A new Assistant role builds on our recent improvements for teams.

Patient care is a team game. Invite your support staff to your sessions without affecting your team’s bill, with a new Assistant role.
Assistants on Heidi can:
- Create and prepare sessions for the treating clinician (including pre-populating the patient’s profile and attaching supporting information to Context)
- Generate documents for the treating clinician to review after the session (like a referral letter or discharge summary)
- Finalise administrative work by sending and exporting documents
- Handle requests for information from patients or authorized health providers

For safety, the Assistant role has limited powers. Assistants cannot:
- Start recording - They can prepare everything up to the point of ambiently listening to the patient encounter
- Edit the first note after the patient encounter - Assistants can create duplicates in new tabs, but cannot edit the treating clinician’s first note







