Heidi’s current US ladder has three buying doors: Free, Clinician, and Teams. Free is a real drafting test, not a pretend trial. Clinician removes several advanced-action limits. Teams moves governance and enterprise work into a sales conversation. The right plan depends on the work your clinic repeats, not the longest feature column.
Plan notes
- Free can test standard note generation and a small allowance of advanced actions.
- Clinician is the individual paid path with a 14-day trial on the US page.
- Teams is the route for shared controls, custom terms, and enterprise workflow.
- Confirm the live dollar amount at checkout because the official public text can change by currency and billing term.
Free is enough for a serious note test
Heidi’s plan help page says Free includes unlimited transcription and standard-template notes. It also gives a shared monthly allowance of 10 advanced actions for work such as custom templates, Ask Heidi, forms, and patient or session linking. When the allowance is used, standard note generation remains available.
That is enough to test the first question: does the draft reduce or increase the clinician’s editing work? Run ordinary visits, interruptions, uncertain histories, and one correction after the initial draft. Do not spend all 10 advanced actions polishing a demo template before you know whether the core note fits.
Track four numbers for each visit: minutes to review, material corrections, transfer steps, and advanced actions used. No accuracy percentage. Seven cases cannot support one, and a tidy percentage hides the edits that matter.
Clinician pays for repeated advanced work
Heidi says its Clinician plan adds unlimited advanced templates, documents, Ask Heidi, personalisations, and Evidence in patient visits where that feature is available. It also includes priority support, and the official US pricing page offers a 14-day trial.
The plan becomes easier to judge when you count repeat actions. A clinician who uses one standard template and seldom asks the tool to reshape a document may not need the upgrade. A clinician who builds custom templates for several visit types, drafts referral documents, or uses Ask Heidi during every clinic block can cross the free allowance quickly.
Use this weekly log:
| Work item | Times per week | Free-plan allowance used | Clinician value to test |
|---|---|---|---|
| Standard note | 0 advanced actions | Draft and review workflow | |
| Custom template note | 1 per use under stated limit | Repeated specialty format | |
| Ask Heidi edit | 1 per use | Revision time saved | |
| Generated document | 1 per use | Referral or other approved output | |
| Form or patient link | 1 per use | Local handoff and retrieval |
Heidi’s plan definitions changed in 2026. Its plan-change notice explains that older Pro and Practice names map to grandfathered Scribe plans, while the newer Clinician and Practice plans bundle paid Scribe and Evidence features. Screenshot the plan shown in your own account. An old review may be describing a tier that new US buyers cannot purchase.
Teams is a governance quote, not a bigger individual plan
The public comparison places centralized billing, team management, guided onboarding, EHR integration, dedicated customer success, single sign-on, and custom terms or hosting in the team or custom part of the ladder. The help center says team and enterprise pricing goes through sales.
Ask the proposal to answer these lines:
| Team question | Written answer required |
|---|---|
| Who can create and approve shared templates? | Roles and approval path |
| What can an administrator see? | Audit and reporting scope |
| Which EHR workflow is proposed? | Named system, version, destination, and support owner |
| What does onboarding include? | Sessions, configuration, and acceptance criteria |
| What happens at termination? | Export, access removal, and deletion evidence |
| How does price change at renewal? | Term, notice, and increase rule |
A team quote earns its premium through administration and delivery, not by making the note intrinsically more clinical. Keep note quality and organizational fit as separate scores.
Build the twelve-month cost from the live offer
Heidi says monthly and annual self-serve billing are available, while team and enterprise buyers contact sales. The official US page is the right source for the live amount. Its public page text did not expose a stable dollar figure during our September 17 review, so we will not copy a third-party number and call it official.
Record five fields from the checkout or proposal: currency, monthly amount, annual amount, number of paid users, and renewal date. Add onboarding, EHR work, support, and your own training hours. If the practice uses Free, still price the staff time spent transferring and checking notes.
This is the calculation:
12-month cost = subscription + one-time services + internal implementation labor + expected support or integration charges
Keep tax and discounts on separate lines. A discount has an end date. A workflow has a continuing owner.
Compare Heidi with Patient Square by boundary
Patient Square publishes its US practice ladder on the pricing page. Assist is $99 month to month or $79 per clinician per month with annual billing. Copilot is $149 or $119 and adds the bundled AI EHR. Autopilot is $249 or $199. Hospital Copilot is separately demo-priced.
Patient Square is an AI clinical platform. Practice Copilot includes an ambient AI Medical Scribe that prepares a structured SOAP-note draft, ICD-10 suggestions, and a prescription draft for clinician review. A practice may keep its current record system or use the bundled AI EHR from the Copilot tier.
Heidi is the better fit when a clinician wants a focused standalone scribe, likes the Free workflow, and plans to keep the rest of the software stack. Paying for a bundled record system you will not use makes no sense.
Patient Square is the better fit when a practice wants public pricing and intends to evaluate the record system or wider practice bundle too.
Leave the trial with an answer
At the end of the test, decide three things. Did standard notes fit? Did the team repeatedly use advanced actions? Does the practice need shared governance or a custom EHR workflow? Those answers map to Free, Clinician, and Teams more reliably than feature count.
Keep the final edit log and the checkout screenshot with the buying record. Heidi is a strong fit when the standalone workflow is the whole job. A wider platform is a different purchase, not an automatic upgrade.
FAQs
Heidi’s Free plan
Yes. Heidi’s official help center says the Free plan includes unlimited transcription and note generation with standard templates, plus a shared allowance of 10 monthly actions for advanced templates, Ask Heidi, forms, and patient or session linking. Check the live plan page before subscribing.
Clinician plan additions
Heidi says Clinician adds unlimited advanced templates, documents, Ask Heidi, personalisations, and in-session Evidence where available, plus priority support. The official US page advertises a 14-day trial. Availability can vary by region and EHR partner, so verify your workflow in the account.
Finding the current Clinician price
Heidi’s official US pricing page is the controlling source, but its public text did not expose a stable dollar amount during this review. It offers monthly and annual self-serve billing and routes team or enterprise buyers to sales. Confirm the live checkout price and renewal basis in writing.
The Teams buying signal
Ask for Teams when shared templates, team controls, guided onboarding, custom hosting or terms, single sign-on, or an enterprise EHR workflow matter. Heidi’s public comparison marks several of those capabilities as custom, so the proposal should identify what is included and what requires services.
A Free-plan test
Use five ordinary visits and two difficult but synthetic visits. Track note edits, the advanced actions consumed, template changes, transfer steps, and staff support. The free tier can test the drafting workflow, but it does not prove that team governance or a specific EHR arrangement is ready.
Patient Square’s pricing boundary
Patient Square publishes its US per-clinician amounts: Assist is $99 monthly or $79 annually, Copilot is $149 or $119 with a bundled AI EHR, and Autopilot is $249 or $199. Heidi may be the better fit when the free standalone scribe is all the clinician needs.