Add category-based tabs to the patient portal for easier navigation of clinical documents. TL;DR: Please add category-based tabs/filters to the patient portal (e.g., Letters, Progress Notes, Labs, Imaging, Forms, Documents) instead of requiring patients to scroll through one chronological list. Keep an “All” tab for the existing timeline view. This would make records much easier for patients to find and navigate and could reduce portal-related questions for practices. Current Experience The patient portal currently displays notes, documents, forms, lab results, and other items primarily in a chronological list. While this provides a timeline, it can become difficult for patients to locate a specific document or type of clinical information, especially as their chart grows over time. For example, a patient looking for a previous lab result or a letter may have to scroll through numerous unrelated notes, forms, and documents to find it. Requested Improvement Add category-based tabs within the patient portal so patients can quickly navigate their records by document type that mimicks our clinical tabs. Suggested categories could include: Progress Notes Letters Lab Results Imaging/Reports *Forms After-Visit Summaries Other Documents/Uploads An "All" tab could retain the existing chronological view for patients who prefer the timeline format. Why This Would Be Valuable This would significantly improve patient usability and make the portal feel more organized and intuitive. Patients could quickly find the information they are looking for without having to scroll through their entire chronological record. It would also be particularly helpful for patients who have been with a practice for several years and have accumulated a large number of documents. Potential Enhancement If technically feasible, categories could be automatically assigned based on the document type when a document is uploaded or generated, minimizing additional workflow for the practice. Patient benefit: Easier access to their own health information and less confusion navigating the portal. Practice benefit: Fewer patient questions such as "Where can I find my labs?" or "Where is my letter?" and a more polished overall patient experience. This would be a relatively simple organizational change that could make a significant difference in patient portal usability.
