
Heron works inside Medtech Evolution the way your front desk does: it reads the appointment book, books into it, and puts requests in front of the right person. These guides show exactly what happens, and what your team sees on screen.
How Heron reads your appointment book, books into free slots, and what lands on screen.
Read the guideA task or a daily record note today, with the approval queue and the clinician’s inbox on the way.
Read the guideFor groups: how Heron picks the right site, and one database versus several.
Read the guide| Job | Where it lands in Medtech |
|---|---|
| Booking, moving and cancelling appointments | The appointment book, in free slots only, with the reason for the visit in the Note field |
| Repeat prescription requests | A task for the clinician or a note in the daily record. The approval queue and the clinician’s inbox are in development |
| Follow-ups for your team | A task for a named staff member, with a due date and priority |
| Groups with several sites | Every request carries the site’s HPI Facility ID, so it always reads and writes at the right site |
We’re building deeper into Medtech’s ALEX platform. These are on the way; availability can vary by Medtech version, and we’ll mark each one live in the changelog as it ships.
Book a demo and see Heron answer your patients, book straight into your PMS, and hand your team only what needs a human.