To create a new template click 'Create Template' from within the 'Manage my Templates' page in your Heidi account.
If you already have a clinical note or document that you frequently use, you can effortlessly convert it into a Heidi-fied template. Simply click on 'Existing note' when creating a new template. Here, you will copy and paste an existing note into Heidi, and it will be transformed into a generalized template. By extracting the underlying structure of your existing note, Heidi removes any specific details such as names, ages, or diagnoses. You also have the flexibility to make further modifications to the converted template before saving it.