
What You Should Know
- Global AI care partner platform Heidi (formerly Heidi Health) announced the commercial launch of Heidi II, evolving its platform from passive ambient clinical documentation into an active agentic execution layer that completes administrative tasks surrounding patient visits.
- Addresses global clinical volume at scale: Heidi currently supports 2.8 million patient interactions weekly across 110 languages in 190 countries, with its historical core engine supporting more than 175 million visits, 67 million clinical hours, and surfacing over 400 million follow-on tasks since February 2024.
- Bridges the task-execution chasm: while ambient AI scribes surface approximately 10 million follow-up tasks weekly from clinical encounters, Heidi II introduces native capabilities—Agents, Memory, and Peer-Reviewed Research—to carry those tasks through to completion rather than handing them back to the physician.
Key Capabilities of the Heidi II Architecture
Heidi II shifts the interaction model away from static prompting toward an integrated clinical workspace:
- Context-Aware “Home” Dashboard: Opens directly onto the clinician’s daily schedule, pre-loading patient charts, upcoming sessions, and pending tasks without requiring initial prompting. Clinicians can attach prior visits, lab panels, or standard operating procedures (SOPs) as working context.
- Plain-Language Autonomous Agents: Clinicians instruct Heidi to execute complex administrative tasks using natural language. The underlying agent formulates a plan, interacts with underlying practice tools, and presents completed drafts for clinician sign-off without intermediate re-prompting. Primary early use cases include pre-charting full daily clinic schedules, executing evidence-based audits of referral correspondence, and running patient panel sweeps to flag overdue screenings, lab tests, and immunizations.
- Scheduled “Routines”: Clinicians or practice administrators can save multi-step agent actions as reusable “Routines.” These run automatically on predefined schedules across entire patient panels rather than processing patients one at a time.
- Continuous Adaptive “Memory”: Personalizes the AI by learning the unwritten clinical preferences, templating styles, and formatting rules unique to each clinician over time, retaining adjustments from user edits to eliminate repetitive corrections.
- Cross-System Computer Use: Navigates across the four to six disparate software systems standard in outpatient practices—including practice management calendars, EHRs, patient portals, and email inboxes—to read data and draft communications. When an agent cannot fulfill a task, it explicitly states what prevented completion.
- Embedded Peer-Reviewed Medical Evidence: Direct content partnerships with The New England Journal of Medicine (NEJM), Wiley, Cochrane, and BMJ Group embed clinical decision support and literature citations directly into the platform, providing verified references linked to full-text articles for subscribers.
Clinical Governance and Global Regulatory Scaffolding
Given heightened clinical safety concerns surrounding agentic AI, Heidi II incorporates strict guardrails and geographic staging:
- Physician-in-the-Loop Oversight: Every agentic action operates under supervision with configurable operational friction; clinical decisions, prescriptions, and outbound communications require explicit clinician review and approval before execution.
- Internal Clinical Safety Reviews: Feature releases are vetted through dedicated internal medical safety teams evaluating capabilities through a clinical risk matrix before and after deployment.
- Enterprise Security Standards: Maintains enterprise certifications including ISO 27001, SOC 2 Type II, Cyber Essentials Plus, and the AI governance standard ISO 42001, alongside compliance with HIPAA and Australian Privacy Principles.
- Targeted Geographic Rollout: Heidi II launched its rollout in English and French. The agentic capabilities are specifically withheld from the UK and European Union (EU) to navigate regional regulatory and compliance frameworks before broader international introduction.
“This is the culmination of our work at Heidi,” said Thomas Kelly, M.D., Co-Founder and CEO of Heidi. “We started inside the visit by capturing the note and gathering the care context. Now Heidi can create the tasks and complete them from referrals and chart prep to arranging follow ups. It handles that work as a partner, while clinical judgement and approvals remain with the clinician.”

