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Set Up Note Templates for Heidi
Heidi tracks session conversations by mapping them to the appropriate sections in your note template. Use the tips below to optimize your templates for Heidi.
Use Key Phrases for Better Tracking
- Heidi does not read section headers or blank questions in your PQ note template.
- Instead, ensure your template questions contain key phrases that match the verbal prompts you use in your session.
- Example: If discussing patient history, use the keywords to indicate the past in both your template question ("Patient History”) and in your verbal prompt ("Tell me about your past surgeries.").
Avoid Pinned Questions for Auto-Filled Data
- Heidi ignores pinned questions to prevent overwriting any important data you have manually stored.
- To find out if a question is pinned, click My Forms and open the note template. Click the question and select Question Options; note whether or not the box labeled Pin to Client Profile is checked.
- If a note section is critical and should not be auto-filled, consider pinning it. Learn more here: Use Pinned Notes.
Create Sections for Manual Entry Note-Taking
- If you want to manually answer select questions and have Heidi ignore that question, create your desired question type, and DO NOT add any question text in the question when editing your note template. Leave it blank:
- You can include a section header above the blank question to remind you of its purpose. Heidi will ignore ‘blank’ questions, but you can use the Section Header as a reference.
- For example:
- If you want to manually jot down notes during a session and have Heidi ignore that section, set up an Open Answer question type with multiple lines and DO NOT add any question text in the question when editing your note template. Leave it blank. You can add a “Session Notes” section OR add “Session Notes” as the placeholder to remind you of its purpose in the live note.
- This allows you to maintain control over certain sections without interference from Heidi.
