Skip to main content

Top Troubleshooting Tips

Solutions to the most common Heidi issues and questions.

Running into an issue? This video walks you through the most common causes of transcript and note errors in Heidi, and exactly what to do to fix them.

The transcript powers the note

Before troubleshooting anything else, always check the transcript. If your transcript is inaccurate, your note will be too — no template or setting adjustment will fix an underlying transcript problem. Make this your first step every time.

Troubleshooting your transcript

No content in the transcript

If your transcript is empty or missing content:

  1. Resume the session and say a few lines aloud

  2. Stop the session and check whether the content has now appeared

  3. If content appears, the issue was likely a brief audio interruption during your session

Testing your microphone

If you suspect a microphone issue:

  1. Start a new session

  2. Record at least 30 seconds of audio

  3. Stop and check the transcript

    • If audio was captured — the issue was likely specific to your previous session

    • If no audio was captured — check your device's audio input settings to confirm the correct microphone is selected and enabled

💡Important: If audio failed to capture during a session, that recording cannot be retrieved. Before starting any future session, confirm that audio is being detected — look for the green waveforms appearing next to the recording button as your indicator.


Common causes of transcript errors

Most transcript issues come down to audio input problems — muted microphones, the wrong input selected, or poor sound quality. Below are some platform-specific situations to be aware of.

Mobile app

Enable Do Not Disturb on your device before starting a session. Incoming calls can disconnect the microphone from Heidi mid-session, interrupting your transcript.

Telehealth sessions

For the best results with Telehealth, use the Heidi desktop app rather than the web browser — particularly if you're using multiple applications or headphones.

If you're using the web browser for Telehealth:

  • Avoid switching between tabs or applications during your session, as this can temporarily revoke microphone access

  • Keep only one browser tab open to ensure audio is captured consistently

In-person sessions

Common causes of transcript issues for in-person consultations include:

  • Device going to sleep or entering screensaver mode during a session

  • Low voice volume, background noise, or microphone positioned too far away

  • Microphone muted at the device level

Ensure your device stays active during the session and check that the green waveforms are visible next to the recording button to confirm your mic is picking up audio.


Troubleshooting your note

If your transcript looks correct but the note isn't generating as expected, work through the following steps:

Step 1 — Check the transcript

Confirm the transcript accurately reflects what was said in the consultation. The note output is only as good as the transcript input.

Step 2 — Check the template

If the note contains inaccurate or irrelevant information, review your template for potential issues — unclear instructions or incorrect syntax can carry through to the output.

Step 3 — Resume, refresh, and regenerate

If the transcript is accurate and the template looks correct, try the following in order:

  1. Resume — restart transcription briefly for a few seconds, then stop. This gives the system a chance to recover any missing data.

  2. Refresh — if you're on a web browser, refresh the page.

  3. Regenerate — click the three dots menu and select Regenerate output.

💡Free plan users: Some features in Heidi are limited to a set number of actions per month on the free plan — including advanced templates, Ask Heidi, and form filling. If a feature isn't responding as expected, it's worth checking whether you've reached your monthly limit. Upgrading to one of our paid plans gives you unlimited access across all features.


Note output lacks clarity or detail

If your notes are generating but not at the right level of depth or complexity, adjust your settings:

Scribe settings

  • Fast — best for shorter, simpler sessions

  • Best — best for longer, more complex sessions

Voice / detail settings

  • Brief — concise notes, ideal if you prefer brevity

  • Goldilocks — a balance between concise and detailed; the sweet spot many clinicians prefer

  • Detailed — more comprehensive notes with greater depth

  • Super Detailed — includes direct quotes and minor details that might otherwise be overlooked

You can also create a custom voice by adjusting the detail settings to your preference and saving it as your default in the bottom-right corner of the modal.


Contacting support

If you've worked through the above steps and the issue persists, reach out to the Heidi support team. To help us resolve your issue as quickly as possible, please include:

  • A brief summary of the issue and the troubleshooting steps you've already tried

  • Any error codes displayed (include a screenshot if possible)

  • Your session ID — found by clicking the three dots menu and selecting Copy session ID

Did this answer your question?