Help Center

Chronological Record Sort Settings

Last Updated: Apr 29, 2017 07:14PM PDT
We received feedback from our community about challenges associated with filing old chart documents, as these reports would be filed based on the “filed date,” which made skimming the chart and searching for old items confusing. 

To address this feedback, we created a new Sort Setting for your patient chronologic record, which you can access by going to Practice Settings > Sort Settings.



The sort setting you apply in this settings page will get applied to all your patient charts.
  • Patient Event Dates: shows what the patient has been up to, and sorts reports by document date
  • Provider Activity Dates: shows what your practice has been up to, and sorts reports by filed date

Inside each patient chart, you will also have the ability to change the sort option on-the-go, if you want to toggle between the two different sort views:


You can see below how an allergist report dated 08/01/2014 that was filed into the chart on 08/25/2016 displays based on the different sort views:

Ordering by Patient Event Dates


Ordering by Provider Activity Dates


 
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