Frequently ask questions

An AI scribe for medical executives is a tool that leverages artificial intelligence to support healthcare leaders with various administrative tasks, such as meeting documentation, report writing, and preparing briefings and memos. While traditional AI medical scribes mainly cater to clinical workflows, advanced products like Heidi also meet the needs of C-suite and director-level staff. Heidi understands medical and administrative language, enabling the scribe to accurately process conversations about clinical matters in non-patient-facing settings. Our AI scribe can also interpret documents, allowing medical executives to synthesize complex outputs that draw from a variety of information sources. Furthermore, when Heidi is deployed to clinical teams across a healthcare organization, leaders can expect to see positive changes in care quality, documentation compliance, patient experience, employee well-being, and organizational efficiency. In short, an AI scribe for medical executives allows leaders to spend less time on paperwork, and more time on the high-level, hands-on strategic work that improves health systems.

Medical executives regularly handle confidential and legally protected information. As such, in most jurisdictions, the use of a mainstream AI product for a medical leader’s documentation tasks would likely represent a violation of healthcare data-protection regulations (like HIPAA or GDPR). With this in mind, Heidi is equipped with industry-leading safety and security standards. Our AI scribe for medical executives meets or exceeds virtually all global healthcare data protection regulations, such as HIPAA, PIPEDA, APP, GDPR, and NHS requirements, among others. We keep organizational data safe by employing end-to-end data encryption and never storing audio recordings (ensuring there’s no hidden playback). Heidi supports role-based access permissions so leaders can safely collaborate with team members while controlling who has access to sensitive information. Furthermore, by giving clinical teams access to Heidi, medical executives can improve patient safety across the organization, by enhancing documentation quality and compliance.

Heidi works as an AI scribe for medical executives by unobtrusively processing encounters between medical executives and colleagues or stakeholders. At the beginning of any encounter—whether it's a board meeting, critical incident briefing, or performance review—simply press Start transcribing and Heidi silently captures all discussions and decisions. When the meeting concludes, Heidi automatically generates structured documentation tailored to executive needs, such as meeting minutes, governance reports, or team summaries. Medical executives can leverage Heidi's Context feature to upload pre-meeting materials and background information in any format. This supporting information is ideal for organizational matters involving multiple stakeholders or complex, long-running strategic initiatives, as it allows Heidi to synthesize information from various sources. Finally, with the Ask Heidi feature, leaders can instantly generate multiple outputs from a single encounter. For example, after a quality and safety meeting, you can tell Heidi to write minutes, create a memo for department heads, and generate a proposed policy update.

Heidi is the best AI scribe for medical executives because it delivers measurable impact for healthcare leaders on personal and organizational levels. For example, when Priority Physicians rolled out Heidi across their service, Dr. Shelagh Fraser, Director of Medical Excellence and Innovation, reduced her own daily documentation time by almost two hours, while simultaneously cutting charting time by a staggering 70% across the organization. Similarly, Dr. Neal Patel, Chief Technology Officer at Advanced Urology, described Heidi as “A huge lift on our documentation burden. Our providers save 1 to 2 hours a day with Heidi.” Within just 16 weeks, this efficiency boost resulted in the liberation of 41,100 minutes of productive clinical time across Advanced Urology, worth $121,000 (representing a 10.3x ROI on implementation costs). Numerous Heidi customers also report that our AI scribe has resulted in positive organizational changes in clinician well-being, documentation quality, patient experience, and job satisfaction. These real-world experiences demonstrate the synergistic benefits of equipping medical executives and clinicians with a high-quality AI scribe like Heidi. 

High-quality medical executive documentation is about more than just capturing relevant data. To be effective, reports, briefings, and memos must also be in the correct format for the intended audience. Several factors work together to make Heidi’s AI scribe the most reliable and accurate tool for gathering and organizing information for medical executive documentation:

• Customizable templates - Tell Heidi exactly how you like your documents structured with ready-made, yet virtually infinitely customizable templates. 
• Deep personalization settings - Fine-tune the level of detail, word choices, and stylistic preferences Heidi uses by via settings and preferences.
• Attribution to multiple speakers - Meeting minutes include accurate attribution of statements to speakers, no matter how many meeting participants are present.
• Full verbatim transcript - If you want to confirm or add details to an output, just refer back to the verbatim transcript for clarification.
• Intuitive review and editing - Medical executives can easily edit outputs within Heidi (via typing or in-line dictation) before they are finalized.

Heidi’s accuracy and quality features equip medical executives with the perfect balance of efficient AI-assisted documentation and thoughtful human review.

