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Getting Started with Heidi

Platform intro covering Evidence, Tasks, Templates, Settings, Memory, and more.

Updated this week

New to Heidi? This video gives you a guided tour of the platform so you know exactly where everything lives before your first session.

Ben, Heidi's Clinical Director, walks you through the core features of the Heidi web and desktop app — including Scribe, Evidence, and Tasks — as well as the key settings worth knowing about from day one. Here's a quick overview of what's covered:

  • Scribe — starting and managing a transcription session, adding patient details, and using the context tab to upload files, results, and previous notes

  • Templates — how to switch between templates, build your own, and browse the community library

  • Scribe settings — customising detail level, style preferences, and dictation mode

  • Evidence — using the chat interface to surface clinical evidence and control your sources

  • Tasks — automatically detected tasks from your sessions, plus how to add them manually

  • Settings — Memory, Find & Replace, Snippets, Data Management, Default Scribe settings, and Heidi Labs for early access to new features

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