Folders to organize favorite templates into categories
M
Michael Nelson
I would like to have the option of placing template favorites in groups. For example my clinic has a certain protocol on diagnosing ADHD that requires at least three visits and a formal letter. I would like to have an ADHD folder that I can click on that has all 4-5 templates in it easy to find and select. I think this would be helpful for all the well-child exams that are templated. Basically the more I use Heidi the more templates I make and like to use and now it is to the point I need organization.
Anya Sharma
Merged in a post:
Archive folder for seldom used templates, allowing the template finder to be tidied up for easy access to frequently used templates
Joseph Earles
Anya Sharma
Merged in a post:
Hide Heidi created templates
D
Dr. Jessika Mayes
It would be good to hide, or delete Heidi created templates. even with marking my templates as favorites, the list I have to filter thru when not wanting to use my default is so long, especially on the widget... it's very frustrating
Anya Sharma
Merged in a post:
Vorlagen nach Namen sortieren
G
Gabriela Fritsche-Funk
Liste der Vorlagen nach Namen sortieren.
Anya Sharma
Merged in a post:
Template selection organized by recent use
H
H Jalal
Hi, I'd like to be presented with templates according to when they were last used. For example I might run clinic 1 on a Monday and see patients all following template A that day, I don't want to scroll down or search for it every time. Then the next day, I'm mostly using template B - I want that to be the first choice.
Hope that makes sense!
Anya Sharma
Merged in a post:
Organise templates
A
Andrew Noble
I would like to be able to organsie my templates more logically, I am using the enterprise version and I would like a file structure to keep my templates and also to share across the service. For instance I would like to file templates according to workstreams so other members of the team can find these instantly. At the moment the template area is a bit of a jumble.
A
Amanda De Cesare
Currently, favourite templates are listed in the order they are starred, with no option to rearrange them. This creates friction when new templates are added, especially if users want to group similar templates together or reorder based on frequency of use.
Request:
Please enable drag-and-drop functionality (or any other method) to allow users to manually reorder templates within their favourites list under My Templates. This would significantly improve usability by:
Allowing grouping of similar templates (e.g., all reports together, referrals together etc)
Reducing the need to un-star and re-star multiple templates just to reorder
Saving time and improving workflow efficiency
Thank you for considering this enhancement!
C
Cameron Mackay
Agreed. Being able to organise templates in folders would be great.
Autopilot
Merged in a post:
Folders
S
Shqipe M
It would be great if there was an ability to create folders to put files in so they can be grouped.
A
Amanda Brisebois
I also am looking for this! I have different buckets of work that I do and this would be very helpful!