Using Heidi with Tabflows

---

What Heidi is

Heidi is an AI clinical documentation assistant that transcribes visits, drafts notes, supports dictation, and can generate follow-up documents such as letters and patient summaries. Clinics commonly use it beside an EHR to reduce documentation work while the final record stays in the clinical system.

---

How Tabflows works with Heidi

The actions below describe Tabflows’ verified support with Heidi; they are not a list of everything Heidi can do.

• Open Heidi in Tabflows — keep the signed-in product one click away in your personal workspace.
• Link the patient session with the Tabflows link button — find the existing patient, or create a new Heidi patient from the selected patient's name when none matches.
• Prepare the patient before recording in Heidi — find or create the patient and open a new Heidi session for them before recording begins.

---

Common stack systems

• Core record: AkuteHealth, Athena, Atlas.md, Cerbo, CharmEHR, Elation, Hint Clinical, SigmaMD
• Communications: Spruce, Weave
• Clinical reference: OpenEvidence, UpToDate

---

If it doesn’t work

If Tabflows opens the wrong patient session, return to Heidi, confirm the intended person, and replace the saved link from the correct record before retrying.

If the correct Heidi record opens but the native workflow still fails, continue troubleshooting in Heidi; a saved Tabflows link does not change the system’s own access or workflow rules.

---