A new Assistant role builds on our recent .
Heidi Team
November 20, 2025•4 min read
A new Assistant role builds on our recent .

Patient care is a team game. Invite your support staff to your sessions without affecting your team’s bill, with a new Assistant role.
Assistants on Heidi can:

For safety, the Assistant role has limited powers. Assistants cannot:
To add an Assistant to Heidi, invite the staff member to join your team and assign them the Assistant role.

Lastly, this is a non-billable role. We heard clinicians wanted their nurses, mid-level providers, and administrative assistants to share in the care of a patient, without increasing the team bill.
Please note - The Assistant role is in a phased roll-out, and will appear in all teams shortly. Please contact support to request expedited access.
Gathering and organizing patient history is incredibly time-consuming, especially if you routinely get lengthy referrals for complex patients seen by multiple providers.
Fortunately, now that Ask Heidi can be used with files attached to Context, manually wading through background documents to prepare for a session is a thing of the past.

To retrieve and collate information from patient history, simply attach files to Context (either a Clinician or Assistant can perform this task) and Ask Heidi for the information you want, with any instructions on how you would like it organized.
Here are some example queries:
The requested information appears in seconds just above the Ask Heidi box, with a range of utilization options.
Clinicians have been losing valuable seconds waiting for a note or document to generate that was started in error. So, in our pursuit of helping you achieve productivity singularity, we’ve added a button to stop generation.

Now, if you notice you’ve selected the wrong template or generated a document in the incorrect session, there’s no need to wait for Heidi to finish before moving on to your next task. Just hit stop and Heidi instantly aborts the action.
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