Best Practice Integration: How Does It Work?

Benefits Practitioners Enjoy from the Best Practice Integration with Heidi

Connecting Heidi to Best Practice (BP Premier) enables clinicians of all backgrounds to spend less time on notes, have more time to engage with patients, and go home on time with all documentation complete. Below is a summary of the top benefits clinicians and practice managers experience when using Heidi’s integration with Best Practice:

More Time for What Matters

Having more time for patient care is a big benefit of using an AI medical scribe. Clinicians, clinic owners, and practice managers also report that Heidi gives them more space and energy to work on growing their business and professional development, as they are no longer weighed down by endless administrative tasks.

With notes easily completed by the end of each day, providers also have more time for the important things outside of work.

Improves Patient Care

By removing the burden of manually taking notes during patient sessions, the Best Practice integration allows clinicians to focus entirely on the patient throughout the appointment. This enhanced presence can strengthen patient relationships as clinicians keep a grounded, more communicative environment.

To support post-session engagement and follow-through, Heidi also instantly generates patient explainers and instructions (in over 115 languages).

Supports All Clinicians

Just like Best Practice, Heidi’s connected AI platform supports clinicians of all backgrounds in every practice setting. Whether you’re a GP completing a chronic disease management plan, a specialist conducting a detailed assessment, or a physiotherapist providing manual treatment, the Heidi and Best Practice integration looks after all your documentation needs.

Documentation support from the Best Practice integration extends beyond simple SOAP notes and progress notes. Once your base note is complete, all you need to do is Ask Heidi, and within seconds, you’ll have a referral letter, structured report, medical certificate, or any other form of clinical documentation.

Compliant and Secure

Heidi meets the rigorous privacy and security standards expected by Best Practice users, with full compliance across all relevant data-handling frameworks (such as Australian and New Zealand Privacy Principles, ISO 27001 and SOC 2). No audio is stored during transcription, and all information is processed onshore, ensuring your data is always safe.

Real-time notes, real-world impact: In one of the world’s largest clinical rollouts of ambient AI, Heidi has been proven to:

• Reduce time spent per consult on documentation by 51%
• Increase note quality satisfaction by 38%
• Decrease documentation-related stress by 58%
• Boost confidence in documentation accuracy by 33%
• Reduce after-hours admin by 61%
• Improve work-life balance satisfaction by 45%

Clinicians consistently tell us it’s not just about eliminating administrative burden and minimising cognitive load, but it’s also about being more present with their patients and reclaiming their time.

How to Use the Best Practice Integration

The Best Practice integration with Heidi connects the comprehensive practice management system with an advanced AI medical scribe. This intelligent match results in a streamlined clinical documentation experience that significantly reduces administrative burden without compromising patient care.

Here’s how the Heidi and Best practice integration works in four simple steps:

Step 1: Connect Best Practice and Heidi

Begin by generating a pairing code in Best Practice. Within Best Practice, open the Setup menu, then Configuration, and then Database. Under the External data section, click “Setup third-party integrations” and approve Heidi Scribe as a partner.

Once approved, generate your pairing code, and it pops up with fields for a Site ID, a Pairing Code, and an expiry time. Then switch over to Heidi and open the Integrations menu, followed by Connectors, and select Best Practice.

Click “Set up connector" then paste in your clinic’s Site ID and Pairing Code to complete the connection. See our guide to Integrating with Best Practice for full instructions on completing this step.

Step 2: Transcribe Your Session

Open Heidi and open the Sessions panel, then select the Appointments tab, which now mirrors your appointment list in Best Practice. Select the patient you are about to see directly from the schedule (don't use "new session," as that won't link the session to Best Practice) and press “Start” as the appointment begins. Heidi will process everything said during the session, automatically generating a structured note as soon as you press “Stop.”

Patient history and background information can be added to the Context tab at any point, allowing Heidi to draw on information from outside the present encounter.

Step 3: Review Notes and Documents

Review the base note for accuracy, making any necessary edits or additions by typing or cursor-based dictation. Generate any required downstream documents by utilising templates or Ask Heidi. Documents will draw on information from the core note and any information added to Context.

Step 4: Finalise in Best Practice

Copy the note from Heidi and paste it into the corresponding field in the patient’s record in Best Practice, where it will be available for any final edits and saving. To transcribe another session, simply find your next patient in the Appointments tab in Heidi and repeat the process.