Welcome to Hippo!
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 the 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
❗ Common issues that delay onboarding:
Login created with the wrong permissions (e.g. Clerical Manager)
Login details missing from the form (these fields are optional — but we need them)
👉 Please double-check:
The role is Practice Manager
The credentials are entered into the Typeform (or emailed to us separately on [email protected])
The details are correct and tested
If you’re unsure how to create this login, your CSM can guide you.
📄 Step 3 — Review our Welcome & IG Pack
(optional, but useful)
You can review our documents anytime to support your internal processes:
🔗 https://help.hippolabs.co.uk/en/
🔗 https://help.hippolabs.co.uk/en/articles/11093823-information-governance-clinical-safety-and-data-security-at-hippo-labs
🎉 That’s everything you need to do
Once Steps 1 and 2 are complete:
👉 Your part is finished.
👉 Hippo handles all remaining setup.
We’ll activate your integrations, prepare your environment, run tests, and get everything ready for launch. This normally takes around 2 weeks.
We’ll contact you to book your Hippo Setup Session as soon as everything is ready.
💻 Your Hippo Setup Session
When technical setup is complete, 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: