Feature Requests

The column that shows all the sessions should have, on the right side, a checkbox that remains unchecked unless all the tasks for that session are done. Once they are done, then the box gets a checkmark - perhaps in green. The goal is to make it much easier to see if tasks for a specific session are done just be scrolling down the list of sessions

I do not have Heidi integration with my EHR so I still have to copy/paste notes into my EHR. Sometimes I get sidetracked and forget to go back, resulting in messages a few days later from the billing team asking me where my note is, so I've been manually creating a task in Heidi to remind me document my note with each visit. (side note: my EHR is pretty terrible and does not have a good system to track notes needing to be done.) I would love an ability at the user level to create automatic tasks that show up each visit or have the ability to create tasks that will show up based on the note template selected

Could you include task list and when they are recorded as completed to the note?

Having the task box appear side by side means that both panels become unreadable/useable Not a useful/practical layout > would recommend above/below for consultation notes/tasks display

Sometimes you want to add a task without verbalising it in the session. It may be helpful to have a manual add task button that will always add a task no matter what (rather than always waiting till the end of the session when the note is generated)