What is a Team?
A Heidi Team brings multiple users together under a shared workspace with consolidated billing and shared tools. There are three team plans to choose from depending on your organisation's needs: Evidence Team, Practice, and Enterprise.
Team Plans at a Glance
Evidence Team
Evidence Team is designed for organisations that want shared clinical evidence governance across their workspace. Members get access to Heidi Evidence with team-level controls, alongside consolidated billing and team management.
This plan includes:
Shared evidence library and guidelines
Team management and centralised billing
Priority support
Practice
Practice is the full-featured team plan, combining Scribe and Evidence with the complete suite of collaboration tools — including shared templates, team evidence guidelines, and consolidated billing. It is the right choice for most clinics wanting to work together in Heidi.
This plan includes everything in Evidence Team, plus:
Full Scribe functionality with team templates
Document and session sharing
Guided onboarding
💡 Practice includes a 14-day free trial. To find out more, please contact our Support Team via the chat widget in the bottom-right corner.
Enterprise
Enterprise is built for larger healthcare organisations with more complex needs. It includes everything in Practice, with additional organisation-wide controls such as SSO, multi-team management, EHR push-to-chart integrations, and an organisation-wide BAA.
This plan includes everything in Practice, plus:
SSO and enterprise-grade governance
Dedicated customer success
Service commitments and custom hosting
💡 For current pricing, please visit the pricing page on our website here.
Which Plan is Right for My Team?
My team primarily needs shared clinical evidence tools
Choose Evidence Team. It gives your organisation team-level evidence governance and consolidated billing.
My team needs Scribe and Evidence with full collaboration tools
Choose Practice. It covers shared templates, evidence guidelines, and everything your clinic needs to work together in Heidi day to day.
We are a large organisation with complex operational needs
Enterprise is the right fit. Get in touch and we will put together a tailored setup for you.
How to Create a Team
You will need to be on a paid Heidi plan to create a team.
Go to Team in the left-hand menu.
Click Create Team and give it a name.
Invite members by entering their email addresses.
Once they accept, their payment will be consolidated under your account.
Tip: If you are unable to add members, you may have a dedicated Customer Success Manager. Reach out to us to confirm.
When you create a team, you become the Team Admin and take on responsibility for member payments.
💡 Evidence Team and Practice are billed annually. For Enterprise billing options, contact us directly for details.
How to Join a Team
When you are invited to a team, you will receive an email containing an invite link.
New users: Sign up using the email address the invitation was sent to.
Existing users: Log in as normal and your account will be added to the team.
Note: You can only be a member of one team at a time.
Admin and Team Member Permissions
Admins can:
View all members of the workspace
Add new members
View and manage billing
Create, edit, and delete team templates
Team members can:
View all members of the workspace
Access and use team templates
How Team Billing Works
One invoice covers the entire team.
Billing is annual — monthly billing is not available for team plans.
All payments are processed under the Team Admin's account.
Frequently Asked Questions
Can I upgrade or switch my team plan?
Yes. You can change your team's plan at any time. For step-by-step guidance, see Changing your Heidi subscription. If you need help deciding which plan is right for your team, get in touch and we will be happy to help.
I am on the Clinician plan — can I still join a team?
Yes. Accept the invite and your individual subscription will be cancelled automatically. You will move onto the Admin's subscription from that point.
I am on the Free plan — can I still join a team?
Yes. Accepting a team invite will automatically upgrade your account and add you to the Admin's payment cycle.
We have a mix of free and paid users at our clinic — can we all join a team?
Yes. When a Free user accepts a team invite, they are automatically upgraded and added to the Admin's payment cycle. There are no extra steps required.
Where can I find billing information?
Go to Team in the left-hand bar. In the top right corner, click Manage billing to view all billing details. Only the Team Admin can access and manage this area.
My invite link is not working — what should I do?
Invitation links are valid for 30 days. Here is what to try depending on your situation:
Expired link: Ask your Team Administrator to resend a new invitation to your email address.
"No longer valid" message: This usually means the link has expired or been deactivated. Your Team Administrator can generate a fresh one.
No invitation email received: Confirm with your Team Administrator that they used the correct email address. They may need to resend.
For Team Administrators — resending an invitation:
Log in to your Heidi account.
Go to Team in the left-hand bar.
Locate the pending invitation and select the option to resend.
If you continue to have trouble after trying these steps, please contact Heidi Health Support.
I am an existing user and received an invite — how do I join?
Accept the invite from your email and link your existing account. If you are on the Clinician plan, your individual subscription will be stopped and moved across to the Admin's. If you are on the Free plan, you will be added to the team automatically.
How do I remove or delete a team member/how do I leave a team?
Please contact Heidi Support in order to remove yourself or a member from a team - we are on-hand and ready to help with this.