💡 Welcome to Heidi Health’s tutorial series on templates! In this first article, we'll walk you through the basics of creating and using templates in Heidi, ensuring that your clinical documentation process is streamlined and efficient.
What are templates in Heidi?
Templates are a way of telling Heidi what you want and how you want it.
It tells her what to write and how to shape it, so your notes always come out just the way you like. Whether you're new to Heidi or a pro, templates keep things structured, consistent, and effortless—helping you breeze through documentation with less hassle.
How to Create and Use Your First Template
Creating and using your first template is simple and can be done in a few ways:
- Use the Ask Heidi Bar
Quickly set up a template by entering your preferences directly into the Ask Heidi bar. - Choose a Default or Community Template
Save time with pre-built templates from Heidi, or browse the community library for templates tailored to common needs. - Start from Scratch
Create a fully customised template to suit your specific documentation style and requirements
Tune into the next module to create your first template