🔐 Step 1 - Create an EMIS login for Hippo
This login allows us to:
Configure your Recaller correctly
Integrate with EMIS
Support you long-term
Troubleshoot quickly if anything comes up
✅ Step 2 - 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
The EMIS user log in details that you created for us
A list of your Hippo users
This ensures we configure Hippo correctly from day one.
📢 (Recommended) Step 3 - Tell Your Patients About Hippo
Before your first campaigns go out, we recommend letting patients know they may soon receive booking invitations from Hippo Labs. This helps them recognise the messages and reduces confusion.
We have created some resources you can share, as well as some best practice guidance on how to prepare your patients for automated recalls:
Patient-facing resources (a webpage, a poster, and a video)
📄 (Optional) Step 4 - 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.
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:
Walk you through the platform
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 protected] or Hippo ChatBot, or you can browse our Help Centre for written guidance.