Direct session sharing is made for Heidi users in Teams or Organisations, who are looking to share their session with a colleague. Instead of giving your whole team access to all sessions, you share individual sessions with specific people in your organisation. You choose the access level for each person.
Access levels
View: read-only access to the session and its contents.
Edit: edit notes, update session status, add documents, edit context and manage patient profiles.
Full access: everything in Edit, plus share the session onwards to other colleagues.
Only the session owner can delete a session.
How to share a session
Open the session you want to share.
Click Share in the top right corner.
Search for a team member by name or email.
Select an access level (View, Edit or Full access).
Confirm. They will receive an email and an in-app notification with a link to the session.
How to access a shared session
When someone shares a session with you, you will receive:
An in-app notification in your notifications panel.
An email notification with a direct link.
Click either to open the session. You need to be signed in to your Heidi account.
Managing access
To change or remove someone's access:
Open the session.
Click Share.
Find the person in the list of people with access.
Change their access level, or remove them.
FAQ
Can I share sessions with people outside my team?
You can share with anyone in your organisation, including people on other teams.
Does direct sharing replace my existing team visibility settings?
No. Sharing is additive. Your existing team visibility settings still work as before.
What happens if someone leaves the organisation?
They automatically lose access to any sessions that were shared with them.
How do I find sessions that have been shared with me?
Open them from the in-app notification or the email link you receive when someone shares a session with you.
Can I use direct session sharing in the mobile app?
Not yet. Direct session sharing is currently available on web. Native app support is coming soon.