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© 2026 Heidi. All rights reserved.

Heidi Desktop goes where the browser can’t.

Dictate anywhere on your screen, capture telehealth audio straight from the call,
and skip the second login.

Download for macOSDownload for Windows

Consent Agreement for Heidi Access

The purpose of this agreement is to grant consent to Heidi to use ALEX® to connect to my practice's PMS database for the express purpose of integrating with the following Heidi AI product(s):

Heidi

Heidi will be able to access the following data from my PMS database, including the patient's clinical record, at time-of-need using patient NHI or Name + DOB + telecom detail:

Heidi: accesses the patient's clinical record from my PMS database, in addition to appointment and practitioner data, to prepare a summary of the patient's history for the clinician ahead of the appointment.

Read:

  • Practice/location details: name, address, phone, timezone
  • Practitioner directory: practitioner name, specialty, gender
  • Patient record: matched using NHI, or name + date of birth + phone; patient ID, first & last name, date of birth, phone number, address
  • Appointments & appointment slots: date/time, status, appointment type, and the linked patient, practitioner and location
  • Patient context: problems & diagnoses, medications, allergies, lab results & diagnostic reports, immunisations, and past consult notes & letters

Write (only with your permission, in the app):

  • Consult notes and letters/documents: completed notes and letters from the consult, written back into the patient's clinical record in Medtech, only when pushed by the clinician
  • Appointments: create, update, cancel, only when confirmed by the clinician in Heidi

Heidi does not access billing/invoices/payments.

I understand that Heidi may only access the above data in this consent form and may only utilise access to this data for the express purpose(s) of providing Heidi services.

I understand that Heidi must act within ALEX®'s Code of Conduct, based on industry standards, data, privacy and security legislations.

I understand that I or another appropriate representative of the practice may revoke this permission at any time as such time as the relationship between Heidi and my practice is dissolved in accordance with any contractual agreement the practice may have with Heidi.