Generate a single document from all client notes
M
Madeleine Yale
I often need to create a document from all my client notes without downloading each session individually. This feature would save time and effort, especially since I see clients frequently and need to compile notes for progress reports. It would be a significant improvement to have this capability in Heidi, as it is a determining factor in my choice of software.
Created by Autopilot
Autopilot
Merged in a post:
Print Out all notes
G
Guy
User request if we print all of the notes within a specific client’s file at once, rather than having to print each note individually.
Autopilot
Merged in a post:
Progress Report
T
Tayla Rodd
To be able to generate a progress report based on all the visits rather than just 1 or 4 ( using the context feature). I.e integrating initial consult assessment findings, sessions notes etc into report