Beyond scribe: Four new features to streamline every patient visit
19 March 2026•6 min read
Dr. Smith closes her laptop at 8:12am. Her first patient is walking out the door, notes are complete, insurance forms are filed, and follow-up calls are already scheduled. She'll make it home for dinner tonight.
This isn't some distant future. It's happening right now across two million patient visits each week.
Building your AI care partner
When we first launched Heidi, we tackled healthcare's most obvious pain point: documentation. We've given tens of thousands of clinicians hours back in their day by turning conversations into detailed notes that sound just like them.
But we noticed something bigger. The conversation between clinician and patient isn't just a source of documentation; it's the foundation for everything that follows. Every insurance form. Every follow-up call. Every patient instruction.
That's why we're building beyond scribe. Today, we're introducing four new features that automate the forms and follow-up tasks that keep you at the office long after your last patient has gone home.
Complete forms instantly from your patient conversations
The repetitive insurance claim forms and patient intake assessments that used to steal minutes from each visit now get filled instantly from your patient interaction. Upload any standardised form as a template, and Form Filling recognises the fields and populates them with remarkable accuracy, drawing directly from your patient session notes.
Practice managers tell us this feature saves their clinicians minutes per patient visit. No more staying late to finish paperwork. No more copying patient information across multiple documents. When every form flows from the same conversation, the hours add up fast.
Handle routine patient calls without lifting a finger
Calls beta will introduce a new way for you and your patients to stay connected by automating routine phone calls so you and your team can focus on complex patient care. Medication adherence check-ins, appointment reminders with rescheduling options, post-visit care instructions, and front desk support all run seamlessly in the background.
Calls will handle both outbound and inbound conversations, understanding patient responses and providing personalised guidance. This isn't about replacing human connection, it's about amplifying it. By automating routine communications, your clinical staff can dedicate their time to patients who need the complex support that only human expertise can provide.
We understand this is a new kind of interaction for both clinicians and patients, so we’ll be rolling out Calls gradually, first through an opt-in beta process. This ensures we can support teams properly as they explore how this technology fits their workflow and patient experience.
Speak any language, document in yours
We've added 70+ new languages including French Canadian, Portuguese, and Hungarian, bringing our total to over 110 languages. Plus, now with auto-detection, when your patient speaks Mandarin and you respond in English, Heidi seamlessly handles both languages in a single conversation.
Multi-lingual improvements generate patient education materials in patients' preferred language while creating clinical documentation in yours, ensuring language differences never compromise quality care. Every conversation becomes accessible, regardless of the language spoken.
Connect your practice in one place
Our new integration marketplace makes connecting to your existing clinical systems effortless. Over 20 integrations, from instant widget setups like Cera and MediRecords to more advanced EHR connections like Epic, all with clear guidance.
When Heidi connects to your existing workflow, that single patient conversation flows directly into the systems you already use. No duplicate data entry, no switching between platforms - just one source of truth powering everything that follows.
Streamlining everything that follows
With these latest features, a single patient conversation powers more of your workflow than ever before. Forms are automatically filled, follow-up calls are scheduled, patient education materials are written in the right language, and all of this can flow seamlessly back to your EHR.
When your documentation, communications, and admin tasks all flow from the same source of truth, you eliminate errors, reduce repetitive work, and create space for what brought you to medicine in the first place: caring for your patients.
Get started today
AI-Powered Calls (Beta): Register your interest for our beta program for practices ready to automate routine patient communications.
Form Filling: Upload your first PDF form into your template library under “Forms” and start auto-populating today. Check out our important formatting tips to improve accuracy.
Integration Marketplace: Available now in your settings tab with immediate connections to Epic, EMIS, and over 20 other systems.
Multi-lingual (Beta): Enable in your language preferences to automatically support over 100 languages.
Get more out of every patient interaction.Get Heidi free and see how one conversation can generate all your documentation, forms, and follow-up calls automatically.
