Heidi's Feature Dictionary

You can add a patient, using name or a key you will recognise, that way later you can link back to past patient sessions for that user.

You can start a session from the green button in your top right corner. When Heidi is transcribing, you'll see the button change to red with the text 'Transcribing'. Press this to stop transcribing.

You can press resume to resume transcribing at anytime.

Each time you stop transcribing, Heidi will send the transcript to our AI model and create your note. You'll need to press "sync changes" in order to carry these changes through to any documents you have created. For Android device users, avoid letting your phone lock or go to sleep during a session, as this can interrupt audio input and result in incomplete transcripts. Keeping your device active ensures the integrity of your session transcriptions.

A note is the main clinical summary that Heidi generates based on your transcribed session, this is typically the one that would go into your health record (i.e. File/PMS/EMR/EHR) and is intended for other clinicians to read as a record of your care.

When you stop transcribing, you will be prompted to select a template to create your note from.

Templates are a key feature of Heidi that allow you to customize notes and documents to look and feel exactly the way you want. The template defines the structure, content and general formatting of the note.
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Templates can include things like as headings, (e.g: History, Examination, Impression, Plan or Subjective, Objective) as well as instructions for Heidi to follow regarding what is in each section.

Heidi provides some of the most commonly used note templates for you such as:

You can also create a custom template to generate a note exactly the way you like it. Using a custom template will consume a Pro Action.

A document is an artifact that you can create in addition to the note, such as a discharge summary, medical certificate, referral letter or a patient handout.

Documents are created based on what is in the note, the transcript, and any information added in the 'Context' tab. Therefore, it’s best to make sure you are happy with your note before creating any documents.

To create a document, click ‘Create’ on the top right and select the template you would like to use. The document will automatically open in a new tab on the Heidi canvas.

To delete a document you have created, simply click the ‘X’ next to the tab.

Creating a document consumes a Pro Action on Heidi. To create unlimited documents, upgrade to Heidi Pro.

When you set a document template as your default, Heidi generates two notes when you end the session: your specialty note and your chosen document. Creating a clinical note first ensures your documents are accurate and efficiently created.
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Live transcription provides you with a real-time view of your conversations during patient sessions, allowing you to see exactly what's being captured as you speak.

During your patient consultation, you'll see a live transcript panel displaying your conversation as it happens. This runs alongside our standard AI note generation process.

The transcript updates word-by-word in real-time, giving you immediate visibility into what's being captured and allowing you to make adjustments if needed.

You can customise how Live Transcription appears during your sessions:

Settings → Display Settings → Toggle OFF: "Open live transcription in split view"

With this option, live transcription will continue running in the background - simply click the 'Transcription' tab whenever you want to view it.

Heidi has four features that can perform a dictation service. The primary feature is Dictate — a hotkey-based tool that transcribes your voice as text wherever your cursor is, across any application on your computer (via the Desktop App) or anywhere inside Heidi (via the browser). Recommended for every clinician.

The other three are surface-specific:

Session Dictation — A pre-session dictation mode set via the arrow on the green Transcribe button. Heidi listens and produces a word-for-word document in the Note tab when the session ends. Best for letters, operative notes, and reports — not patient sessions.

Inline Dictation — A microphone icon inside the Note or Context tab of an existing session that dictates speech directly into that field in real time. (In the Note tab, the icon only becomes operable once Heidi has generated a note for the session.)

Mobile Dictation — Dictation on Heidi's iOS and Android apps — either the in-app Dictate toggle within a session (which generates a word-for-word document the same way as Session Dictation on desktop), or your device's keyboard microphone (which dictates directly into any Heidi text field).

The style panel helps you to further customise your note to sound just the way you like it.
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You can fully customise your outputs to match your personal style.

For Pro Users, Scribe comes in two options:

For Free users, the Free Scribe is designed to be very fast and works well for most simple sessions.

If you regularly need more reliable performance for detailed or lengthy notes, we recommend upgrading to a Pro plan.

You can select from the following voice presets:

Or create a custom voice by adjusting the configuration below the presets to have finer control on the level of detail, formatting, and whether quotes are used in your note.

