Feature Requests

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

Can you add the ability to select mutliple notes and export them individually as separte PDFs?

You would like the ability to choose "he" or "she" for each patient note, rather than having "they" used automatically. No further details required for the second suggestion about changing "reports" to "c/o (Complaints of)".

Currently, there is a lot of initial, and ongoing "tinkering" required to become a proficient user. Rather than the user needing to make their own specific templates, there could be a more interactive way for Heidi to get to know the users style, with the end goal of Heidi automatically detecting the type of encounter, selecting a note type based on the encounter, and formatting the notes based on user preference. I envision a tool called "Learn My Style" or "Let Heidi Help", where Heidi has a conversation with the user to build a "master template" behind the scenes. This conversation would be similar to a conversation with a new, human transcriptionist, to explain how you want the notes done. Heidi could save answers to questions like "What kind of encounters do you typically have?", "Do you want the patient's medication list included in every note?", "Do you want the physical exam documented in bullet points, or some other format?", and so forth. After the initial conversation, like a human transcriptionist, Heidi could solicit feedback via pop-up message after a few dictations. Or there could be an occasional pop-up 5-star rating system with some specific questions (eg "Do you like the style of the history section?", "Was there enough detail in the treatment plan?", "How can I make this note better to suit your needs?"). I think some new users find the onboarding, and template-making process to be intimidating, and very time consuming, and thus a barrier to getting started at all. This sort of tool might help solve that, and attract new users.

I would like to have my lab results in chart or table form for ease of viewing and for comparison.

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

I often need to create a document from all my client notes without downloading each session individually. This feature would save time and effort, especially since I see clients frequently and need to compile notes for progress reports. It would be a significant improvement to have this capability in Heidi, as it is a determining factor in my choice of software.

Please add the same feature to individual plans as well. I see a lot of patients throughout the day and would like to be able to tag them as well. Like if I reviewed the note already but just needs to be copied etc. I know this is in the practice plan; it should also be available for individual paid plans.

The user would like the ability to automatically add a disclosure message to all notes. This helps with consent and policy compliance.