Heidi is your AI-powered medical scribe designed to streamline your workflow effortlessly. From documenting patient encounters to generating detailed notes and reports, Heidi offers personalised templates that adapt to your practice's needs, ensuring accurate and efficient documentation after every session.

Step 1: Log into Heidi

Simply log in here to unlock all the powerful features of Heidi.

Step 2: Transcribe a Session

Start a “New session” on the side bar of the page and click “Start transcribing”. Let Heidi transcribe whilst you have your consultation, and add any additional context (eg. the previous visit’s summary or things you don’t want the patient to hear) in the “Context” section during or after the consultation.

Step 3: Generate a Note

Once you are done with the session, click “Stop transcribing” and select the type of note you’d like Heidi to produce (eg. SOAP or H&P). Then let Heidi make its magic and produce the perfect note in just a matter of seconds!

Step 4: Personalise your Templates

Take it one step further by personalising your own templates so that Heidi can write the perfect note, in your own voice, every time. Go to “Templates” on the side bar and click “Create Template” on the top right-hand corner. Feel free to start from an existing example note or from scratch. This template will then be available to you in your library once you want to create a new note or document for any future or past sessions. More information below!

More Quick Links:

If you are on the Heidi Enterprise tier, you'll receive priority template support. If your team admin has set up standardized team templates, those will be made available to you within the "Manage my templates" tab in Heidi. Please share any additional questions to your team admin, who will coordinate template requests on your team's behalf.

If you are on the Heidi Together tier, you'll be able to personalize team and individual templates, which you can find within the "Manage my templates" tab in Heidi.

Templates are an essential part of Heidi that allow you to create notes and documents just the way you like them. Giving Heidi the correct instructions to make sure your template generates properly can lead to some trial and error, because LLMs speak computer language, not human language. Therefore it is important to learn how to communicate with Heidi’s AI in a way that it understands!

For a quick masterclass on personalising templates from Dr. Kieran, our Medical Knowledge lead, watch this quick video.

In short, here are the simple rules for personalising your templates:

You can use these components in your template structure for Heidi to understand exactly how you would like your templates to be generated. Here’s an example of the different components being used in a template:

Sometimes with LLMs, it is known that they can have some hiccups here and there. Not to worry though, our team is reviewing Heidis output and training Heidi everyday! In the case that Heidi might say something a little silly, to avoid any hallucinations in your template, we suggest putting in this AI instruction at the bottom of all of your custom templates:

(Never come up with your own patient details, assessment, plan, interventions, evaluation, and plan for continuing care - use only the transcript, contextual notes or clinical note as a reference for the information included in your note. If any information related to a placeholder has not been explicitly mentioned in the transcript, contextual notes or clinical note, you must not state the information has not been explicitly mentioned in your output, just leave the relevant placeholder or section blank.)

Your data's privacy, security, and compliance are not just commitments but the essence of our service. Our proactive and advanced measures ensure that your information remains protected, transparent, and within your control.

We’ve built Heidi to be as medically compliant as any other tool you use day to day (e.g. your EHR/PMS, etc). We de-identify data, do end-to-end encryption, and are compliant with your local jurisdictions data privacy regulations.

Heidi recommends you seek consent from your patients. We have info sheets and written consent forms that you can share with your patients if you wish through this link. However, as we service care providers all around the globe, there are jurisdictions where consent to use a product like Heidi is not mandated, and therefore clinicians may choose not to obtain formal consent.

If you'd like to dig into the weeds of how seriously we take security and privacy, free to check this out: http://www.heidihealth.com/safety.

Heidi Help Centre

Our comprehensive Help Center. can be accessed at any time for answering some common questions or issues that you may face, like information features, troubleshooting help and tips to get the most out of Heidi.

Contact Us

We are always here to help and support you along your journey with us! Within the Heidi platform and website, you’ll find a blue chat widget on the bottom right corner of your screen.

Otherwise, feel free to reach out to us at support@heidihealth.com for any additional questions. Please allow 48h for a response from the team.

NB: When reaching out for troubleshooting or a technical question pertaining to one of your sessions, please include the session URL, as highlighted below in blue.