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Myle Customer Ideas Portal
Status Received
Categories MYLE DMÉ / EMR
Created by Guest
Created on Mar 17, 2026

Enable custom category creation within the Clinical Notes and Consultation Reports into the Document Tab

Affected users: Medical Secretaries, administrative staff, and Clinic Managers.

Task affected: Document indexing and organization within the "Documents" tab (specifically under Clinical Notes and Consultation Reports).

Impact: Currently, the predefined categories are too restrictive. This leads to imprecise classification or the "over-stacking" of various document types into generic categories. Allowing custom categories would enable clinics to tailor their filing system to their specific specialized workflows (e.g., adding an "Exams" or "Specific Consent" category), significantly improving document retrieval speed for the clinical team.

Current state: Users are limited to the hard-coded default categories provided by MYLE. There is currently no way for a clinic to add or rename categories to match their internal document management standards.

Competition consideration: N/A

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