I’d love to request a more customizable Interactions section within the patient chart. This is one of the most frequently used areas of the chart, but right now all interaction types are funneled into the same overall structure, with All as the default view and a fixed set of tabs. That setup does not fit every user’s workflow equally well. What I’m requesting 1) Let users choose their default tab Instead of always opening to All, allow each user to select the tab that opens by default. For example, my ideal default would be Note. 2) Allow tabs to be shown, hidden, and reordered Different roles in a practice use the chart differently. A physician may want quick access to clinical content, while an admin team member may prioritize documents, forms, or faxed items. It would be extremely helpful if each user—or ideally each role—could: choose which tabs are visible hide tabs that are less relevant to their workflow reorder tabs based on priority 3) Add dedicated Imaging and Specialists tabs These are important enough to deserve their own categories rather than being buried under broader document-style groupings. My ideal tab layout would be: Note | Labs | Imaging | Specialists | Rx 4) Use cleaner, category-specific item titles within each tab A major part of this request is not just the tabs themselves, but also how items are displayed within them. For example: Under Note, it would be much more useful to show something like: Progress Note 08/14/26 · Last vitals: BP 120/78, HR 72, SpO2 98%, Wt 199 lb Under Labs, instead of showing a source/sender line such as “Compunet” or “Glenn” or truncated attachment text, it would be more useful to show: Lab Result 08/11/26 · CBC, CMP, Lipid Panel, A1c Under Imaging, items should appear as imaging studies, such as: MRI Lumbar Spine w/o Contrast Chest X-ray, 2 Views Under Specialists, items should appear clearly as specialist notes, such as: Cardiology Consult Note — Dr. Smith Dermatology Follow-up — Dr. Lee Under Rx, medication items should appear clearly and simply by medication name. This would make the chart dramatically easier to scan and would reduce the need to open items just to identify what they are. Why this matters The current All view can become cluttered very quickly. Notes, labs, vitals, prescriptions, specialist records, imaging, faxes, documents, and forms are all mixed together. That makes it harder to find the most clinically relevant information quickly. This feature would improve workflow by: reducing clicks reducing clutter making charts faster to review surfacing clinically meaningful information more quickly allowing different users to tailor the chart to their role For many physicians, tabs like Forms, Documents, Vitals, and Fax are not the highest-priority navigation items. For other team members, they may be essential. That is why customization is so important. What the attached mockup demonstrates The mockup is intended to show three things: Current default view A mixed Interactions feed where all content types appear together. Proposed bird’s-eye view A cleaner Interactions layout using the preferred tab structure: Note | Labs | Imaging | Specialists | Rx Category-specific tab views Examples of what each tab should actually contain, with concise, meaningful titles and cleaner organization by category. Ideal outcome My ideal setup would be: Default tab: Note Visible tabs: Note, Labs, Imaging, Specialists, Rx Optional/hidden for my workflow: Forms, Documents, Vitals, Fax Customizable by user or role: so admin staff, MAs, and providers can each prioritize what matters most to them This feels like a relatively small UI enhancement that could make a very large difference in daily usability. If this would improve your workflow too, please upvote.
