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.
Autopilot
Merged in a post:
archive completed sessions
J
John Stites
need a way to remove sessions after copied over to EMR so I now where I am in workflow, but can then use the same patient profile for their followup in the future. List is crowded with completed visits, so it's easier to delete them to feel done with my work rather than work around them.
Theo from Heidi
Merged in a post:
Recently deleted folder, Tidy Up
K
Kare
Are you able to make a recently deleted folder that automatically empties every month?
In the past when pressing the Tidy Up button it would delete empty sessions, but it’s no longer doing that. Can pressing Tidy Up delete the sessions that are too short to be transcribed or don’t have any content (sometimes I record but the patient no shows and there's no transcription in the 20 min recording)?
L
Lee Erwin
I strongly agree with introducing this feature!
Autopilot
Merged in a post:
Session Archive?
T
Tovah Buikema
I would like the option to archive sessions for 15 or so days, in case I make a mistake and need to get back in to copy and paste into my EMR. That way I can clean up my queue, but also not have to delete things forever.
A
Amy-Louise Voakes
Yes, strong agreement - over even a 'complete' button - to mark the note has been completed and transferred over to the EMR.
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)
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