Patient-Specific Counseling Resource Library
S
Simon Kruijen
Establish a centralized personal repository of standardized counselling PDFs for chronic conditions (e.g., Hypertension, Diabetes, Hypercholesterolemia) or acute illnesses (Diverticulitis, Pyelonephritis, etc.). By maintaining a library generated using the latest local guidelines, clinicians can instantly deploy resources without the need for repetitive "manual" generation.
Autopilot
Merged in a post:
Create library: "Patient Advice Document", "Patient Information Leaflet"
S
Simon Kruijen
Hi Heidi,
I have a suggestion for a new feature in the "Create Library" section to help streamline our workflow and reduce redundant document generation.
Feature Title: Automated Patient Advice & Information Library
The Concept:
Currently, when we generate documents like "Patient Advice Documents" or "Patient Information Leaflets," they are often created on a per-patient basis. Many of these documents are generic and applicable to any patient with the same condition.
The Proposal:
I would like to implement a feature that automatically saves a copy of these PDF documents into a centralized, searchable library whenever they contain non-patient-specific information.
Key Functionalities:
Automatic Archiving: When a generic advice leaflet is generated, the system should save a PDF copy to a "Generic Resources" folder.
Reuse & Efficiency: Instead of regenerating the same advice for every patient with the same condition, we should be able to quickly select and attach the existing PDF from this library directly to a new patient's file.
Categorization: Documents should be tagged by condition (e.g., TDAH, Hypertension, etc.) to make them easily retrievable for future use.
Benefit:
This will save significant time during consultations and ensure that high-quality, standardized information is consistently provided to our patients without manual filing or repetitive drafting.
Looking forward to hearing your thoughts on integrating this!
Heidi Team
Thanks so much for taking the time to write this up — it’s a really thoughtful workflow improvement.
A centralized, searchable library for reusable patient advice/leaflets (tagged by condition and easy to attach to a new patient) makes a lot of sense, especially when the content is intentionally generic and standardized. We’ll share this with the team.
A couple quick questions so we understand the ideal behavior:
1) How would you want Heidi to decide something is “non‑patient‑specific” — always for certain document types/templates, a manual toggle (“Save to Generic Resources”), or an automatic check with a review step?
2) Where should these live and how should they be used — downloadable PDFs only, or selectable/attachable directly inside Heidi when generating patient docs?
3) Who should be able to access them — just you, your whole clinic/org, or shareable across teams (with versioning/approval)?
If you have an example of a leaflet you generate often (even a de-identified screenshot/PDF), that’d help us understand the structure and tagging you’d want (e.g., ADHD/Hypertension, language variants, age-specific versions).