Feature Requests

We would like our task lists to be shared by pur admin staff. For example, if I was to create a task such as ordering an item or creating a referral letter, I would like to be able to assign that to a particualr team member or my admin staff, rather than myself.

The ability to invite team members to collaborate on your tasks related and unrelated to patients similar to Notion's @ feature

Hi there, it would be good to have a better administrator toolkit for teams/together/enterprise customers, such as resetting passwords, authentication methods etc. Especially for bigger teams it'll be much easier to have the administrator(s) do this, rather than having to go through Heidi support which often involves a wait time.

I am trialing Heidi in my clinic and was disappointed to find out that the Cliniko integration is only available for Australian accounts. It would be beneficial for my team if the integration could be extended to New Zealand clinics as well. This would streamline our workflow and make it easier to manage our operations.

As a Team Owner, I want to be able to delete sessions from Team Members and terminate their accounts, resulting in their login no longer existing, rather than having them down-graded to free accounts and their sessions still existing. This is so that when we off-board staff from our organisation we can properly terminate their access to client information.

I need to share templates with specific team members rather than the entire team. This feature would allow only authorized individuals to access and edit templates, ensuring security and consistency. It would be beneficial for small groups working collaboratively on template changes.

As an IT Officer managing multiple practices, I need access to each practice to oversee usage and manage users. I won't be using the product myself, but having access to multiple practices would streamline my management tasks.

While using the Heidi Health desktop app, I find it inconvenient that I cannot multitask without affecting the session. It would be beneficial if the app could function like MS Teams, allowing me to have other screens open without impacting the session. A potential solution could be to have Heidi Health automatically appear as a small window that remains in the foreground when a session is in progress, even if I switch to another screen.

I often collaborate with other therapists like Speech Pathologists and Occupational Therapists. Currently, Heidi seems to be designed for one patient and one therapist. It would be beneficial to have a feature that allows for team collaboration meetings with multiple professionals and no patients. This would greatly enhance our ability to work together effectively.

Limited access for Medical Assistants to access notes and help them generate responses based on notes.