We are currently updating the OP Help Center content for the release of OP 14.19 or OP 19. OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

How can I sort referrals with multiple scanned documents attached to show latest to oldest?

When reviewing the list of referrals for a patient, the Referrals/Trans tab will always display the date order from most recent to oldest. Below is instruction on how to change the order from the oldest to most recent date.

  1. From the patient chart, click the Referrals/Trans tab.
  2. Click the Date column to change the sort order.
Note: Response to a Referral or a Tracking Entry cannot be sorted in the Referrals/Trans tab when attached to a referral.

To  view scanned documents attached to a referral and change the date order, follow the instruction below.

  1. From the patient chart, click the Referrals/Trans tab.
  2. Click the Scanned Records tab.
  3. Click the Date column to change the sort order.
Note: You may also view and sort documents scanned from the Docs tab. Click here for additional information on viewing documents by date.