Heidi supports clinicians across every step of care, from the visit through later documents and cited evidence. Heidi II listens as the visit happens, writes the note and later documents, answers from the full paper, and handles leftover admin. MacOS and Windows builds dictate anywhere on your screen, capture telehealth audio straight from the call, and skip a second login. Columns are Free, Clinician, and Teams. Every paid seat comes with a monthly allowance, and Free comes with a smaller weekly one.
Heidi fits a clinician who already held the visit and wants the next draft traceable: a letter back to the GP, a care plan, a one-line morning list, or a recap held for approval. It is a weak source for a contract price. Columns are Free, Clinician, and Teams, the title also names Evidence and Enterprise, and no amount is stored. Later rows drop their headers, so a dash is not an exclusion. Testimonials and the Bergman, Liu, Austin et al. (2026) citation are vendor material, not a result from this review.
A good fit for
Clinicians who want a referral, a GP letter, or a care plan drafted from a finished note.
Someone comparing one free seat and a weekly allowance with Clinician or Teams before a sales call.
A visit where the patient recap must wait for approval, or stay on the session if no contact is on file.
Know the trade-offs
Evidence answers is followed by limited usage and two asterisks, plus a fair-use line, without column labels on that row.
Computer use, Memory, and Connectors are Agents row names only. The patient-data question for an Agent run has no answer.
What Heidi writes around a visit.
Listen, write, answer, then the admin
Four verbs sit under Heidi II. Listens is every word of the visit, as it happens. Writes is your note, then every document after it. Answers is clinical evidence, cited from the full paper. Acts is the admin the visit leaves. Heidi supports clinicians across every step of care. Desktop copy is specific: Dictate anywhere on your screen, capture telehealth audio straight from the call, and skip the second login. Downloads are labeled macOS and Windows. Doctors, Nurses, Allied Health, and Practice Managers are named above the routines. A help-center footer lists psychologists dietitians vets medical doctors nurses allied health podiatrist, then Trust Centre, GDPR, and HIPAA with UK, Canada, and ANZ. Those are links, not a policy. Another line says to keep the patient list free of duplicates, without showing the screen.
Routines that read the chart, the note, or the day
Note insights finds each change you made to a note, from misheard drug names to specialty terms, then suggests word library entries, auto-edit rules, and template changes. Morning prep cites problems, meds and recent results back to the record and leaves one line per patient in appointment order, with complex visits flagged. Day prep stages meds, allergies and recent results the same way. Visit paperwork writes the referral, the letter back to the GP or a care plan from the note, and skips a document already on the session. Follow-up items are grouped by documented due date with a source line. The patient recap stays unsent until it is approved, or on the session if no contact is filed. MDT prep needs the patients and the reporting period you name, then one cited summary per patient on a one-page agenda in your order.
How the three columns and the Agents meter are written
The title names Free, Evidence, Clinician, and Enterprise. Table headers are Free, Clinician, and Teams. Seat types in that order are one free seat, Standard or Max, and Custom, with a weekly trial allowance, a monthly limit expanded with Max, and shared monthly capacity. Every paid seat comes with a monthly allowance, and Free comes with a smaller weekly one. Clinician also says Try 14 days free. Evidence is not a fourth column. Scribe lists unlimited transcription, standard templates, and task management, and marks Dictate, Ask, linking, sharing, and coding as limited usage. Evidence answers shows limited usage, two asterisks, and a fair-use note. All Agents features consume a monthly usage limit. Scribing and asking clinical evidence queries never consumes this usage allocation. Computer use, Memory, and Connectors are undefined. EHR integration sits near the word Custom.
Guides for the first session, templates, and Remote
The guides collection has 23 articles. Setup is step-by-step for individuals and administrators, and the data article is an overview rather than the policy. Getting started says to learn the Heidi platform, complete your first session, and set Heidi up to work the way you do. Other titles name Heidi II, enterprise admin with SSO/MFA, a clinical voice, and templates through a Template Academy. The help center adds counts for feature, Evidence, Remote, compliance, and billing articles. Heidi Remote uses two buttons every session. Pairing includes a test session and how transcriptions sync. Placement drives audio quality, and audio quality drives your notes, including Bluetooth range. A separate title covers a missing or unsynced session. Evidence queries, codes, language settings, and clinical-system connections remain titles without steps.
