Comparison
CasePanel vs Heidi Health
The honest answer first: these are different tools for different moments. Heidi documents the visit as it happens. CasePanel drafts the admission H&P before you walk in.
Heidi and CasePanel are not substitutes. Heidi is an ambient AI scribe with a clinical evidence tool built in: it transcribes the visit, generates the note, and answers clinical questions with citation-backed sources. CasePanel is a clinical reasoning engine that starts before the encounter: you upload raw chart data from any EHR, and a multi-stage pipeline with physician validation at every stage synthesizes the clinical picture before you see the patient — then drafts the H&P, progress notes, I-PASS handoffs, and discharge summary from that reasoning. Different bottleneck, different tool. Many clinicians use an ambient scribe and CasePanel side by side.
What each tool is
Ambient scribe
Heidi Health
Heidi transcribes patient visits and generates notes from templates. Heidi Evidence answers clinical questions with citation-backed sources. The free plan includes unlimited transcription, standard templates, and Evidence queries; paid plans add advanced templates, personalization, and EHR integration options.
Reasoning engine
CasePanel
CasePanel is built for hospitalists and nocturnists. You upload raw chart data from any EHR — labs, vitals, meds, imaging, ED notes, prior encounters — and a team of named agents works it up with your validation at every stage: Casey orchestrates, The Historian drafts the history and exam, The Resident reasons through the assessment and plan, every step visible in the Agent Workroom. It produces the clinical picture, admission orders with stated rationale, a full medication reconciliation with drug-interaction and prophylaxis-gap checks, and a billing code with ready-to-sign attestation — then drafts the H&P, progress notes, I-PASS handoffs, and discharge summaries from that reasoning.
Side by side
| Comparison row | Heidi Health | CasePanel |
|---|---|---|
| Built for | Clinicians documenting patient visits, plus citation-backed clinical answers via Heidi Evidence | Hospitalists and nocturnists working up inpatient admissions |
| Core job | Transcribes the encounter, generates the note, and answers clinical questions with citations | Builds the clinical picture from fragmented chart data — labs, vitals, meds, imaging, priors — then drafts the H&P, admission orders, medication reconciliation with drug-interaction checks, and a billing attestation, all reasoned step by step and validated by you |
| Ambient capture | The core product: transcribes the visit and generates the note | Included in beta — eight note types from SOAP to I-PASS handoff, behind a patient-consent gate; audio is not stored after transcription. The reasoning pipeline is the core product |
| Citations | Heidi Evidence answers clinical questions with citation-backed sources from the literature | Two layers: answers about your patient quote the uploaded chart with line-numbered citations, and clinical recommendations cite the current guidelines and research behind them, source named and linked |
| When it works | During and after the visit | Before, during, and after. The heavy lift comes before the encounter, while the patient is still in the ED queue; progress notes, I-PASS handoffs, and the discharge summary follow the stay |
| EHR integration | Lite EHR integrations may be available on the Clinician plan depending on the EHR partner; full EHR integration access on the Practice plan, per Heidi's help center | None required. Works with raw chart data from any EHR — no IT tickets, no institutional approval |
| Pricing | Free plan with unlimited transcription and standard templates; paid Evidence Plus, Clinician, and team plans, with current rates as listed on Heidi's pricing page (June 2026) | $99/month or $999/year. Annual billing: Save $189 (2 months free) |
| Free trial | Free plan available; 14-day free trial on paid plans | Free 14-day trial, no credit card required |
| BAA | Heidi states it is HIPAA compliant in the United States; ask Heidi about BAA terms for your plan | BAA included with every plan |
| Data handling | HIPAA compliant in the United States, per Heidi's compliance page | Encrypted in transit (TLS 1.2+) and at rest (AES-256); never used to train AI models; runs on Azure HIPAA-compliant infrastructure |
When to choose Heidi
Choose Heidi if documenting the live encounter is your bottleneck:
- Your day is built around patient visits, and you want the conversation transcribed and turned into a note without typing.
- You want to evaluate at no cost. Heidi's free plan includes unlimited transcription and standard templates, as listed on Heidi's pricing page (June 2026).
- You want citation-backed answers to clinical questions in the same tool, via Heidi Evidence.
For encounter documentation, Heidi is a credible choice, and the free plan makes it easy to judge for yourself. CasePanel's ambient scribe is a beta add-on, not its center of gravity.
When to choose CasePanel
Choose CasePanel if the work before the encounter is your bottleneck:
- You admit patients you have never met, and reconstructing the story from fragmented chart data is the slowest part of each admission.
- You want the H&P drafted from the chart before you walk into the room, with your validation at every stage — every canvas carries an "AI Draft" banner until you sign.
- You want documentation that follows the reasoning: H&Ps, progress notes, I-PASS handoffs, and discharge summaries drafted from a clinical picture you already validated.
- You want more than the note: CasePanel also drafts the admission order set with stated rationale, runs a medication reconciliation with drug-interaction and prophylaxis-gap checks, and suggests the E/M level with a billing attestation drafted for your signature.
- You want to check the work: answers about your patient carry line-numbered chart citations, and clinical recommendations cite the current guidelines and research behind them, source named and linked.
CasePanel is $99/month or $999/year. Annual billing: Save $189 (2 months free). Every plan starts with a free 14-day trial, no credit card required, and a BAA included with every plan.
Using both
There is no conflict between the two. Heidi works the moment you are with the patient; CasePanel starts the hour before and follows the stay through progress notes, handoffs, and the discharge summary. If you are evaluating any AI documentation tool, our piece on AI medical scribe accuracy covers what to check before you trust the output.
Related comparisons
- CasePanel vs Freed
- CasePanel vs DAX Copilot
- Browse our free clinical templates for H&Ps, progress notes, and discharge summaries.
Frequently asked questions
Heidi has a free plan. Why pay $99/month for CasePanel?
Because they do different jobs. Heidi's free plan covers transcription and note generation for visits you are already having. CasePanel does the clinical thinking before the visit: it builds the clinical picture from fragmented chart data — labs, vitals, meds, imaging, prior encounters — through a multi-stage reasoning pipeline with physician validation at every stage, then drafts the admission H&P from the picture you validated. If you never admit patients sight-unseen, you may not need CasePanel. If you do, the time it returns on every admission is the value you are paying for.
Can I use Heidi and CasePanel together?
Yes. Heidi documents the encounter; CasePanel builds the clinical picture before the encounter. Many clinicians use an ambient scribe during visits and CasePanel for admission workups. Their core jobs do not overlap.
Does CasePanel transcribe visits like Heidi does?
Not as its core function. The CasePanel pipeline works from the chart, not the room: you upload raw chart data from any EHR — labs, vitals, meds, imaging, ED notes, prior encounters — and the pipeline drafts the clinical picture and the documentation, with your validation at every stage. An ambient scribe is included in beta — eight note types behind a patient-consent confirmation — but if visit transcription is the main thing you need, a dedicated scribe like Heidi is the more mature tool for that job today.
Is CasePanel HIPAA compliant?
CasePanel runs on Azure HIPAA-compliant infrastructure. Patient data is encrypted in transit (TLS 1.2+) and at rest (AES-256), and it is never used to train AI models. A BAA is included with every plan.