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Installing Vim for Heidi-eCW Integration: For Organization Admins

This guide provides instructions for eClinicalWorks organization administrators to deploy Vim in their Organization for access to the Heidi integration.

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Written by Phoebe Kent
Updated over 3 weeks ago

Important: Access for Admins or Practice Champions Only

Only users with admin rights can manage organization-wide deployment. If you are not an IT administrator or practice champion, please forward this guide to your organization's Champion.


What is Vim?

Vim is an “overlay technology” that sits on top of the EHR and is context aware, meaning that Vim recognizes what a user is doing in the EHR and surfaces at the relevant moment in time to support user workflows. Vim allows for rapid deployment and seamless integration with various EHRs. Learn more here.


Getting Started: Vim installation

To set up Vim Connect for your organization, you'll need to schedule an implementation call with the Vim onboarding team. Your Heidi Account Manager can also assist with this process.

Ensure you complete all the relevant fields in the form provided.

During this call, Vim will:

  • Activate your organization account

  • Provide you with an organization key

  • Walk you through installation on your device and discuss deployment options for your team


After installation: Adding Additional eCW Users to Vim

After your initial onboarding call with Vim, you can manage your team through the Vim Admin Console — here you can add, activate, remove and manage your organisation’s access.

Step 1: Access the Vim Admin Console

To access the Console:

  • Your login email is the same as your Heidi account email

  • Use the password you created during Champion onboarding

Forgot your password? Use the reset password link on the login page.

Step 2: Distribute Installation Instructions to Users

It’s now time to deploy Vim Connect to your team. There are two options for deployment: remote or manual deployment.

During your onboarding call, Vim will guide you on the best option for you based on your organization size.

  • Remote: Medium to large practices (> 20 users)

    Uses a centralized, remote deployment methods like GPO, RMM, or Scripted deployment. For assistance contact your Heidi account manager or Vim support at support@getvim.com

  • Manual: Small to medium cohort (< 20 users):

    Users in your team or organization can install Vim manually on their own workstation using your organization key.

    Follow these steps:

    1. Share the Organization key with your users — this will be provided to you during the initial set-up process, or you can access it from your Vim Console.

    2. Share this instruction guide for your users to download Vim Connect onto their device type (Mac or Windows).


Step 3: Manage Users with Vim Console

Going forward, Organisation Admins can use the Vim Console to manage, remove, or add user who need access to Heidi through Vim Connect.

💡 Manually adding users is not necessary if you activate Vim’s Auto-create Feature, which auto-creates the user once Vim installation (Step 2) is complete.

To add or manage users manually:

  • Head to Vim Connect Users → Add

  • Add in the users information, including: roles, MPI number and the specific app they need — in this case Heidi. Click Confirm.

Recommended Vim Console Settings:

Navigate to AccountsAdvanced Settings to enhance the user experience

  • Seamless Sign-in: Enable to allow Vim to identify EHR users and grant access to the Vim platform without additional login credentials — saving the need for your users to remember additional passwords.

  • Auto-create Feature: Enable this on for user profiles to be created automatically once Vim Connect has been installed on their workstation — saving you the manual add process.

💡 See the Vim Practice Knowledge Hub for more details on Vim Console.


Device Requirements

  • Supported: Windows and Mac desktop/laptop computers with Chrome browser

  • Not Supported: Tablets and mobile devices

Vim Connect is designed to integrate with EHR platforms and requires desktop access.


Troubleshooting & Support

If users cannot see the Vim Connect application hub in their EHR after installation:

  1. Verify Chrome extension is enabled and browser has been restarted

  2. Confirm user has been added in the Vim Admin Console

  3. Check that Heidi is added as an application for that user

Still having issues?

Contact the Heidi support team or your assigned Account Manager for assistance.

For information specific to Vim installation, reach our to support@getvim.com


FAQs

What is Vim Connect?

Vim is an “overlay technology” that sits on top of the EHR and is context aware, meaning that Vim recognizes what a user is doing in the EHR and surfaces at the relevant moment in time to support user workflows. Vim allows for rapid deployment and seamless integration with various EHRs.

What is a Microsoft Software Installer? (MSI)

MSI stands for Microsoft Software Installer, and it is a method for installing Vim Connect. Vim Connect is designed to work on top of different platforms and software, meaning we support both web applications and installed Windows applications. MSI is the framework Microsoft created for installing software on Windows. When the MSI is installed, it helps to have a “one solution fits all” instead of something that is specific to each EHR.

What is an organization key and an organization ID - where do I find them?

What is an organization key and an organization ID - where do I find them?

The organization key and the organization ID in located under the organization tab in Vim’s Admin Console. The organization key is used for downloading Vim. The organization ID is used internally by Vim to identify the practice.

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