Feature Requests

Real time, live visit interaction feature
I recently trialed Open Evidence and one feature stood out immediately as a major differentiator: live, in-visit clinical guidance. During a visit, I could type questions such as “What questions should I ask next?” or “Is anything I recommended incorrect or missing?” and receive real-time, clinically relevant prompts while still with the patient. This functionality meaningfully improves visit quality, not just documentation. It supports clinical completeness, reduces cognitive load, and acts as a real-time safety net without interrupting workflow. Importantly, it is usable during the visit, not retrospectively. This is currently a gap in Heidi. Heidi is excellent as a documentation tool, and I have been loyal to it for that reason. However, without real-time, in-visit guidance, Heidi functions as a passive scribe rather than an active clinical support tool. Open Evidence is already offering this capability, and it is free. From a user perspective, the question becomes: what keeps clinicians from switching if this gap remains? I strongly recommend prioritizing a live visit interaction feature, where clinicians can: Ask what additional history, ROS, or counseling points may be appropriate in real time Sanity-check recommendations before the visit ends Receive prompts without breaking eye contact or workflow This type of functionality aligns with how clinicians actually think and practice, and it materially affects care quality, not just note quality. Adding this would significantly strengthen Heidi’s competitive position and long-term clinician loyalty.
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Tasks are a bit out of control. 'Select all' delete feature please?
Hi Guys - I'm still having a problem with this whole task thing. It's way too sensitive but I like the idea in principle. I currently have 11 pages of tasks that are useless and I can't easily delete them in bulk (this is after deleting at least this many as i go through patient notes). Can we please have a "select all" option on the task list page to help cull them? I can't keep up with how many I have to delete but would ideally like to keep the feature running if it improves. Currently I am spending frustrating time searching for the 5-10% of the tasks that are useful and deleting many useless ones. Ideally an ability to stop Heidi making so many redundant tasks with some sort of custom filter would be great too please. Any time I tell the patient I'm going to do something within the session it creates a task- 80-90% of the time it's something I'm just about to do- ie it is completed before the transcript completes but I still have a task created. I'm routinely getting 3-5 tasks for patients when there's nothing for me to ACTUALLY do after they leave. Some of the common examples- ** "I will print these exercises off for you" should NOT be a task (I have SO many of these) ** "Book in to see me again next week" should not be a task for me (I have so many of these). ** Clinical plans should not be a task - they should be in the plan section of the note: eg: "If your nighttime pain isn't settling we can speak to your doctor about medication". This should not be on my task list, it is a plan for future appointments. "I'll write a letter to your doctor in case you need to see them because your nighttime pain hasn't improved" - that SHOULD be a task because it's something I've said I will do.
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