Overview
Heidi Tasks helps you stay on top of patient follow-ups by automatically pulling action items out of your session notes and into a central task list. Whether it's ordering a test, arranging a referral, or scheduling a review, your Tasks live in one place - less admin, and less chance of something slipping through. You can also set due dates on Tasks, and - on Practice and Enterprise plans - assign them to teammates so every follow-up has a clear owner.
Getting started
During a session, Heidi automatically picks up action items from your notes and adds them to a task list within that same session. You'll see these suggestions right next to your generated note.
From there you can:
Mark tasks as done
Delete ones that aren't relevant
Edit the title or category
Add your own tasks manually
Generate a document from a task in one click
Managing tasks in-session
See suggested tasks alongside your note
Show or hide the Tasks panel using the Tasks button in the bottom-right of your note. The button also shows how many tasks you've completed.
Generate a document from a task
You can trigger actions directly from a task, starting with document generation. Any task can generate a document in one click.
Select Generate document next to any task - or use the button on tasks already categorised as Document
Review and finalise the document instantly
The task is marked done automatically once the document is ready (you can undo this anytime)
Mark a task as done
Tick the checkbox on the left of a task to complete it.
Add a task manually
Select the + icon to create a new task: add your own title, category, description, or due date. If you work in a team, assign the task to a team mate or colleague.
Edit a task
Select the title to change the wording, set a due date, or select the category to pick a new one.
For due dates: Heidi notifies you in-app as the date approaches, and again if a task becomes overdue, so nothing quietly slips. Due dates are available on all plans.
View task evidence
Each auto-generated task links back to the part of your transcript it came from. Select the sound wave icon on a task to view the evidence - handy for referencing the clinical detail and seeing why Heidi created the task.
Delete a task
When viewing Tasks in a session, select a task and click Delete task to remove it from both the session and your master task list.
Assign a task to a teammate
Assign any task to another member of your team or organisation - useful when an assistant or colleague is the right person to action a follow-up. Assigned tasks appear in that person's Assigned to me tab. If they didn't already have access to the session, it's shared with them automatically so they have the full context.
💡 Assigning tasks to teammates is available on Practice and Enterprise plans only.
Master task list
All tasks are saved and visible from your task list, accessible from the side navigation.
From here you can:
Select a task to view its details
See tasks created by you or assigned to you across all patients and sessions
Sort and filter by assignee, status (to do, done), due date, category, or source
Search by date or keyword
Open, edit and delete tasks
This keeps your follow-up list manageable without losing track of anything important.
Categories and filtering
Each task is automatically assigned a category based on the type of action:
Category | Example |
Order | Tests or imaging |
Coordinate | Referrals |
Communicate | Contacting a patient, scheduling |
Document | Notes or summaries |
Action | General tasks |
You can change a task's category at any time to suit your workflow, and use filters to quickly find a specific task or a patient's follow-ups.
FAQs
Where can I access Tasks?
Tasks are available on Heidi web and desktop. They're not yet supported on the mobile apps.
Can I share or assign tasks to my team?
On Practice and Enterprise plans, yes. You can assign any task to another member of your team or organisation, and it will appear in their Assigned to me tab. If you assign a task on a session they can't already see, that session is shared with them automatically. You'll also see all tasks on any session shared with you, whether through team session sharing or a direct share.
On Free and paid plans, tasks stay private to your account.
Can I use Tasks without audio transcription?
Yes - but auto-generated tasks need a live transcript. You can always add tasks manually, with or without audio.
What if a task is wrong or unnecessary?
Edit or delete any task, whether it was suggested by Heidi or added by you.
Where are my coding suggestions?
Select the Codes button next to the Tasks panel for ICD-10 and SNOMED suggestions. Coding is a separate feature from Tasks - see Coding for more information.
Can I turn off Tasks?
Yes. In your settings you can turn off task auto-generation, or control how the side panel behaves for each new session. You can also just minimise the panel.