--- title: Using Heidi in a Note description: Learn how to use the Heidi integration directly within Notes in WriteUpp to record consultations, generate structured clinical documentation, and push AI-generated notes straight into client records. --- [Skip to content](https://knowledge.writeupp.com/en/using-heidi-in-a-note#main-content) English Show submenu for translations [Contact us](https://knowledge.writeupp.com/en/kb-tickets/new?hsLang=en) [![writeupp\_logo\_blue200](https://knowledge.writeupp.com/hs-fs/hubfs/writeupp_logo_blue200.png?width=197&height=82&name=writeupp_logo_blue200.png)](https://www.writeupp.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://knowledge.writeupp.com/en/kb-tickets/new) - [Log in to your WriteUpp account](https://portal.writeupp.com/login/) [Log in to your WriteUpp account](https://portal.writeupp.com/login/) How can we help you? - There are no suggestions because the search field is empty. 1. [WriteUpp Knowledge Base](https://knowledge.writeupp.com/en?hsLang=en) 2. [Other Integrations](https://knowledge.writeupp.com/en/other-integrations?hsLang=en) 3. [Heidi](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#heidi) May 14, 2026 # Using Heidi in a Note With the Heidi integration enabled, [Heidi](http://heidihealth.com) can be used directly within Notes in WriteUpp, allowing you to capture your consultation, generate structured clinical notes, and push the content straight into the client record without leaving your WriteUpp site. #### **Before you begin** Before using Heidi in a note, please make sure Heidi has already been **enabled for your site** and that you have **signed in** and setup through the Heidi Widget. If not, refer to this [guide](https://knowledge.writeupp.com/en/how-to-enable-heidi-in-writeupp?hsLang=en) on enabling Heidi first. ### **How to use Heidi in a Note** 1. Select the correct Active Client in WriteUpp 2. Go to **Create** → **Note** 3. In the note screen, click the **Heidi icon** to open the widget ![Screenshot 2026-05-01 145259](https://knowledge.writeupp.com/hs-fs/hubfs/Screenshot%202026-05-01%20145259.png?width=606&height=313&name=Screenshot%202026-05-01%20145259.png) *Note: At the top of the widget, check that you have the correct microphone selected for the recording. * 4. The widget will automatically use the default template set in your Heidi dashboard, but you can change this for the session if needed. You'll need to maximise the widget to do this.  When you’re ready, click **Start Visit** in the widget. ![Screenshot 2026-05-05 111925-1](https://knowledge.writeupp.com/hs-fs/hubfs/Screenshot%202026-05-05%20111925-1.png?width=465&height=198&name=Screenshot%202026-05-05%20111925-1.png) 5. Carry out your consultation as normal while Heidi is recording in the background 6. When the session is complete, click **End Session** within the widget. You can also pause recording at any time, if needed.  ![Screenshot 2026-05-05 112040-1](https://knowledge.writeupp.com/hs-fs/hubfs/Screenshot%202026-05-05%20112040-1.png?width=464&height=194&name=Screenshot%202026-05-05%20112040-1.png) 7. Heidi will generate your note in the widget. This may take a few minutes, so please do not close the widget or leave the page.  8. Maximise the widget if it isn't already, then review and edit the content of the note. You can also view the transcript.  At this stage, you can change the template within the widget if required, allowing you to generate different document formats from the transcript. 9. Once you are happy with the content, click **Push note** to insert it into the client note in WriteUpp ![Screenshot 2026-05-05 113112](https://knowledge.writeupp.com/hs-fs/hubfs/Screenshot%202026-05-05%20113112.png?width=277&height=524&name=Screenshot%202026-05-05%20113112.png) 10. Make any final edits in the note, then save it as normal. Afterwards, the consultation will also appear in your Heidi account, where you can view the transcript and any generated outputs. #### **Important** We’d always recommend reviewing AI-generated content before saving, to ensure it accurately reflects your consultation and meets your clinical documentation standards. If you experience any issues within the Heidi Widget itself, such as signing in, session recording, generated outputs, or widget functionality, please contact [Heidi Customer Support](https://www.heidihealth.com/contact) directly for assistance. 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[Other Integrations](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#main-content) - [The WriteUpp Open API](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#the-writeupp-open-api) - [Square](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#square) - [Xero](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#xero) - [Healthcode](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#healthcode) - [Microsoft 365](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#microsoft-365) - [Heidi](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#heidi) - [Physitrack](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#physitrack) - [Wibbi](https://knowledge.writeupp.com/en/other-integrations?hsLang=en#wibbi) - [Troubleshooting](https://knowledge.writeupp.com/en/troubleshooting?hsLang=en#main-content) - [Troubleshooting](https://knowledge.writeupp.com/en/troubleshooting?hsLang=en#troubleshooting) - [Trouble Logging In](https://knowledge.writeupp.com/en/troubleshooting?hsLang=en#trouble-logging-in) - 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