Address Book
J
Joseph Ryan
Could there be an address book so we can save other clinicians that we wish to send letter and reports back to directly from Heidi
Heidi Team
Thanks for the suggestion, Joseph Ryan — an address book for frequently-used clinicians to send letters/reports to directly from Heidi would be a big time-saver, especially if you’re doing this multiple times a day. We’ll share this with the team.
A couple quick questions so we understand what would work best:
1) Would you want the address book to be personal, shared across your whole clinic/team, or both?
2) What details should be stored (e.g., name, clinic, email, fax, provider number, specialty), and do you need groups/favourites?
3) Where should it show up in your workflow—when generating a letter/report, or as a separate “Contacts” area?
Also, as a possible workaround today: Heidi supports pre-populating default email addresses for direct sharing with patients/colleagues. If you tell us your typical workflow, we can better map whether that covers part of what you’re after.