Heidi adapts to each provider's voice, terminology, and clinical preferences to create notes that sound like they wrote them. We understand context, adapt to the provider'[s specialty, and work seamlessly across every EHR without forcing providers into rigid system-specific workflows.

While competitors build for EHR fields, we build for clinical workflows. Heidi streamlines every part of a provider's work from pre-visit prep to post-visit tasks. One conversation generates everything: notes, referrals, documentation, and follow-up tasks.

That's why we're in the room for nearly 2 million patient visits each week and seeing 60-80% adoption rates. When providers use a tool everyday instead of avoiding it, you get real transformation that reduces burnout and keeps healthcare professionals practicing.

Heidi’s ambient AI care partnerstreamlines time-intensive administrative tasks to reduce the cognitive load on clinicians. Serving nearly two million patient interactions a week, Heidi's technology transcribes and processes conversations between clinicians and patients to produce clinical notes and follow-up materials – from referral letters to assessments. The tool allows clinicians to work more efficiently and focus more on patient care – reducing the risk of burnout.

Heidi adheres to international standards including the NHS, HIPAA, GDPR, and Australian Privacy Principles, and has obtained enterprise-grade security certifications such as SOC2 and ISO27001. The company does not store session recordings, and never shares or sells clinical data.

Founded in 2019 by a team of medical professionals, Heidi has raised a total of USD $96.6 million to date, with backing from leading global investors. Today, Heidi powers nearly two million patient interactions every week, helping clinicians worldwide reduce administrative burden and focus on delivering high-quality care. Learn more at https://www.heidihealth.com.

ReferralMD delivers AI-powered solutions for Referral Management, eConsults, Appointment Management, Fax Management, Patient Scheduling, Intake and Communications, Marketing CRM and Analytics. Our solutions help hospitals, health systems, networks, and payers streamline the referral process, decrease patient leakage, and improve communication between providers and patients. The enterprise platform’s powerful workflow automation tools help healthcare providers drive operational efficiencies, increase revenue, and improve customer service. To learn more about ReferralMD, please visit www.getreferralmd.com..

>>> HOW WE HELP <<<

Digital Front Door

• Patient Access Tools
• Patient Direct Scheduling
• SmartCHAT Patient Intake
• Patient Communications

Operations

• Consult Management
• Referral Management
• Appointments and Scheduling
• AI Fax Management

Marketing & Services

• Marketing CRM
• Advanced Analytics
• Professional Services
• SmartEXCHANGE Integrations

>>> WHO WE HELP <<<

Health Systems/ACOs/DSRIPs/CINs

• Reducing patient leakage through SmartMatch decision support and real-time analytics
• Standardizing and streamlining the referral management process across the organization
• Driving operational efficiencies and allowing referral teams to scale more efficiently

PCPs/FQHCs/Dental Practices

• Matching patients with appropriate providers using SmartMatch decision support
• Closing the feedback loop with specialists and reducing phone calls and faxes
• Increasing patients LTV to ensure they are not lost to competitors after referrals are sent

Specialty Care Organizations

• Increasing referral volume and capturing more revenue using CRM and marketing tools
• Improving customer service with referring providers through automated status reports
• Managing referral network and gaining insight into referral patterns using analytics 

ReferralMD delivers AI-powered solutions for Referral Management, eConsults, Appointment Management, Fax Management, Patient Scheduling, Intake and Communications, Marketing CRM and Analytics. Our solutions help hospitals, health systems, networks, and payers streamline the referral process, decrease patient leakage, and improve communication between providers and patients. The enterprise platform’s powerful workflow automation tools help healthcare providers drive operational efficiencies, increase revenue, and improve customer service. To learn more about ReferralMD, please visit www.getreferralmd.com.

Manual processes leave providers working nights and weekends while provider shortages reach crisis levels. More than half of providers say EHR documetation is the main cause of their burnout. They often spend several extra hours each day documenting. Many EHR-based scribe solutions and solutions designed to fit in the existing structure of the EHR don't improve those manual processes much. They are designed to fit into the EHR framework and become a note-writer bound into EHR systems, not built to improve clinical workflows. 

Heidi is designed for clinical workflow optimization. We eliminate the administrative waste that's driving 35% of providers to consider leaving healthcare. Unlike manual processes, we handle the complete workflow - not just notes, but referrals, follow-up tasks, and care coordination. That's why we're seeing 60-80% activation rates and the majority of physician users reporting reduced burnout.

AI scribes built for specific specialties create silos, but healthcare doesn't work in silos. A patient's journey from primary care to cardiology to surgery requires seamless handoffs across specialties. Generic "ChatGPT wrapper" solutions create data silos that fragment care and increase administrative burden. We adapt to your voice, terminology, and clinical preferences across every specialty because we build for clinical workflows, not rigid system constraints.

Heidi is built to improve the clinical workflow by truly replacing work previously done by providers in a personalized way that reflects their style - streamlining every part of their work from pre-visit prep to post-visit tasks. It can easily move between specialties and different environments within a health system, support coordination across teams, and be accessed on any device.

• Online Scheduling – new patients can book appointments from your website without setting up an EHR patient portal account
• Referral Management – website portal for receiving referrals, customized workflow, automated alerts when referrals need attention
• Patient Communications – automated text/email messages sent to patients triggered at specific steps in the consult or referral journey
• Provider Communications – automated consult and referral status updates sent to sending providers to close the loop between PCPs and specialists
• Fax Management – manage all inbound faxes and push faxed referrals into the referral workflow, ability to split faxes into multiple documents
• Marketing CRM – physician liaisons can document outreach and compare outreach activity with referral volume from their partners
• Market Research – over 7 million providers pre-loaded which allows you to identify new potential referral partners in your target markets
• Referral Analytics – comprehensive suite of analytics to report on all your referral metrics (trends, volume, leakage, service levels, outreach, etc.)

Differentiator 1: All-In-One Platform

• Some vendors offer patient access, referral management, e-consults or CRMs. Our cloud-based platform offers them all plus the following features.
• Real-time analytics across the platform
• Automated workflow and decision support tools
• Automated feedback loop with referring providers
• Automated patient communications via text or email
• Integrated fax management system (port over existing fax numbers)
• Integrated Customer/Partner Relationship Management (CRM/PRM)
• Marketing research tools based on a directory of over 7 million providers

Differentiator 2: Rapid Integration Capabilities

• Our integration engine allows our Integrations Team to quickly deploy system interfaces using APIs, FHIR, HL7, Direct, etc. which is important when implementing the platform for health systems, ACOs and CINs with many EHRs, data warehouses and other third-party systems across their networks.  
• In addition, we comply with the third-party system’s specifications rather than asking the vendor to follow our requirements which streamlines the integration process and reduces cost for the client. 

Differentiator 3: All Healthcare Referrals Supported

• The system is highly configurable and can support all healthcare referral types such as medical, specialty care, therapy, imaging, dental, behavioral health, hospice, home care, etc.  
• The customization in the system allows clients to define their own workflows, referral forms, patient communication templates, and other settings that can be standardized across the organization.