Upload schedule to pre-chart future sessions
in progress
R
RJA Arp
Can we please have a way to pre-chart for future appointments on the schedule tab? You are not integrated with my EHR. It would be nice to prep the next day's patients chart rather than copying and pasting information the day of.
Rio from Heidi
Merged in a post:
Upload or paste the schedule of patients to start building sessions
S
Salil Patel
Please add a feature where we can upload or paste a group of patient names with their appt times (and appt date) to have sessions already started for a future date.
Or, better yet, build better integration with eCW.
Autopilot
Merged in a post:
Bulk Upload Patient Schedules for All Users
S
Susannah Wilson
I noticed that the Bulk Upload Patient Schedules feature is currently in beta and not available to all users. It would be beneficial if this feature could be rolled out to everyone, as it would greatly enhance our scheduling efficiency. Having access to this feature would streamline our workflow and improve overall productivity.
A
Adam Christman
why wouldn't that be available for paid users?
Mo from Heidi
Merged in a post:
Use a list to create the day's sessions
A
Adam Cohn
I would like to upload/copy&paste a daily patient list and have it autopopulate my sessions for the day. You have made it available for integrated EHRs, but my EHR is not supported. Can you add this feature for all users?
Mo from Heidi
Merged in a post:
Upload to session list from screenshot feature
D
David Chin-Shong
The upload-to-session list from screenshot feature is currently in beta. Our receptionists are eager for this feature to go live as it would streamline their workflow significantly. Could you provide an update on when this feature will be fully available?
Rio from Heidi
marked this post as
in progress
Rio from Heidi
marked this post as
planned
We're excited to announce this is live in beta for all free users. To get started:
- Navigate to the "Upcoming" section
- Upload a screenshot or CSV file to automatically create your upcoming sessions
C
Carly Cloud Floyd
Rio from Heidi I'm a beta tester but paid user- I don't see the Upcoming section you mention. Is this only rolled out for free users?
Rio from Heidi
Carly Cloud Floyd Yes - currently the feature is only live for all free users and a small portion of paid.
C
Carly Cloud Floyd
Rio from Heidi That seems like a big oversight for those of us paying! :(
Rio from Heidi
Merged in a post:
Schedule Creation Manually and Session Links
K
Katherine Herczeg
Since my EMR isn't integrated with Lobbie, it would be helpful to have a "today's schedule" that I can manually input and prechart for the upcoming patients and then be able to easily find them in the "filter" by date. That way the patients aren't all blending in on the "past sessions" area. I don't want to delete the sessions since I need them to start compiling and creating better summary data so I have to leave old sessions.
Rio from Heidi
Merged in a post:
Screenshot/picture of schedule to generate sessions
Eric Sonke
My EHR is not compatible for linking my schedule to generate sessions. Would be amazing if Heidi could allow me to take a screenshot of my schedule (which shows patient's name, age, gender) to generate my sessions for the day/week. It takes me a long time to manually generate each session
Rio from Heidi
Merged in a post:
Schedule Creation Manually and Session Links
K
Katherine Herczeg
Since my EMR isn't integrated with Lobbie, it would be helpful to have a "today's schedule" that I can manually input and prechart for the upcoming patients and then be able to easily find them in the "filter" by date. That way the patients aren't all blending in on the "past sessions" area. I don't want to delete the sessions since I need them to start compiling and creating better summary data so I have to leave old sessions.
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