Heidi is specifically designed to accommodate the varied tasks and work settings of healthcare leaders, making it a highly intuitive and easy-to-use AI medical executive scribe. The ecosystem of Heidi apps works seamlessly across desktop computers, laptops, and mobile devices, ensuring you’ll always have your AI assistant with you—even when off-site or conducting virtual meetings. Advanced team features make for effortless collaboration with clinicians, administrative assistants, and other managers. If you prefer using dictation for some tasks, Heidi supports both verbatim and AI-assisted smart dictation. Hassle-free integration with any EHR, EMR, EPR, or PMS means Heidi always plays nice with any software your organization uses to manage operations. Plus, if you choose to simultaneously deploy Heidi to leaders, administrators, and clinicians, our customer success team will support each cohort of staff with a customized onboarding process.

AI is poised to help solve some of the greatest challenges facing medical executives today. For example, when deployed at scale, the clinical capacity liberated by AI scribes could help address the growing global health workforce shortage. Furthermore, reducing administrative burden for clinicians with AI scribes may also help tackle the growing problem of health worker burnout.  As AI medical scribes become more integrated into healthcare management software systems, we expect medical executives will have greater access to (and the ability to work with) large amounts of real-time data. This increased visibility can inform strategic decisions around resource management and care delivery. Having already demonstrated that AI scribes are a safe and effective way of deploying artificial intelligence into medical settings, it seems likely that these tools will evolve beyond documentation assistants into comprehensive intelligence platforms, synthesizing data from multiple sources to support operations and executive decision-making.

We know the last thing you need is another tool with a complicated onboarding process, so we’ve made it very straightforward to get started with Heidi. Simply sign up for a free account (no credit card required) and you’ll be ready to transcribe your first meeting in minutes. The very brief setup ensures you know the basics and have a suitable template ready immediately. When you’re ready, check out our comprehensive guides for tips and instructions on getting the most out of Heidi. For medical executives considering implementation for teams or organizations, please contact our sales team for a personalized demo focused on your needs. Start using Heidi today to enjoy spending less time on paperwork, and more time on the high-level strategic work that improves health systems.

An AI scribe for healthcare administrators is a specialized digital tool that uses artificial intelligence to automate documentation and streamline managerial workflows in healthcare settings. AI scribes are commonly associated with clinical documentation. However, a high-quality scribe like Heidi has just as many benefits for administrators as it does for clinicians. Because Heidi understands both clinical and administrative language, the scribe can automatically (and accurately) document conversations that involve clinical language outside of patient-facing situations, such as staff meetings, policy discussions, incident reports, and stakeholder interviews. Structured notes are available within seconds of concluding the meeting or encounter in a format that’s easy to review and circulate to all stakeholders. By relieving documentation burdens for healthcare administrators, AI scribes enable managers to focus less on paperwork and more on daily operations.   

Because healthcare administrators handle sensitive organizational data, it’s crucial to ensure that any AI scribe used by managers is compliant with relevant privacy and security regulations. With this in mind, we built Heidi with enterprise-grade security standards from the ground up, ensuring it’s safe to use for all healthcare administrators. Our AI scribe complies with global regulations like HIPAA, Australian Privacy Principles (APP), GDPR, and PIPEDA, among others. No audio recordings are stored and administrators maintain full control over their data, with the ability to review, edit, or delete transcribed content at any time. Heidi employs end-to-end encryption, de-identification of data, and strict access controls, ensuring that sensitive healthcare information is always kept safe. 

Heidi works by automatically transcribing the meetings and events that occur throughout a healthcare administrator’s day. For in-person encounters (including those held digitally), just press Start transcribing, and Heidi quietly captures everything that’s said. When the encounter is finished, pressing Stop prompts Heidi to generate a structured document containing all pertinent details discussed by everyone in attendance. This output can be edited and adjusted within the scribe, with the option of creating additional downstream documents with Heidi’s assistance (such as a summary for clinicians after a management meeting or an action items list from a staff meeting). Heidi also supports the production of documents outside of personal encounters. For example, if you need to produce a critical incident report, you can gather all relevant documents and securely upload them to Heidi. Then, use the Ask Heidi feature to automatically summarize and synthesize the information into your preferred format.

Heidi is the best AI scribe for healthcare administrators because it supports managers on two distinctly valuable levels. Firstly, Heidi streamlines virtually all documentation tasks related to the management of a healthcare team or service. Even if you don’t usually write your own meeting minutes, briefings, or reports, Heidi will help your team complete these documents in a fraction of the time it takes to write them manually, freeing up more time for coordinating and supporting staff. Secondly, when clinical teams adopt Heidi, healthcare administrators can expect to see positive improvements in important KPIs, such as documentation quality, medical coding (and billing), operational efficiency, and employee satisfaction and well-being. For example, Advanced Urology recovered $121,000 in productive clinical time in just 16 weeks after implementing Heidi. Similarly, Priority Physicians reduced charting time by 70% in 14 weeks, achieving a 6x ROI on implementation costs. Plus, a survey of Heidi behavioral health users found that over 90% of clinicians reported less burnout and improved job satisfaction while utilizing our AI medical scribe. In summary, Heidi is the best AI scribe for healthcare administrators because it simultaneously liberates managers from administrative burden while supporting clinical care delivery.

