Return the ability to add future encoutners
A
Adam Cohn
Previously I was able to place a screenshot of tomorrow's or next week's patient list and have the encounters created. This disappeared suddenly this week without explanation. Please return this feature.
Autopilot
Merged in a post:
Add upcoming sessions feature
K
Keith Christian
The feature does great at taking a screenshot and making the appropriate appts for future days. However when my patient is listed (last name), (first name); it doesn't recognize that I have the same patient saved as (First name) (Last name). Can we let the AI appropriately suggest the correct saved patient regardless of how their name is listed?
Heidi Team
Thanks for flagging this — I can see how losing the ability to create encounters from a screenshot of a future patient list would be really disruptive.
Just to make sure we capture this clearly for the team:
1) When you paste the screenshot now, what happens instead (no encounters created, error message, or it only creates same-day encounters)?
2) Are those future appointments coming from a calendar screenshot, or a list from your EHR/practice software?
3) If you can share a screenshot of the patient list format you’re pasting (with any sensitive info removed), that’d help us pinpoint what changed.
We’ll share this feedback with the product team — especially since bulk session management via screenshot/appointment lists is a key workflow in the browser.