Filter sessions
S
Simona Manescu
It would be very useful to be able to filter the sessions by patient name. Other filters like date would also be useful.
Autopilot
Merged in a post:
Filter session list by status
J
J. David Gainey
Allow filtering the session list by status indicators. The user wants to be able to filter sessions by the following statuses: Draft, ASAP, Complete, and Sent. Currently, statuses exist on sessions but there are no visual indicators or ability to filter, making it difficult to manage sessions efficiently. Previously, the user deleted sessions once complete, but with statuses they could keep the sessions for future reference on the patient's file.
Heidi Team
Thanks for the suggestion, Simona Manescu — this is really helpful. Being able to filter sessions by patient name (and potentially by date as well) would definitely make things smoother. I’m sharing this with the team for review, and we’ll follow up if we need a bit more context on your workflow.