Heidi Best Practices

Helpful Tips for Using Heidi AI Scribe with PracticeQ

Heidi AI Scribe is designed to seamlessly integrate with PracticeQ to enhance note-taking during patient sessions. Below are some essential tips to ensure a smooth experience when using Heidi AI Scribe.

Setting Up a 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.
     • Note: We do not ignore Pinned Mixed Control questions at this time.
   • If a note section is critical and should not be auto-filled, consider pinning it.
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 an Open Answer question type with multiple lines and DO NOT add any question text in the question. Leave it blank. You can add 'Session Notes' as the placeholder so you can tell which field it is in the live note.
   • This allows you to maintain control over certain sections without interference from Heidi.

Best Practices for Using Heidi in Telehealth Sessions

Heidi is optimized for both in-person and telehealth visits. Follow these best practices for a seamless telehealth experience:

• Avoid Using Earphones
  • Heidi relies on audio from both the provider and patient. Some browser and telehealth combinations work with headphones. It's recommended you test this out before you have a live session to make sure headphones work with your setup. 
• Ensure Adequate Speaker Volume
  • Make sure your computer or laptop speakers are loud enough for Heidi to pick up the conversation clearly.
  • If the patient’s voice is too low, Heidi might not capture their responses accurately.

Navigating Heidi in Your EHR

To ensure that Heidi integrates data into the correct note, always start Heidi from the note you want to integrate with.

• • Heidi allows you to navigate around the app and review other session notes, but when ready to push data, return to the original note.

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!