
PCP update removed "View list" link — how are you guys sorting/tracking call history now?
Hey everyone,
Has anyone else’s store gotten the updated Patient Care Portal where the "View list" link is completely gone?
Our portal updated recently, and losing that link has been a total nightmare for daily workflow. Now, whenever a patient calls back asking why we left a message, or if we’re trying to specifically sort through outreach calls (like targeting immunization calls vs. regular adherence/refill reminders), we can't filter or see the list at all. We're stuck skipping through calls one by one sequentially just to find what we need.
I’ve opened multiple IT tickets about it, but every response comes back closed stating that the removal is "intended functionality" and working as designed. However, I know several surrounding stores that still have the active link and full list functionality.
For those of you whose stores have had this update pushed:
- Is there a workaround you’ve found to quickly view call history or filter by call purpose without clicking through every single patient?
- Has your DM or AHS given any guidance on how we're supposed to manage callbacks efficiently under this new setup?
Appreciate any tips or workarounds—doing this during peak season is painful!