Templates are an essential part of Heidi that allow you to create notes and documents just the way you like them. Templates outline the structure of the note by specifying what sections are in the note, what information goes into each section, and the general formatting of the note.

Heidi provides all of the essential templates for you based on your chosen specialty, that you can customise and make your own. You can also create templates from scratch, from an existing note, or ask Heidi to generate one for you using AI.

Note templates are used for structuring your notes the way that you like them. To use a note template, simply record your session as normal, and then press stop recording. After you have finished recording, Heidi will pop up a list of note templates for you to choose from. You can scroll down to browse the list of templates, or start typing to search for a particular template. Templates you have recently used will show first on the list.

You can change the template that your note uses by clicking on the template button above your note. This will bring up the list of templates again, and regenerate the note in the template that you select.

If you don’t want to be asked what kind of note you’d like to create every time you stop recording, then set up a default template. This is useful for people who like to create the same type of note every session.

You can save a template as your default template by ticking the “save selection as default template” box on the right, before selecting a template when Heidi asks you how you’d like your notes structured.

You can also set up a default template, or change your default template by going to Settings > Session settings and selecting a template from the “Default note template” dropdown.

Document templates are used for creating additional materials from your original note, such as referral letters and patient explainers. You can use a document template after you have generated your session note, by pressing “Create document” in the top right corner (which looks like a magic wand icon on mobile.)

Clicking “Create document” will bring up a list with all of the templates available to you, both note templates and document templates. When you select one of these templates, a new tab will appear with your document in it. You can easily go back to your original note at any time by clicking on the note tab.

If you’re on the free plan, creating documents will count towards your 10 creations a month. Pro users can create unlimited documents!

Templates are organised into document and note types to help you find what you’re looking for when you need it. A Note is clinical documentation 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; whereas a Document is something that might be external to the health record, such as a discharge summary, medical certificate, referral letter, form you're filling in.

Notes use the transcript or dictation, and additions from the session, whereas documents use the note as their source of truth, then any additional information from the transcript. Therefore, it’s best to make sure you are happy with your note before creating any documents.

There are a few different ways to create a custom template:

From the templates library (coming soon): Open the templates page from the menu on the left hand side, then on the top right corner you will see a button that says “Create template”

From a session:

Click “Create document” to open the template window and click “Create custom template” at the bottom of the window.

You will then be presented with some options on different ways to create your custom template.

Method 1

Method 2

Click on ‘Create document’ then click ‘Create custom template’

From the templates window

From your template library (coming soon)

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