Feature Requests

The customer primarily uses Heidi on the Desktop app and finds the Patients feature to be a significant improvement. Their request is focused on streamlining workflow by reducing navigation steps when starting a new consultation for an existing patient.

The user wants to be able to cut and paste patient demographic details from a table (e.g., from an EMR) in one go, and have this information automatically transferred to the patient profile. This could be implemented via the Context box or the additional info box on the patient profile, allowing bulk data transfer rather than manual entry.

Hi Heidi Health team, I wanted to share a feature suggestion related to the patient profiles area. I currently use separate practice management software (e.g. Halaxy) alongside Heidi, and one gap I've noticed is there's no way to see whether a session note has been saved or transferred across to my external software. As a workaround, I've been manually naming sessions with labels like "pending" to track which notes still need to be actioned — but this is time-consuming and easy to lose track of. It would be really valuable to have a status indicator attached to each session note, for example: In Progress — note has been generated but not yet reviewed/edited Completed — note has been reviewed, edited, and is ready Saved to PMS — note has been transferred to the external practice management software This would make it much easier to manage workflows across platforms, particularly for clinicians running busy caseloads who need a quick visual overview of where each note is up to. Thanks for considering this — I think it would be a useful addition for a lot of practitioners.

Enable searching sessions by the session name (which typically contains the patient's name). When a user types a patient's first name, last name, or full name, the search should pull up the corresponding session. This is important because not all clinicians save patients into the Patients section, and searching by symptom keywords is inefficient for finding specific patients.

I would love for Heidi to be able to insert a table. Right now, she just spaces info with line separations instead of an actual table. ex: | category 1| category 2| instead of an actual table.

It takes too much time to go to context for each patient and tick to include previous sessions as context. I'd like there to be a global setting that I could toggle on to include the last x number of sessions for all patients. I already found it wastes time to have to do this for each patient session, but since an update yesterday I now have to click the calendar icon and then tick each session, it wastes even more time.

Would like to have the option of dark mode for the screen

Can we please have a way to pre-chart for future appointments on the schedule tab? You are not integrated with my EHR. It would be nice to prep the next day's patients chart rather than copying and pasting information the day of.