Configurar sua conta Heidi é rápido e direto — quer você esteja se juntando como profissional médico individual ou configurando Heidi para toda sua prática, estamos aqui para ajudar.
Antes de começar
You'll need:
A valid email address
A few minutes to complete your profile
Para profissionais médicos individuais
Um rápido guia de configuração para se cadastrar no Heidi como usuário individual — abrangendo criação de conta, verificação de email e preenchimento de seus dados pessoais e de especialidade para começar.
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].
Para gerentes de prática ou administradores
Um guia passo a passo para configurar uma conta de prática no Heidi — incluindo criação de conta, adição dos detalhes da sua organização, seleção do número de profissionais médicos com os quais você trabalha e como começar com seu período de avaliação de 14 dias gratuito.
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].