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Welcome to the Templates page. Here you’ll find examples from our Template Community, step-by-step instructions to build your own, and helpful video guides.
What are templates?
What are templates?
Templates in Heidi help you create structured, consistent clinical notes and documents. They act as a framework, guiding Heidi’s to produce your notes and documents in the format and style you prefer.
For example, you can create a template for a new patient visit, a surgical follow-up, or a discharge summary, and Heidi will generate the note in your preferred style.
Template examples
Template examples
Here you'll find a collection of ready-to-use primary care note templates designed to save you time and support high-quality documentation. You can access these directly in Heidi through the Template Community.
How to build a template?
How to build a template?
Templates are built through adding elements:
Section Headings: Section headings are in plain text and organize your template to provide structure. For example, a SOAP model's headings are: Subjective, Objective, Assessment, and Plan and can be written as is.
[Placeholders]: A placeholder in square brackets denotes text describing the information that should be displayed there. For example, [patient's name] tells Heidi that you would like the patient's name to be added where the square brackets appear.
(Instructions): Instructions in round brackets tell Heidi how to handle the content. For example: (only include relevant past medical history if explicitly mentioned) ensures Heidi adds past medical history only when it's clearly stated, avoiding assumptions.
“Verbatim Text”: Text in quotation marks are treated as verbatim—Heidi includes it exactly as written. For example: "Referred by Dr. Smith, MD, FACS, (123) 456-7890" will appear word-for-word in every note.
Helpful Video Guides: Templates 101
Helpful Video Guides: Templates 101
Adding Team templates to your Favourites
Learn how to: How to see team templates and add them to your favourites so they are the first ones to appear when transcribing.
Basic Level Templates overview
Learn how to: The purpose of templates, how to create a template in 2 ways, and how to edit templates.
Intermediate Level Template overview
Learn how to: Reformat templates, AI instructions/prompts to use with Heidi, and create dynamic templates to adapt to different clinical scenarios.
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