Worth knowing: Some advanced features (like AI evaluation of your consultation) are gated behind a paid subscription tier, not the free plan.
Summarized from 3 community tutorials · July 2026
Highlights
Template library for notesPick or create structured note templates (SOAP, meeting summaries, training scenarios) that shape how the AI writes up each consult.
Ask Heidi drafts referral lettersGenerates a referral letter directly from the finished consultation without re-typing the case history.
Context tab carries forward prior infoPaste a previous note or extra details into the context tab so follow-up visit notes automatically compare past vs current findings.
AI review of your consultation styleAsk Heidi to critique a consultation transcript against exam-style clinical criteria and get feedback.
Suggests clinical codesSurfaces relevant diagnostic/billing codes from the encounter for the clinician to review and import.
Summarized from 3 community tutorials · July 2026
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