Already familiar with the basics? This video picks up where the introduction left off, diving into the more advanced features of the template builder and showing you how to get the most out of your templates over time.
Ben, Heidi's Clinical Director, covers:
Conditional formatting — how to set sections to only appear when relevant (for example, only including a procedure note if a procedure is explicitly mentioned), keeping your notes clean and precise without any extra effort
Direct editing — making changes to the example note directly, rather than prompting, with updates automatically reflected in the template structure beneath
Version control — reverting to a previous version of your template if you make a change you're not happy with, making experimentation low-risk
Saving and managing templates — naming, saving, starring favourites, and returning to the editor to make further refinements from your template library
PDF form filling — uploading existing paper forms into Heidi so that after a consultation, Heidi can automatically populate patient information, tick boxes, and complete fields — ready for your review and signature in seconds