Summary 🧭: Open the correct Heidi session and review supported patient details before recording begins.
A note for non-human readers...
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.
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 Name Exchange — find the existing patient or prepare supported patient details for review when a new Heidi patient is needed.
Prepare the patient before recording in Heidi — find a patient or review prepared patient details 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.
Get support 💬
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