Heidi Guides
Everything you need to get set up, get started, and get the most out of Heidi.
17 articles
Welcome to Heidi
Hear directly from the Heidi team on what Heidi is, why it was built, and what it means for your practice.
Meet Heidi: Your AI Care PartnerA welcome from the Heidi team — video introductions from Tom, Simon and Hannah.
Setting Up for Success
From creating your account to understanding how your data is protected, this section covers the foundations.
Set-up Your Heidi AccountStep-by-step account setup for individual users and administrators.
Building Your WorkflowWhere to utilise Heidi, and how to choose the right mode for your practice.
How Heidi Protects Your DataAn overview of Heidi's data security, compliance, and legal safeguards.
Getting Started with Heidi
Learn the Heidi platform, complete your first session, and set Heidi up to work the way you do.
Getting Started with HeidiPlatform intro covering Evidence, Tasks, Templates, Settings, Memory, and more.
Getting Started with Heidi for EnterpriseDeployment overview, global admin setup, SSO/MFA, user management, and compliance.
Make Heidi Sound Like YouPersonalise Heidi's output to match your clinical voice and style.
Complete Your First SessionA guided walkthrough of your very first Heidi session, from start to finish.
Level Up Your Templates
Start from the basics and work your way up to advanced customisation with links to the Template Overview and Template Academy.
Templates 101: The BasicsEverything you need to know to begin using Heidi templates effectively.
Templates 102: Going Further with TemplatesAdvanced techniques, plus links to the Template Overview and Template Academy.
Enabling Your Team
Everything admins need to onboard, manage, and scale Heidi across their organisation.
Enabling your Team with Heidi for EnterpriseEnterprise-specific onboarding and team enablement guidance.
Admins: Manage Your TeamTools and settings for managing your team within Heidi.
Admins: Organisation Settings and ProvisioningHow to provision accounts and manage licenses for your organisation.
Features to improve your Workflow
Discover advanced features, connect Heidi to your clinical systems, and find quick answers to the most common questions.
Query with EvidenceGet started with Heidi's Evidence feature.
Get More out of HeidiAdvanced tips: context, personalisation, patient profiles, codes, and language settings.
Connect Heidi to Your SystemsA guide to integrating Heidi with your existing clinical systems.
Top Troubleshooting TipsSolutions to the most common Heidi issues and questions.