Using Heidi Health with PracticeQ

1. Introduction to Heidi Health

PracticeQ is excited to work with Heidi Health to bring AI Scribing to your Clinical Notes! With Heidi, you can use a special widget in your treatment notes to record your session and receive summarized note content directly within PracticeQ.

Benefits of Using Heidi

  • Time Savings: Reduce documentation time, allowing more focus on patient care.
  • Improved Accuracy: AI technology helps capture key details that may be missed manually.
  • Consistent Quality: Using PracticeQ’s standardized templates ensures structured and uniform notes.
  • Reduced Burnout: Streamlines administrative tasks, helping to lower clinician fatigue.

Important Note: Always review the note text that Heidi creates for accuracy.

2. Getting Started with Heidi Health

To integrate Heidi with PracticeQ, you need a "Together" Plan for each user. You can check pricing here.


Creating an Account with Heidi from PQ

  1. Open a treatment note in PracticeQ.
  2. Click the Heidi button.
  3. The Heidi widget will appear at the bottom of the screen.
  4. Sign in to your existing account or create a Free 30-Day Trial within the widget.
  5. Once logged in, click the Start Visit button to begin recording your session

Login or Sign Up:

If signing up, choose the 'Together' plan.

Once complete, you will be able to use the integration:

3. Setting Up Your Note Template for Heidi

Heidi tracks session conversations by mapping them to the appropriate sections in your note template. Follow these steps to optimize your template for Heidi:

1. Use Key Phrases for Better Tracking

Heidi does not read section headers in your note template. Instead, ensure your template questions contain key phrases that match the verbal prompts you use in your session.

Example: If discussing patient history, use the word "past" in both your template question ("Can you tell me about your past medical conditions?") and in your verbal prompt ("Tell me about your past surgeries.").

2. Avoid Pinned Questions for Auto-Filled Data

  • Heidi ignores pinned questions to prevent overwriting any important data you have manually stored. If a note section is critical and should not be auto-filled, consider pinning it.
    • Note: 

3. Creating Sections for Manual Note-Taking

  • If you want to manually jot down notes during a session and have Heidi ignore that section, set up a specific [question type] in your note template.

Supported Question Types

These question types will be included in Heidi’s note processing:

  • Open Answer
  • Multiple Choice
  • Mixed Control Types:
    • Checkboxes
    • Radio Buttons
    • Text
    • Email
    • Paragraph

Important Note: Existing data in these fields will be overwritten by Heidi when pushing data back into the note.

Unsupported Question Types

These fields will not be included in Heidi’s processing and will remain unchanged:

  • Phone Number
  • Address
  • Date Picker
  • Auto Suggest
  • Body Map/Drawing (images)
  • E-Signature
  • File Attachment
  • Section Headers (without question text)
  • Matrix, Matrix-Single Answer Per Line
  • Smart Editor
  • Spinal Chart
  • Mapped Fields and Pinned Notes (Not affected by Heidi content)

4. How to Use Heidi On Visit Notes

Using the Heidi Widget to Listen to Your Session

  1. Open a treatment note and click the Heidi button.
  2. The Heidi widget will appear at the bottom of the screen.
  3. Click Start Visit to begin recording your session.
  4. Speak clearly and follow these best practices:
    • Start Recording Early: Capture the entire patient interaction.
    • Speak Clearly: Ensure accurate transcription.
    • Use Relevant Templates: Choose the right template for the visit type.
    • Provide Prompts: Call out different sections explicitly (e.g., "The plan for the client is...").
    • Review and Edit: Check the generated notes for accuracy.

Navigating Tabs Inside the Heidi Widget

Click the horizontal ellipsis ( ...) in the widget to access different sections:

  1. Context: Patient details passed from PracticeQ (e.g., diagnosis, prescriptions if subscribed to eRx).
  2. Transcript: A record of the provider’s speech during the session.
  3. Note: The AI-generated summarized version of the transcript.
  4. Structured Data: The formatted Heidi note content inserted into the PracticeQ note structure.
  5. Magic Wand: This gives you access to templates provided or created with Heidi. You can copy and paste the text generated for these letters into a note template with a single Open Answer question type. Read more here.

Best Practices for Using Heidi in Telehealth Sessions

  • Experiment with Headphones: Heidi can work with headphones using Google Meet and Chrome. You will want to test this with your setup if you use other video call software. Heidi relies on audio from both the provider and patient.
  • Ensure Adequate Speaker Volume: If using speakers, make sure your speakers are loud enough for Heidi to pick up the conversation.

Navigating Around PracticeQ While Using Heidi

It's possible to navigate around while the widget is listening but in order to push the data to the note, you MUST be on the original note.

Always Start Heidi from the Note You Want to Integrate With: Ensure proper data integration.

We're Here to Help!

By following these tips, you can maximize Heidi AI Scribe’s capabilities and ensure accurate and efficient note-taking.

If you have any questions or need further assistance, reach out to our support team!

Using AI Scribes Safely

  1. For best practices on AI scribing safety, please visit this link.
  2. If you want to learn more about Heidi Privacy and Security, please visit here.

Hiding the Heidi Button on Notes

Not interested? Follow the steps below to hide the Heidi button on your notes.

Still need help? Contact Us Contact Us

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