Sorting Lists

Many times users wish to sort lists such as the Ledger or Tickler file to get more insight as to which invoices require attention first. The most intuitive way to sort a list is to click on the column header above the items.

You will notice which lists can be sorted this way by the presence of an arrow () next to one of the column headers.

For example, when you go to the Ledger of a patient, an arrow () is next to the header “Type.” This means that the ledger is sorted on that column. Click on the header “Charges” and the ledger with be sorted by the Charges column and the arrow now moves to that column.

Whenever a list has an arrow () present, it may be sorted on any column in that list.

So the next time you think you might like the ledger or tickler file sorted a different way, look to the column headers and just click.

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