Signing in, the two toolbar rows, finding a patient with Chart search, Patient Information, the assistant keys, the to-do list, and dark mode.

The day table column by column, the preview pane, every right-click menu, week, month and team views, Next opening, Highlight gaps, and the waitlist rail.

Booking from Available Time Slots, the waitlist, rescheduling, the cancel dialog and its reasons, and a real Shuffle batch staged and applied when a provider calls in sick.

The three doors a new patient arrives through — the website booking widget, a phone call, and the front desk — then the portal invite, Complete Signup, and scanning an insurance card.

The Previsit column, Visit Readiness in the preview pane, checking a patient in at the desk, and when to hand someone the kiosk instead.

The softphone dock and its status, do not disturb, calling a patient, transferring a call, voicemail, and what the AI agent does when nobody picks up.

Patient messages routed to the desk, writing and sending a reply, sorting and filtering the queue, website inquiries, and what to hand to a clinician.

Working the shared fax queue — the folders, linking a fax to the right chart, creating a chart from one, marking it done — and accepting an inbound referral.

The board end to end: Mark arrived, Triage, Room and Discharge, acuity, reaching a patient by call or text, the copay chip, and the patient’s own phone sign-up.

Where a patient’s balance lives, taking cash and checks with the change worked out for you, statements singly and in bulk, the Day Sheet, and how patients pay in the portal.

How a physician’s screen is organized, from Home and the calendar through the chart and the tools on the wand, so every later video starts from familiar ground.

A telehealth visit in Hero: how it is set up, where the patient and you join, and how Hero captures the conversation for your note.

Writing a note by typing: opening the visit, the editor and its toolbar, bringing chart data in, the AI helpers, and quick notes for work that happens outside a visit.

Recording a visit so Hero writes the note from your conversation with the patient, and what to do when a recording needs attention.

Every choice that shapes the note Hero writes from a recording: the template, the chart context it reads, the writing engine, and split psychiatry and psychotherapy notes.

Building the templates Hero uses for dictated notes: copying a standard template, what a template’s text means to Hero, the AI Wizard, testing a template, My templates, and visit types.

Inserting dot phrases, the ones Hero ships with, the ones that pull live data from the chart, building your own with blanks and dropdowns, and phrases that carry forward from visit to visit.

The library of standard instruments, making your own version, sending them automatically before visits, and reading the results, including bringing them into your note.

What Hero drafts when you save a note, where each suggestion lands, which ones wait for your approval, and how to review all of it before you sign.

Reading the medication list, writing and sending a prescription, pharmacies, cancelling, and answering renewal and refill requests.

What must be set up before you can prescribe controlled substances electronically, signing one with two-factor approval on your phone, and checking the state PDMP.

From order to result: ordering a test, order sets, the paper requisition, how results arrive, reviewing and trending them, and telling the patient.

What the patient takes home: the after-visit instructions Hero drafts, education handouts, homework between visits in the My Hero app, and work and school letters.

Encounter Completion section by section, the checks that must pass before you sign, what signing does, and how to change a visit after it is signed.

An NP or PA routes a controlled prescription to their supervising physician, who reviews the prescription history and the PDMP line, adjusts it if needed, and signs and sends it from the Inbox.

Your part of billing: choosing the E/M level, procedures with modifiers and diagnosis links, place of service, cash pay and no charge, and what happens to the claim after you sign.

Where billing lives, who can see money, how a signed visit becomes a charge, a claim, or an invoice, and where you check on it each day.

Staff access, Stripe, the payment model, missed-appointment fees and statements, the Service Menu, per-patient rules, and testing it all in the Simulator.

Cash prices, what patients pay up front, saved cards and auto-charge, missed-visit fees, and public pricing.

Deposits and saved-card charges, the bill after the visit, payments and adjustments, superbills, missed-visit fees, statements, and reports.

Stripe, subscription settings, membership plans, switching to DPC in the right order, and what memberships cover.

Enrolling patients, covered visits and extras, failed payments, changing and cancelling memberships, and the month-end numbers.

What Hero configures and what your practice owns: the clearinghouse, the daily claim batch, remittances, billing identity, place of service, list prices, and permissions.

Getting the card right, eligibility checks, the Pre-visit worklist, coordination of benefits, and secondary claims.

The Billing Monitor, the Action Center lanes, fixing claims at the source, holds, the daily batch, and acknowledgements.

Posting remittances and paper EOBs, working denials and underpayments, appeals, and refiling the right way.

Patient AR, statements and reminders, credits and overpayments, stuck claims, and the month-end reports.