Introducing Teams

July 17, 2024•4 min read

Teams enables groups of clinicians or entire clinics to work more collaboratively within Heidi.

A team is managed by one administrator who provides a central point of coordination for:

Adding and removing team members
Organizing shared billing
Managing shared templates

At present, Teams is only available to Pro and Clinic level subscribers.

Simple, unified billing

Team billing centralizes all billing tasks under one administrative control. This means there is a single invoice for the entire team, regardless of the number of members.

Admins can invite members to join via email. Upon inviting a new user, they are prompted to sign up for an account, and incurred to the team as a Pro Member. When an existing user with a free plan is added, they will be upgraded to Pro.

The only change for a Pro user joining a team is that their billing will now be managed by the Admin.

A Team is billed on a regular monthly or annual cycle, as chosen by the Admin.

Shared organizational templates

For Teams on the Clinic plan, templates can now be configured and managed at the organization-level. This helps to achieve consistency, compliance, and quality in documentation across a clinic or organization.

Admins can create, edit, and share templates with their team.

When an Admin shares a template (by changing its visibility settings), it is pinned to the ‘Favorites’ section of the ‘My Templates’ screen for all team members.

When an Admin edits a template, changes are synced to all instances of that template across the team.

Team Members can use shared templates, but can’t make permanent changes to the original.

If a Team Member renders an edit to a shared template, Heidi automatically creates a local duplicate to customize as desired. Members can also create their own templates without sharing them with others, just as before.

Referral program improvements

We’ve made our Referral Program substantially simpler and easier to use.

When a referral link is used, the referrer will receive:

$10 USD per sign-up*
$40 USD (additional to the $10) if a referee becomes a paid user of any tier

Users who sign up with a referral link get a 30-day free trial on a paid subscription tier.

Referral Program payouts are made via PayPal, with currency converted from USD on withdrawal.

* Referral sign-ups must have at least 10 sessions greater than 1 minute in the first 30 days. Heidi may conduct additional authenticity checks before distributing funds to rule out instances of fraudulent activities related to a user account.

Papercuts

Improvements

Updated font styles, improved link component styling, and redesigned toast messages to look far more sleek
Undo / Redo / Copy buttons are now clickable while scrolling down an overflowing note
Improved log-out state
Enabled search in template selection dropdown
Various template editor and sharing improvements

Fixes

Fixed an issue where notes from a previous session could be included on a new session if the user switched sessions while Heidi is syncing (note: this was restricted to one user, and was not a user-to-user leak)
Fixed an issue where some documents degraded in quality on upgrading to V2
Added ‘session not found’ flow

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