Integrate Heidi with any system

Heidi maintains strict data security protocols by encrypting all data in transit and at rest, ensuring patient privacy. No audio is stored, and all transcription is processed in real-time, with the ability to delete sessions permanently. Heidi complies with ISO 27001, SOC 2 Type II, HIPAA, PIPEDA, APP, NHS, and GDPR standards (among others) to safeguard sensitive health information.

The main difference is that Transcribe captures entire consultations as they happen with patients, automatically turning spoken conversations into text, while Dictate allows clinicians to manually dictate notes either before or after the consult, providing more control over the content. Dictate also supports voice commands for formatting and offers custom shortcuts to streamline documentation.

Heidi is designed to function accurately even in complex audio environments with background noise or multiple speakers. It uses advanced transcription technology to filter out disturbances, ensuring high-quality notes during group consultations or busy settings, such as ward rounds or emergency departments.

Heidi can detect and transcribe in 110+ languages, ensuring clinicians can seamlessly interact with diverse patient populations. Whether in multilingual regions or during consultations with patients who speak different languages, Heidi makes clinical documentation faster and more inclusive for global healthcare settings.

For long sessions, Heidi allows continuous recording for up to two hours without losing data. Additionally, the system’s real-time transcription health indicators help you monitor the audio quality and ensure no interruptions in the transcription process, even during extended consultations or complex cases.

You can ask Heidi to perform a variety of tasks during a consultation, such as drafting referral letters, summarizing patient histories, and even applying billing codes. Ask Heidi can help streamline documentation, so you can focus more on patient care and less on administrative tasks.

While templates provide predefined structures for notes, Ask Heidi allows for dynamic, real-time requests. You can ask Heidi to generate content based on the context of the current consultation, making it more flexible and context-aware. Templates are useful for repetitive tasks, but Ask Heidi adapts to the unique needs of each patient encounter.

Ask Heidi doesn’t provide direct medical diagnoses, but can assist by suggesting possible diagnoses based on the information provided. It can also generate structured notes to document diagnoses made by you, ensuring all relevant details are accurately recorded. Remember that Heidi is an AI documentation tool; providing diagnoses or management beyond the content of the transcript, context, or clinical document is against usage policy.

Ask Heidi generates output instantly, allowing you to get real-time assistance. It processes requests quickly, ensuring you spend minimal time on documentation while still capturing all essential details. Whether you're generating discharge summaries or medical certificates, Ask Heidi works seamlessly to support fast-paced consultations.

You can upload a wide variety of documents to Heidi Context, including PDFs, Word documents, and images (e.g., medical scans). These can all be incorporated into your consultation documentation, allowing Heidi to seamlessly integrate existing patient information, medical reports, and other relevant documents.

Heidi ensures security and compliance by encrypting all data in transit and at rest, adhering to standards like HIPAA, NHS, GDPR, ISO 27001, SOC 2, PIPEDA, and APP, among others. No audio is stored, and all uploaded documents are handled with strict data privacy protocols. You have complete control over the data, with the ability to access, correct, and delete patient records in compliance with regional laws.

Yes, you can dictate additional information into Heidi Context. During or after a consultation, you can verbally add details that are immediately incorporated into the existing patient context, allowing Heidi to automatically update and integrate new information into your documentation.

You can easily link past consults into Heidi Context by associating previous sessions with the current one. This provides a complete view of the patient’s history, allowing you to see prior notes, test results, and care plans within the context of your current consultation, ensuring continuity and a more comprehensive understanding of the patient’s ongoing care.

Yes, you can create a note using Heidi Context alone, without the need for live transcription. By uploading previous documentation, images, and written or dictated notes, Heidi can generate structured notes directly from the context, which is especially useful for reviewing patient histories or creating follow-up notes when live transcription is not required.

A Note template is used to generate structured clinical documentation based on patient encounters, such as SOAP notes or therapy notes. In contrast, a Document template is designed for generating formal documents like referral letters or after-visit summaries. While both streamline documentation, Heidi Note templates focus on clinical details, and Heidi Document templates are more formal communication.

To create a new clinical template in Heidi, simply use the built-in template editor. You can use Ask Heidi, upload a sample medical note, import specialty-specific templates from the community, or start from scratch. You can also add sections, placeholders, instructions, and verbatim text. Templates can be customized to suit your specialty’s needs, with various format options, add clinical terms, and create reusable structures for your documentation.

Yes, you can easily share templates across your team or department on the Together or Enterprise plan. Heidi allows you to create shared templates that can be accessed and used by multiple users. As an admin, you can control who has editing permissions, ensuring that your team works with consistent and standardized documentation practices.

Heidi’s medical knowledge team reviews community templates to ensure they meet clinical accuracy and usability standards. Plus, templates are regularly curated based on input from practitioners to ensure relevance and quality. They may also be updated to reflect best practices within healthcare documentation. Feel free to add your own templates to the community, subject to review by Heidi’s in-house clinicians.

You can easily tailor Heidi’s default templates by modifying the voice style, setting up preferences, and optimizing Memory. Whether you prefer a brief or super detailed style, Heidi adapts to your voice and applies it across all notes. Personalizing templates helps ensure documentation stays consistent with your clinical style, and over time, Heidi refines the output to align even more with your preferences.

