Can I email the session notes?
You can email your session notes through Heidi.
How can I email the consult notes?
To email your notes, click on the three dots located above the note.
Then select the option 'Send as email'.
Specify the email address you wish to send your notes to in the pop-up box
Click send.
Note: the email will be addressed from info@heidihealth.com.au so double check your spam folder.
Tip: Add info@heidihealth.com.au to your address book to ensure our emails land in your inbox every time!
How do I send the consult notes to my practice software?
To send the consult notes to your practice software you will need to copy the note and paste it into your practice software. The Heidi team are working hard on building integrations to various softwares. In the future we hope that Heidi will allow you to directly send notes to your existing practice software. In the meantime, you’ll have to copy and paste the notes.
There are 3 ways to copy notes from Heidi:
The 1st and fastest option to copy notes is:
Once you have generated your notes
Click copy on the top right corner of the text field if you’re on the desktop or iPad version.
Note: The copy button is not available through a mobile browser.
The 2nd option to copy notes is:
Clicking the three dots in the session window
Click on copy all text
The 3rd option to copy notes is through a traditional copy and paste method.
Select all the text
Right click and select copy
All three options will copy the text to the clipboard of your device. You can then go to the patient's record in your practice management system to paste the notes.
An alternative to copying your notes is by emailing yourself the notes, You can do this by following the steps above.