HEP Builder Help
Watch the video above for a quick demo showing the basic features of HEP Builder.
Question: How do I email a HEP to a client?
If you'd like to email a HEP, you must first create a PDF of the HEP you create. Then you can email that PDF to your patient using you own email account. Click here for a detailed step-by-step.
Question: How do I change my name or add a logo to my account?
Simply click on the "person" icon in the upper right corner of the HEP Builder platform (it's the first one in the list). Here you'll be able to update all of your info. If you change anything in this area, or upload a logo, you MUST scroll down to the bottom of the page and press the "SAVE" button, otherwise the changes you make will not be saved.
Question: How do I add my contact info to a HEP?
Simply click on the "person" icon in the upper right corner of the HEP Builder platform (it's the first one in the list). On this page, there is a box called "Signature Settings." Any info you type in that box will show up at the top of your HEPs. To make text appear on a different line, add <BR> before it. So for instance, typing "Your Phone Number <br>Your Address" (without the quotes) will put your phone number on one line, and your address on the line below it. Once you are done adding text, you MUST scroll down to the bottom of the page and press the "SAVE" button, otherwise the changes you make will not be saved.
Question: How do I save a HEP and/or access a HEP I saved?