Our integrations with our EMR partners are only available with a Together plan.
Heidi Health is a MediRecords partner that assists with AI-powered note taking and formatting, enabling clinicians to focus more on delivering patient-centred care.
Clinicians can use Heidi AI Scribe in MediRecords after creating a Heidi Health account.
To activate this optional feature, the Practice Owner need to complete the following steps:
Select More > Settings from the left-hand side menu and click Integrations
The default toggle on the “Heidi AI Scribe” toggle is “Off”
2. Switch the toggle to “On” to integrate with Heidi AI Scribe.
System briefly displays “Heidi AI Scribe can now be access.” to confirm that Heidi AI Scribe has been integrated with MediRecords in your Tenant.
*NOTE: Once the MediRecords Tenant is integrated with Heidi AI Scribe, each User will need to register with Heidi Health before using this tool.
Accessing the Heidi Widget
Open Medi Records
Open a Patient File: Start by opening the patient file you want to work on in Medi Records.
Navigate to the Clinical Tab: Once in the file, go to the "Clinical" tab.
Launch the Heidi Widget: Click the Heidi button located here to open the widget.
Log In (if needed): If it’s your first time using the widget, you’ll be prompted to log in or sign up. You’ll only need to do this once.
Starting a Consultation
Patient Match: The widget automatically syncs with the open patient file, ensuring you’re working within the correct file.
Add Extra Context (Optional): You can add additional notes or information in the provided context box before starting your consultation.
Begin the Consultation: Click “Start Consultation” to begin. After the consultation, click “End Session” to finish.
Documenting the Consultation
Selecting a Note Template: After ending a consultation, select a template for your notes (e.g., SOAP notes).
Review & Edit Notes: Check the generated notes. You can make edits directly within the widget. For example, add details or update treatments as needed.
Save Notes: Once satisfied, save your notes, which will automatically update in the patient’s file without requiring copy-pasting.
Additional Widget Features
Transcript View: Your consultation transcript remains visible for reference.
Customize Settings:
Change
Template: Select a new template to fit the consultation type.
Adjust Voice Tone: Options include brief, detailed, or other specific tones to tailor the documentation style.
Generate Additional Documents: Click the “magic” icon to create documents such as referral letters. Copy these documents to your preferred letter-writing tool as needed.
Accessing Full Heidi Features and Settings
Go to the Full Heidi Website: To access more settings or manage templates, click the Heidi icon in the widget. This directs you to the Heidi website, where you can manage your account and settings.
Automatic Patient File Switching
The integration ensures seamless switching between patient files in Medi Records:
No Data Cross-Over: Each time you switch patients, the widget updates to match the new patient file.
Resume Previous Consultations: If you switch back to a previous patient file, the widget loads the existing session, keeping all notes and data in place.
Tips for a Smooth Experience
If you’re new to the widget, check out our Login Guide to get started.
Regularly check for updates as we continue to deepen this integration and add more features.
By following these steps, you’ll streamline your consultation and documentation process, making it easier to stay focused on patient care without extra administrative work.