We are so excited to partner with you! We’ve created this workspace to share resources and ensure success as we go through the onboarding process together. In this workspace, you will find:
You will have received an email invite to join Heidi. Simply click on the link in the email to create your account and automatically be placed in the KLHOHT team. Upon logging in the first time, you’ll be sent a verification code to your email to set up your password - please note that this email may end up in your spam folder.
If you’ve already created your account, click this link to find out how to download the Heidi Desktop App and Mobile App. You can also run Heidi from your browser here, but we recommend the Desktop App for a smoother experience and easier troubleshooting.
Here is helpful training material:
Templates are the tool that allows you to fully customize your notes with Heidi. Please send example notes or outlines of your most commonly used templates to [email protected] . We’ll build out templates so that Heidi produces your perfect note every time. You can see all of the templates available to you via the “Template Library”
Additionally, here are training videos on how to build your own templates:
https://www.loom.com/share/4722ba23333a46e8a9a4c729c649c0e6?sid=a8f90119-dbef-477e-8d1c-3d316f7bbf6f