Heidi AI Review: I Tested This Medical Scribe Tool (Here’s What I Found)

I’m not a doctor. I’m not a nurse or therapist either. I’m a content writer.

But one thing I do know well? Tools that promise to save time and make professionals’ lives easier—and whether they deliver.

Recently, I came across Heidi AI, a tool built for clinicians to automate medical documentation. It kept popping up in AI tool roundups, with headlines calling it a “game-changer for healthcare.”

As someone who has reviewed hundreds of AI platforms across various industries, I was curious: Could this tool truly alleviate the pressure on documentation-heavy roles in healthcare?

So, I gave it a spin. And no, I didn’t fake being a doctor—I tested it as an observer and researcher, diving into how it works, what people say, what it promises, and whether it’s worth the subscription price.

If you’re a clinician or just curious how AI is shaking up healthcare, here’s my full review of Heidi AI.

What is Heidi AI?

So, Heidi AI is an AI-powered medical scribe tool.

In simple terms, it listens in on a consultation between a clinician and a patient (either in person or over video), then transcribes that conversation into a clean, structured medical note. 

It uses AI to figure out what parts belong under “Subjective,” “Objective,” “Assessment,” and “Plan”—or whatever format the clinician prefers.

But it doesn’t stop there. It also helps draft:

• Referral letters
  
• Discharge summaries
  
• Treatment plans
  
• Patient education sheets
  
• Billing codes (like ICD-10 and SNOMED)
  

All of this happens in real time or right after a session. It’s like having a superpowered assistant who listens quietly in the corner, writes things up the way you like, and hands it over the second you’re done talking.

It’s designed for general practitioners, specialists, allied health professionals, and even veterinarians. Basically, anyone whose job depends on accurate, fast, and structured clinical documentation.

How It Works: My Deep Dive

To use Heidi, you just need a device with a mic and Chrome browser. Here’s the typical workflow:

1. You hit the “Record” button before starting your consult.
   
2. Heidi listens quietly—no interruptions or weird beeps.
   
3. The AI identifies key elements in the conversation and auto-generates a structured note.
   
4. You can choose the format: SOAP, custom templates, short vs detailed, etc.
   
5. At the end, it lets you review, make quick edits, or export it into your system.
   

There’s also an “Ask Heidi” feature. You can type things like “make this sound more professional” or “write a referral letter for cardiology,” and it’ll generate content for you instantly.

Even from a writer’s lens, it felt like this AI had context. It wasn’t spitting out generic, robotic notes—it adapted to tone, specialty, and structure. For someone in healthcare, that kind of flexibility would be huge.

How I Tested It: My Methodology

Since I’m not a clinician, I borrowed sample audio files and watched live demos from users. I tried Heidi hands-on with prerecorded doctor-patient conversations supplied by the team (nothing live/patient in real time). I tested:

• Recording setup and ease of use
  
• Accuracy of transcription vs original script
  
• Note structure—did it match SOAP or custom format?
  
• “Ask Heidi” feature for letters, summaries, and billing
  
• Export options and general UX
  
• Speed of turnaround
  
• Are any manual fixes required?
  
• Privacy checks and compliance settings
  

That’s how I arrived at the detailed insights below.

What Makes Heidi AI Stand Out: 5 Key Features That Matter

You’ve probably seen AI tools that transcribe or summarize meetings. Heidi goes way beyond that. It’s not just another speech-to-text engine—it’s built specifically for clinical conversations. 

Here’s what stood out the most during my research and testing:

1. Real-Time Clinical Note Structuring

Heidi listens and categorizes statements automatically. One of the most impressive features of Heidi is its ability to structure notes as the consultation happens. 

Instead of just capturing speech word-for-word like a traditional dictation tool, it intelligently parses the conversation and places each piece of information in its rightful place—symptoms under “Subjective,” vital signs under “Objective,” diagnostic impressions under “Assessment,” and treatment decisions under “Plan.” 

This mirrors the standard SOAP format used across medical fields, providing clinicians with clean, usable notes that do not require reorganization later.

The best part is Heidi’s context sensitivity. It understands subtle cues in language, tone, and phrasing to determine which parts of the dialogue matter most for the note. 

For instance, a passing mention of a medication side effect won’t just be dumped in the transcript—it’ll be properly logged under the relevant section. 

This level of clinical awareness makes it more than transcription—it’s structured comprehension, and for busy professionals, that’s a huge time saver.

2. Ask Heidi: Interactive AI Assistant

Heidi isn’t just a passive listener. Its “Ask Heidi” function turns it into a dynamic assistant that can respond to typed commands and perform a wide range of documentation tasks. Y

ou can ask it to “summarize the patient’s problem,” “write a referral letter for cardiology,” or even “generate a discharge summary with ICD-10 codes,” and it will instantly produce a professional document based on the consult it just recorded. 

The quality of writing is polished and clinical, saving even more time on admin.

This is where Heidi goes from dictation tool to active helper. You can type prompts like:

• “Make this more formal.”
  
• “Write a referral letter for cardiology.”
  
• “Add ICD-10 code for Type II Diabetes”
  

Heidi executes these commands in seconds, generating polished documents. It’s like having a junior scribe who doesn’t need supervision—and can code billing entries accurately. 

You can fine-tune phrasing, clarify instructions, or even request that the language be more patient-friendly or more formal for referral purposes. 

It’s like having a junior assistant who already understands clinical nuance and doesn’t need to be micromanaged.

3. Customizable Templates for Clinics & Specialties

Most AI tools fall flat when they try to standardize across specialties—but Heidi doesn’t. It offers fully customizable templates that adapt to how you practice, whether you’re a dermatologist, psychiatrist, GP, or veterinary clinician. 

You can upload your existing note styles, adjust the depth of each section, and tailor the format based on patient type, appointment length, or visit complexity. 

This alone makes it scalable from solo practices to multidisciplinary clinics.

And the best part? You’re not locked into static formats. 

Want a super concise note for quick follow-ups and a more detailed template for annual reviews? You can toggle between them. 

Heidi gives you control without requiring advanced tech skills. You can even share templates across team members if you’re on a group plan, keeping documentation consistent throughout your practice.

4. Privacy, Security & Compliance by Design

When it comes to handling medical data, trust is everything—and Heidi understands that. 

From the start, it’s built around a privacy-first model: audio is not stored by default, and users have the option to delete any data immediately after a session ends. 

Data is encrypted during transit and at rest, and the platform complies with all major privacy frameworks.

Heidi embeds:

• No default audio storage
  
• Ability to delete sessions immediately
  
• Encrypted data in transit and at rest
  
• Compliance with HIPAA, GDPR, SOC 2, and ISO 27001
  

The company even allows self-hosted options and audit logs for enterprise customers. 

As a writer covering tools, I appreciate that they baked compliance in from day one.

5. Lightweight UI & Seamless Integration

Unlike many clinical tools that are weighed down by clunky interfaces or steep learning curves, Heidi keeps things clean and refreshingly simple. 

You don’t need to install anything—just log in through your browser (Chrome is recommended), click “Start Recording,” and you’re good to go. 

The layout is intuitive enough that even non-tech-savvy users can operate it without a tutorial, making adoption almost frictionless.

Heidi also understands that no two practices are the same. That’s why it offers export options in multiple formats like Word, PDF, and plain text. 

You can easily paste notes into your existing EHR while they work on building deeper integrations. 

For teams, features like user roles, shared templates, and activity logs make it easy to manage workflows at scale, without turning the tool into a complicated beast.

No installation, no eye-watering interfaces. Just log in, click “Start Recording,” and go. 

Expanded Feature Set: Tools That Clinicians Love

Adaptive AI Note Editing

Heidi tracks your edits and preferences. Over time, it remembers how you phrase things—so it writes with your voice. That minimizes post-session proofing and creates consistent documentation across sessions.

Multi-format Export Options

You can export notes as structured SOAP files, referral letters, prescriptions, discharge summaries, and even patient-friendly education handouts. This versatility goes a long way in streamlining different workflows.

Pro Actions Quota for Frequent Users

Each subscription includes a set number of “Pro Actions” per month—these are AI-generated tasks like letter writing or coding. They function like tokens: more complex actions cost more. The system encourages thoughtful use and avoids platform abuse.

