We've been busy building features that connect and orchestrate your entire workflow, so you can focus less on admin and more on what matters.
This month brings automatic document generation from Tasks, 100+ community Form templates, bulk patient schedule uploads, updated medical codes, and new EHR integrations to streamline your day even further. Read on to see how Heidi can save you hours in your week.
Auto-generate Documents from Tasks

Heidi's Tasks feature now includes Automatic Document Generation — turning action items into completed documents with one click. After capturing what needs to be done post-consult, each task can instantly generate the right document for you, from referral letters to patient explainers or handover documents. Move seamlessly from to-do to done with a single click.
Learn more about Document Generation from Tasks.
Access Forms templates in the Community





