Transform Your Clinical Templates for Heidi Health™
We take your existing note templates, convert and unify them for Heidi Health, and cut your clinical documentation time by up to 95%. Less admin, more time with patients.
Built for dental practitioners
How It Works
Three steps. That's it.
Send Your Templates
Upload your existing clinical note templates in Word, text, or markdown format. We accept templates from any dental software.
We Convert & Test
Our system analyses your individual templates, converts them into a single unified Heidi-ready master template, and tests the structure against realistic appointment scenarios.
Import into Heidi
Receive your templates alongside a voice guide that shows exactly what to say during each appointment type for accurate, structured note generation.
Our Packages
Two current packages. Both are unified by default.
One master template covering every in-scope procedure category found in the templates you send us. Supporting category files are retained for troubleshooting and fallback imports.
One master template covering every procedure category found in the templates you send us. Supporting category files are retained for troubleshooting and fallback imports.
Packages
Simple unified packages, with optional add-ons at checkout
One template for all
- Single unified template
- Supporting category files retained for fallback imports
- Voice guide included
One template for all
- Single unified template
- Supporting category files retained for fallback imports
- All categories you provide
- Voice guide included
These templates require a paid Heidi Health plan that supports custom templates. Custom templates are available during Heidi's 14-day free trial but will not be accessible after the trial ends unless you subscribe to a paid plan.
Need a Heidi account? Sign up for Heidi Health and receive a $50 discount if eligible.
Common Questions
Quick answers to what we get asked most
What do I receive?
Heidi-ready template files (.txt), a voice guide (PDF) with dictation instructions, and a flowchart (PNG) showing how each template is structured.
Do you need access to my Heidi account?
No. We test everything using our own Heidi Health environment. You never share your login. Once delivered, you simply copy and paste the templates into your own account.
What if I need changes after delivery?
You get 30 days of complimentary support. Submit a Template Fix Request through your account dashboard and we'll make adjustments at no extra charge.
Can I customise my templates?
Yes. After payment you'll fill out an onboarding form where you set your preferences: complaint formatting, medical history style, LA colour codes, consent statements, and more.
Get Started
Enter your details and we'll get you started