Affected users: Administrative staff (Secretaries / MOA).
Task affected: Recording administrative notes, tracking form fees, and managing requests directly within the patient chart header.
Impact: Occurs frequently when managing billing and forms. The lack of a dedicated administrative space complicates teamwork and slows down the tracking of payments for physician-completed forms.
Current state: The existing memo field is primarily intended for doctors and nurses. To avoid clinical confusion, secretaries do not use this field, which leaves them without a proper built-in tool to track administrative notes or pending payments in the patient's file.