Voice is only available when using a note template. To increase the level of detail in a document, customize the template instructions.
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The 'Context' tab, to the left of the Note tab, is where you can add any additional information that you would like to include in the note that wasn't transcribed within the session. This could be patient history, a note for yourself, or anything else that wasn't spoken aloud. When using Heidi's Desktop App without integration into an EMR, ensure essential patient details are included manually. This can be done by dictating or typing the information at the start of the session or adding it during or after the session via the 'Context' tab.

Some clinicians like to paste in the patient's medical history from their EMR, just be sure to mention in the context that it is patient history rather than something discussed within the session.

You can add context anytime before, during or after a session. .

You can create a note from a previously transcribed session by selecting "Upload session audio" from the dropdown next to "Start transcribing"

You can choose from a wide and growing selection of languages for both transcription (input language) and note or document generation (output language). You can select up to three input languages per session.
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For example, if you conduct a consultation in Spanish but want the final note in English, simply set Spanish as the input language and English as the output language.
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You can set default input and output languages within preferences.

To export a note or document, click on the more options menu, click export as, then select a file type. Heidi currently supports exporting as PDF or doc.x formats. The file will be saved to your downloads folder.

Tasks automatically detects clinical follow-up actions — tests, referrals, reviews, and documents (such as referral letters and patient summaries) — from your session notes and compiles them into a personal task list. Tasks can be managed during sessions or centrally via a Master Task List, with filtering, categorisation, and full edit control. Each task links back to the original note for easy context, and completed tasks are ticked off automatically. Available on the web app only.

You can bold, underline or italicize content within the Heidi text editor by highlighting it, then selecting the formatting you would like. If you always want certain sections to have specific formatting, you can add it into the template.

Add commonly misspelled words or preferred abbreviations, and Heidi will automatically correct or shorten these in your outputs. You can find your replacements in the Memory tab.
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​We’ve provided you with some great suggestions below!

If you notice a misspelled word or a phrase you'd prefer to abbreviate during your session, simply right-click on it and click on the 'Find & Replace' icon.
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You can then choose to apply the change to all instances within your current output, across all outputs in your session, or for all future occurrences by adding it to your word library.
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You also have the option to match the exact casing of your replacement if needed.

Use Split Screen to view multiple Heidi tabs at once.

To enter split screen, simply right-click on the tab you want to split and select either "right" or "left" from the options. This will determine which side of the screen the tab will appear on.

You can also adjust the size of each window by clicking in the center and dragging left or right. This allows you to customise the split screen to your liking, making it easier to view and work with multiple tabs at once.
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An example of how you may apply split screen, perhaps you want to have your transcript on the left hand side to do a quality check while you are checking your note in the right hand window.
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You could quickly shift between Context to add a bit more details if it wasn't in the transcript, and needs to be pulled into the note.

Snippets are customized, pre-saved fragments of text that you can trigger in your notes and documents with a shorthand. Within your 'Memory' tab you will find your 'Snippets'. You can add as many snippets as you'd like by including the shorthand and the content. To insert your snippet into a note, simply type a forward slash followed by the appropriate shorthand trigger (eg. /normROC).

Here's an example:

Shorthand: /normROS

Content:

• General: No fever, chills, fatigue, or weight changes
• Skin: No rashes, lesions, or pruritus
• HEENT:
- Head: No headaches or dizziness
- Eyes: No vision changes or eye pain
- Ears: No hearing loss or tinnitus
- Nose: No congestion or rhinorrhea
- Throat: No sore throat or hoarseness
• Cardiovascular: No chest pain, palpitations, or edema
• Respiratory: No cough, shortness of breath, or wheezing
• Gastrointestinal: No abdominal pain, nausea, vomiting, or changes in bowel habits
• Genitourinary: No dysuria, frequency, or urgency
• Musculoskeletal: No joint pain, swelling, or muscle aches
• Neurological: No weakness, numbness, or tingling
• Psychiatric: No depression, anxiety, or sleep disturbances
• Endocrine: No heat or cold intolerance, excessive thirst, or frequent urination
• Hematologic: No easy bruising or bleeding
• Immunologic: No recurrent infections or allergies

When you are editing your notes, if you want to include a normal review of systems, simply type '/normROS' and then 'Enter', and the content will be added to the note.

Ask Heidi is your AI assistant within Heidi. Use the chat bar inside any session to edit notes, generate documents, ask clinical questions, and apply formatting changes — all without leaving your workflow.

Some examples of what clinicians use Ask Heidi for:

Ask Heidi requests come in two types:

The note editing and document creation experience — appears in a tab, independent of clinical evidence.

Unlimited on all paid plans; limited on Free.

The Evidence-grounded, in-session experience plus agentic actions.

Unlimited on Clinician and Practice plans. Limited on Scribe Plus (10 per week), Evidence Plus, and Free.

Heidi Evidence lets you find fast, citation-backed answers to clinical questions from curated sources — guidelines, medicines references, and published research. Every answer is checkable: key clinical statements are linked to citations so you can open and verify the original material.

You can access Evidence in two ways:

Key features include inline citations, follow-up question suggestions, CPD/CME tracking, and Source Control (paid plans) — which lets you shape which sources Heidi draws from, including your organisation's own guidelines and protocols.

Heidi can automatically generate diagnostic codes from your consultation. Select a coding set (e.g. ICD-10) from the Coding panel, and Heidi returns a stack-ranked list of codes sorted by high, medium, and low relevance. Confirm all codes at once, or select only the ones you need — confirmed codes are automatically appended to the bottom of your consultation note.

Coding is available on Practice and Enterprise plans.

Personalisations is how Heidi learns your documentation style over time. Every edit you make within Heidi — bolding headings, swapping words, adjusting phrasing or formatting — is observed and remembered. After around 5–10 sessions, Heidi begins applying your preferred terminology and formatting automatically to new notes.

You can review, activate, or deactivate individual observations from the Personalisations section within your note panel. For Personalisations to work, edits must be made inside Heidi — not in your EHR after copying the note across.

Heidi automatically detects and saves key patient information — medications, allergies, past history, date of birth, and other identifiers — to a patient profile. This information is pulled automatically into referral letters and documents, so you're not manually filling in patient details every time.

For returning patients, all previously captured information is carried through and kept up to date. You can also select previous sessions in the context panel, making prior notes and uploaded documents available at the click of a button.

In team settings, Note Status lets you and your colleagues know where a note is in the review process. Select the Status button within the note to update it:

Note Status is available on Practice and Enterprise plans.

If you're using Heidi without an EHR integration, you can upload your appointment book at the start of the day — either as a screenshot or a CSV file. Heidi creates a session tab for each patient, pre-labelled and ready to use, so you don't need to manually create sessions for every appointment.

Find this feature in the Upcoming patients section of the Heidi sidebar.

The Heidi mobile app lets you transcribe sessions on-the-go, even in low-bandwidth or offline environments. Unlike the web app, it allows you to switch apps, lock your screen, and move around freely without interrupting the audio processing.

Key features:

Device requirements: iOS 17 or higher (iOS 18 recommended) · Android 8 or higher.

The Heidi Desktop App gives you the full Heidi experience as a native application on your computer. It supports the Dictate feature across any application on your desktop — not just inside Heidi — making it the recommended setup for clinicians who dictate into their EMR or other tools.

Heidi connects with many EHR/EMR systems to sync appointments, pull in patient context, and push completed notes back into the correct patient record. The type of integration you have is determined by how your EHR partner built with Heidi — it's not a choice between the two. There are two integration types you may encounter:

Without an EHR integration, you can still copy notes directly from any Heidi session into your practice management system.

Heidi Teams allows practices and organisations to manage multiple users under a single workspace. Key capabilities include:

Teams is available on Practice and Enterprise plans.

If you need multiple documents to generate at the end of every session - not just your default - use Queue in all sessions. For each document template that you want to include:

The Queue functionality lets you automatically generate multiple documents at the end of every session, alongside your default note. For each document template you want to queue (e.g. a patient letter), go to: