Feature Requests

Request for a single, dedicated page per patient where their entire medical history is pre-populated after the first visit. This would allow clinicians to easily find previous entries and add new dictations, streamlining workflow and improving access to patient information. No further details required.

It would be helpful to be able to archive or "check off" notes for sessions that have been copied and completed so when my list can be decluttered during shifts where I see 20+ patients.

As a speech therapist working regularly with the same clients in neuro rehabilitation, I would like to be able to link sessions to a client and Heidi for then be able to comment on progression, long term goals or comparison to previous sessions/performance

Firstly, the context box is FANTASTIC. I absolutely LOVE that I can indicate there the client's diagnoses and summaries of their goals for treatment so that I was then able to indicate in my template that when Heidi is noting progress or lack thereof, I was able to successfully get it to reference them in the context box! Incredible. Expanded patient profile ideas: Diagnoses that can be pulled from the same list already integrated Import client specific tasks not yet indicate as completed and the date it was created (then I could add a task for the client saying, for example, they need a signed ROI, and when I create the session I can see if they have incomplete tasks and manage it that way) Always include or exclude past 3 sessions I'm sure I'll think of more but you get the idea! Thank you for your consideration!!

Ability to import all the patients in a clinic via a simple csv file with 2 columns. 1st column with their name and the second column that allows some brief text to insert into the context for that patient. Currently having to manually insert all my patient names as a new session at the beginning of my clinic and add some brief context about each patient. A simple upload of a csv file with this information would be tremendous!

The new popup is frustrating and disrupts workflow. Please remove it. Very few users would need to link sessions, and it’s inefficient to inconvenience everyone for such a small group.

a way to document that the note was reviewed and is approved for transposing into medical record

This would allow users to name new sessions by clicking on the desired appointment from the Calendar, and access transcribed sessions by clicking on past appointments. This is especially helpful for private doctors who do not use EMR applications.

Entering patients name is difficult as the clock is very finicky. It should be easier to tab through and enter correct time on the clock.

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.