Feature Requests

Would be great to be able to organise template lists, particularly favourites, manually or alphabetically

Problem: Documents from the library (evidence) are currently only used for evidence or clinical considerations during the session — not when creating notes/reports from a custom template. Wish: Be able to reference a document or collection from the library by name in the template (or mark a collection as “include in note generation”) so that the generated note automatically accesses it. Use: Maintain expertise — e.g. procedure-specific interpretation logic for WISC-V, BASC-3, attention and motivation diagnostics — in ONE place instead of duplicating it into each template or reloading it into the context each case. Result: Consistency across all reports, less manual effort per case, significant time savings with comprehensive diagnostic report reports. Today's workaround: manually load relevant documents into the “context” per session.

Lite version to use in organizations that require virtual desktop use. Unable to download the desktop app.

When using the Scribe in a split screen (only half the screen available), many controls become inaccessible. For example, I can't change the template type in split-screen view, and the tab bar is very small and hard to use. I used to be able to change the template from the tab bar, but I can't seem to do that anymore, or it's hard to find. Request: a redesign or improvement of the Scribe that takes into account the small screen sizes clinicians typically use.

Allow templates to reference other templates and create a master format template, enabling efficient updates and customization across multiple note types for large practices. This would streamline workflows for providers by reducing repetitive editing and ensuring consistency across documentation.

It would be AMAZING to have a checkable box within the patient details or at the top of the visit that once you mark off that the patient has consented to Heidi, it "checks'" a consent obtained box (it can be unchecked if consent is withdrawn). Maybe when it is initially selected it would add a more thorough note but then moving forward, If the box is checked Heidi can automatically add a simple consent statement such as "Patient previously consented to AI scribe" or a practice specific message to the same effect to any note template or the primary "push note." (This would basically be a super easy way to have the consent language auto templated into each note)

I paste my notes into a template in my EMR (meditech) that includes allergy and medication fields that have a fixed format and font. This requires that I change the font and font size each time I copy a note over from Heidi. It would simplify my workflow significantly if I could set the default font in Heidi to match my EHR template (verdana, 10 pt). I think this feature would be of interest to many other users. Happy to chat if of use. Thanks for considering.

AI should be able to fill out information related the Mental Status Exam without needing the therapist to explicitly add them under My additions. Overall, the current note quality for Psychotherapy is rather poor.

We're using the PDF template designer, which is really helpful. It would be ideal to have the oppotunity to have expandable fields for improving readability and printability.

itd be great to be able to add a function to"dress" a sumary or document, perhapse a choice of standard styles or a custom visual template - it's more a issue with letters and direct to patient info- but along with that incorporation of pictures/images and symbols would be nice.