How do I create an account with Heidi?
To create an account with Heidi head to sign up at https://www.heidihealth.com/ once you are there follow these steps:
Click on the Sign Up button on the top right hand corner.
Select “Book a demo” or “Try it yourself”
We Recommend you click Try it Yourself
After you have clicked Try it yourself, we will take you through a short demo - it is important to note that this is a demo, and you should not take a consult until you have created your account.
Finish the demo - pay attention, there is some good tips there
Once you have completed the demo - enter your profile details and create your account
From there you can get started using Heidi for Free Forever, upgrade to Pro or invite your team members along.
If you've used Heidi before and want to skip the demo, you can sign up using the following link.
How Can I Get My Team on Heidi?
To get your team on Heidi head over to the Team tab, and invite your users, Heidi Teams are available to Pro, and Practice Tier users. The team owner will be the billing admin. If you would like to set up more accounts, or want to discuss your options you can reach out to support and we can assist.
Find out more about Heidi Teams at the help article here
What's Included in the Free Plan?
Included in the Free Forever plan is note generation, you are able to generate unlimited notes using generic templates in Transcription, or unlimited dictations. However, the Free Forever plan limits users to only 10 Pro Actions per month, the pro actions are:Examples of Pro Action usage include creating notes using customized templates, accessing advanced AI tools like Ask Heidi prompts, or generating additional documents from initial notes. By utilizing default templates, users can avoid consuming Pro Actions when generating basic documentation.
Create a note using a custom template
Use Heidi AI tools to edit notes, or create a document
Create a second document from your initial note- Generate notes through community templates
Use the '+' icon for creating documents directly from dictation
Find out more about the difference between plans at our help article
How to Use Templates Effectively on Heidi Health Free Plan While Managing Pro Action Limits
Overview
On the Heidi Health Free Plan, users have access to 10 Pro Actions per month, which can be used for advanced features like custom templates, Ask Heidi prompts, and other Pro tools. While these Pro Actions allow for increased functionality, users can optimize their experience by utilizing free resources like pre-installed templates and transcribing features. This guide explains how to leverage templates without exceeding Pro Action limits.
Default vs Custom Templates
Using Default Templates
Default templates, such as SOAP notes or generic basic templates, are included with every account and do not consume Pro Actions when used appropriately. To create notes without using Pro Actions:
Start a session using the 'Transcribe' function.
End the session by clicking 'Stop Transcribing.'
Choose one of the pre-made default templates (e.g., SOAP Note or basic generic template) to format your note. These templates are free to use and avoid Pro Action consumption if no custom features are applied.
Using Custom Templates
You can create and apply custom templates even on the free plan, but applying a custom template will count as one of your 10 monthly Pro Actions. Note that even slight modifications to default templates turn them into custom templates, which will then consume Pro Actions.
Detailed Free Templates for Note-Taking
Heidi Health also offers free optimized templates for specific scenarios. For instance, the SOAP Note template is ideal for capturing detailed visits, while templates like H&P or SOAP (Issues) are great for multi-problem visits. Setting these templates as default is recommended for users who need comprehensive documentation without Pro Action consumption.
Actions That Count as Pro Actions
Certain actions will consume your Pro Actions on a free account. Examples include:
Generating notes using custom or community templates.
Using the "+" icon to create documents from dictation.
Accessing advanced Pro features like the extended scribe feature or Ask Heidi prompts.
Practical Suggestions to Maximize Free Plan Benefits
Always use pre-made basic templates unless advanced customization is essential.
Avoid creating documents via the "+" icon for dictation, as this will count toward your Pro Action limit.
Use transcription sessions and select a default template to finalize your notes whenever possible.
For detailed documentation, utilize the SOAP Note or H&P templates optimized for different use cases.
Conclusion
By understanding the distinction between default and custom templates and being mindful of which actions consume Pro Actions, users can fully utilize Heidi Health's Free Plan effectively. Optimize your note-taking by sticking to default templates and limit advanced Pro features to stay within your monthly Pro Action limit.
How can I get the most out of Heidi?
To get the most out of Heidi we recommend utilising our Pro, or Practice tier, which gives you unlimited AI prompts and custom templates.
We also have a Desktop App, a Mobile App, and a Google Chrome Extension that each help solve different workflows. Explore how our different applications can be used to help you get the most out of your work. Use Heidi Everywhere.
Is there a Heidi App?
Yes, there is a Heidi App. You can download the app on your preferred mobile device by following the links below:
iOS: Download from the App Store here
Android: Download from the Google Play Store here
Once downloaded, log in with your existing account to access all your data and continue working seamlessly across your devices.
