As a Heidi administrator, you have a dedicated set of tools to onboard, manage, and configure Heidi for everyone in your team. This video walks you through everything you need to know to keep your team running smoothly.
Jen, from Heidi's Customer Success team, covers:
Adding team members — inviting users by email, assigning them a role (Clinician, Assistant, or Administrator), and tracking invitation status; invitations are valid for 30 days and can be resent if expired
Session viewing — enabling cross-team session visibility so administrators or assistants can view a clinician's sessions for downstream documentation, auditing, or review purposes, with role-based access controls to determine who can see what
Data management — setting a team-wide session retention policy (1, 2, or 90 days), which overrides individual clinician settings; note that deleted data cannot be restored
Multi-factor authentication — enforcing MFA across your team, giving clinicians the option to verify via email, phone number, or an authenticator app
Patient consent pop-up — enabling a prompt at the start of each session to remind clinicians to obtain verbal patient consent before recording, in line with your clinic's policy
Content footer — adding a standard line of text to the end of all clinician notes and documents across the team
Team templates — sharing templates across your entire team by setting template visibility to "Team" from the template library