Create Documents from Tasks, 100’s of New Templates and New Billing Codes
Heidi Team
November 19, 2025•5 min read
We've been busy building features that connect and orchestrate your entire workflow, so you can focus less on admin and more on what matters.
This month brings automatic document generation from Tasks, 100+ community Form templates, bulk patient schedule uploads, updated medical codes, and new EHR integrations to streamline your day even further. Read on to see how Heidi can save you hours in your week.
Auto-generate Documents from Tasks
Heidi's Tasks feature now includes Automatic Document Generation — turning action items into completed documents with one click. After capturing what needs to be done post-consult, each task can instantly generate the right document for you, from referral letters to patient explainers or handover documents. Move seamlessly from to-do to done with a single click.
Learn more about Document Generation from Tasks.
Access Forms templates in the Community
Auto-fill structured PDF forms from your consultation in seconds using Heidi's community library of over 100 best practice forms available to add to your library. Access pre-built templates for Medicare claims, mental health care plans, insurance forms, and more — all shared by clinicians and curated by Heidi. No setup required, just select and complete.
