There should be an area to give Heidi specific instructions to apply to all of the Notes/Documents/etc that she creates. For example, you work in a specialty clinic and want to give Heidi details on what you want the notes to focus on, and you want this to apply to every note you make (instead of having to add the details to every template you ever make and not being able to use Heidi's templates because they do not have those details). This would improve workflow significantly because it would ensure accuracy in the notes created and maintain a similar tone/voice throughout all of one provider's specific notes in Heidi, and would keep you from having to re-type the detailed instructions every time you do something in Heidi.