Overview
A feature for managing patient profiles and linking sessions, enabling clinicians to create, update, and organise patient information seamlessly
Linking and Managing Sessions
Starting a New Session or Linking to Existing Ones
Start a New Session: Begin a session as usual and stop it whenever needed.
Linking to Previous Sessions:
Choose an existing session to update or link to a patient profile.
To add a session to a patient's profile, search for the patient by name or select them from the list.
Viewing Linked Sessions
Viewing Patient Profiles: As you link more sessions to a patient, Heidi starts to build a comprehensive profile, viewable from within any linked session.
Session History: Click on a date within a patient’s profile to view a complete list of their past sessions, allowing for quick navigation.
Editing and Unlinking Sessions
Editing Session Details:
From the session dropdown, update the session's date and time if needed.
This can be useful if you need to adjust session timing for accuracy.
Editing Patient Profile:
If there's an error in a patient’s name or details, make changes to the profile, and they will apply to all associated sessions.
Unlinking Sessions: In case of a mistaken link, unlink the session from a profile with a single click.
Managing Sessions Through the Sidebar
Identifying Linked Sessions
Linked sessions have a specific icon, indicating their attachment to a profile. Sessions without links display a different icon, allowing you to link them easily by selecting from the list of profiles.
Creating New Patient Profiles
Adding New Profiles:
If you need a new patient profile, select “Create New Patient.”
Heidi will automatically suggest names based on entered details for faster setup.
Linking Multiple Sessions at Once
Batch Linking:
Select multiple sessions to link to a profile simultaneously.
Use the search bar to filter sessions (e.g., by keywords such as "chest pain") and link them to a patient profile.
Viewing Profile History: Hover over a profile in the sidebar to quickly see and access all past sessions for that patient.
Session Management Options
Unlink or Delete Sessions: From the past sessions view, you can select sessions to unlink or delete individually.
Deleting All Sessions: To remove a profile entirely, delete all associated sessions. A confirmation step is included, as this action is permanent.
Additional Features and Future Updates
Heidi is working on adding pre-chat summaries and incorporating past session details into notes or documents, providing clinicians with a more holistic view of patient history.
If you want to pull multiple sessions history into one for a summary, it's not perfect, but we have an existing work around for adding patients past visits to current session.
Feedback and Support
If you have questions or feedback, reach out to the Heidi team—we'd love to hear from you! This feature is designed to make managing patient profiles more efficient and is a foundational step toward further enhancing the clinician experience within Heidi.
Thank you for using Heidi. We hope these new tools help you streamline patient management.