Yes, Heidi is exceptionally straightforward to use for healthcare administrators of all backgrounds. The AI scribe requires minimal setup and onboarding and integrates seamlessly into your existing workflows. Heidi works across smartphones, tablets, and PCs, ensuring your AI assistant is accessible in boardrooms, wards, site visits, and remote meeting sessions. The intuitive interface allows administrators to quickly start transcribing meetings, customize output formats, and generate follow-up documentation with minimal effort. Heidi also supports traditional and AI-assisted dictation, meaning the scribe can assist with more independent writing tasks, such as reports, briefings, and memos. Finally, Heidi’s team features facilitate efficient collaboration between managers and assistants. For example, you can assign a limited-access role to an assistant to help prepare for meetings. Additionally, it’s simple to create shared team templates for the production of regular deliverables, such as a monthly quality and safety report or critical incident debriefing.

The ultimate role of healthcare administrators is to support the quintuple aims of healthcare: Improving population health, enhancing the care experience, reducing costs, care-team well-being, and advancing health equity. AI medical scribes like Heidi are already facilitating positive change in these areas, with clinicians and managers from diverse settings reporting improvements in efficiency, care quality, and employee satisfaction. In the future, we expect AI scribing to focus more on complex administrative tasks in healthcare, such as monitoring and reporting for regulatory compliance, quality and safety, and revenue cycle management. This change will be achieved through deep integration with the various software systems involved in healthcare management. For example, an AI scribe for healthcare administrators might recommend policy updates based on regulatory changes, flag concerning trends in KPIs, and automatically report on rostering or staffing issues. For individual managers, this should provide more space for strategic thinking and hands-on staff support. See our integrations page for information on how Heidi integrates with any healthcare administration system.

Whether you’re managing a small team or leading a large healthcare organization, you can be operational with Heidi in minutes. To get started, simply sign up for a free account and follow the brief instructions, which ensure Heidi is tailored to your specific needs. Our template community has dozens of ready-made templates you can use right away or modify according to your preferences. We’ve also created detailed guides to help individuals and teams get the most out of Heidi. For healthcare organizations considering team-wide or enterprise-level implementation, please contact Heidi’s sales team for a customized demo focused on your specific needs.

An AI scribe for medical specialists is a software tool that utilizes artificial intelligence to automate clinical documentation. A well-designed, purpose-built AI scribe (like Heidi) understands and accommodates the intricacies and nuances of specialty medicine practice. For example, Heidi handles simple daily documentation tasks, like SOAP notes and referral letters. Plus, it automates more complex clinical documentation, such as medical reports, trauma assessments, and operative notes.  Benefits of AI scribes for different medical specialists include reduced administrative burden, higher-quality documentation, and more available time for clinical care. Heidi is suitable for all medical specialists in every practice setting. The scribe runs on mobile devices and computers, silently processing clinical encounters and automatically generating notes according to the treating doctor’s specifications.

Medical specialists from backgrounds as diverse as urology, psychiatry, and neurosurgery report that Heidi’s AI scribe allows them to deliver better care. However, because the scribe achieves this through assisting with administrative tasks, not the direct delivery of care, there are minimal safety risks to using a product like Heidi (presuming compliance with data privacy and security regulations). Heidi sets the safety standard for AI medical scribes via robust compliance with global data processing standards, such as ISO 27001, SOC 2 Type 2, Australian Privacy Principles (APP), GDPR, HIPAA, PIPEDA, and more. We also employ end-to-end encryption of data, strict access controls, and allow on-demand deletion of information.

The ability to process and “understand” clinical data is at the core of how Heidi works as an AI scribe for medical specialists. At the beginning of a patient encounter, the clinician presses Start transcribing so Heidi can capture everything that’s said. Then, when the session is finished, pressing Stop transcribing results in the automatic generation of a base note. This might be a progress note, intake assessment, mental state examination, or something else. The specialist can then request further documentation, such as an after-visit summary or treatment plan. All notes and documents are prepared according to customisable instructions (e.g., structure, headings, content, and use of patient quotes) set in documentation templates or within Heidi. Past medical history, background information, and/or non-verbal observations can be added to Heidi’s Context field at any point, resulting in this information being incorporated into outputs.

Several capabilities make Heidi ideally suited for use in specialist medical care:

• Proven effectiveness - Heidi customers consistently report that our AI scribe reduces documentation time by around 50% (or 1 - 2 hours per day). 
• Unparalleled flexibility - Almost infinitely customisable templates and in-session options allow Heidi to adapt to every medical specialty and practice area. 
• Practice support tools - Integrated coding, auto-generated task lists and the ability to rapidly generate reports enhances billing and clinical care. 
• Collaborative team features - Specialists can manage junior doctors and collaborate with the wider MDT via Heidi’s robust team capabilities.

The best part is we’ve only just scratched the surface in terms of what’s possible with Heidi’s advanced AI, with loads more advanced features for medical specialists scheduled for release in the near future.

Heidi supports accurate clinical documentation for medical specialists in three ways. Firstly, the scribe uses a custom model specifically engineered to handle medical terminology and regional dialects, achieving industry-leading transcription accuracy across different clinical specialties. Therefore, whether you’re describing a CABG, TURP, or TKA, Heidi correctly interprets everything you say. Secondly, every session conducted with Heidi has an accompanying verbatim transcript. You might not always need it, but this comes in handy when you might need to cross-check or expand on the information in a note or document. Finally, by automatically generating a draft note of each patient encounter, Heidi shifts the specialist’s focus to ensuring optimum quality and accuracy of notes, rather than being bogged down in the writing of every entry from scratch.

Heidi’s core AI transcription feature is intuitive and easy to use, requiring only minutes of setup and onboarding. However, the suite of advanced, specialist-centric features is what really enhances ease of use for medical specialists. Notable features include:

• Snippets are our version of word macros, allowing you to trigger pre-saved blocks of text via a shorthand verbal or textual cue.
• Dictation works just like you’re used to, with optional AI-assisted smart dictation. Cursor-based dictation can also be used alongside transcription for faster edits.
• Linked patient sessions allow you to draw information from previous sessions into a current note (like for post-surgery reviews or follow-up appointments).
• Templates can be built to match your exact specifications, so notes, letters and reports always come out exactly how you like them. 

Increased efficiency is usually the key benefit experienced with Heidi, but medical specialists also often report a sense of ease or relief as documentation-related stress is lifted. As Dr. Aman Khanna, ENT Surgeon states, "The mental burden is just gone [with Heidi]. I feel more relaxed with my private patients because I don’t have to think about the documentation."

So far, AI scribing has focused on minimising the contribution of administrative burden to the high levels of burnout experienced by doctors across the globe. This will always remain a core purpose of AI scribes. However, as the use-cases for AI in healthcare expand, we expect AI scribes to become more integrated into clinical aspects of practice for medical specialists. For example, Heidi already includes features to suggest relevant codes and automatically identify follow-up tasks from a clinical encounter. In the near future, Heidi will be able to perform simple follow-up calls with patients post-discharge. As software-based scribes have proven to be an ideal mechanism for bringing AI into clinical practice, future horizons for medical specialists will likely include scribes with expanded administrative applications, such as task management and prioritization, among others.

It’s easy for medical specialists to get started with Heidi as your AI scribe. The first step is to sign up for a free account (no credit card required). The quick onboarding process will have you up and running with a speciality-appropriate template within minutes, and you can use the free version for unlimited consults and dictation for as long as you like. We recommend downloading the desktop app or mobile app so you can use Heidi on wards, at clinic, in the OR, or wherever you practice. If you have questions or want to explore more advanced applications, check out our Heidi Guides. Health services considering team-wide adoption can contact our sales team for a customised demo focused on your organisation’s specific needs.

An AI scribe for medical trainees is a software tool that utilizes artificial intelligence to streamline and automate key tasks medical students, interns, residents, and registrars undertake when producing clinical documentation. The core purpose of an AI scribe is to automatically generate clinical notes from patient encounters. However, additional features medical trainees may benefit from include specialty-specific note templates, automated document generation (referral letters, medical reports, meeting minutes), and the ability to rapidly summarize patient history. A well-designed AI scribe for medical trainees, like Heidi, minimizes administrative burden while enhancing learning opportunities. This is achieved by providing junior doctors with gold-standard note templates, facilitating more hands-on experience by reducing documentation time, and minimizing the admin-related stress and pressure that negatively impact trainee well-being.

Heidi works as an AI scribe for medical trainees in much the same way as it does for consultants or attendings. At the beginning of a clinical encounter, just press Start transcribing, and Heidi silently processes everything that’s said. Once the session is over, press Stop transcribing, and Heidi generates a perfectly structured note in seconds, along with any additional documents that may be required. Customize Heidi’s outputs by choosing from popular progress note templates like SOAP, DAP, and BIRP. Or, browse the Template Community for more specialized templates, such as head-to-toe assessment, operative notes, and chronic care management plan. Our Medical Knowledge team reviews all templates within Heidi for accuracy and clinical utility. As a result, Heidi works as a supportive tool for medical trainees, helping junior doctors to progressively become more familiar and confident with gold-standard documentation formats.

Heidi excels at the core function common to all AI medical scribes: rapidly generating notes from clinical encounters. However, several advanced features make it stand out as the best AI scribe for medical trainees. Firstly, Heidi offers unparalleled customization to get your notes exactly right. For example, if your consultant or attending likes a note or document structured in a particular way, you can customize your template to match their preferred format and style. Secondly, Heidi is more than just a point-of-care transcription tool. The Context field within Heidi supports adding non-verbal background information in any format (from typed observations to medical reports and even photos of hand-written notes). Heidi draws this contextual information into outputs, producing rich, detailed notes that draw from the patient’s entire history. Finally, a suite of assistive tools is transforming Heidi into a comprehensive AI-powered clinical assistant. For example, Heidi already facilitates accurate medical billing and coding by producing a suggested list of codes after each encounter (see our guide to coding for more details). Plus, a Calls feature is on the horizon, which will automate post-discharge follow-up calls and other tasks.

Saving time on documentation is often the main draw for using Heidi. However, for trainee doctors, several key steps in the note-generation process support improved accuracy. First and foremost, each note generated by Heidi has an accompanying full transcript that can be inspected to add or clarify information. You can even Ask Heidi a question like, “What did the patient say their current medications are?” and copy the response into your note. Heidi’s structured templates also support accurate clinical documentation via a ready-made format for each note type. For example, our review of systems template can be used as a guide for the assessment while also ensuring all pertinent information (including negatives) is included in the final note. For clinicians working with culturally diverse populations, Heidi supports accurate transcription in over 30 languages. Outputs like patient instructions or an after visit summary can be translated into any supported language, enhancing follow-up care.

Aside from the ease of significantly reducing the time junior doctors spend on notes, Heidi is an incredibly intuitive and user-friendly AI scribe for medical trainees. Using the scribe really is as simple as pressing a button at the beginning of a patient encounter, reviewing the note that’s subsequently produced, and then placing it in the medical record. Because Heidi works across smartphones, tablets, and PCs, the AI scribe will follow you everywhere, from the trauma ward to hospice and even home visits. Our detailed guides will help you master the basics and more complex tasks, like building your own note template and setting up teams. Plus, the customer support team is always available if you ever have any questions about using Heidi. 

With AI scribes now widely adopted as documentation support tools, the next phase of AI technologies in healthcare will involve major advancements in interoperability. The first step in advancing interoperability is seamless integration with electronic health records (EHRs) and practice management systems (PMSs). At Heidi, we support a variety of integrations with leading systems like Athenahealth, Semble, Halaxy, and nearly a hundred other software. Our Chrome extension also floats above any browser-based EHR, enabling easy copy & paste from Heidi into the medical record. In the future, doctors of all levels can look forward to AI medical scribes evolving into comprehensive clinical assistants. Just some of the tasks AI scribes will assist with in the future include coding, billing, and simple patient follow-up. As the best AI scribe for medical trainees, Heidi is committed to supporting junior doctors in utilizing AI in a way that benefits clinicians, patients, and the wider community.

Getting started with Heidi as your AI medical scribe couldn’t be easier for medical trainees. Simply sign up here to claim your Heidi Pro subscription, which is completely free for medical students, interns, residents, and registrars. You don’t need to input credit card details, but verification of your training status is required annually. Heidi’s AI medical scribe for medical trainees is very intuitive and requires minimal onboarding. However, we recommend checking out some of our how to videos and guides to fully understand how this powerful tool can support both your clinical practice and learning.   

Heidi Coding supports consistent billing by suggesting codes based on up-to-date clinical guidelines and regulatory requirements. It ensures that the coding process is streamlined and standardized, reducing the risk of errors and ensuring that your documentation aligns with both billing regulations and compliance standards.

Heidi doesn’t automatically apply codes to ensure that clinicians maintain control over the final documentation. Coding suggestions are listed for your review, allowing you to confirm that the codes align with the consultation and ensuring full compliance with billing standards before applying them.

Heidi’s coding suggestions are tailored to your specialty and region by using local guidelines and terminology. It accounts for variations in coding systems across different healthcare environments (e.g., ICD-10-CM for the US, SNOMED-CT for the UK). Heidi Coding suggests codes that are relevant to the conditions and procedures specific to your practice and geographic location.

Heidi suggests ICD-10 and SNOMED codes based on the clinical context of your notes. It filters by relevance and billability, ensuring that the most appropriate codes are suggested. You can review these codes before finalizing, ensuring they align with your specific diagnosis and billing needs. Take note that Heidi Coding is available exclusively to users on paid plans.

Heidi Coding streamlines the insurance claims process by suggesting the most relevant ICD-10 and SNOMED codes, reducing errors and ensuring accuracy. It supports audit preparation by generating well-organized, compliant documentation that aligns with billing codes, making it easier to submit claims and pass audits.

Heidi Calls is currently in development, with availability expected soon. Our team is committed to achieving seamless integration with existing systems, while upholding the highest healthcare standards for security and compliance. Join the waitlist now, and we’ll let you know as soon as it’s ready to roll out.

Heidi Calls improves patient engagement by enabling medication check-ins, post-discharge calls, and personalized follow-ups. These automated interactions ensure patients feel cared for and informed, helping to foster stronger relationships and better adherence to treatment plans.

Heidi Calls can be set to automatically perform routine screenings. Whether it’s for annual checkups, preventive care, or specific health assessments, Heidi can ensure that patients are consistently reminded, improving screening adherence and overall patient outcomes.

Heidi Calls can reduce no-show rates by automating appointment reminders and follow-up calls to patients. You can schedule them based on your preferred timing, and even include personalized messages to reduce missed appointments.

Heidi Calls automates follow-up scheduling by reminding patients of upcoming tests or treatments. Once a consultation is complete, you can set up automatic calls to remind patients of their next steps, ensuring continuity of care and reducing administrative time spent on manual calls.

Heidi Calls adheres to strict data privacy regulations, including SOC 2, ISO 27001, HIPAA, GDPR, Cyber Essentials, NHS, PIPEDA, and APP, among others, ensuring that all patient information is securely stored and transmitted. Calls are made with full patient consent, and no sensitive data is shared without proper safeguards, maintaining confidentiality and compliance with global data protection standards.

Setting your preferred language ensures that Heidi generates notes in the language you choose, automatically adjusting terminology, grammar, and structure to fit the selected language. This makes Heidi more adaptable to your region or patient population, improving both the accuracy and cultural relevance of your documentation.

Heidi Shortcuts are found within the platform for easier reference. You can access a list of pre-configured shortcuts for tasks like navigating between sections, formatting text, and editing templates, helping streamline the documentation process so you can stay focused on patient care.

Heidi’s Word Library helps maintain consistency in your notes by storing specialty-specific terminology and ensuring it’s used correctly throughout your documentation. It automatically corrects common spelling errors and ensures that preferred clinical terms are applied consistently, enhancing the accuracy and professionalism of your notes.

Yes, you can bulk replace words across all your documents using Heidi’s Find and Replace feature. This tool allows you to quickly update terms, correct spelling errors, or replace outdated language in your entire set of notes, saving time and ensuring your documentation stays standardized across all patient records.

Heidi Snippets allow you to insert pre-saved phrases or clinical terms into your notes with a simple shortcut, similar to Microsoft Macros. By creating shorthand triggers (e.g., "/bp" for blood pressure), you can instantly fill in repetitive information or commonly used phrases, reducing manual typing and speeding up your workflow.

You can easily manage tasks across multiple patients through task grouping. Within Heidi Tasks, you can address similar tasks at once (e.g., follow-up appointments, referrals) to help you stay on top of multiple actions simultaneously. Heidi Tasks also offers quick-action buttons that allow you to mark tasks as complete in bulk, saving you valuable time.

Heidi Tasks best practices include setting clear deadlines for follow-up tasks and utilizing team-based access for efficient task delegation. To ensure that you’re always working on the most pressing tasks first, organize them based on priority. Linking manually added tasks to specific consultations can also help reduce delays in patient care and support continuity across teams.

Tasks can be shared across teams depending on your access settings. You can assign tasks to specific team members or keep them private for your own follow-up. Heidi's collaborative task management ensures that everyone on your care team can view and complete relevant tasks based on their role and permissions.

You can easily view all outstanding tasks in Heidi’s master task list, which provides a master overview of all actions that need to be taken. This summary includes tasks from multiple patients and can be filtered by date, priority, or type, helping you stay on top of patient care requirements.

Tasks in Heidi automatically generate actionable items from each consultation, such as follow-up appointments or care plan reminders. These tasks are tied to specific patient encounters, ensuring you have a clear view of next steps, which can be tracked, edited, and marked as complete directly within the platform.

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.

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.

Yes, you can easily share templates across your team or department on the Together 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.

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.

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.

Yes, you can create a note using Heidi Context alone, without the need for live transcription. By uploading previous documentation, images, and written or dictated notes, Heidi can generate structured notes directly from the context, which is especially useful for reviewing patient histories or creating follow-up notes when live transcription is not required.

You can easily link past consults into Heidi Context by associating previous sessions with the current one. This provides a complete view of the patient’s history, allowing you to see prior notes, test results, and care plans within the context of your current consultation, ensuring continuity and a more comprehensive understanding of the patient’s ongoing care.

Yes, you can dictate additional information into Heidi Context. During or after a consultation, you can verbally add details that are immediately incorporated into the existing patient context, allowing Heidi to automatically update and integrate new information into your documentation.pr

Heidi ensures security and compliance by encrypting all data in transit and at rest, adhering to standards like HIPAA, NHS, GDPR, ISO 27001, SOC 2, PIPEDA, and APP, among others. No audio is stored, and all uploaded documents are handled with strict data privacy protocols. You have complete control over the data, with the ability to access, correct, and delete patient records in compliance with regional laws.

You can upload a wide variety of documents to Heidi Context, including PDFs, Word documents, and images (e.g., medical scans). These can all be incorporated into your consultation documentation, allowing Heidi to seamlessly integrate existing patient information, medical reports, and other relevant documents.

