number or national emergency if needed.

How does Heron know about my practice?

Heron scans your practice website to understand more about your services. We can also customize it further with customizable prompts, extra documents and personalized rules.

Can I customize how Heron sounds?

Yes, Heron sounds just like a human when speaking over the phone or via written text. But you can also customize Heron’s voice and personality in your own Settings to match your practice.

Does Heron provide medical advice?

Heron is not designed to provide medical advice and should not be treated as a medical professional. Its primary function is to handle operational and administrative tasks such as appointment scheduling, general practice inquiries, appointment reminders, and routine information collection.

Heron operates using third-party large language models (LLMs) and, while we have implemented safeguards and restrictions to limit responses to operational matters only, we cannot guarantee that AI-generated responses will never resemble medical advice. This limitation is inherent to current AI technology.

What happens if I exceed my plan’s usage limits?

If you go beyond the monthly or annual allowances in your Essential, Plus, or Premier plan, you incur overage fees for each additional call, WhatsApp AI chat, email AI handling, or SMS. Below are the overage rates for each plan:

Essential$2.00 per call
$2.00 per WhatsApp AI chat
$2.00 per email AI handling
$0.15 per SMS
Plus$1.50 per call
$1.50 per WhatsApp AI chat
$1.50 per email AI handling
$0.10 per SMS
Premier$1.00 per call
$1.00 per WhatsApp AI chat
$1.00 per email AI handling
$0.05 per SMS

These fees appear on your next invoice once you exceed your plan’s included usage. Monitoring your usage regularly and considering a plan upgrade if you consistently reach the limit can help you avoid additional charges.

Blog

Insights for modern clinics

Guides, webinars and ideas on patient communication and clinic operations.

All articles

Ready to see how Heron can help your clinic?

Book a demo and see Heron answer your patients, book straight into your PMS, and hand your team only what needs a human.