Sorting your inbox

How to sort your inbox items

Updated over a week ago

🎞️ View video tutorial: Sorting and filtering your inbox messages

You can sort your inbox to customize how you view your and others' inbox items. For example, you can sort the inbox by priority to view items requiring immediate attention at the top. This gives you more control over viewing and managing the inbox.

💡 Tip: You can also filter the inbox to see only relevant items for you; for more information, see Filtering your inbox.

Steps

1. From the main menu, click Inbox.

2. At the top, click the filter icon.

The Filter Inbox Items window displays.

3. Under Sorting, click the first field and make a selection:

Sorting options

Description

Classic

When applied to inbox items for today, i.e. the current date, the items are sorted by date and time as follows:

  • Priority items first

Items for a day other than today are sorted by date and time as follows:

  • Priority items first, then

  • Overdue items i.e. items not marked done, then

  • Items marked done

Priority

Select to sort items by priority. For example, to view urgent messages first.

Sender

Select to sort items alphabetically by sender.

Type

Select to sort items alphabetically by their type. For example, viewing faxes before Qnaires.

Title

Select to sort items alphabetically by their title. For example, patient name on labs, title in messages, incoming fax number, etc.

Date

Select to sort items by date received.

💡 Tip: Under Sorting, you can click the second field to further sort your items in ascending or descending order.

4. Click Apply. Your selected sort order is applied to all items in the inbox.

📌 Note: The sort settings are retained even when you navigate away from the inbox or log out and log back into the CHR.

Updated June 21, 2022

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