Feature Requests

I'd like Heidi to automatically distinguish between the practitioner and patient/client during transcription, clearly labeling each speaker throughout the conversation. Currently, it's difficult to determine who said what when reviewing transcripts. This is especially important for clinical documentation, where patient-reported symptoms, medical history, and concerns must be accurately distinguished from the practitioner's assessments, clinical observations, education, and recommendations. Requested functionality: Automatically identify and label speakers as "Practitioner" and "Patient/Client." Maintain consistent speaker identification throughout the transcript. Allow users to manually correct speaker labels when necessary. Use speaker identification when generating clinical notes to ensure information is attributed to the correct person. Support this functionality across desktop, browser, and mobile recordings, including telehealth sessions. Why this matters: Accurate speaker identification would improve clinical documentation, reduce manual editing, and minimize the risk of incorrectly attributing patient statements or practitioner recommendations in medical records.

Would be great when entering patient's name if I could simply hit Enter to accept the typed name. As it is, I have to switch to mouse to click OK.

It would be extremely useful to have an Ask Heidi assistant integrated into each patient’s record, with access to their entire clinical history rather than just the current session and a few selected sessions. This would allow us to analyse clinical progress over time, identify patterns, ask questions about the case and generate comprehensive reports based on the patient’s complete history.

Bring back the auto search and patient name match for existing patients when assigning a session. It avoids another click, which adds up when there's a whole day's worth of patients.

Recordings from remote would come up as unlabelled despite stating patient's name explicitly in recording. Would be good for recordings done with the remote to have some awareness of the context/schedule to allocate sessions.

Ability to capture declined consent. Rather than just a count of sessions, the enterprise account would like to track the total number of declined consents. Do NOT want to track patient details, but have an ability to capture the sessions that patient has consented to, number than have been declined as clinician has sought consent, or if the session is aborted (rather than close a 0sec session and have no idea).

I have used another AI tool and they have an app for the phone and in that they have a telemedicine feature which allows one to set up a number of the clinic and allows us to call from the app such that patients receive clinic number on their phone rather than my own number. Plus the best feature about it is once you call the patient it starts recording the conversation automatically and once you disconnect then it scribes the discussion and sync’s it with webpage application.

Submitted on behalf of Henry Plant ( henryp@anxiety.org.nz ) (customer asked us to submit for him because he prefers not to sign up to a third-party site). When a session is created, Heidi automatically generates a session title/summary, shown separately from the patient identifier. Henry is happy with the format, but the auto-generated title often includes private clinical information. He's concerned this exposes too much confidential client information. Requested functionality (either option): Be able to edit the auto-generated session title on its own, without changing the patient identifier. Be able to switch off automatic session title generation completely. Why it matters: Confidentiality: stops sensitive clinical details from showing in the session list. Multi-clinic workflows: clinicians who work across several clinics need to give sessions clear titles so they can identify clients.

Looking for a way to click on new session and it automatically starts to transcribe so i don't have to click another button while seeing patients. Would be so much easier!