Link, split, start, tidy sessions simply

Heidi Team

December 18, 2024•6 min read

Patient profiles and session linking

As more clinicians make Heidi the centerpiece of their daily workflows, we’re hearing that you want an easy way to manage patient information across multiple sessions.

With patient profiles and session linking, you can now create, update, and organize a patient’s information under a single customizable patient identifier. You might think of this as a patient “file” within Heidi.

Patient profiles and linked sessions make it easy to group, access, and edit previous sessions. It also streamlines the process of asking Heidi to utilize historical patient data in notes for follow-up sessions or document generation.

Here’s how it works:

Create a patient profile by navigating to a session, clicking the session name box, and choosing a patient identifier

Link, split, start, tidy sessions simply

Use the link button to link sessions from your list to the patient profile (new sessions can also be directly added to a patient profile)

Click a date within a patient’s profile to view and open previous sessions

Adding past visits to a current session

When conducting follow-up sessions or writing a report/treatment summary, you may find it helpful to bring in context from a patient’s previous visits. Linked sessions make this process much easier, as previous sessions can be stored under a patient’s profile.

To add context from previous visits:

Start a new session
Locate and copy previous notes
Paste copied notes into the Context tab
Start transcription

As you proceed, Heidi incorporates the contextual notes you added, distinguishing between past and present content.

Please note: We’re working on features to generate a pre-chart summary and automatically incorporate past session details into notes or documents.

Read our Help Centre article for a full overview of patient profiles and session linking, along with tips for maximizing contextual notes with Heidi’s templates.

Split screen

You can now split your screen within Heidi to view and work with tabs side-by-side. For example, you might like Context open on the left and Transcript on the right. Or, you could have a session Note open next to a Referral letter.

To configure the split screen for any of your tabs, simply right-click on a tab you want open and select the left or right option. Click and drag the center separating line between tabs to adjust the size of each window.

Start sessions faster

We’ve done away with the old start screen and replaced it with…nothing.

All the options from the previous start screen are available via the top menu bar in the Sessions screen (like Voice, Brain hemisphere, and Language. So now, to start a session, change any settings if needed, then hit Start Transcribing.

Quickly delete empty sessions

There are lots of reasons you might end up with empty sessions stored in your list. Rather than deleting them individually, you can now simply press the Tidy up button at the bottom of your sessions list and Heidi will automatically delete any empty sessions.

Sessions are only considered empty if they contain no information whatsoever. So you can rest assured that you won’t lose any important patient info when using this feature.

Papercuts

Improvements

Documents from Dictation now generate with the default Brain setting (previously auto-defaulted to Left Brain)
Added 2 new date formatting options in Memory: Month DD YYYY (September 29, 2024) and Mon DD YYYY (Sept 29, 2024)
Implemented global consent and data retention preferences for Teams. Admins can now change Team settings to require a patient consent pop-up at the beginning of each session. They can also schedule automatic deletion of Team members’ sessions after a specified period of time (1 - 90 days)
Cliniko integration now automatically loads patient schedule
The preferred data format (set in Memory) now populates throughout Heidi, not only in notes and documents
Context additions now auto-sync to the database, so they’re included in subsequent note or document generations (without manually syncing newly added data)
Australian English and Canadian English added as a spelling option in Memory
Made the description for the Match exact case setting in the Find & replace menu clearer and easier to understand
Reinstated visual microphone sound tracking before commencing a session, ensuring users are immediately aware of any microphone issues
Added an explainer pop-up notifying users why a note is auto-generated after a session with a document as the default template (because the document is generated from the core information in the note)
Added labels to the Copy, Find & replace, and Create snippet icons that appear when a user highlights a portion of text in a note or document
New Zealand added to the dropdown list of countries in the onboarding flow
Default visibility for new user-created templates changed to Only me (rather than Community), to prevent unintentional sharing to the Template Community

Fixes

Fixed a bug preventing some users from closing the template editor modal
Fixed an issue generating incorrect dates for events listed in notes (such as the date of an operation or scan)
Stopped the Copy/Undo/Redo buttons blocking text in the Context tab
Resolved a bug causing issues emailing Notes and Documents directly from Heidi for some users
Fixed a bug preventing a Team Admin from inviting Members to their team
Resolved an issue causing notes to intermittently disappear
Minor bug fixes for Medical Director integration
Fixed referral links for Heidi Referral Program (were temporarily not working)
Fixed an issue preventing the use of dot/full stop (.) in the Find & replace feature

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