At anytime you can go in to your billing settings of the Heidi Web app, and change your subscription tier.
Heidi Health offers flexible subscription plans, allowing users to move between tiers as their needs evolve. Understanding the implications of these changes beforehand ensures a smooth transition. Additionally, Heidi Health offers a 14-day free trial for the Clinician plan, allowing users to explore premium features before committing to a subscription.
For details on pricing, and features go to: Pricing Page
Step-by-Step Instructions to change your subscription tier:
Go to Settings → Billing (web).
On your current plan choose 'Manage Billing'
On the 'Update Subscription' your available options will be displayed
Choose the option that suits your needs, For details on pricing, and features go to: Pricing Page
Once you've chosen your plan you will need to enter payment details to confirm
Go to Billing Portal
In the Web Version of Heidi Navigate to the billing portal by going to:
Click on bottom Left Hand side, and select Settings
Click on Billing
Once there, you can upgrade or "Manage plan" from your Heidi account settings
View Subscription Options
On the subscription overview page (Image 1), click "Update subscription".
Select Your preferred plan
In the update screen (Image 2):
Find the plan you are looking for.
Click Select under the plan you wish to change to.
Confirm Update
Review the pricing and click Continue to proceed.
Follow prompts to finalise the change.
Verify Change
Return to the Account page.
Check that it now shows the correct plan.
Feature Adjustments with Downgrade
When downgrading your subscription, you won't lose access to any data. Your future usage will be limited to the tier you downgrade to. Some features may no longer be available. For example, on the Free plan, you have 10 Pro Actions per month for advanced features like document generation, and AI editing.
Retention of Content Post-Downgrade
When transitioning between plans, Heidi Health ensures that your account remains intact and your content is preserved.
If your trial period ends and you do not upgrade to a paid plan, your account will automatically transition to the Free Forever plan. No action is required, and you will not be charged unless you explicitly upgrade to a paid plan. Existing templates and sessions will remain accessible, but you will not be able to create or edit custom templates while on the Free plan. You can start a free trial in two ways:
Via the Pricing Page:
Visit the Pricing page.
Select the Clinician subscription.
Complete the subscription flow. The 14-day free trial will be automatically applied.
Via Self-Service:
Log in or create an account.
Navigate to Settings and open the Account or Billing section.
Click on "Manage Billing."
Select "Start free trial" for your chosen plan. If you are currently subscribed to another plan, such as Scribe Plus, starting a Clinician plan trial will cancel your existing subscription. You can specify a start date for the trial, and billing for the new plan will begin after the trial ends if you decide to continue. If you are not ready to start your trial immediately, you can postpone it by canceling the trial and continuing with the Free plan. You can activate the 14-day Clinician trial at a later time. After the 14-day Clinician trial ends, your account will automatically return to the Free plan. To continue using premium features, you will need to upgrade to a paid subscription. If you prefer to use the Free plan without starting a trial, you can dismiss or ignore the trial prompt and continue using the app with limited sessions.