15 October 2025•5 min read
Templates are blueprints that Heidi uses to define your preferred structure and style for notes and documents, so that they sound just like you.
So far, outside of , template creation has been a solo activity. But now, with the release of the Template Community, you can from around the world to share, use, and improve field-tested Heidi templates.
We’ve heard for a long time that it takes a little massaging and fine-tuning to get your templates to work exactly as you want them to. What if, instead, you could grab a working template from another user? A grab ‘n’ go, if you will.
Instead of creating a template from scratch, you can now access a public library of specialty-appropriate templates that have been created by other clinicians using Heidi.
We think it works for everybody:
You can use Community templates for as long as you like. You are also welcome to save and modify your own copy to suit your exact practice needs and preferences.
If you’ve created a template you are particularly proud of, you may upload it to the Community. Love makes the world go ‘round.
Template creators' names are listed on uploaded templates, along with how many times each template has been used.
To browse Community templates, click Community in your sidebar.
In the Template Community, you can search templates based on:
Results can then be filtered and sorted by:
Once you find the custom template that works for you, click into the template, then press Use template to add it to your personal library. You can now edit the template (if desired) and add it to your Favorites.
Please see our Help Centre article on Getting started with Community templates for more detailed instructions.
The old sidebar has been on our kill list for a while. You’ll find it is now far easier to navigate to key pages, find past sessions, and access customer support.
We’ve also pulled upcoming sessions from your active EHR integrations into a unified, tabbed Sessions view.
Individual users and organizations now have the option of enabling multi-factor authentication (MFA) on Heidi.
MFA enhances the security of your Heidi account by requiring an additional verification step beyond your password (such as a verification code sent via email).
You can check and adjust your MFA settings in Account.
Papercuts
Improvements
Fixes
Heidi Team
January 30, 2026
December 17, 2025
Heidi Team
August 27, 2025
Heidi Team
July 23, 2025
June 5, 2025
May 6, 2025