When adding a new visit to the database, and I click on Provider, I get a nicely organized menu that lists the most recent 5 providers I've used (very helpful!), followed by submenus Active Providers (Individuals), Active Providers (Organizations), All Individuals, All Organizations and menuitems to allow the addition of new providers (very helpful!). The issue is that each submenu presents the entire list of providers all together, unorganized. For example for the Active Providers (Individuals), the list includes ALL individual providers mixing doctors (M.D., O.D.) in with nurses (RN, LPN, NP, MSN), dentists, therapists, PA (physician's assistants), and other individuals whose titles don't show. And the list does not appear to be sorted in any logical fashion, which makes finding the individual I want tedious, and it increases the likelihood of my adding a duplicate of a person already in the list because I didn't notice them in the long long list (over 30 individuals, for example).
1) It would be helpful at a minimum to sort the list by last name, but even better than that
2) if the list were sorted first by title then by last name that would make it easier to keep the dentists separated from the internal medicine doctors and so on so that I'm not sorting through irrelevant data to enter a visit.
Unlike the All Providers (Individuals) submenu, the All Providers (Organizations) submenu appears to be sorted by organization name, which is very useful. The addition that I would suggest for the list of organizations is
3) to segregate it by organization type: dental offices, hospitals and clinics, therapists, pharmacies, etc. The other aspect of these submenus that makes them tedious to use is they are very very long as I have many individuals of different types in the lists. Since the list is not organized, scrolling through it is a must, and there appears to be only one way to scroll through it - by using the arrow that appears at the ends of the lists. There are no scroll bars that would make jumping down the list quicker, and the mouse wheel does not work either.
4) Perhaps segregating the list into further submenus (doctors, nurses, hospitals, therapists, pharmacies, dentists, vision, etc.) would minimize or even eliminate the need for scrolling. It would certainly make finding the provider I want much quicker and easier.
- TIA for your help!