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.

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.

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.

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.