Forms
Heidi can now complete your PDF forms based on your session details. Upload structured form templates such as pre-surgical screenings or insurance forms and Heidi will automatically complete fields and sections as instructed. No more manual paperwork, no more missed fields. Just smart, instant form completion.
Learn more about about how to use Form Filling.
Calls (beta)
Soon you’ll be able to automate routine patient calls and front-desk queries so you and your staff can focus on what matters. Handle medication reviews, post-procedure follow-ups, appointment scheduling, and admin questions - all on autopilot. Start with Heidi’s pre-built workflows to get started straight away, or build your own call flow based on practice needs.
*Calls is will only be available in Beta to certain users. Register your interest to get early access.*
