Feature Requests

Make sure that as you are editing a template it auto-saves or updates. I just spent like an hour editing a template but then my cursor just clicked out of the pop op window and it automatically closed and the data was lost? Guh!!!! And if it isn't going to auto-save at regular intervals, then you should also be able to save it without the save button closing the window.

Hi, I would like the feature where I can modify/edit a generated note/document, and when I do that, it modifies the template instructions to include my edit in the future. I know you have this ability with a 'sample' generated document, but if you could include this on actual generated documents, it would provide the ability to continuously tweak and refine the template until it is perfect. Thanks.

I would like to have the option of placing template favorites in groups. For example my clinic has a certain protocol on diagnosing ADHD that requires at least three visits and a formal letter. I would like to have an ADHD folder that I can click on that has all 4-5 templates in it easy to find and select. I think this would be helpful for all the well-child exams that are templated. Basically the more I use Heidi the more templates I make and like to use and now it is to the point I need organization.

I have tried to instruct in my consultation template to do the assessment/plan in full sentences, not point form. However, it still comes out in point form.

Can we have a Meeting notes template in the free version for Veterinarians please

I have fillable PDF forms that Heidi isn't converting into templates due to security settings, even though fillable is allowed. It would be helpful if Heidi could process these security-protected PDFs as fillable templates without needing advanced Adobe features to convert them.

Appointment title/classificatioin - Heidi should apply the appropriate treatment description and note automatically, based on the record it hears.

When I copy and paste the generated notes into my EMR, asterisks appear, which I have to manually remove. I need a solution to prevent asterisks from appearing in the copied text, ensuring a clean transfer to the EMR.

I WANT TO HAVE A FEATURE IN CONTEXT NOTE WHERE TEMPLATE FOR CHEAT SHEET FOR DIFFERENT PROCEDURES CAN BE SAVED. WHEN WE SELECT THAT TEMPLATE AND FILL IN THE BLANK AND CHOSE THE NOTE TO BE CREATED, IT CAN BE DONE. THIS WILL MAKE ASSISTANTS JOB EASY AND THEY WILL NOT MISS ANY FINDING