Introduction to Community templates
Templates are blueprints that Heidi uses to define your preferred structure and style for notes and documents, so that they sound just like you. Instead of creating a template from scratch, Community templates gives you access to a public library of custom templates that have been created by other clinicians using Heidi.
To browse Community templates, click Templates then Community.
2. Search for templates based on the specialty, region, and category of template you need. To refine your results, sort by Most popular to see which templates are being used the most frequently by other providers or Most recent to see the newest templates.
3. Once you find the custom template that works for you, click into the template, then press Use template to add it to your personal library.
Is it free to use Community Templates?
You can browse the community, and add the templates to your library. However, the use of Community Templates that have been added to your library are restricted as a Pro Action in the Free Forever plan. The use of a community template as a note, or to create a document is considered a Pro Action.
Editing Community templates
You can either begin using a Community template immediately or you customise it further so the template fits your exact needs.
To edit Community templates:
Make sure you’ve already added the Community template you want to edit to My templates via the Use template button.
Access your templates by clicking Templates in your sidebar, then click on My templates. (Recently saved templates will appear at the top of the list. Alternatively, scroll through your templates until you find the one you want to edit.)
3. Click on the template to open the template editor. Make any adjustments you’d like and then click on Save for later.
4. If this is a template you’ll be using often during your sessions, you have the option of selecting Make default to set it as your default template.
Your changes have been saved and your personalised template is now ready for use during your next session!
Adding a Community template to favourites
Go to Templates, My templates and search the library for the template you want to favourite.
Once you find the template you’re looking for, click on the … menu and click Favourite.
The template will now be added to your Favourites and be visible at the top of your My templates library.
Adding a Community template to My templates
In Templates > Community, click on the template you’d like to use.
Click on Use Template to add it to My templates.
Once added, you’ll be automatically redirected to My templates - the new Community template will be added to the top of your library.
Is it free to use Community Templates?
You can browse the community, and add the templates to your library. However, the use of Community Templates that have been added to your library are restricted as a Pro Action in the Free Forever plan. The use of a community template as a note, or to create a document is considered a Pro Action.
Searching / filtering / sorting Community templates
Searching Community templates
You can find a specific template by searching for specific keywords within a template’s title, description, author or clinic.
Filtering Community templates
Find the template that best matches your needs by filtering the results based on: specialty, region and category of template.
Sorting Community templates
You can sort the results based on “Most popular” to see which templates are being used the most by other clinicians or you can sort by “Most recent” to see the newest templates that have been uploaded.
➕ Adding a Template to the Community
Add your own Templates to the Heidi Template Community
When you feel you have created the perfect template, and you want the Heidi Community to see, share it to the Template community.
It is quite simple to share to the Template Community, from the edit template screen you can click on visibility and select community.
You can toggle to be anonymous, or have your name up there next to it.
Here are the steps to get your template up onto our Template Community:
Click on "templates" on the left hand side
Click on "My templates"
Click on Create template, or Edit template (in the Ellipses menu)
Finish the edits
Click on "Visibility"
Click on "Community"
Select the toggle for anonymous, or public.
Removing a Community template from My templates
Click on My template library to view your templates.
Click on the template you’d like to remove and press Delete template.
You’ll be prompted to confirm you’d like to delete this template- select Delete template again to permanently remove it from My template library.
