How can I change the order of staff in lists?

To change the order in which staff appear in lists, the List # in the Staff/Provider Directory record may be modified. Referred to as List #, Sort #, or Sort Order throughout the system, these numbers should be unique to ensure that the expected order of items is generated. To modify a staff member's List #:

  1. Navigate to the Staff/Provider Directory (Utilities > Manage Practice > Staff/Provider Directory). The Staff Directory window will open to the Basic Info tab.
  2. Select a user from the left pane in the window.
  3. Click the Edit Record button.
  4. Modify the List #, as necessary.

Note: The List # for one user should not be be the same as another user. Verify that there are no duplicate List #s by checking the list numbers of all other staff members.