{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/6a10eff4827147078219eeb7ca4c9a81\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/6a10eff4827147078219eeb7ca4c9a81-eceec47e19f32269.gif","duration":1588.0965,"title":"Hendrix/Heidi Refresher Session - Templates (September 10, 2026)","description":"This Loom explains how to create and edit Heidi templates, including using the six step prompt process. It covers adding vetted community templates to your library, keeping edits private versus sharing with a team, and creating your own note or document templates from examples or uploaded files, then refining changes through tracked versions. The video also introduces forms as a newer feature, showing how to customize fields from a PDF or Word attachment and how form data can populate from the transcript. It concludes with how to set a default note template and favorite templates for quicker access."}