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Managing Templates In Your Team
Configuring templates at the organization-level… To create a new template, navigate to Templates and click on Create a new template… Make necessary changes to the template details. Save the template
Creating Templates in Heidi: A Basic Guide
Understand the basics of creating templates in Heidi… Here, you’ll find the option to create a new template by clicking "Create Template" in the top right… Heidi to Generate a Template: This method leverages Heidi’s AI to automatically generate a template
Get Started with Templates!
All you need to get started with templates!… You can save a template as your default template by ticking the “save selection as default template”… What’s the difference between a document template and a note template?
Getting started with Community templates
Detailed overview of Heidi's Templates Community… Once you find the custom template that works for you, click into the template, then press Use template… Click on the template to open the template editor
Improving your Heidi Templates: An Intermediate Guide
Further refine your templates, once you have a feel for the basics… Here’s how you can adjust the template: Edit the Template: Go to the "View/Edit Template" section… Reviewing the Four Main Components of a Template
Mastering your Heidi Templates: An Advanced Guide
Once you have perfected the template, why not share it in our Template Community?… Welcome to the final part of our template tutorial series!… and scroll down to the end of the template
📓 How do I use Heidi?
If you have selected a document template as your default template, when transcribing, Heidi will create… Note Templates… Document Templates
Pushing your note to an EMR
To ensure a template is used as your core note, make it your default template, or select that template… Open a template in Heidi, you can create a new template or edit an existing one Highlight the block… Create or Edit a Template
What are the different Note templates?
SOAP and H & P formats, Heidi offers further customisation for clinical documentation through the template… H & P are foundational for creating the initial consult summary displayed on the left panel, the template
💬 What is Ask Heidi?
Create a Template this AI tool is fine tuned to make the perfect Heidi Template, use it to create templates… This will be a one off, and won’t save a template… Or perhaps use the Create Template AI bar eg