Last week, we released Teams. Today, we’ve improved how teams and groups collaborate. Multiple users can now generate documents from a single patient encounter.
We’ve heard it isn’t always feasible for one clinician to singlehandedly manage a patient’s documentation burden end-to-end.
You can now delegate post-encounter documentation by vesting in your Team Administrator the ability to filter for another clinician’s session view, then create / edit / delete documents from any selected session.
This is suitable for settings where several clinical and non-clinical staff may be required to document their interaction with a patient for the same episode of care.
As an Administrator with this feature enabled:
- Navigate to the ‘User’ filter in your sidebar (denoted by a stethoscope icon)
- Select a team member
- View the core note, shown in a disabled state
- Click ‘Create Document’, and proceed as you normally would
Heidi will maintain multi-directional syncing across all instances. Admin A’s document edits to Clincian B’s sessions will reflect in every user with view privileges for that session.
Administrators with this capability are unable to edit / delete the original note / document produced from the encounter; only downstream derivative documents.
