Context is a way to take down notes that don't need to be shared out-loud. Clinicians don’t say everything that they’re thinking out loud. This makes it hard for medical scribes, humans or Heidi to figure out what “really” happened before, during, or after the visit. This is why we have created the Context tool.
'Context' allows clinicians to add any extra context to the visit before, during or after. You might find yourself with thoughts during the visit you’d like to add to the Note, but don’t want to say out loud - that is what Context is for.
You’ll be able to access your 'Context' in the tab right next to your summary notes. You can write in shorthand, add thoughts, add examination findings, clarifications, symptoms, test results, reminders or action items like screening questions to considerations for specific investigations.
For example: you may take notes like:
"Patient smelled of alcohol"
"potentially lying in his answers - possibly wants stronger pain medicaiton"
These are things you wouldn't share with the patient.
Just type it into 'Context'!
How to Separate Merged Patient Sessions in Heidi
At times, starting a second patient session before ending the first can lead to transcript merging, where both patients’ notes combine into a single session. This can confuse templates and result in errors. Below is a guide to separate these sessions, ensuring each patient’s notes remain distinct.
Steps to Separate Merged Sessions
Locate Merge Point: Identify where the first patient’s session ends, and the second begins in the transcript.
Copy block for first session: Copy the part of the transcript relating to the first session
Start New Sessions: Open a new session for each patient, copy relevant transcript sections, and paste them into the new session’s context.
Label Clearly: Add headers such as “Consult with [Patient] on [Date]” to avoid future confusion.
Review and Finalise: Check each note to ensure clarity and completeness. Adjust templates if needed to suit each session type, such as Initial Consult or Follow-Up.
Read more about this quick fix at the help article here
Adding patients past visits to current session
In follow-up sessions, referencing details from a patient's previous visit can strengthen continuity and clarity in care. While Heidi Health plans to implement a system for grouping sessions by patient, an interim approach allows clinicians to bring in essential context from prior visits.
Steps to Integrate Previous Session
Start a New Session: Begin a session and locate the patient’s past session notes.
Select and Add Key Details: Copy essential points, such as observations or treatment plans, from the last visit, and paste them into the “Context” section of the current session. Label clearly, e.g., “Context from Initial Visit on [Date].”
Begin with a Welcoming Note: Start the session warmly, reconnecting with the patient on prior topics.
Customize Templates: For added clarity, adjust templates to differentiate past context from new observations.
Read more about this quick fix at the help article here