Tasks in Heidi automatically generate actionable items from each consultation, such as follow-up appointments or care plan reminders. These tasks are tied to specific patient encounters, ensuring you have a clear view of next steps, which can be tracked, edited, and marked as complete directly within the platform.

You can easily view all outstanding tasks in Heidi’s master task list, which provides a master overview of all actions that need to be taken. This summary includes tasks from multiple patients and can be filtered by date, priority, or type, helping you stay on top of patient care requirements.

Tasks can be shared across teams depending on your access settings. You can assign tasks to specific team members or keep them private for your own follow-up. Heidi's collaborative task management ensures that everyone on your care team can view and complete relevant tasks based on their role and permissions.

Heidi Tasks best practices include setting clear deadlines for follow-up tasks and utilizing team-based access for efficient task delegation. To ensure that you’re always working on the most pressing tasks first, organize them based on priority. Linking manually added tasks to specific consultations can also help reduce delays in patient care and support continuity across teams.

You can easily manage tasks across multiple patients through task grouping. Within Heidi Tasks, you can address similar tasks at once (e.g., follow-up appointments, referrals) to help you stay on top of multiple actions simultaneously. Heidi Tasks also offers quick-action buttons that allow you to mark tasks as complete in bulk, saving you valuable time.

Heidi Snippets allow you to insert pre-saved phrases or clinical terms into your notes with a simple shortcut, similar to Microsoft Macros. By creating shorthand triggers (e.g., "/bp" for blood pressure), you can instantly fill in repetitive information or commonly used phrases, reducing manual typing and speeding up your workflow.

Yes, you can bulk replace words across all your documents using Heidi’s Find and Replace feature. This tool allows you to quickly update terms, correct spelling errors, or replace outdated language in your entire set of notes, saving time and ensuring your documentation stays standardized across all patient records.

Heidi’s Word Library helps maintain consistency in your notes by storing specialty-specific terminology and ensuring it’s used correctly throughout your documentation. It automatically corrects common spelling errors and ensures that preferred clinical terms are applied consistently, enhancing the accuracy and professionalism of your notes.

Heidi Shortcuts are found within the platform for easier reference. You can access a list of pre-configured shortcuts for tasks like navigating between sections, formatting text, and editing templates, helping streamline the documentation process so you can stay focused on patient care.

Setting your preferred language ensures that Heidi generates notes in the language you choose, automatically adjusting terminology, grammar, and structure to fit the selected language. This makes Heidi more adaptable to your region or patient population, improving both the accuracy and cultural relevance of your documentation.

Heidi Calls adheres to strict data privacy regulations, including SOC 2, ISO 27001, HIPAA, GDPR, Cyber Essentials, NHS, PIPEDA, and APP, among others, ensuring that all patient information is securely stored and transmitted. Calls are made with full patient consent, and no sensitive data is shared without proper safeguards, maintaining confidentiality and compliance with global data protection standards.

Heidi Calls automates follow-up scheduling by reminding patients of upcoming tests or treatments. Once a consultation is complete, you can set up automatic calls to remind patients of their next steps, ensuring continuity of care and reducing administrative time spent on manual calls.

Heidi Calls can reduce no-show rates by automating appointment reminders and follow-up calls to patients. You can schedule them based on your preferred timing, and even include personalized messages to reduce missed appointments.

Heidi Calls can be set to automatically perform routine screenings. Whether it’s for annual checkups, preventive care, or specific health assessments, Heidi can ensure that patients are consistently reminded, improving screening adherence and overall patient outcomes.

Heidi Calls improves patient engagement by enabling medication check-ins, post-discharge calls, and personalized follow-ups. These automated interactions ensure patients feel cared for and informed, helping to foster stronger relationships and better adherence to treatment plans.

Heidi Calls is currently in development, with availability expected soon. Our team is committed to achieving seamless integration with existing systems, while upholding the highest healthcare standards for security and compliance. Join the waitlist now, and we’ll let you know as soon as it’s ready to roll out.

Heidi Coding streamlines the insurance claims process by suggesting the most relevant ICD-10 and SNOMED codes, reducing errors and ensuring accuracy. It supports audit preparation by generating well-organized, compliant documentation that aligns with billing codes, making it easier to submit claims and pass audits.

Heidi suggests ICD-10 and SNOMED codes based on the clinical context of your notes. It filters by relevance and billability, ensuring that the most appropriate codes are suggested. You can review these codes before finalizing, ensuring they align with your specific diagnosis and billing needs. Take note that Heidi Coding is available exclusively to users on paid plans.

Heidi’s coding suggestions are tailored to your specialty and region by using local guidelines and terminology. It accounts for variations in coding systems across different healthcare environments (e.g., ICD-10-CM for the US, SNOMED-CT for the UK). Heidi Coding suggests codes that are relevant to the conditions and procedures specific to your practice and geographic location.

Heidi doesn’t automatically apply codes to ensure that clinicians maintain control over the final documentation. Coding suggestions are listed for your review, allowing you to confirm that the codes align with the consultation and ensuring full compliance with billing standards before applying them.

Heidi Coding supports consistent billing by suggesting codes based on up-to-date clinical guidelines and regulatory requirements. It ensures that the coding process is streamlined and standardized, reducing the risk of errors and ensuring that your documentation aligns with both billing regulations and compliance standards.