About Microsoft Excel integration with Heidi
Overview
Microsoft Excel integration lets you connect Heidi to Microsoft 365 and work with Excel files in Work. Once connected, Heidi can find and open workbooks, and save generated files with your approval.
How it works
Start setup and sign in with your Microsoft 365 account.
Authorise Heidi to access your Excel workbooks.
Return to Heidi and use Excel from Work.
Learn more
This setup flow starts with Microsoft 365 authentication and then returns you to Heidi. Heidi asks for your approval before saving a file. This connection is for Excel files inside Heidi, not a full EHR workflow integration.
OneNote
Connect Heidi to Microsoft 365 OneNote so clinicians can create visit scratch notes and after-visit pages in Work.
