Hi Heidi Health team,

I wanted to share a feature suggestion related to the patient profiles area.

I currently use separate practice management software (e.g. Halaxy) alongside Heidi, and one gap I've noticed is there's no way to see whether a session note has been saved or transferred across to my external software. As a workaround, I've been manually naming sessions with labels like "pending" to track which notes still need to be actioned — but this is time-consuming and easy to lose track of.

It would be really valuable to have a status indicator attached to each session note, for example:

In Progress — note has been generated but not yet reviewed/edited

Completed — note has been reviewed, edited, and is ready

Saved to PMS — note has been transferred to the external practice management software

This would make it much easier to manage workflows across platforms, particularly for clinicians running busy caseloads who need a quick visual overview of where each note is up to.

Thanks for considering this — I think it would be a useful addition for a lot of practitioners.