📌 Getting started

How do I start using Heidi?

• Log into Heidi here to unlock all the powerful features of Heidi.
• Use the web version or download the desktop app or mobile app for easier access.
• Name your note for easy organisation, especially if finishing later.
• Choose a template, pin your favourites so it appears at the top.
• Use Context to paste in prior visit notes or pre-visit forms.

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🏥 During the patient visit

How do I start transcribing a visit?

• Obtain patient consent and explain that Heidi helps document but does not record.
• Tap “Start Recording” when ready.
• Vocalised the consult and describe observations as if talking to a blindfolded assistant.

What if I forget to mention something during the visit?

• Use context to add more details later.
• Use ‘Resume’ to continue dictating after the visit—Heidi will regenerate your note.

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📝 After transcribing

My note doesn’t sound how I want it. What can I do?

• Edit your template – This helps Heidi structure your notes exactly how you want them.
• Give your template clear instructions – A template tells Heidi what you want and how you want it.
• Customise your templates – Learn how to adjust them for better results using this guide here.​

How do I finalise and save my note?

• Click ‘Copy’ and paste the note into your electronic medical record.
• Access your notes from any device—mobile or desktop.
• When adding extra details into context, don’t forget to go back into the note section and click “Sync changes” to update the final note.
• Create multiple letters and documents from a single note.

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🔧 Troubleshooting & technical issues

I see an error message when using the mobile app. What should I do?

• Close any competing apps using the microphone.
• Ensure your phone isn't in Low Power Mode.
• Reinstall the app if issues persist.
• If the problem continues, reach out to 24/7 support via chat on the bottom left-hand corner of the Heidi platform.

What if I have Wi-Fi or low bandwidth issues?

• Use Heidi’s offline mode on mobile and generate the note later when connected to Wi-Fi.
• To see offline sessions appear on desktop, refresh the Heidi on the desktop after reconnecting to Wi-Fi.

Have another technical issue?

• Contact our 24/7 support team via the chat on the bottom left-hand corner of the Heidi platform.

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🔒 Security & privacy

Where can I find information about security and data privacy?

• Visit this link for detailed security and data handling policies.

Where can I learn more about patient consent?

• For patient and clinician explainers, visit: Heidi Resource Centre

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🛟 Need more help?

💬 Support is available 24/7: available via the chat icon in the bottom left-hand corner of Heidi.

📖 Heidi Guides– guides developed to help you get started, master techniques, and create templates.

💡 Help Centre – Find answers to FAQs, troubleshooting guides, and more!

💬 24/7 Support – Available via the chat icon on the bottom left-hand corner of Heidi.

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