This page explains exactly what you need to do to get started — and the good news is:
👉 There are only three steps you need to complete
👉 Once these are done, we take care of everything else
Your dedicated Customer Success Manager will guide you through the full process.
✅ Step 1 — Share your key details
Please complete our setup form. This will be sent to you by our Sales Team once your contract has been signed.
We’ll ask for:
Main practice contact
EMIS CDB + ODS numbers
List of Hippo users
This ensures we configure Hippo correctly from day one.
🔐 Step 2 — Create an EMIS login for Hippo
This is the most important step, please read carefully
To set up your Hippo Recaller, we must have:
✔ An EMIS login created specifically for Hippo
✔ with Practice Manager permissions
This login allows us to:
Configure your Recaller correctly
Integrate with EMIS
Support you long-term
Troubleshoot quickly if anything comes up
Once you have set this up, please make sure that:
The details are correct and tested, and that the role is Practice Manager
The credentials are entered into the Typeform (or emailed to us separately on [email protected])
❗ Common issues that delay onboarding:
Login created with the wrong permissions (e.g. Clerical Manager)
Login details missing from the form (these fields are marked as optional on Typeform, but we do need them)
If you’re unsure how to create this login, your CSM can guide you.
📄 (Optional) Step 3 - Read our Help Articles
Our Help Centre is full of FAQs, process guidelines, and key information about how we work at Hippo. You can review our documents anytime to support your internal processes.
Here are some good places to start:
🔗 FAQs
You can also read about our Information Governance and Data Security here.
What Happens Next
Once you have completed Steps 1 and 2, Hippo handles the technical setup.
We’ll activate your integrations, prepare your environment, run tests, and get everything ready for launch. This normally takes around 2 weeks.
Once we've completed the set up, you will get an email from us asking you to set a password for your account. The invite link is active for 7 days, after this it will expire. If it expires, please reach out to us to send you a new invite link.
We will also contact you to book your Hippo Setup Session.
💻 Your Hippo Setup Session
When technical setup is complete and you have accessed your Hippo account, we’ll meet with your team to:
Create Hippo user accounts
Help everyone log in
Give a walkthrough of key features
Set up your first recall campaigns
Answer any questions
By the end of this session, you’ll be fully ready to go live.
🌱 After You Go Live
Your Customer Success Manager will stay closely in touch to ensure:
Campaigns are running smoothly
Data looks correct
Staff feel confident
You’re getting the most out of Hippo
We’re here to support you long-term.
💬 Need help?
You can reach your Customer Success Manager anytime via email or Hippo ChatBot, or browse our Help Centre.