10 minutes to set up. A career of time saved. But do the professional groundwork first.
Before Setup
Check with your practice. Are they aware of and comfortable with AI scribes? Check the practice IG policy. Some practices have specific requirements about which AI tools can be used.
Discuss with your ES. Make AI scribe use part of your learning plan. Your ES needs to know you are using a scribe — both for governance and because it affects how they assess your documentation.
Understand patient notification. Your practice should have a patient notification approach — waiting room notice, website privacy notice, or verbal consent at consultation start. Know the approach before you start recording.
Setup Steps
Step 1: Create a Heidi Health account at heidihealth.com. Free tier — no credit card required.
Step 2: Configure your note format. SOAP, free-text, or custom template. Match your practice's preferred note structure — consistency with practice norms is important.
Step 3: Test with a few consultations. Record, review the AI-generated note, compare with what you would have written. Identify accuracy patterns — transcription quality varies with background noise, accents, and consultation pace.
Step 4: Set up EMIS/SystmOne integration if available. This allows direct note insertion rather than copy-paste.
Step 5: Establish your workflow. Record → review → edit → insert into EHR. The review step is non-negotiable — AI notes are drafts.
Common Issues
Background noise affecting transcription quality. Accented speech recognition (improving but not perfect). Telehealth vs face-to-face audio quality differences. Free tier feature limitations — verify current restrictions.
Where iatroX Fits
Once Heidi handles documentation, use the reclaimed time for iatroX's adaptive quiz — even 10 minutes of targeted revision per clinic session compounds over a training year.