Ability to create transcription schedule from a simple table, document or excel spreadsheet with patient names and times for consultations
Autopilot
Merged in a post:
Import Clinic Schedules from Excel or PDF
A
Andrew Scott
I am trying to add a clinic schedule to Heidi from Excel or PDF files, but it seems this functionality is not currently supported. It would be beneficial to have the ability to import clinic schedules directly from these file formats into Heidi's appointment scheduling feature, as it would streamline the process and improve efficiency.
M
M Kozminski
The session date (eg, 11/25/2025) and patient name (eg, Mr. Smith) are the most important information to be obtained from a PDF copy of the schedule
Tom
Hello Andrew Scott! Following up on this:
- What specific information or fields are included in the clinic schedules you wish to import?
- How frequently do you need to import clinic schedules, and how large are these files typically?
- Are there any specific formats or templates you currently use for these schedules that we should be aware of?
A
Andrew Scott
TomSpecifically the Patient Name and Chart Number(MRN) and the Appointment date and time. Is this functional in Europe? There a video indicating that it is in a update but when I login to my Heidi there is no option that is shown in the heidi update video/webinar
Autopilot
Merged in a post:
Ability to create transcription schedule from a simple table, document or excel spreadsheet with patient names and times for consultations
Vias Markides
Would be amazing to have this rather than having to create manual entries for patients