Search Sessions by Patient Name
complete
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Louis Do
Enable searching sessions by the session name (which typically contains the patient's name). When a user types a patient's first name, last name, or full name, the search should pull up the corresponding session. This is important because not all clinicians save patients into the Patients section, and searching by symptom keywords is inefficient for finding specific patients.
Theo from Heidi
updated the status to
complete
Theo from Heidi
Hey Louis Do just to confirm you can search by patient name - let me know if you're still having issues at theo@heidihealth.com - we can jump on a quick call if that would help
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Louis Do
Theo from Heidi Thanks, it seems to be working today. Will let you know if I can't get it to work.
Liz from Heidi
Hi Louis, thanks for raising this with us! You should be able to search using the patient name already, but I'll have a look to see if there's something going on with the search function there. Are you always capturing the patient name in the session title? Or are you also expecting search to pull up related sessions when the patient name is only captured in the transcript/notes?
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Louis Do
Liz from Heidi I am always capturing the patient name in the session title, and I rarely search for related sessions.