From Burnout to Breakthrough: How Heidi Transformed Documentation for Shane Grindle
5 February 2026•4 min read
Background
Dr. Shane Grindle is a board-certified family nurse practitioner and founder of multiple medical practices. Most recently, he is launching Palm Health — Florida’s first AI-based clinic — with a mission to deliver primary care and specialty services supported by cutting-edge AI tools. His patients primarily seek care for weight management, follow-ups, and common primary care conditions like allergies and back pain. Shane’s focus has always been clear: how to do things better, both for clinicians and for patients.
Challenges
The burden of documentation
“The number one issue that we always have is documentation. It’s what causes our burnout.”
Shane explained that while caring for patients was the fulfilling part of his work, endless documentation was the root of stress. Typing notes, managing templates, and unlocking charts for corrections often spilled over into evenings at home.
Inefficient workflows across specialties
“I like the templates — that’s huge. I have different workflows… one can be for weight loss, one for internal medicine, one’s family medicine.”
Managing multiple specialties and service lines meant jumping between different note types and templates. The risk of missing edits or details created inefficiencies and frustration.
Losing valuable personal time
“I used to chart at home, eat dinner. That’s gone. It saves like 12 to 18 hours a week.”
Documentation frequently consumed hours outside the clinic, leaving Shane less time for family, friends, and rest. The pressure to “catch up” after long clinic days added unnecessary stress.
For years, Shane had tried multiple scribe and documentation tools, but none delivered the breadth, ease, or accuracy he needed. That changed when he discovered Heidi.
Solution
Shane came across Heidi while searching for a way to simplify workflows across his practice. After trialing several alternatives, he quickly saw that Heidi was different:
“Heidi’s been just great of just making it simple, easy, and automated.”
He rolled it out directly into patient encounters, using the record function during visits, and integrated it into his daily workflow for notes, education, prior authorizations, and follow-up documentation.
Shane’s top three features:
Templates: Tailored for different specialties, from weight loss to internal medicine.
Ask Heidi: Quickly generating work notes, prior authorizations, or emails with a single prompt.
Coding assistance: Helping him document accurately and confidently when upcoding or downcoding visits.
Impact
“It’s like a night and day difference. You don’t even want to go back.”
Key outcomes:
Saved 12–18 hours per week on documentation.
No longer charts at home.
Reduced stress and improved patient interactions.
Patients notice he is “less stressed” and more present during visits.
Reclaiming time from documentation
“It’s kind of priceless if you really think about it.”
Heidi freed Shane from late-night charting and allowed him to slow down his days while maintaining efficiency.
Smoother workflows across care areas
“I like the templates — that’s huge.”
Heidi streamlined multiple service lines into clear, repeatable workflows, improving consistency and reducing errors.
Improved patient education and satisfaction
“Another hidden benefit is that you’ve got to talk through it so that Heidi can understand… the patient comes out knowing more.”
By verbalizing encounters more thoroughly, Shane noticed patients left with a clearer understanding of their care.
Unexpected benefit:
“Patients notice everything… ‘Wow, Shane, you look less stressed today.”
What’s next
With Heidi, Shane is free to dedicate more energy to building Palm Health and advancing AI in primary care. Instead of being weighed down by paperwork, he’s focused on innovating care delivery, educating peers, and spending more time with his family.
“That would not be a good day… it’d be horrible [if Heidi didn’t exist]. It’s a night and day difference. You don’t even want to go back.”
