G
Guilherme Toledo
Hi Heidi Team,
I would like to request a feature enhancement for Heidi Evidence and workflow management, particularly for counselling and longitudinal care settings.
Current challenge:
At the moment, Evidence appears to work more session-by-session, requiring clinicians to repeatedly upload or reintroduce context (intake notes, assessments, relevant emails, previous themes, treatment goals, etc.). While prompts/templates help, there is still significant manual effort to maintain consistency and avoid missing relevant context.
Requested features:
  1. Persistent Client Evidence Library
A client-level evidence repository that persists across sessions and can be referenced automatically or selectively by Heidi.
Examples of items that could live in the library:
* Intake forms and informed consent
* Assessment reports (e.g., Strong Interest Inventory, EQ-i, psychometrics, WPI, MBTI, ADHD-related assessments, etc.)
* Session summaries and key themes
* Treatment/career goals
* Clinician notes or important observations
* Client emails containing clinically relevant context
* Homework or reflections
The goal would be for Heidi to reference these over time rather than requiring repeated uploads each session.
  1. Structured Templates / Program Guidance
The ability to create reusable program templates or clinician prompts that gently guide Heidi’s reasoning and outputs.
For example:
* Career counselling program structure (session-by-session)
* Clinical intake template
* ADHD-informed framework
* Assessment debrief framework
* Reflective questioning style preferences
Rather than rigid scripting, this would act as a lightweight “guidance layer” so Heidi stays aligned with the clinician’s preferred structure, tone, and workflow without excessive prompting every time.
  1. Team / Supervisor Access (Clinic Model)
For group practices:
* clinicians maintain primary access to their clients
* supervisors/practice owners can access records when clinically appropriate and consented to
* continuity is preserved if a clinician leaves the practice
* permissions are role-based
This would support ethical continuity of care while maintaining appropriate boundaries and oversight.
Use case:
I work in counselling/career development and increasingly longitudinal care. Heidi is powerful, but the current workflow requires considerable re-contextualizing. A persistent evidence library, along with structured guidance/templates would significantly improve consistency, reduce cognitive load, and enhance continuity across sessions.
Thank you for considering this feature request.