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Athena Integration
Athena Integration

Getting set up with the Heidi Health x Athena Integration

Alex Stewart avatar
Written by Alex Stewart
Updated yesterday

⚠️ 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

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 access the Athena Integration, you'll need access to

  • AthenaHealth Marketplace

  • The following AthenaHealth Products

    • Athena Clinicals

    • Athena Collector

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

4. Wait for us to reach out to you!


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

  1. 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

  2. Conduct your consultation as normal

  3. Review and edit your Note as needed

  4. When you are ready, click "Push note to Athena"

  5. 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.

1. On the left hand side menu, navigate to Preferences

2. Under 'Display Settings' enable the Use Enhanced Editor feature

3. Save your changes

You need to have the Enhanced Editor feature toggled On to use any of the section linking features. Irrespective of using a Template with sectional linking, Heidi will default to pushing the note into Assessment / Plan.

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.

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