# Using Heidi with Tabflows

> Open the correct Heidi session for the selected patient before recording begins.

Markdown view of https://www.tabflows.com/university/library/integrations/using-heidi-with-tabflows — the HTML page is canonical.

Product Library: Integrations › Integrations  
Last checked: 2026-10-27 against Tabflows v3.10.63  
Replaces Help Center article: https://help.tabflows.com/en/articles/16892444-using-heidi-with-tabflows

> **Summary:** Open the correct Heidi session for the selected patient before recording begins.

> **A note for non-human readers:**
>
> *Humans often want to listen during a visit without spending the whole conversation typing. Heidi records the conversation and drafts a clinical note; Tabflows introduces the selected patient and helps set the stage. The human owns the final record—software does not sign its own homework.*

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## What Heidi is

**[Heidi](https://www.heidihealth.com/en-us)** 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.

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## 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.

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## Common stack systems

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

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## 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.

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## Get support 💬

Need help or have a question? Reach out to our Support team however works best for you:

- Start a chat using the **Support** button at the bottom right of the sidebar (side tabs)
- Email us at team@tabflows.com or message us right here in the chat

  [Book a quick 15-30 minute chat!](https://go.team.tabflows.com/meetings/nafeesa)

## Related Articles
- [Using Cerbo with Tabflows](https://www.tabflows.com/university/library/integrations/using-cerbo-with-tabflows)
- [Using ChartNote with Tabflows](https://www.tabflows.com/university/library/integrations/using-chartnote-with-tabflows)
- [Using Quest (Quanum) with Tabflows](https://www.tabflows.com/university/library/integrations/using-quest-quanum-with-tabflows)
- [Using Spruce with Tabflows](https://www.tabflows.com/university/library/integrations/using-spruce-with-tabflows)
- [Using UpToDate with Tabflows](https://www.tabflows.com/university/library/integrations/using-uptodate-with-tabflows)

## Related markdown

Section index: [Integrations](https://www.tabflows.com/university/library/integrations.md)

Alongside this page:

- [How tabflows integrations work](https://www.tabflows.com/university/library/integrations/how-tabflows-integrations-work.md)
- [Using akutehealth with tabflows](https://www.tabflows.com/university/library/integrations/using-akutehealth-with-tabflows.md)
- [Using amplify DPC with tabflows](https://www.tabflows.com/university/library/integrations/using-amplify-dpc-with-tabflows.md)
- [Using astrana health with tabflows](https://www.tabflows.com/university/library/integrations/using-astrana-health-with-tabflows.md)
- [Using athena with tabflows](https://www.tabflows.com/university/library/integrations/using-athena-with-tabflows.md)
- [Using atlas md with tabflows](https://www.tabflows.com/university/library/integrations/using-atlas-md-with-tabflows.md)
- [Using cerbo with tabflows](https://www.tabflows.com/university/library/integrations/using-cerbo-with-tabflows.md)
- [Using charmehr with tabflows](https://www.tabflows.com/university/library/integrations/using-charmehr-with-tabflows.md)

Start here:

- [Tabflows](https://www.tabflows.com/index.md)
- [Tabflows pricing](https://www.tabflows.com/pricing.md)
- [Tabflows FAQ](https://www.tabflows.com/faqs.md)
- [About Tabflows](https://www.tabflows.com/about.md)
- [Contact Tabflows](https://www.tabflows.com/contact.md)
- [DPC workflow software](https://www.tabflows.com/dpc-workflow-software.md)
- [Directory](https://www.tabflows.com/directory.md)
- [Workflows](https://www.tabflows.com/workflows.md)
- [DPC finder](https://www.tabflows.com/dpc-finder.md)

Every page listed in sitemap.xml has a markdown twin at the same URL with `.md` appended, or by sending `Accept: text/markdown` to the canonical URL. Wider index: [llms.txt](https://www.tabflows.com/llms.txt), [llms-full.txt](https://www.tabflows.com/llms-full.txt), [sitemap.md](https://www.tabflows.com/sitemap.md), [sitemap.xml](https://www.tabflows.com/sitemap.xml). Support documentation: https://www.tabflows.com/university/library — append `.md` to any article URL for its raw markdown.