Skip to Main Content
Myle Customer Ideas Portal
Status Received
Created by Guest
Created on Jun 1, 2023

"Save settings" in Portfolio

Secretaries that have to check the faxes at the end of the day have to go in portfolio to resend the failed ones, maybe not for all doctors but some. It would be nice to be able to save settings on the physicians they selected

  • Attach files
  • Guest
    Reply
    |
    Nov 28, 2024

    Requested by a manager in CSSSJM - would like to save config in My Notes (Portfolio) for when she is doing audits on her employees


  • Guest
    Reply
    |
    Sep 15, 2023

    They would also like a save settings in the Portal Pending Items and Items in Error boxes, as the MOAs are checking these areas for the entire clinic every day.

  • Jennifer Teng
    Reply
    |
    Jul 7, 2023

    Portfolio > Add "Save Settings"

    1. My Notes

    2. Supervision

    3. My Faxes

    4. Failed Faxes


    Items in Error can we get a save settings button?

    Often times MOAs are checking [x] for the physician. But, each time they go into each section they have to config who theyre searching for.

  • +4