Changelog

Templates are blueprints that Heidi uses to define your preferred structure and style for notes and documents, so that they sound just like you.  

So far, outside of Teams, template creation has been a solo activity. But now, with the release of the Template Community, you can interact with fellow clinicians from around the world to share, use, and improve field-tested Heidi templates.

Grab ‘n’ go templates

We’ve heard for a long time that it takes a little massaging and fine-tuning to get your templates to work exactly as you want them to. What if, instead, you could grab a working template from another user? A grab ‘n’ go, if you will.

Instead of creating a template from scratch, you can now access a public library of specialty-appropriate templates that have been created by other clinicians using Heidi.

We think it works for everybody:

1. If you’re a new Heidi user, skip the initial learning curve and pick up a template.
2. If you want to create your own template, but not from scratch, fine-tune a Community template.
3. If you’re an experienced Heidi user, tattoo your name on your most powerful templates and receive the quiet admiration of your colleagues (we see you Dr. David Canes).

You can use Community templates for as long as you like. You are also welcome to save and modify your own copy to suit your exact practice needs and preferences.

Share template love with the Community

If you’ve created a template you are particularly proud of, you may upload it to the Community. Love makes the world go ‘round.

Template creators' names are listed on uploaded templates, along with how many times each template has been used.

Using Community templates 

To browse Community templates, click Community in your sidebar.

In the Template Community, you can search templates based on:

• Title
• Creator
• Description

Results can then be filtered and sorted by: 

• Specialty
• Region
• Category
• Popularity
• Recency

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. You can now edit the template (if desired) and add it to your Favorites.

Please see our Help Centre article on Getting started with Community templates for more detailed instructions.

New sidebar

The old sidebar has been on our kill list for a while. You’ll find it is now far easier to navigate to key pages, find past sessions, and access customer support. 

We’ve also pulled upcoming sessions from your active EHR integrations into a unified, tabbed Sessions view.

Multi-factor authentication (MFA)

Individual users and organizations now have the option of enabling multi-factor authentication (MFA) on Heidi.

MFA enhances the security of your Heidi account by requiring an additional verification step beyond your password (such as a verification code sent via email).

You can check and adjust your MFA settings in Account.

Last week, we released Teams. Today, we’ve improved how teams and groups collaborate. Multiple users can now generate documents from a single patient encounter.

We’ve heard it isn’t always feasible for one clinician to singlehandedly manage a patient’s documentation burden end-to-end.

You can now delegate post-encounter documentation by vesting in your Team Administrator the ability to filter for another clinician’s session view, then create / edit / delete documents from any selected session.

This is suitable for settings where several clinical and non-clinical staff may be required to document their interaction with a patient for the same episode of care.

As an Administrator with this feature enabled:

• Navigate to the ‘User’ filter in your sidebar (denoted by a stethoscope icon)
• Select a team member
• View the core note, shown in a disabled state
• Click ‘Create Document’, and proceed as you normally would

Heidi will maintain multi-directional syncing across all instances. Admin A’s document edits to Clincian B’s sessions will reflect in every user with view privileges for that session.

Administrators with this capability are unable to edit / delete the original note / document produced from the encounter; only downstream derivative documents. 

This is the start of a suite of collaboration features that will make Heidi more multiplayer for teams of all sizes, from local clinics, to large multi-disciplinary hospital systems.

Note: This feature is only available to teams on the Clinic tier, and for a limited number of teams as part of a phased rollout.

Brain

Brain is a new setting that allows users to choose the type of thinking that processes a patient encounter. This can improve the quality of document generation by aligning the output with clinician preferences.

The default Brain hemisphere can be changed in ‘Settings’ or by pressing ‘Remember’ when the setting dropdown menu is open.

Each time a user toggles between Left and Right Brain, the note will regenerate.

Cliniko integration

For Clinic-level subscribers, Heidi now integrates with Cliniko (practice management software for clinics and allied health professionals).

To connect Heidi and Cliniko accounts, users must login to Heidi, click ‘Integrations,’ choose Cliniko from the dropdown box, then follow the instructions.

With Heidi and Cliniko, connected users can:

• Access Cliniko patient demographic and appointment information within Heidi
• Send a note from Heidi to Cliniko (stored as a treatment note for that patient)

Humane quota messaging

We heard you. It's really annoying to be confronted with a blocking screen when your patients are at your doorstep. So we've broken from standard software patterns to devise a suite of quota informers suited to time-poor clinicians.

Every time you consume a Pro action, we'll let you know in a neat, little toast message, so that there are no surprises. We've also improved our iconography across the platform for improved clarity.

If you, as a free user, exhaust your monthly quota for Pro actions, your are now given the option to delay the prompt to upgrade for up to 24 hours. You pick how long you need, and we'll honour that.

When the delay period expires, we'll guide you to unhooking a Pro template from your default settings, so that you're not left wondering why Heidi has permanently planted a paywall (we have not!).

Teams enables groups of clinicians or entire clinics to work more collaboratively within Heidi.

A team is managed by one administrator who provides a central point of coordination for:

• Adding and removing team members
• Organizing shared billing
• Managing shared templates

At present, Teams is only available to Pro and Clinic level subscribers.

Simple, unified billing

Team billing centralizes all billing tasks under one administrative control. This means there is a single invoice for the entire team, regardless of the number of members.

Admins can invite members to join via email. Upon inviting a new user, they are prompted to sign up for an account, and incurred to the team as a Pro Member. When an existing user with a free plan is added, they will be upgraded to Pro.

The only change for a Pro user joining a team is that their billing will now be managed by the Admin.

A Team is billed on a regular monthly or annual cycle, as chosen by the Admin.

Shared organizational templates

For Teams on the Clinic plan, templates can now be configured and managed at the organization-level. This helps to achieve consistency, compliance, and quality in documentation across a clinic or organization.

Admins can create, edit, and share templates with their team. 

When an Admin shares a template (by changing its visibility settings), it is pinned to the ‘Favorites’ section of the ‘My Templates’ screen for all team members.

When an Admin edits a template, changes are synced to all instances of that template across the team.

Team Members can use shared templates, but can’t make permanent changes to the original.

If a Team Member renders an edit to a shared template, Heidi automatically creates a local duplicate to customize as desired. Members can also create their own templates without sharing them with others, just as before.

Referral program improvements

We’ve made our Referral Program substantially simpler and easier to use.

When a referral link is used, the referrer will receive:

• $10 USD per sign-up*
• $40 USD (additional to the $10) if a referee becomes a paid user of any tier

Users who sign up with a referral link get a 30-day free trial on a paid subscription tier.

Referral Program payouts are made via PayPal, with currency converted from USD on withdrawal.

* Referral sign-ups must have at least 10 sessions greater than 1 minute in the first 30 days. Heidi may conduct additional authenticity checks before distributing funds to rule out instances of fraudulent activities related to a user account.