Heidi in practice: Beyond the consult

The second webinar in our Heidi series explored how to use Heidi beyond the consultation — from creating documents and managing templates to integrating with your PMS and streamlining non-clinical tasks..

The webinar covered the following topics. Please note the time codes in brackets so you can skip to the section(s) you’re most interested in:

• Introduction to the webinar series and session objectives (0:22)

• Overview of Heidi AI scribe and its practical applications (2:18)

• Access methods for Heidi (mobile, desktop, browser) (2:56)

• Structure and use of Heidi’s main tabs: transcript, context, notes (3:47)

• Adding context and attachments to clinical notes (6:00)

• Creating secondary documents (e.g., referral letters, patient info sheets) (8:26)

• Use and management of templates in Heidi (9:21)

• Effective prompting techniques for AI-generated documents (11:01)

• Resuming and updating sessions post-consultation (16:21)

• Integration with Practice Management Systems (PMS) (20:34)

• Non-clinical uses of Heidi (e.g., meeting minutes, staff appraisals) (22:28)

• Evidence and efficiency gains from using Heidi (24:47)

• Comparison of templates vs. prompting for document creation (26:39)

• Custom template creation and available resources (29:35)

• Upcoming sessions and future features (30:53)

Watch the webinar below: