Integrate your Pogozo account with your Heidi Health account brings AI-powered clinical documentation directly into your business workflow. Whether you’re a physio, OT, speech therapist, or social worker, Heidi automatically transcribes clinical sessions into structured, file-ready notes.
A Heidi Health account is required to use this integration. To sign up for a Heidi Health account click here.
Add Heidi Health to your treatment note templates
Before you can use Heidi Health with Pogozo you will need to add Heidi to your treatment note templates. This makes sure Heidi Health knows exactly where to populate your treatment notes.
Go to Settings, Documents and Templates and click on Treatment notes templates.
You can create a new template or edit an existing one. While creating/updating the template you can add a new questions for your Heidi Health transcription, alternatively if you have a section for your subjective examination, you can change the question type from the existing question type (usually paragraph box) to Heidi Health.
Don't forget to scroll to the bottom and save your changes.
Using Heidi Health to write treatment notes
In the clients profile go to Treatment notes. If applicable, select the appropriate appointment or class, then choose a treatment note template that includes a Heidi Health question type.
Your treatment note template should pre-populate and the Heidi Health button should now be visible. Click the Heidi button to open the Heidi Health Widget.
The Heidi Health widget should now appear on the right hand side of your screen.
The first time you use the Pogozo x Heidi Health integration you will need to sign in to your Heidi Health account. If you don't have a Heidi Health account you can create one during the integration process.
TIP Heidi Health requires you to have a Practice or Enterprise plan to integrate with Pogozo.
The Heidi Health sign in process will direct you to another screen. Don't worry, once completed you will be redirected back to Pogozo.
Once the integration is connected you will be redirected back to Pogozo.
TIP Now that you have signed into Heidi Health you should remain signed in.
To start the recording the session press Start Visit.
Record your session as your normally would. Once finished, click end visit.
The Heidi Health widget will expand open and you can choose your preferred template. Then, when you are ready click Push note to push the note into Pogozo.
The notes will then be pushed from the Heidi Health widget to Pogozo.
TIP You should review your note before saving to make sure it accurately represents the client's visit. You can edit the note within the Heidi Health widget before you push the note or you can edit the note inside Pogozo after the note has been pushed.
Once you have finished your treatment notes you can either save them as a draft or publish them.