Affected users: Healthcare professionals (physicians and nurse practitioners) and administrative staff (MOAs) who manage clinical follow-ups and external requests for multi-site clinics.
Task affected: Portfolio module — CRDS and Digital Consultations (Conseils numériques) sections.
Impact: High risk of clinical delays and significant drop in productivity. Currently, if a user is not logged into the exact active site where the clinical note/request was originally created, the request is completely hidden from their Portfolio. This leads to situations where critical patient updates or specialist replies are missed or delayed, simply because the user is working from another clinic site that day.
Current state: The only workaround is manual and tedious. Users must navigate to the Settings tab, change their active site, return to the Portfolio tab to check for updates, and repeat this multi-click process for every single site they are affiliated with. There is no global notification or cross-site visibility for these specific modules.
Competition consideration: N/A