A suggested morning pass follows day prep. Open the day’s appointments, keep meds, allergies, and recent results as lines cited to the record, and read the one-line digest with complex visits flagged. Leave the full chart in the record system. An uncited line is a reason to open the chart, because those blocks keep a source line on each fact.
Referral or GP letter from the finished note
A suggested letter starts after the note is finished. Pin the templates, let that check decide which documents apply, and take the draft. It writes the referral, the letter back to the GP or a care plan from the note. Leave anything already on the session untouched. The homepage does not say the letter files itself. EHR integration is a platform row near the word Custom, not a click path. Coding is marked limited usage, and no code set is named.
A recap that waits for an explicit OK
A suggested close is the patient recap: plain language for the discussion, the plan, and medication changes, held until you approve it. If no contact is on file, it stays on the session. Add the follow-up digest only for promises already in the note, each with a source line and a documented due date.
How to get started with Heidi
1
Create the account the guide names
Use the individual or administrator setup article. The public page describes that article and does not paste the form fields.
2
Run the first session
Follow the first-session walkthrough, or pair Heidi Remote, run the test session, and check that the transcription syncs.
3
Pin templates and a voice
Start with the template basics, then the guide that personalises output to a clinical voice, before generating a letter.
4
Read the allowance before Agents
Note the weekly allowance on Free and the monthly allowance on a paid seat. Scribing and evidence questions sit outside that Agents meter.
Free, Clinician, and Teams without a shown amount.
The title also says Evidence and Enterprise, and Evidence is not a fourth column. Search-snippet amounts are not repeated here.
Free
One free seat with a weekly trial allowance.
Not verified.
Labeled Get Heidi free.
Seat type in column order: one free seat
Usage line: weekly trial allowance
Clinician
The middle column, beside Standard or Max.
Not verified.
Try 14 days free is shown.
Try 14 days free, plus Talk to us
Seat type in column order: Standard or Max
Teams
The third column, with a Custom seat type.
Not verified.
Talk to us.
Talk to us, with no self-serve amount shown
Seat type in column order: Custom
A single Limited usage label and a pair of dashes are not a full matrix: column headers are not repeated, and check marks are absent. Fair use is a footnote near Evidence. Four pricing questions are unanswered headings. Enterprise is in the title, not in the three-column header.
Choose Upheal when you are browsing other Health products rather than Heidi Remote or the Agents meter.
Heidi guides describe a two-button Remote, Bluetooth placement, and a first session.
Heidi: common questions
Can Heidi be used without a paid seat?
Free is the first column: Get Heidi free, one free seat, and a weekly trial allowance, described as smaller than the monthly allowance on every paid seat. No zero price and no expiry are shown.
Clinician includes Try 14 days free and Talk to us, beside Standard or Max and a monthly limit expanded with Max. Teams includes Talk to us, beside Custom and shared monthly capacity. No currency amount is shown, including for Enterprise in the title.
Agents, Routines, Computer use, Memory, and Connectors draw the meter, and all Agents features consume a monthly usage limit. Scribing and asking clinical evidence queries never consumes this usage allocation. No unit is defined.
No. Nothing goes to the patient until the recap is read and approved. It summarizes the discussion, the plan, and medication changes. With no contact on file, it is saved to the session.
Guides cover two buttons, pairing, a test session, and transcription sync. Placement drives audio quality, and audio quality drives your notes. No device price is.
NavHunt did not run Heidi, did not open a clinical session, did not pair a Remote, and did not start the 14-day Clinician line. Descriptions above come from pages reviewed on 2026-10-06: the United States homepage, the United States pricing page, the help center, and the Heidi Guides collection. Testimonials and the Bergman, Liu, Austin et al. (2026) citation were not treated as measurements. This description is based on Heidi's official materials reviewed on 2026-10-06.