Can Heidi be used in a Telehealth consult?
Heidi's Desktop App allows Heidi to be used in a Telehealth consult. We have a Heidi Desktop App for Mac, or PC, this allows Heidi to pick up headphones, and work more seamlessly with Telehealth. You can download the app here.
For more information on the desktop app head to this help article
Can Heidi be used without an internet connection?
Heidi requires an internet connection to generate output. However, if you are using the Heidi Mobile App, it will support a backup while offline. The transcription will happen once Heidi get's online.
For more information on the mobile app head to this help article
What browsers are compatible with Heidi?
Heidi is compatible with major browsers such as Chrome, Safari and Microsoft Edge.
How to set up my device to work with Heidi?
Make sure you have a stable internet connection
Allow Heidi as much RAM as it needs, close any unnecessary tabs or apps on your devices
Check, and check again that the Heidi volume bar is picking up.
Make sure your device does not go to sleep
Different devices have different settings, so assure the device you are using is set up not to go to sleep during the consult.
MacOS (Desktop device)
Go to System settings, Lock screen, “Turn display off on battery when inactive Never”, or “Turn display off on power adapter when inactive Never”
Check the MacOS user guide here Mac Support
Apple OS (Mobile Device)
You can set how long it takes iPhone to automatically lock.
Go to Settings > Display & Brightness > Auto-Lock, then choose a length of time.
Check Apple iPhone user guide here iPhone Support
Windows (Desktop device)
Disable or adjust lock screen settings Open "Settings". Click "Personalise" and then select "Lock screen". Ensure that "Screen timeout settings" is set to Longer or Never
Check windows user guide here Windows Support
Android (Mobile Device.
Follow these steps:
Go to the Apps Drawer.
Open Settings.
Select Display.
Select Advanced (Skip for older Android versions).
Select Screen timeout or Sleep.
Select the desired timeout: 15 seconds - 30 minutes or Never (limited to specific models).
More Android support at Zebra community → Here
Allow Heidi to load entirely before pressing any other buttons, if you have hit stop recording let the screen produce the note before trying anything else. Similarly when you open up let the page fully load before you hit start recording.
Do a test consult before each by just recording a minute or so of conversation you can delete this after you have seen all is working, then start a new session.
How do I sign up?
You can sign up or log in here. If you are new, you can choose to check out Heidi by your self to get familiar with the product, or book a demo with one of Heidi's friendly faces.
If you've already used Heidi, and just want to sign up you can use the following link.
What Microphone should I use?
Heidi Health is compatible with a wide range of modern microphones, including both built-in and external options. Selecting the right microphone can enhance audio clarity, streamline workflows, and improve overall performance, particularly for telehealth sessions or in noisy environments.
Compatibility Overview
Built-in Microphones: Heidi Health works seamlessly with built-in microphones on laptops, desktops, tablets, and mobile devices.
External Microphones: External microphones often offer better performance, particularly in large spaces or medical settings. Examples include USB microphones, conference microphones, wireless options, and lapel mics.
Always ensure the app or browser permissions allow microphone access for optimal performance. Good microphone quality leads to improved transcription accuracy and more reliable results.
Recommended Microphones
Desktop and Conference Microphones
These are ideal for stationary setups in clinics or telehealth sessions:
Elgato Wave microphone
Razer Seiren microphone
TONOR USB Conference Microphone
Fyvadio Conference USB Microphone
Jabra Speak2 55 Wireless Bluetooth Speakerphone
Wireless and Lapel Microphones
Wireless microphones are a great choice for mobile settings or situations where you need to move around. Examples include:
Wireless Lavalier Microphone
HMKCH Lapel Mic
DJI Mic Mini (useful for distances up to 400 meters in line of sight, as well as short distances through walls).
Telehealth-Specific Recommendations
When using Heidi Health for telehealth purposes:
Use the Heidi Desktop App for capturing patient audio. This provides greater flexibility for selecting audio input devices compared to the web version or mobile app.
Be cautious when using headsets, as some may lack full compatibility with the web version. Any plug-in or Bluetooth headset should work on mobile devices.
Additional Notes
Bluetooth and omnidirectional microphones can be effective in noisy environments, enabling closer mic placement for better sound clarity.
While specific microphone models are recommended, any good-quality microphone that fits your budget should work well. By considering the above recommendations and aligning with your setup requirements, you can ensure clear audio capture and a seamless experience using Heidi Health.