Yes, Ask Heidi works with both text and voice prompts. You can dictate your requests to Heidi, and it will process them accordingly to make it easier to integrate into your workflow during consultations. This feature enhances hands-free usability, allowing clinicians to stay engaged with their patients while still leveraging Heidi’s capabilities.

Ask Heidi generates output instantly, allowing you to get real-time assistance. It processes requests quickly, ensuring you spend minimal time on documentation while still capturing all essential details. Whether you're generating discharge summaries or medical certificates, Ask Heidi works seamlessly to support fast-paced consultations.

Ask Heidi doesn’t provide direct medical diagnoses, but can assist by suggesting possible diagnoses based on the information provided. It can also generate structured notes to document diagnoses made by you, ensuring all relevant details are accurately recorded. Remember that Heidi is an AI documentation tool; providing diagnoses or management beyond the content of the transcript, context, or clinical document is against usage policy.

While templates provide predefined structures for notes, Ask Heidi allows for dynamic, real-time requests. You can ask Heidi to generate content based on the context of the current consultation, making it more flexible and context-aware. Templates are useful for repetitive tasks, but Ask Heidi adapts to the unique needs of each patient encounter.

You can ask Heidi to perform a variety of tasks during a consultation, such as drafting referral letters, summarizing patient histories, and even applying billing codes. Ask Heidi can help streamline documentation, so you can focus more on patient care and less on administrative tasks.

For long sessions, Heidi allows continuous recording for up to two hours without losing data. Additionally, the system’s real-time transcription health indicators help you monitor the audio quality and ensure no interruptions in the transcription process, even during extended consultations or complex cases.

Heidi can detect and transcribe in 58+ languages, ensuring clinicians can seamlessly interact with diverse patient populations. Whether in multilingual regions or during consultations with patients who speak different languages, Heidi makes clinical documentation faster and more inclusive for global healthcare settings.

Heidi is designed to function accurately even in complex audio environments with background noise or multiple speakers. It uses advanced transcription technology to filter out disturbances, ensuring high-quality notes during group consultations or busy settings, such as ward rounds or emergency departments.

The main difference is that Transcribe captures entire consultations as they happen with patients, automatically turning spoken conversations into text, while Dictate allows clinicians to manually dictate notes either before or after the consult, providing more control over the content. Dictate also supports voice commands for formatting and offers custom shortcuts to streamline documentation.

Heidi maintains strict data security protocols by encrypting all data in transit and at rest, ensuring patient privacy. No audio is stored, and all transcription is processed in real-time, with the ability to delete sessions permanently. Heidi complies with ISO 27001, SOC 2 Type II, HIPAA, PIPEDA, APP, NHS, and GDPR standards (among others) to safeguard sensitive health information.

Heidi automates structured note-taking in over 110 languages while encrypting all data in transit and at rest. The platform generates professional documentation, referral letters, and discharge summaries that enhance clinician satisfaction while maintaining comprehensive compliance with ISO 27001, SOC 2 Type II, HIPAA, NHS, GDPR, PIPEDA, and APP standards.

By reducing burnout and turnover, Heidi helps organisations retain clinicians, lowering recruitment costs and supporting long-term workforce stability. The platform's ability to eliminate after-hours documentation through real-time note generation directly addresses primary sources of physician dissatisfaction and turnover.

Yes. Heidi demonstrates a commitment to provider-friendly technology across all care settings. Whether you're hiring for hospitals, specialty clinics, digital health platforms, or telehealth services, the platform's comprehensive templates and security compliance support diverse healthcare environments while improving clinician experience.

Satisfied clinicians are more likely to stay and refer colleagues to their organisations. Heidi reduces administrative time and stress by automating clinical documentation, improving provider satisfaction and supporting recruitment and retention efforts. The platform demonstrates organisational commitment to supporting clinician workflows and reducing burnout.

Heidi reduces documentation burden by enabling clinicians to complete notes during consultations, supporting better work-life balance and making organisations more attractive to new hires. The platform eliminates after-hours documentation work, addressing one of the primary causes of physician burnout and improving job satisfaction for healthcare professionals.

Heidi includes version control, audit trails, and standardised templates to maintain consistent, compliant documentation across all departments. The platform supports role-based permissions and follows strict usage policies, maintaining certifications such as HIPAA, NHS, GDPR, ISO 27001, SOC 2 Type II, PIPEDA, and APP to ensure organisational compliance and audit readiness.

Aligned documentation reduces duplication and errors, improves communication between departments, and ensures consistent, high-quality care throughout the patient journey. Heidi's Context feature enables seamless information sharing while maintaining comprehensive security and compliance standards.

Yes. Heidi supports custom workflows and templates for each department while maintaining shared compliance and documentation standards across the organisation. From SOAP notes in primary care to nursing care plans in hospital units, the platform ensures departmental flexibility within organisational frameworks.

