Heidi’s Tasks feature helps you stay on top of patient follow-ups by automatically pulling action items from your session notes into a central task list. Whether it’s ordering a test, arranging a referral, or scheduling a review, your tasks are organised in one place—reducing admin and helping ensure nothing gets missed.
What You’ll Learn
How Heidi identifies and manages tasks during your sessions
How to use your in-session and master task lists
How to edit, categorise, and filter your tasks
Common questions and troubleshooting
Getting Started with Tasks
During a session, Heidi automatically identifies action items from your notes and adds them to a dedicated task list within the same session. You’ll see these suggestions directly next to your generated note.
You can:
Mark tasks as Done
Delete irrelevant ones
Edit the title or category
Manually add tasks if needed
Managing Tasks In-Session
View suggested tasks alongside your note
You can show and hide the tasks panel by clicking the tasks button in the bottom right of your note. This will display a count of how many tasks have been completed.
Mark tasks as done
Simply click on the checkbox on the left hand side of the task to tick it off when completed.
Manually create a task
If there's something additional you want to remember to do, simply click "new task" and you can add a custom task, and assign a category to it.
Edit a task
If you want to change something about the task, you can click the title to change it, or click the category to select a new one.
View task evidence
Each auto-generated task links directly to the part of your transcript it came from. You can view the evidence by clicking on the soundwave icon of a task.
This allows you to instantly reference clinical details and understand why Heidi created the task for you.
Delete unwanted tasks
If you don't want a task, simply click the trash icon and the task will be removed from your session and your master task list.
Master Task List
Tasks that aren't marked Done or are deleted during a session are automatically saved to your Master Task List which is accessible from your side navigation.
From here, you can:
Click on a task to view the details of it
View tasks across all patients and sessions
Filter by:
Status (To Do, Done, Archived)
Category (Order, Coordinate, Communicate, Document, Action)
Date or keywords
View archived tasks that were inactive for 30+ days (with option to restore later)
This ensures your follow-up list stays manageable without losing track of important items.
Categories and filtering
Each task is automatically assigned a category based on the type of action:
Order: e.g. tests or imaging
Coordinate: e.g. referrals
Communicate: e.g. contacting a patient, scheduling
Document: e.g. notes or summaries
Action: e.g general tasks
You can change a task’s category anytime to suit your workflow.
Use filters to quickly locate specific tasks or follow-ups for a patient.
FAQs
Where can I access Tasks?
Tasks are currently available on Heidi web only.
They are not yet supported on the desktop or mobile apps. Use a browser to manage tasks.
Are my tasks shared with my team?
No. Tasks are private to your account, even if you’re in a team workspace.
Can I use Tasks without audio transcription?
Yes. But auto-generated tasks require a live transcript.
You can always create manual tasks, even without audio.
What if a task is wrong or unnecessary?
You can delete or edit any task, whether it’s suggested or manually added.
Where are my coding suggestions?
Click the “Codes” button next to the Tasks panel to access ICD-10 and SNOMED code suggestions.
Can I turn off the Tasks feature?
Tasks can’t be turned off, but you can collapse the panel by clicking the “X” in the top-right corner.