Thank you for responding to my feedback.

1) I would love to be able to forward my medical assistant a task such as "please get authorization for MRI", "referral to x physical therapy location", "check insurance coverage for orthotic benefits", "diabetic shoe form", etc.

2) My team would prefer to receive the notifications within Heidi.

3) Definitely tied to specific patient

My medical assistant already tries to go through the tasks from the transcript but many of the tasks have already been taken care of before the patient leaves so It would be more helpful If I could send/assign the applicable ones to her directly.

Thank you again for your attention to your users.

Thanks for sharing this — delegating tasks to MAs/scheduling multiple times a day is a super practical workflow.

To make sure we capture what you need, a couple quick questions:

1) What kinds of tasks are you hoping to delegate most often (e.g., follow-up appointments, referrals, forms, labs/imaging)?

2) Should the assignee get a notification inside Heidi, by email, or both?

3) Do you want this tied to a specific patient/session (so the task includes context/links), or more like a general team to-do?

Also, if helpful context: Heidi can already support multi-user workspaces with Assistant roles and team collaboration, and it can extract tasks from transcripts — but it sounds like you’re asking for a “send/assign to a specific teammate” step. We’ll share your request with the team.