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Capture the complete story with Context

Heidi Team

March 19, 2026•3 min read
Capture the complete story with Context

Table of Contents

  • 1. Add external files, results and images to your session

  • 2. Link your past patient sessions for connected care

  • 3. Set the scene with pre-appointment planning

  • 4. Jot down subtle observations, without the transcription

  • 5. Generate notes directly from Context

  • Try Context in your next session

Every clinician knows the frustration, you're writing up your clinical notes but still missing half the story. Lab results from last month buried in files, specialist's handwritten notes, the 30-page psych report they… faxed?

Heidi can listen, transcribe and turn patient conversation into structured notes. But what about the things missed in conversation?

That’s where Context comes in.

Context provides you with one of the easiest ways to piece together fragments of your patients clinical journey, so you capture the full story all in one place.

Here’s how Context works, and five powerful ways to start using it today.

1. Add external files, results and images to your session

Capture the complete story with Context

Start practicing with a partner

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Restore eye contact with your patients

It's like your very own junior resident.
Get Heidi free

Not all information lives in a single patient conversation. Upload historical files, like a pathology results, scanned reports and letters, or even photographs of hand written notes, straight into Context.

Heidi reads them alongside your transcript, so the information becomes part of the clinical story. It’s the fastest way to integrate external information without manual copy-pasting.

💡Hot tip: Heidi’s iOS app let’s you capture and upload clinical photographs directly into session context.

2. Link your past patient sessions for connected care

Capture the complete story with Context

Follow-up appointments are easier when you don’t have to dig through past notes. With Context, you can carry forward key details from past patient visits by linking your patients sessions together. Observations, medical histories, results and plans will be consolidated into subsequent sessions and notes.

That way, every consultation starts with continuity built-in.

3. Set the scene with pre-appointment planning

Get ahead with pre-appointment planning. Dictate details, like patient demographics, known history or reason for referral, directly into the Context tab before your patient visit commences.

Give more time to focus on quality care with in the moment.

4. Jot down subtle observations, without the transcription

Capture the complete story with Context

Some details are important for the record, but not for the live transcript. A patient’s affect. Hesitation in their answers. A reminder to double check a screening question.

Context gives you a private space to easily capture these crucial observations discreetly, without breaking rapport with your patient.

5. Generate notes directly from Context

Capture the complete story with Context

Context doesn’t just supplement — it can stand on its own. You can generate full notes directly from your entries or from uploaded files, even when you haven’t run a live recording.

It’s perfect for writing summaries for discharge plans, documenting patient history from past records, or creating follow-ups in seconds.

💡 Ask Heidi to summarise, format and structure the information to suit your needs.

Try Context in your next session

Context gives you a complete picture without the extra admin. When everything connects, you spend less time searching and more time caring.

‍Context is available for free in every session. Start small: jot down one observation, upload a supporting file, or link a past patient session.

Read more about how to use Context.

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