video1.0<iframe src="https://www.loom.com/embed/557ac7aba9e24df4b6d644e34a11683e" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/557ac7aba9e24df4b6d644e34a11683e-dc784beada806bc1.gif1608.768This Loom explains how to create and edit templates in Heidi to reduce admin work and improve note consistency. It covers a six step prompt process for refining templates: task, context, example, persona, format, and tone, then demonstrates using Community Templates, creating templates from examples or suggestions, and sending de identified examples to the Heidi team for 2 to 3 day updates. The speaker shows how template instructions use square brackets and how to edit responses via a prompt box, including switching bullet points to full sentences, saving versions, and selecting a default note template. It also introduces Heidi forms created from PDF uploads and briefly notes setup for visibility limits and field cut off when printing.