Learn how to navigate Heidi's interface for the first time, including voice options, generating a note and more
March 4, 2025•2 min read
Overview of your workspace
Discover the features of your Heidi workspace, including session naming, voice options, the Ask Heidi bar, and more.
Layout of Heidi workspace
Left Panel: Access templates, community resources, settings, and integrations.
Middle Panel: Manage your sessions—view, search, and organise past, scheduled, and ongoing consultations.
Right Panel: Create, edit, and finalise your notes.
Keys features of Heidi workspace
Session Naming: Click at the top to name your session for easy reference.
Customisation: Use voice styles and the left/right brain feature to tailor your notes.
Transcript Window: Review what Heidi captures in real time.
Context Section: Add extra details not spoken during the consultation.
Ask Heidi Bar: Request clarifications or adjustments.
Create Button: Finalise your session and generate a polished note
Generate your first note
Navigate Heidi with confidence.
Transcribe a session
Press "Start transcribing" and you'll see a timer appear meaning Heidi has started transcribing
Connect your microphone
Tick the Patient Consent box
Let Heidi transcribe in the background whilst you give your undivided attention to your patient
To end a session, hit 'Stop transcribing’ in the top right hand corner
Turn your transcribe session into a note
Once you’ve hit “Stop transcribing”, select the type of note you’d like Heidi to produce (eg. SOAP or H&P). Then let Heidi work its magic and produce the note in just a matter of seconds!
You can then easily proof and edit your note from there.
💡 Tip for web browser users
Check that the three audio bars (top right corner) are full to ensure your microphone is capturing sound
💡 Tip for all users
Get the patient’s consent before you start transcribing and explain Heidi turns conversations into notes, not recordings, so you can focus on their care.
Speak out loud, Heidi’s like a smart assistant but it's completely blind, it needs you to say everything you want documented
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How to Use Heidi Basic Features | Heidi Health Guides | Heidi AI