Feature Requests

When I am manually editing notes, as a backup it would be good to be able to view the versions of the note saved by Heidi along the way, especially in the unlikely case where a note is lost.

Currently, intervention times in notes are recorded in UTC, which causes discrepancies between the actual time of interventions and what is displayed in the note. Recording intervention times in the user's local timezone would ensure accuracy, meet legal requirements, and improve workflow for users who need to document events as they occur in their local time.

I frequently forget to stop the recording and end up with 3hours or recording All my sessions are 40-50mins with patients. If it was possible to set a timer or duration of the record function that would be helpful.

Please make an option to have bullet points rather than dashes when the note is prepared. It is quite frustrating to have to reformat the notes the way I need it to be, each time. This is despite my repeated requests with the AI to used bullet points. Thanks

Heidi can pull in relevant history, labs, meds, and prior notes from your EHR, so you don’t have to pre-chart manually.

a way to remove a session off view but not necessarily delete it incase it can be referenced in the future (ie. a way to archive notes that are finished)

Used to use Freedai and it has a feature where when you are doing a f/u with a known patient, it will pull the info from your last visit and give you a summary of what you did last time, what to do / check up on this visit, what meds / doses they are currently taking, what changes you made to meds last visit etc. Its a great refresher.

When I have an existing note and I have a follow up interaction with the same patient, I need to use the prior session as context, record a new transcript and generate a new note. This new note either needs to be: Regeneration of the whole note - used if the patient was in hospital as they need a new SOAP (full doc) Update only the assessment and plan section of a note - used if patient has new lab results or call back Currently there is no easy way to do this. I would like to be able to: Transcribe a new session Easily attach a prior session as context (it took a long time to find the attachment in the bottom of the context tab. It was very hard to find) Have options to generate a full new note, or create a copy of the old note and update specific sections of that with the new transcript I have tried to do this in the existing product and it is very difficult. It requires: Finding the context tab, finding the attachment in the bottom corner Generating a new note, reviewing it (often did not regenerate sections properly. It just had the same old content) Use Ask Heidi to update specific sections with the right material Ask Heidi was really hard to use as the content was inside the text box and made it impossible to read the actual note itself.

be able to generate AI generated note or manually entered note prior to dictation (e.g. diagnosis headers) with documents uploaded on context - that doesn't change once transcription started e.g. permanent manual note space that doesnt automatically change

Using the notes generated in all the session in the previous week to generate a weekly note