Templates
Templates built for how you write notes
Structure your notes once and reuse them across consults.
Create templates that match your style, and keep notes consistent across consults.
Structure your notes once and reuse them across consults.
Use your own headings, tone, and layout rather than adapting to someone else’s.
Reuse go-to formats for SOAP notes, med reviews, and ED assessments.
Bring clarity and continuity to how your team delivers care.
Build from scratch, convert a past note, or ask Heidi to create one for you.
Add placeholders, instructions, and standard phrasing to mirror how you sound.
Use HTML, rich text, or drag-and-drop, so your notes look and sound just like you.
Start with clinical templates from Heidi or draw from what our community uses every day.
Start with structure, then shape it using your clinical judgment.
Share templates to align clinicians, teams, and departments.
Build templates for the notes you write most, so you don’t have to start from scratch.
Support high standards across the team, while making follow-up and admin easier.
Ensure complete, consistent records that reduce risk and support claims.
Everything you need to know about Heidi
A Note template is used to generate structured clinical documentation based on patient encounters, such as SOAP notes or therapy notes. In contrast, a Document template is designed for generating formal documents like referral letters or after-visit summaries. While both streamline documentation, Heidi Note templates focus on clinical details, and Heidi Document templates are more formal communication.