This release is rolled out to all users on the Free and Pro tiers only.
Generate clinical notes and pre-charted summaries before your consult and have your transcript seamlessly weaved in after seeing a patient.
Creating a note before transcribing
Start by inputing text or uploading a file to context. The create button will appear in the top right. Click “Create” and select a template to generate a note or document.
Accepted files types:
.doc, .docx, .pdf, .png, .jpg
Unaccepted:
spreadsheets (csv, xml), .txt files
Adding a transcription
Press start transcribing to begin your session. Once you click stop, Heidi will enhance your notes with content from the transcript.
Managing Updates
Syncing context changes into the note
If you need to add additional context after creating your note, simply add the content to the context tab, then return to the note tab and press the “Sync changes” button to rewrite your note to include the new context.
Inline Dictation
Inline Dictation lets you dictate straight into the Context tab using the microphone icon in the top-right corner of the text area. Your words appear in the field in real time.
Two template options are available: Smart Dictation (structured output) and Word-for-Word (verbatim). To generate a separate dictated document from your captured input, press the + icon and select Smart Dictation.
💡 Note: Inline Dictation works inside a regular session. If you choose Session Dictation instead (by clicking the arrow on the green Transcribe button and selecting 'Dictate'), the Context tab is unavailable — Session Dictation captures your spoken words straight into a document with no context input.
💡 See Dictating in Heidi: which one are you using? for an overview of Heidi's dictation features.
Frequently Asked Questions
Q: Can I transcribe after creating a note from Context? A: Yes! Context based notes can now be created at any time, before, or after a session is completed.
Q: Do I need to use any special formatting for content in Context? A: You can add text and documents in natural language. For best results, make sure you specify details about where the information is from, for example, past medical history vs a pre-session intake form.
Q: I forgot to add a file to Context, can I add another after transcribing? A: Yes! No matter if its a file or text, you can add the material to the Context tab and return to the tab you’d like to update - press the “Sync” button to bring in the new material.
Need Help?
If you need assistance with create a note from Context or have specific questions about your use case, don't hesitate to reach out to our support team. We're here to help you create the perfect documentation templates for your practice.
Perfect documentation made simple with Heidi. Create exactly what you need, exactly how you want it.