[Hiring] Clinical Form Specialist @Heidi

Role Description

As a Clinical Form Specialist, you sit within the Clinical Enablement team and you're the person who makes Heidi's PDF forms fill accurately. Heidi detects the fields on a form; you decide what each one is called, what type it should be and how much room it needs, so the right information lands in the right box.

It's careful, methodical work with a direct line to output quality. You'll work a queue of forms from Australia, the UK, the US, Canada and beyond, spanning individual clinicians through to large enterprise customers. Beyond configuration, you'll help internal teams build forms themselves and feed what you learn back to the forms and growth teams.

What you’ll do

• Receive, triage and configure form requests, covering user-submitted requests, enterprise deal requirements and community form templates maintained for all Heidi users.
• Set clear expectations with clinicians and internal team members - explaining what is achievable, what the trade-offs are, and why.
• Label and type every field on incoming forms in Field Recognition: writing clear, specific field labels, choosing the right field type (text, number, date, checkbox, radio button, dropdown, signature) and setting character limits that hold the layout.
• Configure forms end to end where a request needs more than labelling: preparing source PDFs, adding fields Heidi missed, resizing and aligning.
• Surface patterns and flag edge cases from the queue, feeding insight back to the forms team and the growth team to inform what gets built next.
• Contribute to the guides and worked examples that help internal teams label forms themselves, so the queue is reserved for the hard ones.
• Manage your own workload across regions and urgency levels, flagging early when volume or complexity needs escalation.
• Develop a working knowledge of Heidi and how clinicians use it across different specialties, settings and regions.

Qualifications

• A quick learner who can pick up Heidi's product fast and work autonomously with high accountability.
• A highly organised individual who manages their time effectively and works autonomously with high levels of accountability.
• Clear, direct communication skills - comfortable reaching out to a user to explain a limitation or set a realistic timeline, and does not leave people waiting without context.
• The judgement to know when to stop and ask. Can tell a straightforward form from one that needs a conversation first, and flags the second kind early.
• Patience for detailed, repetitive work done properly, including checking own output rather than assuming it worked.
• Comfort with ambiguity. Doesn't need every rule written down before starting, asks good questions and helps improve the process for next time.
• Strong working knowledge of Adobe Acrobat or form-building tools.
• Prior experience with software tools like Notion, Intercom, or similar is advantageous, but not required.
• Genuine excitement about Heidi's mission and the potential of AI in healthcare.

Benefits

• ₱15,000 annual learning and development budget.
• ₱3,000/month health and wellness allowance.
• ₱10,000 home office budget.
• 26 weeks paid primary parental leave.
• 18 weeks paid secondary parental leave.
• Fertility support up to ₱150,000.
• Four weeks of work from anywhere per year.
• Comprehensive HMO coverage for you and up to two dependents.