Managed Change Log

Heidi Feature Updates coming in May

Welcome to your May 15 release preview. All feature updates are organized by platform giving you two weeks to review features, plan internal communications, and ensure your team is ready before they go live.

Learn more about how Managed Releases work at Heidi.

Every note edit is now tracked with Version Control.

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Every edit to a note is now tracked by user, so you can see exactly what changed, who made the change, and roll back to an earlier version with a single click. Useful for peer review, team sessions, and any time a note needs to be compared across versions. Learn more.

Share individual sessions with your team.

When a patient's care crosses multiple clinicians, Heidi shouldn't be the reason the handoff breaks down.

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You can now share any session directly with a colleague in your organisation and choose exactly what they can do: View, Edit, or Full access. They're notified by email and in-app. No copy-pasting notes, no forwarding PDFs. Access via the Share button at the top of any session.

Team admins can enable or disable direct session sharing organisation-wide from Team Settings, for practices that need governance over what's shared internally.

Edit your Forms directly in your session, without leaving Heidi.

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When Heidi generates a form from your session, you can now fill it in and make edits directly within the session tab. The completed form stays right where your transcript and notes live, ready to review, adjust, and export in one step. To use it, generate a form from any session and look for the interactive editing view in your session tab. Live on web now, with best experienced on Chrome or Edge. Learn more.

Global admins can now enforce session sharing policy across the whole organisation.

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Global admins can now set an org-wide session sharing policy from Organisation Settings under Collaboration. Three options are available: Unset (each team manages its own setting), Enabled (session sharing on for selected roles across all teams), or Disabled (session sharing off for all teams). Built for enterprise customers who need consistent, compliant session sharing policies across their whole organisation. Available to global admins on Enterprise plans. Learn more.

Template editor tables and sharing updates.

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The template editor now supports structured tables within note templates. Clinician’s have total flexibility and adaptability with how data is structured in their notes, reducing post-session editing and aligning with current workflows. Learn more.

Heidi x Epic: new Haiku integration live on mobile

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Following the successful launch of our Epic Hyperspace integration in 2025, Heidi now extends to Epic Haiku, bringing the same ambient documentation, structured writeback, and clinical workflow support to mobile. Clinicians on ward rounds, between visits, or away from their desktop can now capture and file notes directly within Epic from their phone. Live with health systems across the US, UK, and Australia. See more.

Quality of life improvements

• Upload complex documents to Context without a checkbox: Scanned PDFs, tables, and handwritten notes can now be uploaded directly into Context without needing to tick a checkbox first. Less friction when adding clinical context before generating a note.
• Skip template selection entirely with Auto Mode. Auto mode automatically generates a note that fits your session. No template selection required. Ideal for new users getting started, or clinicians who see a wide range of visit types and want Heidi to adapt on the fly. Live on web.
• Smarter template search: find the right template faster: Template search is now smarter, with sorting by author and improved relevance, making it easier to find your own templates versus team templates in larger libraries.
• Template creators can now share templates with users outside their organisation. Recipients are prompted to sign up to import the template into their account. Perfect for clinician’s and teams working across multiple sites.
• Queue multiple templates to generate from a single session, or set them to run automatically for every session. Useful for clinicians who routinely need a consult note plus a referral letter, or any workflow involving multiple documents from one visit.

Bug fixes

• Fixed: session link recipients couldn't see the note content.
• Fixed: users couldn't tell whether their transcript was genuinely empty or had failed based on the generation error message.
• Fixed: when viewing another user's session, the linked sessions field was blank instead of showing the date picker.
• Fixed: delete button was appearing for users who couldn't act on it, it is now hidden.