Feeling familiar with the basics? This guide picks up where the introduction left off, diving into the more advanced features of the template builder and showing you how to get the most out of your templates over time.

One of the most powerful features in the Template Builder is conditional formatting. This allows you to include sections in your template that only appear when relevant — keeping your notes clean without requiring you to manually edit them after every session.

For example, a procedure note section can be set to only appear if a procedure is explicitly mentioned in the transcript or clinical note — otherwise, the section is omitted entirely. If you didn't perform a procedure, that section simply won't show up in your output.

When Heidi generates a template for you, it may add conditional formatting automatically based on the structure you've described. You can review and adjust these conditions within the template structure.

You don't have to use prompts for every change. Within the Template Builder, you can edit the example note directly — adjusting formatting, removing bolding, or rewording sections — and those changes will be reflected in the template structure automatically.

This makes it easy to fine-tune the look and feel of your output without needing to understand the underlying template code.

The Template Builder includes version control, so you can roll back to a previous version of your template at any time. If a change doesn't give you the output you expected, simply return to an earlier version — no need to start from scratch.

Once you're happy with your template, update the name if needed and click Save and exit. Your template will then appear in your Template Library, ready to use in your next session.

From the Template Library, you can:

If your practice uses paper forms that need to be completed after a consultation, you can upload them into Heidi as a PDF template. After a session, once you've hit Stop and Transcribe, Heidi can automatically populate the form — ticking boxes, filling in patient information, and completing fields. The only thing left for you to do is review and sign.

What might otherwise be a cumbersome end-of-session task can be completed in seconds.

The Template Builder will get you 90–95% of the way there. The remaining refinement comes from experimentation — run a few practice sessions with your template, review the outputs, and use version control to iterate without fear of losing your work. The more you use and adjust your templates, the better your results will be over time.