Heidi Team
Thanks for raising this, Tina Hauman — really helpful to know you’re looking for an Exact + Heidi integration. To make sure we’re scoping the right thing, could you share a bit more detail: which Exact product you mean (e.g., EXACT practice management) and where it sits in your workflow (scheduling, charting, billing, etc.)? Also, what are the top 1–2 outcomes you’d want from the integration (pull appointments/patient details into Heidi, push Heidi notes back into Exact, reduce copy/paste, etc.)? And lastly, who would be using it (single clinic vs multi-site group) and how urgent/impactful this is day to day?