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Dr. Shelagh A. Fraser, M.D.

Director of Medical Excellence and Innovation • Priority Physicians

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Heidi makes it easy to use templates, ensuring you have great notes and documentation every time. Simply click on "Use Template" to open it in Heidi. If you don't already have an account, you'll be prompted to create one. The template will then be saved into your library as your own version, allowing you to make adjustments or rename it as you please. If you're part of a team, you can share the template with your colleagues. Please note that to avoid duplicates, you can't publish anything you've taken from the community back into the community.

Once the template is in your library, you can select it after you finish recording to use it as your note template or set it as your default note in settings. You can also access the template to create additional outputs by selecting it after pressing "Create." To find the template quickly, simply search for it or add it to your favorites within the templates library page.

Experience the difference that Heidi's templates can make in your note-taking and documentation process. Transform the way you capture and organize information, and unlock your full productivity potential with Heidi's intuitive template system.

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