Templates are what make Heidi truly versatile — they let you control the shape and format of your documentation so Heidi works exactly the way you need it to, in any clinical setting.
Ben, Heidi's Clinical Director, walks you through how to find, use, and build your own templates:
The template community — browsing and searching templates by specialty and location, with all community templates verified against best practice so you can add them to your library and use them straight away
Understanding template structure — how templates work under the hood, and how the more specific your template is to a visit type or condition, the more consistent and tailored your notes will be
Building your own template — using the template builder to create a new note, document, or PDF form from scratch, including the option to upload your own example notes so Heidi can learn your preferred style and structure directly
💡 Want to dive deeper into Templates? Head straight over to Heidi Health's Template Academy for an in-depth exploration.