Heidi Health’s new platform will use AI agents to perform tasks including chart preparation, referrals, recalls and appointment management across existing clinical systems.
Australian health AI company Heidi is moving beyond clinical documentation, launching AI agents designed to perform administrative tasks around patient visits rather than simply identifying what needs to be done.
The Melbourne-founded company has unveiled Heidi II, which introduces agents that can plan and execute tasks across clinical workflows before returning the result to clinicians for review.
Early uses include preparing patient charts before consultations, referral communications and searching patient lists to identify people due for immunisations, blood tests, screening or recalls.
The agents can also be saved and scheduled as routines across an entire practice or patient list.
Heidi said the system was designed to work across existing clinical systems, including electronic health records, calendars, inboxes and patient portals.
“Now Heidi can create the tasks and complete them from referrals and chart prep to arranging follow ups,” said Heidi co-founder and CEO Dr Thomas Kelly.
“It handles that work as a partner, while clinical judgement and approvals remain with the clinician.”
Heidi says it currently supports about 2.8 million patient visits a week globally and says those interactions generate about 10 million follow-up tasks.
Until now, those tasks have been handed back to clinicians to complete, said the company.
Under Heidi II, clinicians can instead instruct the system in plain language to perform a task, after which an AI agent plans and executes the work without needing to be prompted at every step.
The company said the agents could also operate across the computer systems used by a practice.
“When Heidi cannot complete a task, it says so and explains why,” the company said.
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Clinician remains in control
Heidi said clinical judgement would remain with clinicians, with approval controls determined by the workflow and settings chosen by the clinician or health organisation.
“Agents in healthcare need supervision and should be met with friction,” the company said.
“Clinical judgement remains with the clinician, with approval controls applied according to the workflow and settings configured by the clinician or organisation.”
Capabilities will also be staged according to region and healthcare setting, with Heidi saying its clinical safety teams will review features before and after release.
The new platform also introduces agentic searching of full-text medical literature, including material from the New England Journal of Medicine, Wiley and Cochrane, alongside BMJ Group clinical decision-support information.
Heidi said new connectors would allow the system to pull appointment lists, interrogate electronic health records, read and write appointments and clinical mail, and follow documented practice procedures.
Heidi II begins rolling out in English from today, 29 September, with additional languages to follow.
The new capabilities will not initially be available in the UK or European Union.