All systems

Charting and referral forms

Your chart note is ready when the session ends, in your own format.

Free. 20 minutes, no pitch deck, you leave with a plan either way.

Still frame from the video: Charting and referral forms
Charting and referral forms 0:59

The problem

“I finish seeing patients, then I spend my evening charting.”

Day to day

You review and sign. Nothing leaves without you, and your session tasks wait on one list.

What it does

  1. Tap transcribe on your phone, and Heidi captures the session.
  2. Your chart note is ready in your own format.
  3. It fills your X-ray requisition, ready to check and send.
  4. It drafts letters, patient recaps and insurer forms, and puts tasks on one list.
Runs on
Heidi Health

Time, money and revenue

Time savedCharting finishes with the session, not after hours.
Money savedFewer hours of unpaid paperwork each week.
Revenue effectTime back can go to more patients or to home. It depends on your schedule.

In a clinic

Heidi is built for healthcare privacy rules, including PIPEDA, provincial laws like PHIA, HIPAA and SOC 2. No audio is kept, your data doesn’t train its AI, and Canadian data is hosted in Canada.

Included in

An add-on. It can be one of your add-ons in Foundation or Expanded, and it’s included in Full Stack.

See pricing

Read what the video says

Meet Heidi, your AI scribe. Tap transcribe on your phone, and it captures the whole session. When you finish, your chart note is ready, in your own format. Got a clinical question? Heidi Evidence uses your session context to answer from trusted guidelines and research, with sources you can open. If you need an X-ray, it fills out your requisition form, ready to check and send. It also drafts your communication letters. Your eligible Evidence readings are tracked toward your CPD, and the tasks from each session land on one list. It writes patient recaps, insurer forms and home programs, and learns how you work. And it's built for healthcare compliance, with PIPEDA, provincial privacy laws like PHIA, HIPAA, and SOC 2. No audio is kept, your data doesn't train its AI, and Canadian data is hosted in Canada. Book a free consult, and see what this could do for your clinic.

Twenty minutes. One plan.

Bring the two jobs that eat your week. You’ll leave knowing which systems fit and what they cost.

Book a 20-minute call →

Free. 20 minutes, no pitch deck, you leave with a plan either way.

Book a 20-minute call →