Getting set up with a Heidi account

For all clinicians: Set up your Heidi account

Account set up and IT requirements

Logging In

1. Log into Heidi‍
2. Simply log in here to unlock all the powerful features of Heidi.

Check your IT requirements

To ensure Heidi works seamlessly, make sure your IT setup is ready:

1. Stable internet connection: Ensure you have access to wifi or cellular network. With the Heidi app, you can run sessions offline.‍
2. Microphone: Heidi requires a working microphone for the transcribe and dictate functions. While you’re welcome to use the built-in microphone on your laptop or phone, some clinicians recommend an external option like the Wireless Lavalier Microphone for better results. Note: For TeleHealth, the Heidi Desktop App supports headphones, while the browser version does not; use a separate browser window to transcribe meeting notes live.‍
3. Test the setup:‍
   • Test your microphone and internet speed to ensure smooth performance.
   • Run a quick demo with Heidi to familiarise yourself with the interface (located in the bottom right hand corner on the Heidi platform).‍

For admins: Set up your team

Learn how to create a team, add users, assign roles, share templates, and manage team settings in Heidi.

Creating a team

1. Ensure you have a Pro, Together, or Enterprise plan to access team features.
2. Set up your personal account and select the number of clinicians in your team.
3. Go to Settings > Teams, enter your team name, and create your team.​
4. Adding users & assigning roles
   • Invite team members by entering their email and selecting their role:
     • Clinician – Access to clinical documentation.
     • Administrator – Additional permissions for managing team settings.
   • Invited members will receive an email invite to join the team.

Sharing templates with your team

1. Go to Template Library, create or edit a template.
2. Set visibility to "Team" and save it—this makes it accessible to all team members.
3. Viewing user sessions  
   • As an admin, you can monitor user sessions from the Session Bar under "Users."

Configuring team settings

1. Navigate to Settings > Team > Team Settings to manage/enable:
   • Session auto-deletion: Control session auto-deletion by setting a default period (e.g., 7 days). Users can choose a shorter timeframe, but if they don’t adjust their settings, the admin's default will apply.
   • Multiple Factor Authentication
   • Patient Consent pop up
   • Session viewing access: Enable session viewing for each role type