I use Heidi to record notes for ongoing mentoring clients. I may work with the same client up to four times a week, which means I can have around 16 separate Heidi sessions for one client each month.

I need to produce regular EOTAS progress reports based on the work completed with each individual client. Currently, every Heidi session is separate, which means I would have to open and review each session individually to produce the report.

It would be really useful to have a multi-session reporting feature where I could:

Select an individual client/patient.

Select a date range, for example 1st to 31st August.

Have Heidi access all session notes within that period, rather than being limited to a small number of previous sessions.

Ask Heidi to analyse those notes and generate a report or summary from them.

Provide the client's individual EOTAS/EHCP outcomes so Heidi can identify and summarise the work and progress relating to each outcome.

Generate the report using a chosen template or prompt.

Only use information documented within the selected sessions, without inventing or assuming progress that hasn't been recorded.

It would also be extremely helpful to have an option to combine or export all notes for one client within a selected date range into a single document.

Essentially, I need to be able to go:

Client → Date range → Select all sessions → Generate report

This would make Heidi much more useful for professionals providing ongoing mentoring, therapy, education or support where the same client is seen regularly and periodic progress reports are required.