You can start a session from the green button in your top right corner. When Heidi is transcribing, you'll see the button change to red with the text 'Transcribing'. Press this to stop transcribing.

You can press resume to resume transcribing at anytime.

Each time you stop transcribing, Heidi will send the transcript to our AI model and create your note. You'll need to press "sync changes" in order to carry these changes through to any documents you have created.

A note is the main clinical summary that Heidi generates based on your transcribed session, this is typically the one that would go into your health record (i.e. File/PMS/EMR/EHR) and is intended for other clinicians to read as a record of your care.

When you stop transcribing, you will be prompted to select a template to create your note from.

Templates are a key feature of Heidi that allow you to customize notes and documents to look and feel exactly the way you want. The template defines the structure, content and general formatting of the note.
​
Templates can include things like as headings, (e.g: History, Examination, Impression, Plan or Subjective, Objective) as well as instructions for Heidi to follow regarding what is in each section.

Heidi provides some of the most commonly used note templates for you such as:

You can also create a custom template to generate a note exactly the way you like it. Using a custom template will consume a Pro Action.

A document is an artifact that you can create in addition to the note, such as a discharge summary, medical certificate, referral letter or a patient handout.

Documents are created based on what is in the note, the transcript, and any information added in the 'Context' tab. Therefore, it’s best to make sure you are happy with your note before creating any documents.

To create a document, click ‘Create’ on the top right and select the template you would like to use. The document will automatically open in a new tab on the Heidi canvas.

To delete a document you have created, simply click the ‘X’ next to the tab.

Creating a document consumes a Pro Action on Heidi. To create unlimited documents, upgrade to Heidi Pro.

When you set a document template as your default, Heidi generates two notes when you end the session: your specialty note and your chosen document. Creating a clinical note first ensures your documents are accurate and efficiently created.
​

Dictation mode let's you create a word-for-word artifact based on what you say to Heidi. This is helpful for things like operative notes or reports. To enter dictation mode, click on the arrow next to "Start transcribing" and select "Dictating" from the dropdown. This will allow you to start a dictation session instead.
​

If you would like to add a dictation to an existing note or document, simply click the microphone icon on the top right of the text area, and you will be able to dictate into an existing note.

The style panel helps you to further customize your note to sound just the way you like it.
​

Scribe controls the underlying mechanics behind how your note is written.
The standard scribe is a simple writer that works well for most sessions. The extended scribe is Heidi's more advanced writer that is better at handling more complex information. If you're on Heidi's free plan, using the extended scribe will consume a Pro Action.

​Voice controls the level of detail and formatting of your note. You can select from the following voice presets:

Or create a custom voice by adjusting the configuration below the presets to have finer control on the level of detail, formatting, and whether quotes are used in your note.

Voice is only available when using a note template. To increase the level of detail in a document, customize the template instructions.
​

The 'Context' tab, to the left of the note tab, is where you can add any additional information that you would like to include in the note that wasn't transcribed within the session. This could be patient history, a note for yourself, or anything else that wasn't spoken aloud.
​

Some clinicians like to paste in the patient's medical history from their EMR, just be sure to mention in the context that it is patient history rather than something discussed within the session.

You can add context anytime before, during or after a session. .

You can create a note from a previously recorded session by selecting "Upload session audio" from the dropdown next to "Start transcribing"

You can choose from a wide and growing selection of languages for both transcription (input language) and note or document generation (output language).
​
For example, if you conduct a consultation in Spanish but want the final note in English, simply set Spanish as the input language and English as the output language.
​
You can set default input and output languages within preferences.

To export a note or document, click on the more options menu, click export as, then select a file type. Heidi currently supports exporting as PDF or doc.x formats. The file will be saved to your downloads folder.

Automatically detects clinical follow-up actions (e.g. tests, referrals, reviews) from your session notes and compiles them into a personal task list. Tasks can be managed during sessions or centrally via a Master Task List, with filtering, categorisation, and full edit control. Each task links back to the original note for easy context. Available on the web app only.

You can bold, underline or italicize content within the Heidi text editor by highlighting it, then selecting the formatting you would like. If you always want certain sections to have specific formatting, you can add it into the template.

Add commonly misspelled words or preferred abbreviations, and Heidi will automatically correct or shorten these in your outputs. You can find your replacements in the Memory tab.
​
​We’ve provided you with some great suggestions below!

If you notice a misspelled word or a phrase you'd prefer to abbreviate during your session, simply right-click on it and click on the 'Find & Replace' icon.
​
You can then choose to apply the change to all instances within your current output, across all outputs in your session, or for all future occurrences by adding it to your word library.
​
You also have the option to match the exact casing of your replacement if needed.

Use Split Screen to view multiple Heidi tabs at once.

To enter split screen, simply right-click on the tab you want to split and select either "right" or "left" from the options. This will determine which side of the screen the tab will appear on.

You can also adjust the size of each window by clicking in the center and dragging left or right. This allows you to customise the split screen to your liking, making it easier to view and work with multiple tabs at once.
​

An example of how you may apply split screen, perhaps you want to have your transcript on the left hand side to do a quality check while you are checking your note in the right hand window.
​
You could quickly shift between Context to add a bit more details if it wasn't in the transcript, and needs to be pulled into the note.

Snippets are customized, pre-saved fragments of text that you can trigger in your notes and documents with a shorthand. Within your 'Memory' tab you will find your 'Snippets'. You can add as many snippets as you'd like by including the shorthand and the content. To insert your snippet into a note, simply type a forward slash followed by the appropriate shorthand trigger (eg. /normROC).

Here's an example:

Shorthand: /normROS

Content:

• General: No fever, chills, fatigue, or weight changes
• Skin: No rashes, lesions, or pruritus
• HEENT:
- Head: No headaches or dizziness
- Eyes: No vision changes or eye pain
- Ears: No hearing loss or tinnitus
- Nose: No congestion or rhinorrhea
- Throat: No sore throat or hoarseness
• Cardiovascular: No chest pain, palpitations, or edema
• Respiratory: No cough, shortness of breath, or wheezing
• Gastrointestinal: No abdominal pain, nausea, vomiting, or changes in bowel habits
• Genitourinary: No dysuria, frequency, or urgency
• Musculoskeletal: No joint pain, swelling, or muscle aches
• Neurological: No weakness, numbness, or tingling
• Psychiatric: No depression, anxiety, or sleep disturbances
• Endocrine: No heat or cold intolerance, excessive thirst, or frequent urination
• Hematologic: No easy bruising or bleeding
• Immunologic: No recurrent infections or allergies

When you are editing your notes, if you want to include a normal review of systems, simply type '/normROS' and then 'Enter', and the content will be added to the note.