As the admin of a team on Heidi's Practice Tier or Enterprise Tier, you can decide on your organisation’s data storage timeframes, mandatory consent and Multi-Factor Authentication (MFA).
To go to your team's settings:
click on the team tab on the Left Hand Side
click the settings clog beside your teams name.
Once you have clicked through here, you have some configurations to select. Slide the switch to the right to turn on the settings.
Listed below are the settings that Admin has access to configure for their team:
Require Multi-Factor Authentication
Add an extra layer of security when your team members sign in to their accounts.
Require patient consent
Team members will see a pop-up at the beginning of each session reminding them to ask the patient for their consent to record the session
Customise Patient Consent
Practice admins can now customise the consent prompt their clinicians see before every transcription — ensuring it matches your clinic's exact language, specialty needs, and compliance requirements. Update it once, and it applies across your whole team.
Head over to "Settings", select "Team Settings", ensure "Require patient consent" is toggled on, then write your custom consent message in the textbook. Your new message will automatically update.
Automatically delete past sessions
Schedule your team’s sessions to delete on a recurring basis (between 1 to 90 days)
Once you have Toggled on delete past sessions, you will be presented with a view to configure total days.
For Pro Teams wanting Global Configurations- you will be required to upgrade to Practice Tier to unlock Global Configurations.
Reach out to our team via the help button in Heidi if you have issues, or require any further assistance.