Salesforce

Chronological Record Guide- Sort Settings

« Go Back
Information
Chronological Record Guide- Sort Settings

Contents




What is the Chronological Record Sort Setting?

It often takes a whole team of care professionals to keep a patient healthy. As the patient's provider you often find yourself storing copies of consultations and test results administered by other providers caring for your patient. Elation allows you to store these records in the patient's chart and sort patient records by:
  • 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

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

pt_activity.png

 

Ordering by Provider Activity Dates

provider_activity.png


 

How to adjust the Chronological Record Sort Setting

Practice Setting

Go to "Settings" >> "Sort Settings" to find the practice wide setting for sorting records in the Chronological Record. Once this Setting is changed it will be applied to all patient charts.
Practice Sort Setting.png
 

Patient's Chart

Inside each patient chart, you will also have the ability to change the sort preference on-the-go if you want to toggle between the two different sort views by clicking on "Ordering By:"
Screen_Shot_2016-08-25_at_9.17.38_AM.png




 
Next Step

Review your Chronological Record sort preference and make changes as needed.



 

Related Articles

 
 
Properties
chronological-record-sort-settings

Powered by