Feature Requests

I want something that can take not only the transcript of the patient interaction but allow me to then upload records, labs, patient forms and have those interpreted and included in the note output

Can you get Heidi to use the name entered into the patient details (title of the session) as the name in the transcript. It seems to have difficulty recognising the pronunciations of some of the irish names I use during the consultation and I end up having to manually replace the name in the final letter.

I have found setting the time for a session manually extremely fiddly to the point of frustrating. When you create a new session, it automatically sets the time as the actual one. And that is ok. However, I prepare my patients for clinic the day before. Setting the date for next day or whichever is very easy, no problem there. However, when I go to modify the time (to set the time of the appointment) it is tremendously frustrating. It often takes me a few attempts until it finally takes the change in. An improvement to this would be very welcome, Thanks.

I'd like to be able to push clinic letters created using my custom templates directly to the "letters" section of Cliniko rather than as a treatment note. This would be a better location for these documents to "land" in cliniko for general further admin tasks e.g. sending copies to GPs & patients, as well as ensuring they are in the correct section of the patient's electronic care record at future clinic visits. This is where my human PA would have added typed dictations rather than to the treatment note section - the Cliniko integration is great in terms of importing scheduled appointments into Heidi, but currently the backward integration of documents into cliniko isn't ideal and still requires some manual moving of AI generated text.

I am an Australian sole trader operating a mental health business for approximately 2.5 days a week. I generally make about $95 for a 1 hour counselling session, eventuating into about $850 a week income from my business (out of which I pay $550 per week in private and commercial rent fees). These circumstances mean that a $99 a month plan with Heidi Health would not be a justifiable expense. I would only be using the program to write about 8 notes a week. I find that Heidi Health's free templates don't quite match up with the types of interventions that I provide. The basic mental health template for a social worker/counsellor/psychologist session note, doesn't differentiate enough between relevant and irrelevant information. Recently, I have been using a free version of a different AI scribe software, specifically designed for psychologists, because of the note quality issues I was having with the free Heidi Health options. I prefer the Heidi Health layout and ease of use overall though. If I could use templates in Heidi Health that are better suited to psychodynamic and social content rather than emphasis on themes of physical health; I would have no need to use the other AI software. I'm hoping that your company may consider a small business / sole trader membership option. An option, below the pro-plan, that allows some custom or specialised templates to be used and allows for at least 60 pro actions per month. An in-between plan/membership option would make a world of difference to my practice. A plan or 'pay as needed' option that costs around $30 a month would be workable for my situation.

I'd like to see the microphone indicator within the desktop app - and also it would be useful to visible see what microphone is selected - there have been a number of times i have thought i've been recording and it hasnt.

It would be very helpful if the copy forward prior notes context could be set to default to copy 1-3 prior notes as context for every new note of a specific type (so followup notes can default to doing this). I sometimes forget to check off prior notes, so don't have context for the first generation, wasting LLM time and my time to go back and check the boxes then hit sync.

Can you get Heidi to use the name entered into the patient details (title of the session) as the name in the transcript. It seems to have difficulty recognising the pronunciations of some of the irish names I use during the consultation and I end up having to manually replace the name in the final letter.

When submitting a template to Template Community, provide reasons why a template submission is rejected.

At present when a command is given to Heidi, it generates an output in a new tab. It would be nice to be able to edit those labels. e.g. sometimes I generate 2 separate referrals to other doctors and it would be good to clear name the letters generated t