Configurable Sorting for Referral Instructions and Notes

Configure Referral Sorting Preference

Review Incoming Referral Notes

Review Outgoing Referral Notes

What’s New

• Added a new “Sort Referral Instructions/Notes” preference under Personal > My Preferences > General.
• Users can select between two sorting options:
  • Most Recent to Oldest
  • Oldest to Most Recent
• Most Recent to Oldest is the default selection.
• The selected sorting preference applies to Patient Instructions and Internal Notes within the Referral detail view.
• Sorting preferences are saved individually for each user.
• Changes to the preference do not affect other users within the practice.
• Saved preferences persist across sessions and logins.
• New comments automatically appear in the appropriate position based on the selected sorting order.
• Existing referral notes, authors, timestamps, and underlying information remain unchanged.
• The enhancement follows the same sorting approach used by existing Result Notes/Comments and Lab Graph View preferences.

How It Works 

• Allows users to review referral notes in their preferred chronological order.
• Provides faster access to the latest referral updates when Most Recent to Oldest is selected.
• Supports chronological review of referral communication when Oldest to Most Recent is selected.
• Reduces unnecessary scrolling when locating relevant referral instructions or comments.
• Improves efficiency for referral coordinators managing ongoing patient communication and authorization activities.
• Provides individual control without affecting other users’ preferences.
• Maintains consistent sorting behavior across referral workflows.
• Preserves existing referral information and timestamps while improving how notes are displayed.