Skip to main content

πŸ’¬ What is Ask Heidi?

Your AI partner for trusted clinical support, admin tasks and documentation

Heidi Support avatar
Written by Heidi Support
Updated over a week ago

Ask Heidi is your clinical AI partner that works alongside you. Don't spend time searching multiple sources or manually creating documents from scratch, simply ask Heidi what you need.

Whether it's verifying treatment protocols for complex cases, looking up contraindications before prescribing, generating referral letters, or making adjustments to your clinical notes. Heidi handles the documentation work and information gathering, so you can focus on patient care.

What can Ask Heidi do?

Ask Heidi helps with three main types of tasks:

  1. πŸ” Research mode (in beta - US Heidi Labs only): get evidence-based answers to medical questions with citations from trustworthy, evidence-based sources like clinical guidelines, peer-reviewed research, and medical databases.

  2. πŸ“„ Clinical document creation: Create referral letters, discharge summaries, handover notes, and more - perfect when you don’t have a template.

  3. ⚑ Quick Edits and admin tasks: make quick formatting edits, adjust tone or length, add medical billing codes, or pull in medication information β€” all within your session.

Simply type what you need into the Ask Heidi bar at the bottom of the page, or press the Ask Heidi button on mobile.


πŸ” Research Mode: Medical Questions with Trusted Sources

Ask Heidi now has a Research mode option which provides evidence-backed answers to your medical questions, including treatment, drug and diagnostic information, with linked citations from trusted sources. When you ask medical or clinical questions, Heidi will automatically provide answers with inline links to sources you can verify β€” helping you feel confident to make informed clinical decisions, right in your workflow.

How it works

  • Simply select β€œResearch”, then type your medical question into the chat box at the bottom of the page, just like you always have.

  • Heidi will use AI search and knowledge retrieval to provide answers with inline citation links (like [RACGP], [CDC], [Cochrane]) that you can click to verify the source.

  • Heidi searches and synthesises information from trusted medical sources online. Since this involves analysing multiple sources for comprehensive answers, responses may take longer - up to a few minutes for complex questions.

Example medical questions you can ask:

  • "What are the RCH guidelines for pediatric asthma management"

  • β€œWhat are the colonoscopy screening guidelines for a 50 yo male with a family history of colon cancer?”

  • β€œWhen should I order a head CT for a patient with a recent head injury?”

  • β€œDoes the dosage of ramipril have to be adjusted for renal impairment?”

  • β€œWhat is the most effective biologic for treating plaque psoriasis based on current research?”

Understanding the sources

Throughout Heidi's response, you'll see inline source citations like [RACGP], [CDC], [Cochrane], or [RCH]. Simply click on any citation to open the source and verify the information.

Heidi searches across authoritative medical sources from multiple regions to answer your clinical questions. The specific sources returned depend on your query - a question about paediatric dosing might pull from different sources than one about cardiovascular guidelines.

Commonly used sources and guidelines:

All responses include clickable citations so you can verify the sources.

Important to know

  • Use for routine clinical decision support, not for medical advice or emergency use

  • Always verify the sources by clicking the citation links.

  • Use your clinical judgment. Heidi assists you, but you make the final decisions.

Provide feedback:

  • Use πŸ‘ when sources are helpful and relevant

  • Use πŸ‘Ž if the answer isn't quite right - this helps us improve


πŸ“„ Create Clinical Documents with Ask Heidi

Generate referral letters, discharge summaries, handover notes, mental health care plans, and more - all formatted and ready to use. No more starting from blank pages or searching for the right template.

What you can create

Common examples:

  • Create a referral letter for this patient to a dietitian

  • Create shorter handover summary

  • Generate me a GP letter using this consult, addressed to doctor at the clinic

  • Create a discharge summary for this patient

How to use it

Simply type what you would like to create into the Ask Heidi bar at the bottom of the page, or press the Ask Heidi button on mobile to bring up the text box.

You can Ask Heidi with natural language, exactly how you'd ask an intern or resident to do something for you.

Tip: If you want more control over the structure of a document, use the "Create document" button to create documents based on templates. If you need help setting up a template, you can read more on how to create templates here or reach out to support@heidihealth.com for further help!


⚑ Quick Edits and Information

Ask Heidi can also help you make quick adjustments to your notes or pull in helpful information:

Examples:

  • Generate ICD-10 codes

  • Make this section more concise

  • Change the tone to be more formal

  • Bold the headings, and remove the dot points


Understanding Ask Heidi's Response Options

After Heidi has provided an answer, you will see several buttons appear underneath the text:

  • Copy text - Copies Heidi's answer to your clipboard for you to paste wherever you'd like

  • Add to note - Adds Heidi's answer to the bottom of text in your current tab

  • Replace note - Replaces the text in your current tab with Heidi's answer

  • Create new tab - Adds a new tab within Heidi's interface with Heidi's answer

  • πŸ‘ Thumbs up / πŸ‘Ž Thumbs down - Provide feedback on the response quality

Your feedback matters: Use the thumbs up or down to let us know if the answer was helpful. This helps Heidi get better for everyone.


Other AI Tools in Heidi

Ask Heidi to create a template

This AI tool is fine tuned to make the perfect Heidi Template. Use it to create templates for Notes or Documents - they will often need a little bit of tweaking to get it just right, but you can be quite detailed in the instruction.

Ask Heidi to create a document

Once you have produced your core note, you can use this text box to create an endless variety of medical documents and notes. This will be one-off, and won't save a template. If you really like the output, you might want to use "Ask Heidi" to create a template of the session note provided, or perhaps use the Create Template AI bar. e.g. "Create a template of a Mental Health Care Plan."

How to Generate Medical Codes

Simply type "Generate ICD-10 codes", for example, into the Ask Heidi toolbar, and you'll see the appropriate codes for your patient's diagnosis appear - streamlining the documentation and billing process.

See here for more info on Medical Coding.


Usage Limits

For free users: Using Ask Heidi counts towards the 10 Pro Actions you get a month. This includes document generation, medical questions with sources, and quick edits.

For Pro users: Use Ask Heidi as much as you want - unlimited usage!

Did this answer your question?