PORTAL: An automated background linking tool that connects unlinked Patient Portal accounts with existing MYLE patient charts. This optional feature must be requested by clinic administration to be enabled.

Affected users: Medical Office Assistants (MOAs) and Administrative Staff handling patient portal onboarding and account management.

Task affected: Patient Portal — Account linking workflow. Specifically, matching unlinked Portal user accounts with existing MYLE patient charts via the REPORTING tab list.

Impact: Significant loss of administrative productivity. Staff spend excessive time manually searching, validating, and linking unlinked portal accounts one by one, creating delays in patient access to portal features.

Current state: Staff must access the unlinked Portal accounts list in the REPORTING tab and manually perform individual lookups (matching parameters like name, RAMQ/HCN, or email) to link each account manually.

Competition consideration: N/A