Bring Ask Heidi Results Forward to Next Visit with Linked Patients
K
Kealy Mann
I would like to see the Ask Heidi prep notes visible again when I start a new chart note for a linked patient. We can't move back and forth between previous notes while Heidi is transcribing, so it would be helpful to see the prep notes during the follow up visit.
Heidi Team
Thanks for sharing this — that makes a lot of sense, especially when you’re doing multiple follow-ups a day and can’t jump back to prior notes while Heidi is transcribing.
We’ll share this with the team: bringing forward (or pinning) the prior visit’s Ask Heidi prep notes when you start a new chart note for a linked patient.
A couple quick questions to help us understand the best workflow:
1) Where would you want those prep notes to appear in the new visit (e.g., at the top of the note, in the Context tab, or as a collapsible panel)?
2) Should it automatically show the most recent linked visit’s prep notes, or let you choose which prior visit to pull from?
3) Are you using Ask Heidi prep notes mainly from the Chrome Extension/EHR integration, or from the Heidi widget?
If you have an example screenshot of what you’re seeing today vs. what you’d like, that’d be super helpful too.