Heidi enables shared templates and standardised reporting to align documentation practices across departments. The platform ensures consistent quality while allowing specialty-specific flexibility through customisable Note and Document templates that can be adapted to different workflows while maintaining organisational standards.

Physician hospital alignment ensures shared goals, workflows, and documentation standards between providers and hospitals. This alignment supports seamless, high-quality patient care and reduces fragmentation in healthcare delivery. Heidi facilitates this alignment through standardised templates and consistent documentation practices across departments.

Heidi enables real-time, structured documentation in over 110 languages, even in busy hospital and clinic settings. The platform's advanced transcription technology and comprehensive security protocols ensure that all data is encrypted and managed in compliance with ISO 27001, SOC 2 Type II, HIPAA, NHS, GDPR, PIPEDA, and APP standards, supporting high-volume care delivery without compromising security.

Heidi supports hospitals by standardising documentation, reducing errors, and improving coordination across departments to manage capacity efficiently. The platform's role-based access and shared templates enable seamless collaboration while maintaining security and compliance standards.

Yes. Heidi reduces administrative time and documentation backlogs, enabling clinics to see more patients without expanding their administrative teams. The platform's real-time documentation capabilities and standardised templates support higher patient volumes while maintaining quality care standards.

Heidi generates structured notes and summaries immediately after consultations, enabling faster, clearer handoffs between care teams. The platform's linked sessions feature ensures continuity of care information, reducing discharge delays and improving care coordination across departments.

Patient throughput refers to moving patients efficiently through the care process. Heidi improves throughput by completing documentation in real time, reducing administrative bottlenecks and freeing up capacity for patient care. The platform's ability to generate discharge summaries and medical certificates instantly supports faster patient flow.

Heidi automatically creates structured, easy-to-understand summaries in over 110 languages using customizable templates. This ensures patients leave with clear after-visit summaries and instructions, supporting treatment adherence while maintaining comprehensive compliance with data privacy standards such as HIPAA, NHS, GDPR, ISO 27001, SOC 2 Type II, PIPEDA, and APP.

Heidi supports consistent, high-quality documentation across primary care, specialty, and mental health settings. From SOAP notes in family medicine to therapy notes in behavioral health, the platform helps clinicians deliver reliable, patient-centered care that builds lasting relationships.

Yes. By generating clear, professional summaries and follow-up instructions, Heidi helps patients understand next steps and treatment plans. The platform's Tasks feature can track follow-up requirements, supporting better adherence and reducing appointment no-shows.

Accurate, timely documentation enables better communication and follow-up care. Heidi helps clinicians recall details and deliver more personalized care by maintaining comprehensive patient context and generating professional medical reports that patients can easily understand and reference.

Heidi reduces screen time by automating note-taking during consultations, helping clinicians maintain focus on patients and build stronger therapeutic relationships. The platform generates clear after-visit summaries and patient instructions that enhance communication and support trust, rapport, and long-term patient loyalty.

Heidi allows creation of customized templates with predefined sections and compliance checks tailored to specialty workflows. The platform's Document templates and Note templates can be adapted for different specialties while maintaining comprehensive compliance with HIPAA, NHS, GDPR, ISO 27001, SOC 2 Type II, PIPEDA, and APP standards.

Yes. Heidi supports specialty-specific templates while maintaining organisation-wide documentation standards, ensuring flexibility without compromising quality. Whether generating discharge summaries for hospital medicine or nursing care plans for bedside care, the platform maintains consistent quality across specialties.

Heidi offers features like audit trails, version control, and required fields that ensure documentation is complete and compliant with regulatory standards. The platform follows strict usage policies and maintains comprehensive security compliance to support audit readiness and regulatory requirements.

Standardised documentation ensures complete, accurate records, improves patient safety, and enhances communication between providers. Heidi supports continuous quality improvement through consistent note structures, reducing errors and improving care coordination across teams and departments.

Heidi standardises documentation across clinicians and departments with shared templates and structured note formats. This reduces variability and improves the consistency of patient records, supporting quality improvement initiatives. The platform's community templates provide proven frameworks for various specialties and use cases.

Heidi enables shared templates with version control, audit trails, and compliance checks through role-based permissions. The platform adheres to comprehensive security standards including HIPAA, NHS, GDPR, ISO 27001, SOC 2 Type II, PIPEDA, and APP, ensuring efficient, compliant documentation across teams and departments.

Heidi supports shared, structured templates that can be tailored to different specialties while maintaining consistent documentation standards across the entire organisation. From SOAP notes in primary care to therapy notes in mental health, the platform adapts to specialty-specific needs while ensuring organisational alignment.

Yes. By generating structured notes in real time and providing comprehensive templates, Heidi reduces administrative bottlenecks and backlogs, allowing providers to see more patients without increasing staff. The platform maintains documentation quality through standardised formats and compliance protocols