I wanted to suggest a feature enhancement for Heidi that could significantly improve our efficiency when reviewing medical records. Here are the key features I believe would be beneficial:

Patient Session Filtering:

Ability to filter sessions by patient, allowing us to quickly access all relevant records for a specific patient.

Link past sessions to the current patient view, providing a comprehensive history at a glance.

Inclusion of Past Appointment Information:

Integrate information from past appointments into the current session view, ensuring all relevant data is easily accessible.

Date Filtering:

Implement a date filter to allow users to view sessions within a specific date range.

Minimize older sessions to clean up the screen, making it easier to focus on recent and relevant information.

Archiving Older Notes:

Archive older notes to keep the interface uncluttered while still allowing access to historical data when needed.

These features would help streamline our workflow, making it easier to review and manage medical records efficiently. Thank you for considering this request.

It'd be great to have archive system.

So once you have finished with that sessions (clinical note done, all reports generated). have the ability to have it archived so that you know that any of the session in the active lists are the ones that you still need to do something with, similar to how a lot of people do with our emails. especially given that now you can like session together that the client has done previously

In addition to this, Have any the smart dictation and transcribe sessions in separate categories/pages/tabs. as this would massively improve the ability find your sessions that were a smart dictation versus a transcribing clinical note session. As currently, you've got to scroll through everything to find a dictation session versus a client session, and it's a bit of a scroll of death.

Especially how often clinicians could use the smart dictation feature to make a few quick notes for things they need to do or for responding to an email. Or even for using during team meetings, meetings with staff and other practitioners.

We can't always complete the admin associated with/ from that smart dictation session there and then, and then you might end up with a few back-to-back meetings or client sessions where you are using Heidi, which then results in that session becoming a lot harder to find. ultimately slowing us down and defeating the true aim of heidi which is to make clients' life easier and less admin intensive.

Sometimes I am unable to see a patient on specific day but want to save the session I have prepped. I wish there was a way to archive that session or save it in a folder else where. I am not integrated with my EMR so the "schedule" feature does not apply.

Seems to be getting slow with more notes. Maybe archiving session would help?

Could you please create an 'archive' file to place notes and dictations in until their ready to be completed. This will keep the working session list tidier - thanks