Allow unlimited patient documents in session context
A
Ayyaz Sultan
Currently, the "Use patient documents as context" feature is limited to 3 documents per session. For new patients with large referral bundles (10-50 documents like referral letters, test results, screenshots), clinicians must either re-upload documents to each session or manually select only 3. This creates a frustrating and time-consuming workflow. The suggestion is to allow clinicians to select and use all patient-level documents stored in the patient profile as context for a session, eliminating the need to re-upload and making already-uploaded documents easily accessible.
Phil from Heidi
Hi Ayyaz
Thanks for the feedback.
We're constantly thinking through how we best let users optimise context from external sources. It's a bit of a tricky problem because there are limits to how much context can be handled by Heidi and we have found too many uploaded docs can impact notes / documents negatively.
With that being said, would be keen to know more:
- What types of documents are you wanting to upload to the patient (more permanent) vs what type of documents do you want to upload to the session context (temporary)? Do you see them as any different?
- Do you see any issues with maintaining documents uploaded to the patient that may become up of date / stale e.g. test results? Are you actively deleting documents now?