Feature Requests

User utilizes a dual-monitor setup with EHR on the main screen and Heidi on the second. They require the session timer to be visible on the main Heidi screen (not just via PiP) to avoid distraction and maintain awareness of session duration during and after consultations.

There used to a button that said Clean Up, and it'd delete empty sessions. Why was it removed? Please bring it back

PLEASE!!! make it easier to log in. Too much clicking! Most platforms have an obvious, easily reachable LOGIN button at the top right corner of the login page. Currently, I need to either click the drop-down menu and scroll ALL the way to the bottom, or scroll ALL the way to the bottom. Docs are always in a hurry - let us log in QUICKLY PLEASE!!! Otherwise, Heidi is awesome and THANK YOU!!!

When uploading a screenshot of an EMR schedule for the Upcoming Patients feature, the system sometimes auto-detects the wrong date. Currently, there's no way to edit the date after upload — users must either redo the entire upload or manually change the date on each patient session individually. Sean is requesting the ability to edit or correct the date directly from the initial upload screen before or during the screenshot upload process, which would save significant time and avoid redundant work.

Send mass notifications to patients

Please add the ability to merge two separate patient profiles into a single patient record in Heidi. Currently, users can manage or link sessions, but there is no way to combine full patient profiles that were created separately.

The latest update of Heidi has caused issues for me. There used to be headers of dates and sessions listed under each date. Now it's all under "Older" for past sessions. Can you change it back so past sessions are under date headers? Also, the Search feature is no longer working. I rely on it to find past sessions, now when I type in the session title/name, it says "no sessions match"

We'd like to request an analytics dashboard to easily analyse platform usage and useful consultation metrics for our clinic. Specifically we'd like a metric that tracks the time clinicians spend editing Heidi-generated notes after a session ends, before pushing the finalised note to our EHR (in our case, Semble). Currently, Heidi doesn't provide visibility into this post-session editing time, which makes it difficult for us to measure the efficiency impact Heidi has had on our clinicians' workflows. Specifically, we're trying to compare: Time spent editing/finalising notes post-session (with Heidi) versus the time previously spent on manual note-taking and report writing (pre-Heidi) This data would be valuable not just for our own internal reporting, but likely for any clinic or organisation wanting to quantify time saved on documentation as a result of AI-assisted note-taking. Even an average editing time per session, or per clinician, would be a meaningful starting point. We're currently trying to gather this kind of data to support an abstract on how AI note-taking has improved efficiency in our clinic, and having this available directly within Heidi (rather than needing to track manually) would make this significantly easier.

Previously the scribe list will list patients via patient name but now its only patient identifier - please have the option for "display as" patient ID or patient name to make it easier to see patients on the list instead of reverting to PMS to check the identifying number. Unfortunately changing the identifier to "patient name" doesn't take into consideration patients with the same name

Add a button to my new session page that will copy the rendered view? When I click cmd + C on my pc and add to my EMR the bold test gets converted to having a ** before and after that word. In other words to strip all formatting on past