You can start a session from the Start modal or from the green button in your top right corner. When Heidi is transcribing, you'll see the button change to red with the text 'Recording'. Hit this to stop transcribing.

You can select it again to resume the transcribing at anytime, if you want to add any extra context.

Each time you stop transcribing, Heidi will send it to our AI model and create you a Note in seconds.

The Note refers to the main clinical note Heidi generates as a summary of the transcribed session, typically the one that would go into your health record (i.e. File/PMS/EMR/EHR) and is intended for other clinicians to read as a record of your care.

Notes are created when you stop transcribing, based on the note template you have selected. The note template define the structure, content and general formatting of a note. Templates include factors such as headings, inclusions, exclusions of the generated note (ie: History, Examination, Impression, Plan or Subjective, Objective).

Heidi provides some of the most commonly used note templates you can choose from:

Otherwise, you can create your own custom note template to structure your note exactly the way you like. Hit 'Create custom template' or edit on one of the existing ones and save it as your own.

A document is a file that you can create in addition to the Note, such as a discharge summary, medical certificate, referral letter or a patient handout.

Documents are created based on what is in the Note and any information added in 'Context'. Therefore, it’s best to make sure you are happy with your note before creating any documents.

To create a new document, click on ‘Create document’ and you’ll be able to select the template you would like to use to create the document. The document will open in a new tab at the top of the screen next to the Note tab.

To delete a document you have created, simply click the ‘X’ next to the tab.

The use of documents, are a Pro Action in Heidi, so if you find you can not create a document, you may need to upgrade.

Templates are an essential part of Heidi that allow you to create notes and documents just the way you like them. Templates outline the structure of the output by specifying what sections are in the document, what information goes into each section, and the general formatting of the document.

If you have selected a document template as your default template, when transcribing, Heidi will create 2 notes, your specialty note, and the document you have set. This is important for assuring the quality of your document generation, as a document template relies on an existing note to run the query efficiently.

Heidi have some commonly used pre-made templates, called Presets, that you can use at anytime, eg. referral letters, physio notes, care plans, etc.

Or you can create your own templates to make documents sound, look and feel just like you want it to. The perfect document, just for you!

Dictation mode let's you dictate something specific, word-for-word, eg. an operative note or a report.

Dictation will not create a Note for you, so this is not meant to be used with patients.

Voice is used to determine the written style and level of detail that you want your Note to have.

Heidi offers the following options:

Please note that voice settings are only available when a note template has been selected, you cannot change the voice when using a document template. Instead you should customise the document template to specify the amount of detail you would like.

Context is an area for you to add any extra context that you want to tell Heidi, this can be anything about the patient, something you don’t want to say out loud in front of a patient or a note for yourself for something to remember later.

You can add to 'Context' before, during, and after the transcribing is stopped. You can also paste anything in Context, e.g. pasting in medical history from your EMR, just make sure to note if something is history rather than being discussed in the session.

Context has it’s own tab, next to the Note tab, available ay anytime.

At Heidi Health, we provide three distinct AI prompting tools to enhance your experience. Each tool is tailored for a specific purpose, ensuring that you receive the best support for your needs:

Each of these tools is designed with your needs in mind, offering tailored responses and outputs. Whether you need a quick answer, an entire document, or a template, our AI tools are here to make your experience seamless and efficient.

With Heidi, you are not limited to just transcribing in the software. If you have a previously recorded consult or are recording a consult using another recording device, you are able to upload that recording into Heidi and generate a Note for it.

When you first open a session, Heidi will give you an option to either start recording or upload a file. Select ‘Upload a file to transcribe’ and wait for the magic to happen.

You can select from an extensive list of languages, which one you'd like to transcribe in and which one to get your Note and documents in. These are the "Input Language" or "Output Language" eg. you may take a consult in Spanish, but you want the output in English. To achieve this, you would select Spanish for input, and English for Output.
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The list of available Languages is always growing, so please refer to the selector in app to see if your language is listed. If it isn't listed, you might try the "multilingual" setting, as this has languages available that may not be available as a setting - make sure you test in your language prior to relying on this in a consult.

We have a number of ways to select your language:

The export feature allows you to download a note, or document and save it to your device. You can chose to save it in PDF, or doc.x format. The export feature can be found in the menu after a note has been created, just head to the three dots.

Once you have the document saved to your device, you can print, share and edit from whichever software you desire.
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Brain hemisphere determines the way that Heidi thinks when creating your note or document, which can assist you in achieving an output that sounds just like you.

You can select from:
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Left brain: Fast and unimaginative. Can lack detail. Good for simple visits.

Right brain: Thoughtful, but slow. Can infer meaning. Good for complex visits.

Set your global setting by navigating to Session settings > Note settings and choosing Left or Right. Your selection will be used for all notes and documents you create on Heidi.

You can override your Brain hemisphere preference within a session for a particular note or document by clicking on the brain icon, and selecting Left or Right. The note or document that you are currently on will be regenerated to use the selected brain hemisphere.

Toggle on “remember” in order to update your global setting and all future notes and documents will be created with the selected Brain mode.

Use Heidi templates to Bold, or Italicise your notes. Or Ask Heidi to bold sections once you have generated a note.

Add commonly misspelled words or preferred abbreviations, and Heidi will automatically correct or shorten these in your outputs We’ve provided you with some great suggestions below! You can find your word library in the Memory tab.

If you notice a misspelled word or a phrase you'd prefer to abbreviate during your session, simply right-click on it and select 'Find & Replace.' You can then choose to apply the change to all instances within your current output, across all outputs in your session, or for all future occurrences by adding it to your word library. You also have the option to match the exact casing of your replacement if needed.

You can now use Split Screen to view context or transcript on one side, while your notes are on the other. This feature allows for a more efficient and organised session experience.

To configure the split screen for any of your tabs, simply right-click on the tab you want to split and select either "right" or "left" from the options. This will determine which side of the screen the tab will appear on.

You can also adjust the size of each window by clicking in the center and dragging left or right. This allows you to customise the split screen to your liking, making it easier to view and work with multiple tabs at once.
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Snippets are customized, pre-saved fragments of text that you can trigger in your notes and documents with a shorthand. Within your 'Memory' tab you will find your 'Snippets'. You can add as many snippets as you'd like by including the shorthand and the content. To insert your snippet into a note, simply type a forward slash followed by the appropriate shorthand trigger (eg. /normROC).

Here's an example:

Shorthand: /normROS

Content:

• General: No fever, chills, fatigue, or weight changes
• Skin: No rashes, lesions, or pruritus
• HEENT:
- Head: No headaches or dizziness
- Eyes: No vision changes or eye pain
- Ears: No hearing loss or tinnitus
- Nose: No congestion or rhinorrhea
- Throat: No sore throat or hoarseness
• Cardiovascular: No chest pain, palpitations, or edema
• Respiratory: No cough, shortness of breath, or wheezing
• Gastrointestinal: No abdominal pain, nausea, vomiting, or changes in bowel habits
• Genitourinary: No dysuria, frequency, or urgency
• Musculoskeletal: No joint pain, swelling, or muscle aches
• Neurological: No weakness, numbness, or tingling
• Psychiatric: No depression, anxiety, or sleep disturbances
• Endocrine: No heat or cold intolerance, excessive thirst, or frequent urination
• Hematologic: No easy bruising or bleeding
• Immunologic: No recurrent infections or allergies

When you are editing your notes, if you want to include a normal review of systems, simply type '/normROS' and then 'Enter', and the content will be added to the note.