'Complete' button - to mark notes as completed/transferred to EMR | Voters

'Complete' button - to mark notes as completed/transferred to EMR

Amy-Louise Voakes

Problem: Currently no way to track which clinical notes have been completed + transferred to EMR

Proposed Solution: Add a "complete" button or checkbox for each clinical note, in the 'past' list. This could be very similar to the same way that the tickbox to select multiple notes appears. Once ticked, the name of patient could still be visible but greyed out.

Autopilot

Merged in a post:

Ability to mark transcriptions as "Completed"

Chris Hume-Phillips

Given I don't get to process all transcriptions/summaries as they happen, the list on the left grows. It would be great to have a checkbox at least, next to each item, so that I can see whether I've processed that trascription/summary (i.e. checked it and transferred to patient's file).

Megan Menezes

Merged in a post:

I would love to be able to mark off my sessions as completed once I have edited and uploaded. And it would also be great to have patient folders for active patients, that we can then archive and reactivate if they come back in the future.

Leanne Benson

Heidi Team

Thanks for posting this, Leanne Benson — really appreciate the feedback. Being able to mark sessions as completed after you’ve edited/uploaded, plus having active patient folders you can archive and later reactivate, makes a lot of sense for keeping things organized. I’m sharing this with the team for review, and we’ll follow up if we need any additional details from you.

Amy-Louise Voakes

Hi Tom - this is increasingly becoming a problem for me. Is there any update on this feature request? Many thanks, Amy

Tom

Thanks for posting this, Amy-Louise Voakes — super helpful. Yep I understand the problem here (it’s hard to tell what’s already been finalised + pushed to the EMR). A “complete” tick/checkbox in the Past list with the patient/name greyed out makes sense — we’ll take a look at how best to add this and follow up once we’ve got a clearer direction.

Amy-Louise Voakes

Tom - Is there any update on this potential feature?