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: 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. 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. 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.
