Heidi II is currently only available in certain regions and subscription types. If you are currently eligible, you’ll see a new Home page when you log into your Heidi account.
Heidi II
Heidi II is here. Heidi still listens to your visits and writes your notes, now it also handles the work that happens around them. The same platform you’re used to, with new capabilities.
Home
When you open Heidi, you'll see today's patients, sessions and open tasks already loaded, along with any Routines you can run. You can open any of these directly, or ask Heidi to perform tasks for you. Ask in plain language and Heidi works through the task, then hands back what needs your review.
Heidi remembers how you write and what you prefer, from what you tell it and from the edits you make. Heidi uses peer-reviewed journal articles, included in every chat by default. Currently, included are NEJM, Wiley and Cochrane.
Evidence is now part of Heidi Home. You can use all the above capabilities, including Evidence, by default, or, you can switch to evidence-only mode. The main difference is that Heidi now helps with steps that you may have had to complete manually with Evidence alone (e.g. pre-charting information for all your upcoming sessions directly in each session's context tab vs copying and pasting Evidence's response into each session).
You can still enable evidence-only mode by selecting Evidence in the left hand menu or clicking the + icon and evidence-only. See here for more information on Evidence.
How do I use Home?
Type or say what you need in plain language for example, "prep tomorrow's charts" or "draft a referral for this patient." Heidi will:
Plan the task and work through it, using your connected systems where needed.
Hand back a result for you to check or tell you why it can't complete the task if it's outside what it can do.
Wait for your approval before anything is sent, saved to a chart, or reaches a patient.
For more information on how to use Heidi Home with other systems and connectors, see here.
What is a Routine?
A Routine is a saved task that Heidi runs for you, when needed (e.g. on a schedule or from a trigger). Routines live in the left panel of Home. You can choose from our Routines Library, or create your own. See here for more information on Routines.
Key Use Case Summary
Below are some examples of what Heidi can do, through tasks and routines.
Use Case | Description |
Daily task prioritisation | Ask Heidi to summarise and rank outstanding tasks before end of day |
Drafting clinical comms | Generate letters, blood test orders, referrals, and team messages from session data |
Session approval & follow-ups | Mark sessions approved, create follow-up appointments, assign teammate tasks |
Colleague QA | Review a team member's sessions and produce a cited feedback report for performance reviews |
EHR data import | Heidi reads patient data from an EHR and creates pre-charts in Heidi |
Scheduled routines | Automate recurring workflows on a schedule or triggered by session events |
Referral automation | Auto-draft referral letters while a session is live, based on detected clinical context |
Unsure where to start?
Don’t worry, if you’re unsure where to start, Home has suggested templates in our Routines Library to get you up and running.
Check out our articles on:
Can't see Home?
If you can’t see Home on your Heidi sidebar, your region and subscription type might not be eligible yet.