Feature Requests

It would be helpful to be able to organise sessions into folders or categories, rather than just by date. Also being able to mark the session as completed so it can be archived, rather than just deleted. It's quite messy scrolling through all the sessions if you have prepped future clinics

Can we please have a way to pre-chart for future appointments on the schedule tab? You are not integrated with my EHR. It would be nice to prep the next day's patients chart rather than copying and pasting information the day of.

When you export to a document the document is created on a letterhead you have uploaded previously

I LOVE the task feature. It would be even better if you could print the task list or export it to a spreadsheet, sync with a practice's EHR, or upload to Google tasks, ToDoist, or other platform. Printing would be my top choice right now though. This would make it much easier to provide to other office staff to assist in completing.

All throughout Heidi (notes, additions, templates tec.) including rich-text formatting options in Heidi, such as bolding, italics and ordered/unordered lists

A new and improved version of the template builder that allows users to easily understand how to create custom templates as well as customise Heidi's ones. This template builder will make it easier to add sections and different content types through more intuitive and visual representations of content types, as well as better explanations of the different types of content and what they do.

Need easy way to separate sessions when forget to stop recording after 1 session (e.g. highlight portion of transcript to keep for 1st session then highlight section to create new transcript for 2nd session

The ability to upload 100 (or even 1000...or more) of my own letters so that it could learn to mimic how I write