Szablony to właśnie to, co czyni Heidi naprawdę wszechstronnym — pozwalają ci kontrolować kształt i format dokumentacji, dzięki czemu Heidi działa dokładnie w taki sposób, jakiego potrzebujesz, w dowolnym otoczeniu klinicznym.
Czym są szablony?
Templates define the shape and structure of your clinical documentation. Rather than generating a freeform note, Heidi uses your template to produce the right output for the right situation — whether that's a standard GP consultation note, a specialty-specific assessment, or a structured referral letter.
The more specific your template is to a visit type or clinical scenario, the more consistent and accurate your output will be. Building out a library of templates for different consultation types will give you far better results than relying on a single all-purpose template.
Default templates
All Heidi users have access to a set of default templates to get started, including:
SOAP — Subjective, Objective, Assessment, and Plan. A widely used format for documenting patient care.
SOAP (Issues) — Adds a Problem List to the Assessment and Plan sections, useful for patients with multiple concerns.
H&P — History of Presenting Complaint, followed by medical history, examination findings, diagnosis, and plan.
H&P (Issues) — Adds a Problem List to the Impression and Plan sections, suited to patients with multiple issues.
Heidi also supports profession and specialty-specific formats, including ADIME for dietitians and IMIST-AMBO for paramedics. To ensure the right formats are available to you, make sure your specialty is set correctly under Account → About You.
The Template Community
The fastest way to build out your library is to explore the Community, found in the left-hand menu bar.
From the Community, you can search by specialty and location to browse templates created by clinicians around the world. All community templates are reviewed and verified against best practice before being made available — so you can add one to your library and use it straight away with confidence.
Before adding a template, you can preview both the example note and the underlying template structure to make sure it's right for your practice.
💡 Tip: Browsing the Community is a great way to understand what's possible with templates before you start building your own.
Building your own template
If you can't find what you need in the Community, you can build your own. Navigate to My Templates in the left-hand menu and click + Create template in the top right corner.
You'll first be asked to choose a template type:
Note or Document
The standard template type for clinical notes, letters, and other documents. Once selected, you'll land in the Template Builder where you have two options:
Upload example notes — if you have notes you've previously written in the format you want, upload them here. Heidi will analyse them and generate a template based on your existing style and structure.
Describe what you want — type a description of the structure and purpose of your template, and Heidi will build it for you.
Fill a PDF form
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, Heidi can automatically populate patient information, tick boxes, and complete fields — leaving just your signature. This can reduce a cumbersome end-of-consultation task to a matter of seconds.
What's next?
Once you've set up your first template and run a few sessions, head to Templates 102: Going Further with Templates to learn about conditional formatting, version control, and how to fine-tune your templates over time.
💡 Feeling confident? Head straight over to Templates 102: Going Further With Templates