Instantly link Heidi and Athena and push perfect AI-generated clinical notes in one-click into “Assessment” on an Athena patient record.
Once connected, you will see your future appointments populated in Heidi.
Just check your patient in, begin your Athena encounter and you’ll be ready to enjoy all Heidi has to offer!
How to Integrate with Athena
⚠️ In order to integrate with Athena, there are some things to consider.
We need to enable it for you, follow the steps here and our team will reach out.
You need to have the following AthenaHealth Products, if you're unsure if you have them please reach out to your Practice Manager.
Athena Clinicals
Athena Collector
You must be on a Together Tier Plan for it to work
Gaining access to the Athena Integration
1. Navigate to the following link on the AthenaHealth Marketplace
2. Login to your AthenaHealth Account
3. Register your interest
Select the Contact Partner box.
Fill out the following form
3. Wait to receive the final form we will send you a second form, this may take 2-3 business days to get back to you.
4. Wait for us to reach out to you! It may take 2-3 business days to hear back from us.
After gaining access to the Athena Integration.
Once we've reached out and approved access, to enable the integration from Heidi
1. Go to Integrations on the LHS
Navigate to the left-hand side (LHS) menu
Click on "Integrations"
2. Select Athena from the dropdown
In the integrations section, find the dropdown menu
Choose "Athena" from the list
3. Enter your practiceID and name
Paste in your practiceID in the field (you can find this here)
Add your first and last name, exactly as it appears in Athena.
4. Select the correct Athena user
5. Click “Connect to Athena”
How to use the Athena integration
View your appointment book
Open the Sessions panel on the left hand side menu
Within the Sessions panel, select the Schedule tab
Select the desired day by clicking the Calendar icon (it will default to showing today's sessions)
View the appointments booked for the day
Select the correct patient
Conduct your consultation as normal
Review and edit your Note as needed
When you are ready, click "Push note to Athena"
This will send your note into Assessment under the patient chart
Important:
Only patients who are checked in, in Athena and an encounter has been created will have a “Push to Athena” button. You cannot create sessions within Heidi and push to Athena.
Link sections of your notes from within Heidi
Instead of having to cut and paste from within the Assessment tab in Athena, you can now directly link sections of your note from Heidi.
Linking sections from within the Editor
1. You can highlight sections of your note and in the Toolbar you'll get an option to 'Link Section'
2. You can now highlight the associated part and the linked sections will appear in Athena.
3. Finally, press the push to Athena button.
Linking sections from the Template
1. Open a template in Heidi, you can create a new template or edit an existing one
2. Click and highlight over a block of content in the template editor that you would like to link to a section in Athena
3. Click the link icon on the right-hand-side of the block
4. Select the EHR section from the drop down menu where you want this content to appear (e.g., History of Present Illness, Review of System, Assessment/Plan etc)
5. The linked section will now be displayed in the block. Don't forget to save your template!
Troubleshooting
Where to find your Practice ID
1. Log in to your Athena account
2. Click on your name, top right corner
3. Copy the PracticeID from the menu (see below)
Maximum Attempts Reached or Internal Server Error
Please reach out to us, we can unlock the integration for you.
Section Based Linking Features aren't Working
Please ensure that the Enhanced Editor Feature is enabled.
