You're up and running with Heidi — now it's time to make sure you're getting everything out of it. This article covers the features that make the biggest difference to the quality of your notes and the efficiency of your workflow.
Part 1 – Context, templates, and detail settings
Covered in part 1:
Context — uploading correspondence, results, discharge summaries, and other documents before or after a session so Heidi can incorporate that information into your note without you having to verbalise it; also covers free-texting pre-consultation notes and listing additional people in the room to help Heidi attribute the right concerns to the right person
Templates — why a single template can't cover every situation, and how building out a library of consultation-specific templates gives you the best possible output for each visit type
Detail settings — how to dial your detail level up or down to get the right level of depth in your notes, and how to distinguish between a detail issue and a template issue when your output isn't quite right
Part 2 – Tasks, personalisations, and codes
Covered in part 2:
Tasks — how Heidi automatically detects follow-up documents needed from a consultation (referral letters, patient explainers, GP letters), and how to generate, edit, and export them with a single click directly from the tasks panel
Personalisations — how Heidi learns from the edits you make to your notes over time, building a library of your formatting, phrasing, and grammar preferences so your notes improve automatically the more you use Heidi
Codes — automatically generating and ranking ICD-10 (or other coding set) codes by relevance at the end of a consultation, with the ability to confirm all or select individual codes to append to your note
Part 3 – Patient profiles, language settings, and Ask Heidi
Covered in part 3:
Patient profiles — how Heidi automatically detects and saves patient demographics, medications, allergies, and past history to a patient record, making that information available to pull through into any document or letter automatically; also covers how previous sessions and uploaded context are accessible at a click when a patient returns
Note status — marking notes as Drafted or Approved in collaborative practice settings so colleagues know at a glance whether a note has been reviewed and finalised
Language settings — selecting up to three input languages and a preferred output language, with an auto-detect option for linguistically diverse clinical environments
Appointment book upload — uploading a screenshot or CSV of your day's appointments so Heidi pre-creates a session tab for each patient, ready to go at the start of clinic
Ask Heidi in consultations — using the in-session chat to ask clinical questions, check guidelines, calculate doses, or confirm you haven't missed anything in a management plan before the patient leaves the room
Note editing via Ask Heidi — using natural language instructions to make stylistic edits to your note directly (for example, removing bolded headings), with Heidi regenerating the updated note instantly