To ensure smooth communication and efficient record-keeping, you can easily share your session documents using the following methods:
Send via email: You can directly send a patient explainer document to your patient from within Heidi. The email will be sent from a generic Heidi address.
Copy text for pasting: After the visit, easily copy the notes and paste them into your EHR. Heidi has different options for copying the notes - you can click the arrow next to “Copy” and select your optimal option. You can also use the copy and paste function to copy a referral letter into your personal email to send to the referring doctor.
Troubleshooting Copy Issues: If facing challenges while copying to platforms like Epic, ensure using Heidi's "Copy" options effectively, starting with "Plain Text" for compatibility, and test in alternatives like Word to isolate formatting issues. Persistent errors may require external platform support.
Formatting Options: Heidi provides "Plain Text" for clean transfers and "With Formatting" options for retaining styles. For Markdown-related anomalies (e.g., asterisks in headings), use "Plain Text."
Export as PDF or Doc: Export the patient explainer as a PDF or Word document. You can then print it to hand to the patient at the end of the session.