Getting set up with a Heidi account

Set up an account for clinicians and admins

March 13, 2025•3 min read

For all clinicians: Set up your Heidi account

Account set up and IT requirements

To ensure Heidi works seamlessly, make sure your IT setup is ready:

Stable internet connection: Ensure you have access to wifi or cellular network. With the Heidi app, you can run sessions offline.‍
Microphone: Heidi requires a working microphone for the transcribe and dictate functions. While you’re welcome to use the built-in microphone on your laptop or phone, some clinicians recommend an external option like the Wireless Lavalier Microphone for better results. Note: For TeleHealth, the Heidi Desktop App supports headphones, while the browser version does not; use a separate browser window to transcribe meeting notes live.

Test the setup:‍

Test your microphone and internet speed to ensure smooth performance.
Run a quick demo with Heidi to familiarise yourself with the interface (located in the bottom right hand corner on the Heidi platform).‍

Learn how to create a team, add users, assign roles, share templates, and manage team settings in Heidi.

Ensure you have a Pro, Together, or Enterprise plan to access team features.
Set up your personal account and select the number of clinicians in your team.
Go to Settings > Teams, enter your team name, and create your team.
Adding users & assigning roles
- Invite team members by entering their email and selecting their role:
  - Clinician – Access to clinical documentation.
  - Administrator – Additional permissions for managing team settings.
- Invited members will receive an email invite to join the team.

Go to Template Library, create or edit a template.
Set visibility to "Team" and save it—this makes it accessible to all team members.
Viewing user sessions
- As an admin, you can monitor user sessions from the Session Bar under "Users."

Navigate to Settings > Team > Team Settings to manage/enable:
- Session auto-deletion: Control session auto-deletion by setting a default period (e.g., 7 days). Users can choose a shorter timeframe, but if they don’t adjust their settings, the admin's default will apply.
- Multiple Factor Authentication
- Patient Consent pop up
- Session viewing access: Enable session viewing for each role type