Managed Change Log

Heidi Feature Updates coming in July

Welcome to your July release preview. All feature updates are organized by platform giving you two weeks to review features, plan internal communications, and ensure your team is ready before they go live.

All new features will be accessible to your organisation on Wednesday, July 15.

Learn more about how Managed Releases work at Heidi.

June was about everything that happens around the session note. We went after the rest of the documentation that follows you through the day: the referral typed into your EHR, the email to a colleague, the follow-up tasks that pile up at handover, the endless insurance forms that need filling after a visit.

Dictate puts your voice in any app on your computer. Tasks keeps your to-dos in one place. Forms turns a PDF into a reusable template in seconds.The job changes, the value doesn’t: less typing, more space for care.

Your voice, anywhere on your computer

Heidi already writes your visit note. Dictate handles everything else you type: the referral in your EHR, the email to a colleague, the note between patients. Hold your hotkey and your words appear wherever your cursor is, in any app on your computer. Dictate works across 90+ languages with no voice training, supports custom shortcuts, adapts tone to the app, and provides hands-free formatting commands. To access Dictate for your team, contact your Heidi Customer Success Manager or Account Manager. Only available on Desktop v2.4.0 or later for Windows and Mac.

Manage your to-do list with Tasks

You can now create, assign to team members, and set due dates on Tasks generated directly within a session. Task suggestions are also more precise, with fewer irrelevant actions, each traceable back to what was discussed during the patient visit. The Tasks dashboard brings all logged tasks into one place for the whole team, so nothing slips through at handover. Access tasks from the session panel or the Tasks tab in the sidebar on Web or Desktop. Task team assignment requires a Practice or Enterprise plan. Available on Web and Desktop. Learn more.

Dark mode is here, for tired eyes and low light

You asked. We listened. Heidi's web interface now supports dark mode. For clinicians in dim consult rooms, radiology suites, night shifts, or long telehealth sessions, dark mode reduces eye strain and screen glare. Easily switch between Light and Dark from your account menu. Available to all users on Heidi Web.

Creating new Forms just got easier

When creating a new Form, you can now upload any PDF document and Heidi automatically detects and labels every field, removing the need to manually structure it yourself. From there, you can tell Heidi exactly how each field should behave: set it as a checkbox, radio button, number, or text. Finished Forms live in your Forms library, so you can set it up once, ready to re-use and share with your team. Find it under Forms on web, best experienced in Chrome or Edge. Learn more.

Quality of life improvements

• A dedicated My Forms page brings all your clinical forms together in one place, making them easier to access and manage without navigating through settings. Available to all users. Learn more.
• Tasks can now trigger document generation directly, allowing clinicians to produce a referral or clinical summary from a task without re-entering session context. Available to all users on web and desktop. Learn more.
• The in-app notification panel now pops out directly from your side menu bar via the bell icon, allowing you to click and view your notifications from anywhere in Heidi without leaving your Session or Task list. Available to all users on web.
• Organisation Admins can now log out any member of your organisation remotely. This is useful when a team member has lost their device, is leaving on complex terms, or when you notice unusual account activity. Available to Teams and Enterprise. Learn more.

Bug fixes

• Uploading multiple files at once now processes all files, not just the first.
• Uploading a .doc file now shows a clear error instead of failing silently.
• Session details now restore correctly when switching between screen sizes.
• Notes now preserve angle-bracket text, so content like “< review in 6 weeks >” is no longer stripped.
• Evidence: Evidence side-by-side no longer flashes when you send a message that doesn't trigger a search.
• Localisation: Chinese (Mandarin) now displays correctly as the input language (include if you have meaningful Chinese-language users).