📌 Getting started
How do I start using Heidi?
☐ Log into Heidi here to unlock all the powerful features of Heidi.
☐ Use the web version or download the desktop app or mobile app for easier access.
☐ Name your note for easy organisation, especially if finishing later.
☐ Choose a template, pin your favourites so it appears at the top.
☐ Use Context to paste in prior visit notes or pre-visit forms.
🏥 During the patient visit
How do I start transcribing a visit?
☐ Obtain patient consent and explain that Heidi helps document but does not record.
☐ Tap “Start Transcribing” when ready.
☐ Speak naturally—describe observations as if talking to a blindfolded assistant.
What if I forget to mention something during the visit?
☐ Use context to add more details later.
☐ Use ‘Resume’ to continue dictating after the visit—Heidi will regenerate your note.
📝 After transcribing
My note doesn’t sound how I want it. What can I do?
☐ Edit your template – This helps Heidi structure your notes exactly how you want them.
☐ Give your template clear instructions – A template tells Heidi what you want and how you want it.
☐ Customise your templates – Learn how to adjust them for better results using this guide here.
How do I finalise and save my note?
☐ Click ‘Copy’ and paste the note into your electronic medical record.
☐ Access your notes from any device—mobile or desktop.
☐ When adding extra details into context, don’t forget to go back into the note section and click “Sync changes” to update the final note.
☐ Create multiple letters and documents from a single note.
🔧 Troubleshooting & technical issues
I see an error message when using the mobile app. What should I do?
☐ Close any competing apps using the microphone.
☐ Ensure your phone isn't in Low Power Mode.
☐ Reinstall the app if issues persist.
☐ If the problem continues, reach out to 24/7 support via chat on the bottom left-hand corner of the Heidi platform.
What if I have Wi-Fi or low bandwidth issues?
☐ Use Heidi’s offline mode on mobile and generate the note later when connected to Wi-Fi.
☐ To see offline sessions appear on desktop, refresh the Heidi on the desktop after reconnecting to Wi-Fi.
Have another technical issue?
☐ Contact our 24/7 support team via the chat on the bottom left-hand corner of the Heidi platform.
🔒 Security & privacy
Where can I find information about security and data privacy?
☐ Visit this link for detailed security and data handling policies.
Where can I learn more about patient consent?
☐ For patient and clinician explainers, visit: Heidi Resource Centre
🛟 Need more help?
💬 Support is available 24/7: available via the chat icon in the bottom left-hand corner of Heidi.
📖 Heidi Guides– guides developed to help you get started, master techniques, and create templates.
💡 Help Centre – Find answers to FAQs, troubleshooting guides, and more!
💬 24/7 Support – Available via the chat icon on the bottom left-hand corner of Heidi.