Link all sessions without pasting into context box
planning
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A
Andrea
Merged in a post:
Client Chart (memory for each client) - goals, dx, snippets!

Haley S
Would love to have a place that all of the clients notes can be stored under one "chart," and for every new note to have the context of the "chart." In the chart items like goals, diagnosis, (and a "therapist only" admin notes section) can be stored that the created note can pull from so I don't have to go in and add these things each session.
*Also to be able to apply the "snippets" feature within each client's chart for separate personalization. This would be amazing!!
J
Jennifer Hill
Yes! Having individualized memory for each client so I can reference goals, diagnoses, etc. would be so helpful!
P
Patrick Kee
I agree. Being able to link all the sessions will enable better continuity of care. Even after transferring old notes to the Context box, there is a risk of data loss in translation.

Theo from Heidi
Merged in a post:
Select multiple notes for same client in order to generate a progress report or summary over time
S
Sarah Sproule
To be able to select multiple notes for the same client and generate a summary of the progress of the course of treatment (rather than just one session) so it can be given to a client or sent to their next clinician

Theo from Heidi
Merged in a post:
Transferrable Context
F
Frances Sanchez-Duverge
It would be helpful if the context could remain the same within a specific patient's chart, rather than having to add context every session.

Theo from Heidi
Merged in a post:
Linked report writing capability
N
Neil Carter
I would like the ability to be able to have a report template that references data back through past linked sessions of a client. Rather than the need to copy transcripts into the context tab.
This would streamline report writing immensely
T
TF PHYSIO
please make sure we can make letters or generate output from linked sessions for a client. it would be great to be able to select all or untick some sessions (if something confidential was discussed etc).

Theo from Heidi
Merged in a post:
Link previous visit to recent visit to flow of information
A
Arvind Sahu
Could you please let us know if this feature will be launched soon? It would greatly enhance patient care if information from prior visits could seamlessly link to new ones, ensuring continuity in treatment plans and data flow. This is especially critical for oncology patients, who often have multiple visits within short timeframes, allowing for a more streamlined experience without the need to repeatedly re-enter the same information.
B
Benjamin
This feature would be excellent, but is there a way it could be implemented without keeping all the transcripts? I would love to have my client's previous notes to be pulled as context into new notes, letters etc. However, I want to keep my existing settings that involve deleting transcripts after a day.
D
Dave Camfield
I couldn't agree more - for those of us needing to write several 6th session review letters per week, it's too clunky cutting and pasting into context fields
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