How to Sort Patients

Introduction

The patient sorting feature allows you to organize your patient list by name, status, or location, making it easier to find patients and prioritize your work. Your sort preferences are automatically saved for your next session.

Before You Start

No special permissions required. Any user who can view the "My Patients" page can sort the patient list.

Steps

On Desktop:

1. From the sidebar, select My Patients
2. You'll see a table with patient information. By default, patients are sorted by last name (A-Z)
3. Click on any sortable column header (Name, Status, or Location) to sort by that field
4. An up arrow (↑) appears on the column, indicating ascending order (A-Z, or lowest to highest)
5. Click the same column header again to reverse the sort order
6. The arrow changes to a down arrow (↓), indicating descending order (Z-A, or highest to lowest)
7. The currently sorted column displays its arrow icon, while other columns' arrows are hidden

On Mobile/Tablet:

1. From the navigation menu, select My Patients
2. Tap the sort button (sort icon) in the top navigation bar
3. A dropdown menu appears with the label "Sort by:"
4. Select your preferred sort field from the dropdown: Name, Status, or Location
5. The patient list reloads with your selected sort order
6. To reverse the sort order, tap the arrow button (↑ or ↓) next to the dropdown
7. The arrow toggles between up (ascending) and down (descending)
8. Tap the sort button again or tap outside the menu to close it

Tips

• Your sort preference is automatically saved in your browser session and will persist when you return to the page
• Changing the sort order resets the page to page 1 if you're viewing multiple pages of patients
• On desktop, hover over column headers to see which columns are sortable (they show a pointer cursor)
• The "Name" column sorts by last name, then first name
• The "Status" column sorts by the patient's current clinical status
• Use sorting in combination with the status filter to quickly find specific patient groups

Related Features

• How to Filter Patients by Status - Combine sorting with filtering to narrow down your patient list
• How to Search for Patients - Use the search bar to find patients by name quickly
• How to View Patient Details - Click any patient row to see their full clinical information