We create and archive a lot of dynamic forms for clients as client forms or case forms. Each form is displayed as a separate tab when viewing the client's details or case, and given how many we have it's hard to distinguish between the archived ones and active ones.
According to your training materials, archived forms should not appear as tabs for new clients. However, this has not been our experience. Archived tabs continue to display for new clients, which creates confusion and inefficiencies in our workflow.
What has been particularly frustrating is that, despite repeated attempts to address this issue—both through my team and direct communication between our IT personnel—it remains unresolved. We have been told that the system is functioning as intended, even though this contradicts your own documentation. Additionally, the suggestion that we must vote for this issue to be considered for resolution does not align with the urgency or the logical expectation that archived content should not surface in new active client records.
At this point, we are actively exploring alternative electronic health record systems due to the lack of responsiveness and resolution (It appears this has been a problem since 2021!). Please understand that this is not a decision we take lightly. We value the relationship we've had with your company and would prefer to see this issue addressed constructively and efficiently. However, continued inaction makes it difficult for us to justify staying with a platform that does not support our operational needs.
I would welcome any update you can provide regarding a plan or timeline to address this issue properly.