Changelog

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:

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

2. 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)

3. 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:

1. Start a new session
2. Locate and copy previous notes
3. Paste copied notes into the Context tab
4. 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.