Be able to reorder template list | Voters

Be able to reorder template list

complete

LESLIE CUEVAS

Would like to be able to order the templates in the list.

Created by Tom

March 27, 2024

Theo from Heidi

marked this post as

complete

Andrea from Heidi

Merged in a post:

Logical ordering of Templates

Minh Nguyen

Instead of having templates in order of creation, Heidi should allow you to reorder templates so they are in a logical order making it easier to find the templates you’re looking for

June 24, 2024

Dr. Mo Ismail from Heidi

marked this post as

planning

Dr. Mo Ismail from Heidi

Merged in a post:

Favorite templates

Anik Saha

I use 2-3 custom templates which I would like to always appear at the top of the list when creating a document. Currently I have to scroll through a number of heidi templates to get to the ones I want

June 18, 2024

Dr. Mo Ismail from Heidi

Hi LESLIE CUEVAS, and voters. I'd love to learn more about why you'd like this. Is this so you can have your most used templates visible, above-the-fold on your "How would you like your notes structured?" modal? Or is there another reason?

Gregor Nathananael Schwarz

Dr. Mo Ismail from Heidi It seems the list is ordered by frequency. One thing I don't like about this that the order then shifts over time and I may prefer a list that has the same order even if I one day or two use a template more that is usually less common. I think options such as 1) frequency based, 2) alphabetical and maybe manual sort could be nice.

Dr. Mo Ismail from Heidi

Gregor Nathananael Schwarz: Understood. We've added this our backlog. We'll pick up in due course. Even sooner if this post amasses votes! Thanks :)

Heather Wallick

Gregor Nathananael Schwarz

I agree. I see different types of patients on different days. A specific template is use for separate population/visit types. Even the ability to arrange the order of the templates ourselves.