Tasks
Tasks that put care first
Heidi automatically turns follow-ups into tasks, so you can focus on patients — not on scribbled stickies.
Heidi automatically turns follow-ups into tasks, so you can focus on patients — not on scribbled stickies.
From consults and referrals to routine checks, Heidi helps you see what’s next, so everything gets captured.
Track next steps in one place, across patients and teams, so you see the full care picture at a glance.
No switching tabs or juggling notes — just the steps you need, right where you work.
Keep patient care moving by staying on top of every next step — no matter how long your list gets.
Heidi picks up follow-ups like referrals and tests as you write.
See every open follow-up in one place that updates as you work.
Add, adjust, or check things off without switching screens.
Apply categories and filters to your tasks, so you can focus on what matters most right now.
Decide which follow-ups to keep visible — like quick checks or ongoing care.
Every task links back to the exact moment it was captured, so you always have the full context.
Tasks stay clear in your note, so you always know the next step for each patient.
Support continuity of care by staying on top of referrals, med reviews, and routine checks.
Deliver consistent, high-quality care with clear handovers and thorough discharge checklists.
Everything you need to know about Heidi
Tasks in Heidi automatically generate actionable items from each consultation, such as follow-up appointments or care plan reminders. These tasks are tied to specific patient encounters, ensuring you have a clear view of next steps, which can be tracked, edited, and marked as complete directly within the platform.