Bulk session upload - default templates
Steve Morrison
Would be great to assign default template to bulk sessions when importing. When I have multiple different clinics, I would use the same template for that whole clinic but may be different for another. In the screen where you confirm patients to import would be good to be able to assign templates there. Also would be good to be able to link to existing patients in this screen so you dont have to click through each note to connect them to their profile.
Autopilot
Merged in a post:
Batch upload
D
Daniel Fenton
Heidi is amazing as analyzing documents and summarizing the data from them. I want to upload documents to Heidi Evidence and have Heidi sort the data by patient, summarize it in a compact (succinct/taking little space data wise) format, and move it to the patient record in Heidi. If there is any ambiguity, Heidi can ask for clarification, identify discrepancies, etc, prior to integrating the data.