Templates

Templates built for how you write notes

Structure your notes once and reuse them across consults.

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Your way of working, documented

Create templates that match your style, and keep notes consistent across consults.

Structure notes your way

Use your own headings, tone, and layout rather than adapting to someone else’s.

Document faster with less cleanup

Reuse go-to formats for SOAP notes, med reviews, and ED assessments.

Support consistency across your team

Bring clarity and continuity to how your team delivers care.

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Create a template to instantly fill any set of fields in your system.

Tailor Heidi’s output to match your system of record for seamless note and documentation transfer.

Generate care documents from your notes.

Set templates for any document required and attach to the patient record. Ask Heidi to personalise to the patient, diagnosis, care plan or referring partner.

Finetune Heidi to write just like you.

Select preferences, languages and save snippets to produce perfect notes, every time. Add your specific turns of phrase and embed your preferences with find and replace.

Integrate Heidi whichever way suits your system best.

The Widget

For your first step with Heidi.
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Light touch, plug and play. With minimal engineering investment, it’s perfect for your first step with Heidi.

$20

Billed yearly per user

Light touch, plug and play

Set your own pricing

Minimal engineering investment

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The API
For deeper technical requirements.

Embed Heidi end-to-end across your entire system. Perfect for desktop systems with deeper technical requirements.

$599

USD

Billed yearly per user

Embed end-to-end across your product

Perfect for desktop systems

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Built to flex, made to standardise

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Create customised templates in real time

Build from scratch, convert a past note, or ask Heidi to create one for you.

Match your language and workflow

Add placeholders, instructions, and standard phrasing to mirror how you sound.

Edit with full control

Use HTML, rich text, or drag-and-drop, so your notes look and sound just like you.

Start from proven defaults

Start with clinical templates from Heidi or draw from what our community uses every day.

Tweak templates in the moment

Start with structure, then shape it using your clinical judgment.

Align teams with shared templates

Share templates to align clinicians, teams, and departments.

Data Privacy & Security

Comply with global safety and security standards.

Processing a medical encounter is just about the most private thing an AI can do. So we’ve wrapped Heidi in best-in-class privacy standards.

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Chart by voice, wherever you care

For clinicians

Build templates for the notes you write most, so you don’t have to start from scratch.

For clinics

Support high standards across the team, while making follow-up and admin easier.

For hospitals

Ensure complete, consistent records that reduce risk and support claims.

Questions & answers

Everything you need to know about Heidi

How do I create a new clinical template in Heidi?

To create a new clinical template in Heidi, simply use the built-in template editor. You can use Ask Heidi, upload a sample medical note, import specialty-specific templates from the community, or start from scratch. You can also add sections, placeholders, instructions, and verbatim text. Templates can be customized to suit your specialty’s needs, with various format options, add clinical terms, and create reusable structures for your documentation.

Templates that keep documentation moving

Cut the rewrites and get to a complete note faster.

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