1. Navigate to the Veradigm integration in Heidi:

2. Obtain the required information - you can find this by reaching out to your IT Manager. If you face any issues please reach out to us.

3. After you’ve entered the appropriate details, press Continue, if you see the following screen, your integration is ready to be used.

1. Create an appointment for your patient in Veradigm.

2. Ensure the appointment is associated with an encounter, either by linking it to an existing encounter or by creating a new encounter. Note that you do not have to have the patient checked in.

3. Navigate back to Heidi

4. Click on the refresh icon to sync and bring in the appointments, alternatively use the calendar icon to pick the date if your appointment is scheduled in the past or in the future

Please note you can only write back to Veradigm once an encounter is created and pulled in through the Schedule tab. You cannot create a new session in Heidi and push notes back into Veradigm as it would not be linked to a patient.

1. Open the session pulled in from Veradigm

2. Conduct your session as normal and generate your note

3. You can map Heidi’s note headings into the relevant parts of Veradigm: Reason for Visit (HPI), Review of Systems, History, Vitals, Physical Exam, and Assessment & Plan. You can edit the note text in Heidi before sending.

4. Once you’re done editing your note, press the Push to Veradigm button on the top right corner of your note area

5. Re-open the appointment in Veradigm to see each section populated in the corresponding free-text fields.

6. If you make changes to your note and push again, Heidi will only update the sections of the note updated.