Question 1

What’s the main difference between a Note and a Document template?

Accepted Answer

A Note template is used to generate structured clinical documentation based on patient encounters, such as SOAP notes or therapy notes. In contrast, a Document template is designed for generating formal documents like referral letters or after-visit summaries. While both streamline documentation, Heidi Note templates focus on clinical details, and Heidi Document templates are more formal communication.

Question 2

How do I create a new clinical template in Heidi?

Accepted Answer

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.

Question 3

Can I share templates with my team or department?

Accepted Answer

Yes, you can easily share templates across your team or department on the Practice or Enterprise plan. Heidi allows you to create shared templates that can be accessed and used by multiple users. As an admin, you can control who has editing permissions, ensuring that your team works with consistent and standardized documentation practices.

Question 4

How are community templates reviewed for quality assurance?

Accepted Answer

Heidi’s medical knowledge team reviews community templates to ensure they meet clinical accuracy and usability standards. Plus, templates are regularly curated based on input from practitioners to ensure relevance and quality. They may also be updated to reflect best practices within healthcare documentation. Feel free to add your own templates to the community, subject to review by Heidi’s in-house clinicians.

Question 5

How can I customize Heidi’s default templates to match my style?

Accepted Answer

You can easily tailor Heidi’s default templates by modifying the voice style, setting up preferences, and optimizing Memory. Whether you prefer a brief or super detailed style, Heidi adapts to your voice and applies it across all notes. Personalizing templates helps ensure documentation stays consistent with your clinical style, and over time, Heidi refines the output to align even more with your preferences.

Templates built for how you write notes

Your way of working, documented

Structure notes your way

Document faster with less cleanup

Support consistency across your team

Built to flex, made to standardise

Create customised templates in real time

Match your language and workflow

Edit with full control

Start from proven defaults

Tweak templates in the moment

Align teams with shared templates