How do I use Heidi?
Record: Decide whether you would like to âTranscribeâ or âDictateâ, then press âStart recordingâ. and have your session with your patient as per normal. You can add any additional information about the patient under the âadditionsâ section. Once youâre finished with your patient, click 'Stop recording'. You can resume recording at any time.
Choose a template: Heidi will prompt you to select a template to format your notes in. You can set a default template if you donât want to be asked every time. Once your notes have generated, you can change the template until you find one that suits your needs. Watch this video here for a tutorial on how to set a default template.
Customise: Review your notes and make any changes that you would like to directly in Heidi. Heidi will learn from your edits to sound more like you over time. You can choose from the voice dropdown to specify how much detail youâd like in your notes, or use âAsk Heidiâ to use AI to make any edits.
Create: Once youâre happy with your notes, you can click âCreate documentâ to create any additional materials based on your notes, such as patient explainers or referral letters.
đŁ Watch a full tutorial on how Heidi works here!
Note Templates
Note templates are used for creating notes on Heidi. Note templates specify the different sections you want your note to have, the type of information you want under each section, and the general formatting of the note.
We have provided the most common note templates for you on Heidi, as well as some additional templates created especially for your specialty. These note templates are free to use, however, custom templates are limited to 10 a month for free users.
đŁ Read more about note templates here!
Document Templates
Document templates are used for creating additional materials from your note, such as referral letters and patient explainers. Heidi will provide document templates for you based on your specialty, and you can also create your own custom ones.
Simply click on âCreate documentâ once youâve finished reviewing your note, and youâll see a list of documents you can create. The document will open in a new tab so you can easily go back to your note at any time.
Free plan users can use 10 documents per month. Upgrade to Heidi Pro to create unlimited documents!
You can watch a tutorial video on now to use Templates here!
đŁ Read more about how to use templates here!
Ask Heidi
Ask Heidi allows you to ask questions or give instructions to Heidi, to help you generate your perfect note. Think of Heidi as your intern or resident! You can Ask Heidi during the session for general information, or after youâve finished recording to make changes to your note or generate additional content from the note.
Some examples of what you can Ask Heidi:
Create a referral letter for this patient
Create shorter handover summary
Remind me of the top three antidepressant medication names in Aus
Add billing codes
Divide the note into two seperate sessions for each patient seen
You can watch a tutorial video on now to use Ask Heidi here!
đŁ Read more about Ask Heidi here!
My Additions
Clinicians donât say everything that theyâre thinking out loud. It makes it hard for medical scribes, humans or Heidi to figure out what âreallyâ happened before, during, or after the visit.
Additions allows you to add any extra context to the visit before, during or after. You might find yourself with thoughts during the visit youâd like to add to the summary, but donât want to say out loud - that is what Additions is for.
You can also add any patient history into this field to give Heidi additional context, just make sure to mention that it is patient history, and not something discussed within the session.
Youâll be able to access your additions in the tab to the left of your notes. You can write in shorthand, add thoughts, add examination findings, clarifications, symptoms, test results, reminders or action items like screening questions to considerations for specific investigations.
