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MediRecords

This article walks you through using the Heidi Widget in MediRecords for efficient, integrated documentation and consultations.

Setup is different for each product: Heidi Scribe runs as an embedded widget inside MediRecords, while Heidi Comms uses a Connect API token. Jump down to the section for whichever side of Heidi you're connecting.

⚠️ To integrate with MediRecords, you'll need to be on the Practice tier plan (a 30-day free trial is available). This applies to both Heidi Scribe and Heidi Comms.


Connect Heidi Scribe to MediRecords

Heidi Scribe runs as an embedded widget inside MediRecords. The Practice Owner switches it on once at the tenant level — there's no per-user setup, just a one-time sign-in the first time each clinician opens the widget.

Enable Heidi Scribe (Practice Owner only)

  • In MediRecords, select MoreSettings from the left-hand menu and click Integrations

  • The Heidi Scribe toggle is set to Off by default

  • Switch the toggle to On to integrate

  • You'll see a brief confirmation message: "Heidi Scribe can now be accessed."

💡 Note: Once the tenant is connected, each user will need to register with Heidi before using the widget. The first sign-in happens inside the widget itself — see the section Use Heidi Scribe with MediRecords below for the full flow.


Use Heidi Scribe with MediRecords

Accessing the Heidi widget

  1. Open MediRecords.

  2. Open the patient file you want to work on.

  3. Click the Clinical tab.

  4. Click the Heidi button to open the widget.

  5. If it's your first time using the widget, you'll be prompted to log in or sign up. You'll only need to do this once.

Starting a consultation

  1. The widget automatically syncs with the open patient file, so you're always working in the right one.

  2. Add any extra context or notes in the context box before you start (optional).

  3. Click Start Consultation to begin. When you're done, click End Session.

Documenting the consultation

  1. After ending the consultation, select a template for your notes (for example, SOAP notes).

  2. Review the generated notes and edit them directly in the widget — add detail or update treatments as needed.

  3. Save your notes. They'll automatically update in the patient's file in MediRecords — no copy-pasting required.

Additional widget features

  • Transcript view — your consultation transcript stays visible for reference.

  • Customise settings — change the template or adjust the voice tone (brief, detailed, or another style) to fit the consultation.

  • Generate additional documents — click the magic icon to create things like referral letters, then copy them into your preferred letter-writing tool.

Accessing full Heidi features and settings

Click the Heidi icon in the widget to open the full Heidi website, where you can manage your account, templates, and settings.

Automatic patient file switching

The integration handles patient switching cleanly:

  • No data cross-over — when you switch patients in MediRecords, the widget updates to match the new patient file.

  • Resume previous consultations — if you switch back to a patient you'd been working on, the widget loads the existing session with all your notes intact.

Tips for a smooth experience

  • New to the widget? See our Login Guide to get started.

  • Check back for updates as we add features.


Connect Heidi Comms to MediRecords

Heidi Comms uses a Connect API token from MediRecords plus a base URL. Unlike Heidi Scribe, the Comms connection is set up entirely from inside Heidi.

1. Request your MediRecords Connect API token

2. Enter your API token in Heidi Comms

  • In Heidi, open Heidi Comms and click the Integrations tab

  • Scroll down to the MediRecords section

  • Paste your Connect API token into the MediRecords API Key field

  • Confirm the base URL is https://api.medirecords.com/v1 — leave this as-is

  • Click Connect to MediRecords

💡 If the connect step fails, double-check that your token has been issued by MediRecords and that the base URL has no extra spaces.


If you run into trouble setting up either integration, please reach out to our support team — we're here to help.

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