Feature Requests

prompt to mark task referral task as done if the related referral has been generated in the next tab.

Adding an option to choose where files are saved and in what name format when exporting from the web version. Defaulting to “Downloads” mixes patient files with unrelated documents. A “Save as…” dialogue or configurable default folder would improve workflow. It would also be very useful to let users decide which elements go into the file name (e.g. surname, first name, date of consultation).

When I link to a previous session with the same patient details , I wouls like it to take thepatient details and GP details already dictated and put it automaticaly into the new session

direct way to link multiple sessions to generate a single report

Upload PDF or other information and have Heidi AI be able to process the data and summarize or extract content from large files

It would be very helpful if Heidi could use better OCR to read uploaded documents (for instance, a scanned discharge summary) that are scanned images rather than structured data in order to add information from these documents to notes. The uploads have failed to work for every instance I've attempted.

adding in capacity to "paste" a screenshot into context- sometime investigation results/specialist letters are in "image" format, and can not be copy pasted.

Exported Document date should be session date (in filename) instead of date of export

a button that would automatically push the notes to a webbased EHR so we dont have to copy/past each note. The EHR is on chrome. It is Optimantra.

Heidi defaults to American spelling of many commonly used words (e.g., behaviour vs. behavior). It would save me some time if I could specify in settings that I would like to use Canadian English