Heidi review

Heidi is a clinical AI assistant for visit documentation and the work around it. It listens to patient visits, transcribes the conversation and drafts clinical notes. It can also prepare visit summaries from patient charts and appointments, draft letters, care plans and patient recaps, and help track results, commitments and tasks that need follow-up.

The product also answers clinical questions with citations from papers. That puts it beyond a transcription tool: the pitch is to support preparation, documentation and follow-up in one clinical workflow. The available published material describes these capabilities, but does not specify which electronic health record systems are supported or how much manual review each workflow requires. Heidi is aimed at clinicians and health systems, with individual, team and enterprise plans. For a solo clinician, the key question is whether the documentation and follow-up support justify the per-user cost—and whether the plan’s agent allowance fits their routine.

Heidi’s strongest case is reducing the number of separate steps between a visit and the resulting paperwork. According to the product description, it can capture a conversation, draft the note, prepare a patient recap or care plan, and keep follow-up tasks visible. Visit preparation and cited answers also extend its scope beyond note-writing.

The free plan gives individuals a way to explore core documentation without a subscription. The pricing page lists one free seat, unlimited ambient AI documentation and unlimited clinical evidence answers with citations. Paid Clinician plans keep ambient scribing and evidence queries unlimited, while adding a monthly Agents/Routines allowance.

• Clinician Standard costs $150 per user monthly, or $110 per user monthly with annual billing.
• Clinician Max costs $409 per user monthly, or $299 per user monthly with annual billing, and includes five times Standard’s agent usage allocation.

Both paid Clinician plans list a 14-day free trial. Teams can mix Standard and Max seats on one invoice and include free assistant/admin seats, according to the pricing details. For practices that want shared capacity rather than a one-size-fits-all clinician plan, that could make seat planning more flexible.

The headline “unlimited” does not cover every feature. The free plan limits Ask, Dictate, sharing and coding, and gives Agents/Routines only a weekly trial allowance. Standard and Max include monthly agent usage, but the pricing details do not publish the allowance amount. Max has five times Standard’s allocation, yet that still leaves buyers unable to estimate usage from the plan page alone. Agent features pause when an allowance runs out; overage costs are not published.

The listed Clinician prices also add up quickly for multi-clinician practices: Standard is $110 per user monthly with annual billing, while Max is $299. Teams pricing is custom, and Enterprise pricing is custom, so there is no published total to compare. Practice is listed at $180 per user monthly, billed annually, on select regional pages—not as a clearly universal rate. EHR integration is an add-on or enterprise inclusion, but its price is not published. Before switching, get the seat mix, agent allowance and integration costs in writing; the public pricing leaves those parts unresolved.

Heidi has a free plan, but its usage limits make it a starting point rather than a clear team option. The pricing details list one free seat, unlimited ambient documentation and evidence answers, plus limited access to Ask, Dictate, sharing and coding. Agents and Routines have a weekly trial allowance.

Clinician Standard costs $150 per user monthly, or $110 per user monthly with annual billing. Clinician Max is $409 monthly or $299 annually. That is a $259-per-user monthly jump from Standard to Max on monthly billing; Max includes five times Standard’s agent allocation. Both paid clinician plans list a 14-day free trial.

Teams pricing is custom, and Practice is listed at $180 per user monthly on select regional pages when billed annually. Enterprise pricing is also custom. EHR integration is an add-on or enterprise inclusion, but its price is not published. Neither are overage rates: the listed policy says Agent features pause when allowances run out. Confirm seat costs and agent limits before committing.

Treat a move to Heidi as a clinical workflow change, not just a note-taking app swap. Before switching, map which visit notes, letters, care plans, patient recaps and follow-up tasks your team expects it to handle. Confirm how your clinicians will prepare visits and use evidence answers, then check whether your required EHR integration is available and what it costs; the published pricing details do not publish an integration price.

Before leaving Heidi, ask what data and documents you can export, in what formats, and whether templates or team settings transfer. The available published material does not specify export options or migration support, so get those answers in writing before you rely on them. It also contains no Reddit posts or comments we can cite about why users leave Heidi. We can’t responsibly attribute switching complaints to Reddit without that evidence. For a practice, the practical risk to check is whether custom team pricing, agent allowances and any integration costs fit your budget as usage grows.