Telehealth Compatibility

With remote healthcare rising fast, Heidi works well with video consults too. You just ensure audio capture is clear, and everything else functions the same. It’s handy for hybrid clinics or telemedicine services.

Team and Enterprise Features

Larger practices get perks like admin roles, centralized billing, shared templates, usage analytics, and dedicated onboarding support. These features make it well-suited for growing clinics or hospitals.

Who Is Heidi AI Really For?

Heidi is designed for clinicians, but its adaptability gives it a wide reach. Here are the user groups that would benefit most:

• General Practitioners looking to speed up everyday patient documentation
  
• Specialists who deal with detailed cases and follow-ups
  
• Therapists and Psychologists aim to preserve the flow of conversation without pausing to take notes
  
• Veterinarians—yes, it even works for non-human patients
  
• Telehealth providers running video consultations
  
• Clinics that want consistency and shared templates across staff
  

Even if you’re not a tech-savvy practitioner, the learning curve is minimal. Heidi doesn’t expect you to adapt to it—it molds to your style, your format, your workflow.

Pricing: Is Heidi AI Worth the Cost?

Heidi isn’t freemium in the traditional sense—it offers a generous Free plan with unlimited consultations and dictation, but some of the most powerful features are locked behind paid tiers.

Here’s how it breaks down:

The Free plan costs $0 and includes unlimited consults and dictation, plus 10 Pro Actions (like generating letters or structured documents). It’s surprisingly usable without paying, though basic in terms of support and customization.

The Pro plan is billed annually at USD 799 and unlocks unlimited Pro Actions, unlimited AI documents, and the ability to use custom templates. It’s ideal for individual clinicians looking for automation at scale.

Together, designed for teams, is billed annually at USD 1,199 per user and includes team template sharing, team-level access controls, and multi-factor authentication—plus priority customer support.

Finally, there’s an Enterprise option with flexible billing, system integration (like coding workflows and single sign-on), and multi-team management. Pricing for this tier is custom and requires direct contact with the Heidi team.

So no, it’s not monthly. It’s annual—and for committed users or clinics, it’s positioned as a serious investment in documentation efficiency.

Compared to the hours a clinician typically spends typing or dictating, even the paid tiers are reasonable, especially when you factor in improved accuracy and reduced admin fatigue.

Pros and Cons of Heidi AI

Here’s what I liked—and what still needs improvement.

On the plus side, Heidi is accurate, fast, and purpose-built for medical workflows. 

The templates feel practical, the AI commands are genuinely useful, and the interface is so light that even a first-timer can figure it out in minutes. 

Privacy is another big win: the fact that recordings aren’t stored automatically is a major trust builder.

But it’s not perfect. There’s no direct integration with EHR platforms just yet, which means clinicians have to copy and paste notes manually. 

For power users, the cap on Pro Actions could be frustrating, especially if you’re using features like letter writing frequently. And if you’re mostly offline or have poor internet access, some of the real-time magic might fall flat.

Still, none of these are deal-breakers. They’re just good to know before jumping in.

What Surprised Me Most

As someone who reviews tools for a living, I’m rarely shocked by AI anymore. But what caught me off guard about Heidi was how “human” the notes sounded.

It didn’t just record what was said—it understood the context. A patient casually mentioning they’ve been “a bit dizzy in the mornings” didn’t just show up as a random quote. 

Heidi placed it under “Subjective,” mentioned a possible medication side effect under “Assessment,” and added a recommendation for follow-up blood pressure checks under “Plan.”

For a machine? That’s incredibly smart. Also, I didn’t expect the Ask Heidi feature to be that responsive. 

I typed “make this note sound more formal,” and it instantly rewrote the section in a professional tone without flattening the meaning. It’s not just automation—it’s insight.

Final Thoughts: My Verdict on Heidi AI

Heidi AI isn’t a gimmick. It’s a genuinely useful tool that solves a real-world problem: clinicians spending too much time typing and not enough time engaging.

Is it for everyone? Not quite. If you’re only seeing a few patients a week, or if your work already includes full EHR integration with built-in dictation, you might not need Heidi just yet. 

But for clinicians balancing volume with care quality, this tool feels like a major relief.

It doesn’t try to replace the human side of healthcare—it supports it. And that’s what makes it special.

Frequently Asked Questions