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πŸ“š Getting started with Community templates
πŸ“š Getting started with Community templates

Introduction to Heidi's Templates Community

Alex Stewart avatar
Written by Alex Stewart
Updated over a week ago

Introduction to Community templates

Templates are blueprints that Heidi uses to define your preferred structure and style for notes and documents, so that they sound just like you. Instead of creating a template from scratch, Community templates gives you access to a public library of custom templates that have been created by other clinicians using Heidi.

  1. To browse Community templates, click Templates then Community.


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2. Search for templates based on the specialty, region, and category of template you need. To refine your results, sort by Most popular to see which templates are being used the most frequently by other providers or Most recent to see the newest templates.

3. Once you find the custom template that works for you, click into the template, then press Use template to add it to your personal library.


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