Tasks that put care first
Heidi automatically turns follow-ups into tasks, so you can focus on patients — not on scribbled stickies.
Follow up with care and confidence
Keep patient care moving by staying on top of every next step — no matter how long your list gets.
Stay on top of follow-ups
From consults and referrals to routine checks, Heidi helps you see what’s next, so everything gets captured.
All your tasks, all connected
Track next steps in one place, across patients and teams, so you see the full care picture at a glance.
One list, zero distractions
No switching tabs or juggling notes — just the steps you need, right where you work.
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Tailor Heidi’s output to match your system of record for seamless note and documentation transfer.
Set templates for any document required and attach to the patient record. Ask Heidi to personalise to the patient, diagnosis, care plan or referring partner.
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Select preferences, languages and save snippets to produce perfect notes, every time. Add your specific turns of phrase and embed your preferences with find and replace.
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Integrate Heidi whichever way suits your system best.
Light touch, plug and play. With minimal engineering investment, it’s perfect for your first step with Heidi.
Embed Heidi end-to-end across your entire system. Perfect for desktop systems with deeper technical requirements.
Every task, always in reach
Heidi picks up follow-ups like referrals and tests as you write.
See every open follow-up in one place that updates as you work.
Add, adjust, or check things off without switching screens.
Apply categories and filters to your tasks, so you can focus on what matters most right now.
Decide which follow-ups to keep visible — like quick checks or ongoing care.
Every task links back to the exact moment it was captured, so you always have the full context.
Comply with global safety and security standards.
Processing a medical encounter is just about the most private thing an AI can do. So we’ve wrapped Heidi in best-in-class privacy standards.
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Stay on track, wherever you care.
Tasks stay clear in your note, so you always know the next step for each patient.
Support continuity of care by staying on top of referrals, med reviews, and routine checks.
Deliver consistent, high-quality care with clear handovers and thorough discharge checklists.
Questions & answers
Everything you need to know about Heidi
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.
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Keep follow-up flowing
Stay organised and keep care moving with all your tasks right where you work.
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