Currently it appears that Heidi ignores previous notes despite efforts I make in template to review previous notes. I thought it would be a given.

Currently it is painful to have our own medical software plus heidi and having the time to attempt to hydrate fields in one, let alone two programs.

It would be good as a simple measure that Heidi would understand to review previous contacts for simple data like, diagnosis, job role, etc that can be brought forward.

The only way to do this and where it was unfortuantely working well was cutting and pasting the entire notes history from Zedmed and pasting it to Heidi context.

Once the fields were populated, despite having that history in previous notes, no attempt is made to obtain that data in the consult. So the only connection appears to be 'have I seen this patient before = yes => consult number becomes x+1

Beyond that there is little value in the connection unless it is explicitely asked as a task. This does not appear to be automatable.

Heidi helpfully suggested I populate the patient data fields.

I would ask, if I do that when I first meet the patient, why does heidi not do that automatically?

I will manually select the name and can correct issues being parsed from transcript to patient details as a one off to become canon after which the patient details can become master, but it doesn't do it at all. There must be a way to allow heidi to do from previous notes when requested in template, the same that it does if that data is pasted to context.