Myle Customer Ideas Portal
Affected users: Healthcare professionals (physicians, specialists, and NPs) and clinical staff responsible for managing and communicating test results to patients.
Task affected: The result validation and follow-up workflow within the Results tab and Portfolio. Specifically, the transition from reviewing a result to scheduling a follow-up appointment to discuss it.
Impact: High. Currently, there is a significant "disconnect" in the workflow. Users must manually exit the results module, navigate to the calendar to create an appointment, and then manually link that appointment back to the clinical note. This process requires many clicks, increases the risk of error, and often leads to the follow-up not being properly documented or linked to the specific result that triggered it.
Current state: Users must perform these steps as separate, disconnected tasks. There is no streamlined way to document that a patient was contacted regarding a specific result while simultaneously securing a spot in the calendar and starting the corresponding note.
Proposed Solution: Add new action buttons: "File + Open + Record" and "File + Approve + Record". These buttons should trigger a simplified appointment creation pop-up and automatically create a clinical note that is pre-linked to both the result and the new appointment.
