Overview
This guide covers how to navigate and manage patient sessions in Heidi, including creating and linking patient profiles, organising sessions with status labels, and using enhanced filtering and sorting tools. You'll learn to track session progress, collaborate with team members, and efficiently find specific sessions during busy clinic workflows.
Linking and Managing Sessions
Starting a New Session or Linking to Existing Ones
Start a New Session: Begin a session as usual and stop it whenever needed.
Linking to Previous Sessions:
Choose an existing session to update or link to a patient profile.
To add a session to a patient's profile, search for the patient by name or select them from the list.
Viewing Linked Sessions
Viewing Patient Profiles: As you link more sessions to a patient, Heidi starts to build a comprehensive profile, viewable from within any linked session.
Session History: Click on a date within a patient’s profile to view a complete list of their past sessions, allowing for quick navigation.
Editing and Unlinking Sessions
Editing Session Details:
From the session dropdown, update the session's date and time if needed.
This can be useful if you need to adjust session timing for accuracy.
Editing Patient Profile:
If there's an error in a patient’s name or details, make changes to the profile, and they will apply to all associated sessions.
Unlinking Sessions: In case of a mistaken link, unlink the session from a profile with a single click.
Managing Sessions Through the Sidebar
Identifying Linked Sessions
Linked sessions have a specific icon, indicating their attachment to a profile. Sessions without links display a different icon, allowing you to link them easily by selecting from the list of profiles.
Creating New Patient Profiles
Adding New Profiles:
If you need a new patient profile, select “Create New Patient.”
Heidi will automatically suggest names based on entered details for faster setup.
Linking Multiple Sessions at Once
Batch Linking:
Select multiple sessions to link to a profile simultaneously.
Use the search bar to filter sessions (e.g., by keywords such as "chest pain") and link them to a patient profile.
Viewing Profile History: Hover over a profile in the sidebar to quickly see and access all past sessions for that patient.
Session Management Options
Unlink or Delete Sessions: From the past sessions view, you can select sessions to unlink or delete individually.
Deleting All Sessions: To remove a profile entirely, delete all associated sessions. A confirmation step is included, as this action is permanent.
Assigning Status labels to your sessions
You can assign one of four status labels to any patient session: Draft, Reviewed, Approved, or Sent. These labels help you track where each session stands in your workflow and communicate progress to your team members.
Status labels are completely manual - you choose when and how to use them based on your team's workflow. Click on any session to assign or change its status label. Team members can see all status labels but only clinicians can currently edit them.
Organising Sessions with Filtering and Sorting
The enhanced side navigation lets you quickly find sessions by filtering and sorting across multiple criteria.
Use the search function to find specific patients across your entire team, and combine filters to narrow down results during busy clinic days. The built-in refresh button syncs your view without needing to reload the entire page, keeping your session list current as your team makes updates.
Filter by status label:
Filter by Date range
Sort by Date, Name or Status
View your team member sessions for easy collaboration:
Additional Features and Future Updates
Heidi is working on adding pre-chat summaries and incorporating past session details into notes or documents, providing clinicians with a more holistic view of patient history.
If you want to pull multiple sessions history into one for a summary, it's not perfect, but we have an existing work around for adding patients past visits to current session.
Feedback and Support
If you have questions or feedback, we're here to help! You can contact the Heidi Support Team directly, or share your ideas and suggestions through our Canny Feedback Portal—we’d love to hear from you. This feature is designed to make managing patient profiles more efficient and is a foundational step toward further enhancing the clinician experience within Heidi.
Thank you for using Heidi. We hope these new tools help you streamline patient management!