Archiving completed sessions
under review
A
Amber Walker
It would be helpful to be able to archive or "check off" notes for sessions that have been copied and completed so when my list can be decluttered during shifts where I see 20+ patients.
E
Echo Browning
As a PCP this would be imperative to productivity!!
Autopilot
Merged in a post:
An Archive instead of permanently deleting.
C
Chiro H3
It would be good to archive sessions instead of deleting in case tehre is a system error that doesnt save the transcript to the patient file. then have the archive auto wipe after 30 days.
Autopilot
Merged in a post:
Archive Sessions
A
Anthony Tran
Archive Sessions: It would be great to be able to archive sessions that have already been dealt with so you don't see them in the past sessions list but don't have to delete them in case something happens and you need to review the session again.
A
Allison McQueen-Luzar
Yes I also would like to be able to file my processed sessions, as I have a lot, but do not wish to delete. It would be good to have the option of creating folders (month, year etc) in which to systematically archive sessions for easy access. That would make Heidi just about perfect!
Autopilot
Merged in a post:
check box feature to check off notes that are finished and hides them from view but not delete them
Gaiana Bretana
a way to remove a session off view but not necessarily delete it incase it can be referenced in the future (ie. a way to archive notes that are finished)
Autopilot
Merged in a post:
Archive sessions but maintain data for later
Feraz Rahman
Heidi does not integrate with my EMR. Currently I delete my notes after i copy them into the EMR. I noticed Hedi can store the patient for better info on future visits. However, if I don't delete them they pile up and it is hard for me to find the new ones. Is there a way to "archive" notes after I am done with them so they don't show up on my main page?
K
Kirsty Dickinson
Yes this would be great, as I've got a huge amount of transcripts.
Anya Sharma
marked this post as
under review
Autopilot
Merged in a post:
Adding an Archive folder
J
Joey Tsai
I'm wondering if we could have an 'archive' folder instead of deleting the session? This just makes the working column more neater and easier to see which you haven't actioned yet.
Thank you for looking at this post :) Have a great day!
K
Katie Como
Yes!
Load More
→