Heidi Health is an integrated, AI‑powered clinical scribing solution that works directly within MediRecords to make documentation faster, easier, and more accurate. With Heidi AI Scribe, providers can drastically reduce the time spent on manual note‑taking, allowing them to focus more on patient care.

Heidi listens during consultations, transcribes the conversation, and formats it into structured clinical notes that can be reviewed and saved into the patient’s record with a single click. This is particularly valuable for busy clinics seeking to minimise administrative burden while maintaining high‑quality, compliant documentation.

Heidi also supports session recovery through its portal, ensuring notes are not lost if a connection drops unexpectedly. Together, MediRecords and Heidi Health streamline clinical workflows, improve accuracy, and free up clinicians to spend more time with their patients.

 

Contents:

Activating Heidi within MediRecords

1. Go to More, then Settings in the left menu, and choose Partner Products.
   
    

2. Turn on the Heidi AI Scribe toggle to activate the Heidi integration.
   
   A brief confirmation message will appear:
   

   ℹ️ Note: Once Heidi is enabled at the tenant level, each user must register their own Heidi Health account before they can begin using the tool.

Registering an Account with Heidi

1. In MediRecords, open any patient record, go to the Clinical tab, click the Heidi AI Scribe icon, and when the pop-up appears, select Continue in a new window to open the Heidi registration page in a new browser tab.
   
   
    
2. On the Heidi registration screen, either:
   • Log in to an existing Heidi Health account, or
   • If you need to create an account, click Create one
     
     
      
   • You may also sign up using a Google account.
     
     
      
3. Review Heidi Health’s Terms and Policies:
   • Terms of Use
   • Usage Policy
   • Privacy Policy
     
      
4. Check your email for the verification code and enter it to complete the sign‑up process.
   
   
    
5. After verifying your account, create your Heidi Health password.
   
   
    
6. Heidi may ask for additional organisation details — enter these and select Customize my experience.
   
   
   
   Depending on the current offer, Heidi may be prompted to activate a trial period. Follow the on‑screen instructions.
   
    
    
7. Return to MediRecords.
   • If the Heidi widget does not appear in the bottom-right corner, click the Heidi icon again to log in.
   • Once connected, you should see the Heidi AI interface within the Clinical tab.
      
8. Select the correct audio input device for your environment.
   

You are now ready to use Heidi AI Scribe.

 

Using Heidi AI Scribe

When you open the Clinical tab in a patient record, the Heidi AI Scribe icon will be visible.

1. Click the Heidi icon to open the Heidi widget.
    

2. Select Start visit when you are ready to begin transcribing.
   

   ℹ️ Note: Heidi will listen and generate notes in real time.

    

3. When you finish, hover over the timer and click End Session.
   
    
4. Choose your preferred note template from the options presented.
   
    
5. Heidi will generate structured clinical notes based on your consultation.
    
6. After reviewing the notes and making any edits or comments, click Push Note to insert the transcribed content directly into Today’s Notes in MediRecords.

 

Recovering a Lost Session

Sometimes a Heidi session may end unexpectedly - for example, if:

• You close your MediRecords browser tab
• You refresh the page
• Your session times out, and you are logged out automatically

If MediRecords detects that the Heidi note was not pushed into Today’s Notes, it will display a warning prompt before letting you navigate away.

Example prompt:
“You have not pushed this Heidi AI Scribe note. Do you want to exit?”

Choose:

• No — return to the session and push the note
• Yes — exit without saving the Heidi draft
  
  
   

If no warning appears

Your Heidi session is still recoverable via the Heidi Health website.

To retrieve your notes:

1. Log in to Heidi Health through their website.
   
    
    
2. Select View sessions.
   
    
    
3. Locate the session you want to recover.
   
   
    
4. Click Copy to copy the generated notes.
5. Return to the MediRecords patient record → Clinical tab → Today’s Note, and paste the content manually.

Your transcribed notes will now be saved in the patient’s file.