Konfigurowanie konta Heidi jest szybkie i proste — niezależnie od tego, czy dołączasz jako indywidualny lekarz, czy konfigurujesz Heidi dla całej swojej przychodni, mamy wszystko pod kontrolą.
Zanim zaczniesz
You'll need:
A valid email address
A few minutes to complete your profile
Dla indywidualnych lekarzy
Szybki przewodnik po rejestrowaniu się w Heidi jako użytkownik indywidualny — obejmujący tworzenie konta, weryfikację e-mail i wypełnianie danych osobowych oraz specjalizacji, aby zacząć.
Step 1 — Create your account
Go to HeidiHealth.com, click Sign Up, and enter your details. You'll receive a one-time verification code to your email address. Enter this when prompted, then set your password.
💡 Note: If your verification code doesn't arrive within a couple of minutes, check your spam folder or request a new one from the verification screen.
Step 2 — Complete your profile
Enter your name, specialty, and role within your organisation. Selecting the right specialty here helps Heidi surface the most relevant templates and content for your practice.
Step 3 — Add your organisation and select account type
Enter your organisation name, then select Just me to set up as an individual clinician. And that’s it - you are ready to go.
Setting up for a team? If you're a practice manager or clinic owner, see our Admin setup guide instead [ANCHOR TO BELOW SECTION]
You're all set
Your dashboard is ready. Keen to jump straight in? Try completing your first session or taking a tour of the platform. Otherwise, continue on through Heidi Guides to continue through our recommended set-up process.
Next steps: Building Your Workflow
If you need any help, reach out to our support team at [email protected].
Dla kierowników przychodni lub administratorów
Przewodnik krok po kroku dotyczący konfigurowania konta przychodni w Heidi — obejmujący tworzenie konta, dodawanie szczegółów organizacji, wybór liczby lekarzy, z którymi pracujesz, i rozpoczęcie 14-dniowej bezpłatnej wersji próbnej przychodni.
Step 1 — Create your account
Go to HeidiHealth.com, click Sign Up, and enter your details.
You'll receive a one-time verification code to your email address. Enter this when prompted, then set your password.
💡 If your verification code doesn't arrive within a couple of minutes, check your spam folder or request a new one from the verification screen.
Step 2 — Complete your profile
Enter your name, specialty, and role within your organisation. If you are a non-clinical administrator, you can select Practice Manager as your specialty option.
Step 3 — Add your organisation and team size
Enter your practice or organisation name, then indicate how many clinicians you work with. This helps Heidi configure the right plan for your team.
Step 4 — Select a practice plan
When you sign up, your practice receives a 14-day free trial automatically. To continue after the trial, navigate to Settings > Billing to select a practice plan and set up your subscription.
💡 Choosing between Pro and Practice? If your team only needs to manage billing together, a Pro plan works. If you want to collaborate — sharing templates, session sharing, or applying global settings across your team — choose a Practice plan.
Step 5 — Add your team members
Once your account is set up, select Team in the left-hand navigation bar, name your team and select Create team.
Now, you are ready to start adding clinicians to your practice. You can assign roles and manage access for each team member from this point on.
Next step: See our full guide Admins: Manage Your Team for more detail on roles, permissions, and team settings.
You're all set
Your practice account is ready. A good next step is reviewing your organisation settings or inviting your first team members.
If you need any help, reach out to our support team at [email protected].