Heidi Guides
Everything you need to get set up, get started, and get the most out of Heidi.
Welcome to Heidi
Hear directly from the Heidi team on what Heidi is, why it was built, and what it means for your practice.
Setting Up for Success
From creating your account to understanding how your data is protected, this section covers the foundations.
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.
Enabling Your Team
Everything admins need to onboard, manage, and scale Heidi across their organisation.
Heidi Remote
Unboxing, Understanding and Using your Heidi Remote
- Unbox and Meet Your RemoteGet to know Heidi Remote: what's in the box and the two buttons you'll use every session.
- Set-up, Connect and Start Your First SessionHow to pair Heidi Remote to your app, run a test session, and understand how your transcriptions sync.
- Bluetooth Range & Ways to WearPlacement drives audio quality, and audio quality drives your notes. This guide covers smart positioning and how Bluetooth range affects your sessions.
- Remote Session TroubleshootingHow to troubleshoot a missing or unsynced session, and what to do if the problem persists.
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.