Integration with Genie
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Integration with genie
H
Hannah CLark
P
Paul Hamor
Hi Joe from Heidi
(Part 3/3)
OPPORTUNITIES FOR INTEGRATION
- Automated context sharing from Genie to Heidi
- Ideally, Genie could send key documents (letters, summaries, PDFs) directly to Heidi, or the doctor could choose which items to send.
- Heidi could then generate pre-visit summaries for complex patients, covering history, outstanding investigations, correspondence, and active issues.
- This would be a major efficiency gain.
- Workflow status indicators inside Heidi
Adding simple buttons like
- “Reviewed,”
- “Approved for Transfer,” and
- “Transferred”
This would make it easy for admin to track where each Heidi output sits in the process, even without Genie integration.
- Automated transfer from Heidi into Genie
Heidi could ideally push different outputs into different Genie fields: consult notes, clinic letters, referral templates, patient explainers, and transcription notes. This would remove the current triple-copy burden entirely.
- Population of Genie’s structured fields
If Genie’s API allows it, Heidi could fill structured fields such as
- Medications,
- Current Problems,
- Past History,
- Allergies,
- Smoking History,
- Social History, and
- custom checklists.
This would dramatically improve database quality and searchability.
I’m very happy to be contacted to discuss this further. There is enormous potential for improving workflow when the strengths of Heidi and Genie are combined.
Best,
Paul
P
Paul Hamor
Hi Joe from Heidi
(Part 2/3)
- Admin workflow in Genie
Admin staff open the “REVIEWED” Heidi note and paste it into Genie in three separate locations:
- a) A clinic letter using the Genie letter template (auto-populates GP and CC details, with our letterhead).
- b) A consult note, to ensure the information becomes searchable within Genie.
- c) A full transcription note, for QA and record completeness.
The reason we paste it three times is due to Genie’s limited search fields. Genie only searches Current Problems, Past History, Medications, and Consult Notes.
It cannot search inside letters or PDFs. So if important information appears only in the letter, it becomes invisible to Genie’s search tools. For database queries (e.g., all patients taking a specific drug, or all patients with a particular diagnosis), we rely heavily on the consult-note text. This triple-paste workaround preserves search capability.
- Finalisation
If the Heidi note is marked “REVIEWED,” admin staff complete the letter and send it to the referring doctor.
P
Paul Hamor
Hi Joe from Heidi
(Part 1/3)
I think you were looking for details about how we currently integrate Heidi into our Genie workflows. I’m a Respiratory/Sleep Physician running a high-volume practice, and this is how we use Heidi day-to-day.
CURRENT WORKFLOW
- Patient intake
- Patient intake
- Patients sign a paper consent form, which we scan into Genie along with registration forms, online medical history questionnaires, and referral documents.
- Preparing context for Heidi
- The doctor manually copies previous letters and recent investigations into Heidi so it has the necessary context.
- For new patients, we include the referral and any specialist letters.
- If there are many PDFs, we sometimes use Genie’s “Print a complete patient file” feature and upload that combined PDF into Heidi.
- Running Heidi during the consultation
- The doctor selects the appropriate template (new patient, follow-up, or complex/multi-issue).
- We also generate a patient explainer for handout on the spot.
- Additional Heidi outputs may be produced if the patient needs forms, reports, or onward referrals.
- Reviewing Heidi output
- The doctor reviews the draft and manually types “REVIEWED” at the end.
- We try to edit inside Heidi so the system learns from our style.
- We also add admin-action items at the bottom (e.g., CCs, chasing results, printing the explainer).
Joe from Heidi
Merged in a post:
Integration with Genie
B
Brice Serquina
The practice that I am training in uses Genie EMR. My consultant supervisor uses Dragon Medical One transcriber, but im not sure if this interfaces with Genie. She suggested for me to try Heidi (as a guinea pig I guess) and let her know if its good, as Dragon Medical is too expensive.
So far, im very happy with Heidi within one week of use, it covers pretty much everything I need with patient documentation and paperworks.
Im close to recommending it to my consultant only if it can straightaway send / export documents back to her EMR in just a few clicks.
Joe from Heidi
Hey Brice Serquina,
Thanks for the feedback -- we're integrating with Genie now and planning on delivering an integration by the end of the year.
Could you briefly explain how you're moving the documentation Heidi creates, into Genie? I.e. where you're putting note info, where you're putting letter info, etc. into the respective Genie sections?
This will help us know where exactly to put the Heidi info into Genie with a single click.
Best,
Joe
Joe from Heidi
Hi Andy Chen and Grant Cracknell, thanks for the feedback about what you put into Heidi from Genie.
To clarify, I'm also interested in learning where you put the Heidi note and/or letter into Genie, i.e. on the Letters screen of Genie, in the Consultation Record, where you enter discrete diagnoses/problems, etc.
Best,
Joe
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Andy Chen
Joe from Heidi I don't have a good way of doing it so my letter is my note.
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Grant Cracknell
Joe from Heidi I drop the notes into the consultation record then drop a checklist from that note into the letter and drop the Heidi generated letter into the body of the letter.
I also generate a summary of the consult and the plan and put it into the patient letter to give to the patient.
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Amanda Scott
Joe from Heidi I copy the notes generated in Heidi and put them into a consult notes in Genie - means I have to cut and paste the history, examination and management sections into the relevant sections of the Genie consult note. The letters I generate in Heidi I cut and past into letter template in Genie. Actually ends up being time consuming so many simple consults I'll still just generate letter in Genie from template I already have there.
Joe from Heidi
Merged in a post:
Direct Genie integration
Anya Sharma
Connect Heidi with Genie to streamline workflows.
G
Grant Cracknell
Hi Joe, I drop all that information from Genie into context after savign each piece of infoamtion as a pdf. I pdf the last letter, the GP referral and any pathology/radiology reports into context.
Joe from Heidi
marked this post as
in progress
Hey all,
Joe Kaiser, Integrations PM from Heidi here. We plan to have a Genie integration delivered by the end of the year, built into the Heidi desktop app.
The team was wondering how you all are getting clinical notes, GP letters, and possibly any codesets from Heidi into Genie in their current workflow -- specifically, where folks are pasting the clinical notes and GP letters into. Would someone be able to offer insight into the specific section of Genie where this integration would be most effective?
Thanks,
Joe
A
Andy Chen
Joe from Heidi currently I have to copy and paste all the previous notes and results into context. It would be nice if integration can grab all that data. Once letter is generated, I copy and paste it into my letter template in genie.
D
David Munday
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