Integrations

Works with the systems your clinic already runs on.

Heron connects to your practice management system and phone system, so every patient request lands where your team already works. No retyping, no second system to check.

How Heron connects

Three connections, one place for every request

Heron sits between your patients and your systems: it answers on your channels, and does the work in your PMS.

Your practice management system

Heron works inside the PMS you already use, the same way your front desk does.

  • Checks availability per clinician and location
  • Books, reschedules and cancels appointments
  • Adds repeat prescription requests and new patient records

Your phone system

Heron joins your phone system as an extension, on-premise or in the cloud, over a standard SIP trunk.

  • Answers when you’re busy, when callers choose it in your phone menu, or first every time
  • IVR integration for queues and complex flows on Essential and above
  • A simple call redirect on the Solo plan

Your patient channels

Calls, SMS, email and web chat all land in Heron, so your team sees every inquiry in one place.

  • One view of every inquiry, whatever the channel
  • Your team replies to patients in Heron Messenger
  • Answers come from your clinic’s own knowledge base
In your PMS

What Heron reads, writes and keeps

Every action that changes your records happens in your PMS, so your team never has to copy anything across.

Heron reads From the PMS
  • Appointment templates and availabilityPer clinician and location
  • Patient detailsTo verify name, date of birth and phone
  • Appointment types
  • Nurse availability
  • Prescription notes
  • Patients due for recallFrom the PMS task list
  • Open invoices In beta
Heron writes To the PMS
  • Appointments booked, rescheduled and cancelled
  • Repeat prescription requestsAs a task or a daily record note for the clinician
  • New patient records
  • Tasks for a named staff memberSuch as a health records request
  • Payments recorded In beta
Stays in Heron Not in the PMS
  • Call transcripts and summariesAlways in Heron, and in the PMS where it’s supported
  • Answers from your knowledge baseSuch as insurance and billing questions
  • History of patient messagesNon-clinical conversations with patients
  • Your appointment types and rulesSet in Heron to match your PMS

Every PMS is a little different. Heron’s integration layer handles those differences and takes the next best route where a system can’t do something, so your team and patients get the same workflow. See the Medtech guides

Features

See how each feature works.

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

Phone systems

Works with the phone system you already have

Heron connects to your phones in one of two ways, and your call flow decides when it answers. Your IT provider sets it up once, with everything they need from us.

Recommended

Phone mode SIP extension

Heron answers as an extension on your phone system, over a standard SIP trunk. If a patient asks for a person, Heron transfers the call to your reception queue.

Divert mode Call forwarding

Calls are forwarded to Heron’s number, and Heron transfers back to the clinic when a patient needs a person. Works with any phone system that supports conditional diverts.

Three ways to split calls between your team and Heron

PatientCalls the clinic
Your phone system3CX, Teams, Dialpad…
Phone menu
ReceptionYour team
HeronAnswers, books, helps

Configuration studio

Pick your setup and call flow, create your greetings and hold messages with AI voices, and download a package for your IT provider.

Open the configuration studio

Phone systems we work with

3CXMicrosoft Teams PhoneAmazon ConnectDialpadSimplyfree

And any modern phone system that supports SIP or call forwarding, including:

RingCentralZoom PhoneWebex Calling8x8VonageMitelAvayaYeastarFreePBX and AsteriskGrandstream
Directory

Every integration

Guides for each integration are on the way, starting with Medtech.

Practice management systems

Medtech3 guides
Best Practice
Cliniko
Nookal
ZandaIn beta
MeddbaseIn beta
ElixirIn beta
myPracticeIn development
ExactIn development
GensolveIn development

Email and productivity

Microsoft 365In beta

No PMS integration yet?

Heron still answers every patient, captures their request and hands it to your team in Heron, with manual sync to your PMS. You can connect your PMS later.

Talk to us about your setup

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.

Book a DemoRead customer stories