CHANGING THE SORT ORDER OF SERVICE & INVENTORY ITEMS

Once you have setup your service and inventory codes, you may find that you want to change the order in which they appear when you are selecting these items for your patients.

You may sort the service and inventory items either by categories or individually item by item.

Click on the Open File Folder and Select Services (Master List). At the bottom of the screen you will see a button labeled [Review Inventory/Services Sort Order], click on this button and you will see the following screen.

From here you may change the individual sort order of each of these items. If there are only a few items you wish to correct, this would be the right method. Click on the button to the left of the service you wish to move, hold this button down and “drag” this service to its new place in the line. Release the button. After you have re-arranged all of the services, click on [Save sort order to file].

If you want to sort these items by category, click on the button [Re-arrange and sort by Categories] and you will see the following screen

From here you may change the sort order of each of these categories. If you use your categories in a specific order, this would be the right method. Click on the button to the left of the category you wish to move, hold this button

down and “drag” this category to its new place in the line. Release the button. After you have re-arranged all of the categories, click on [Save sort order to file].