Sort Your Client List

Quickly sort your list of clients by Last Name, Date of Birth, or Last Screen Date

Steven Ogando avatar
Written by Steven Ogando
Updated over a week ago

When viewing your list of clients in the Clients tab, you can sort your list to quickly find the client you are looking for, in order by:

  • The Client's Last Name (A-Z or Z-A)

  • The Client's Date of Birth (Most recent - oldest date)

  • Last Screen Date (Most recent - oldest date)

  • Social Risk Score (ascending - descending)*

*Social Risk Score can only be populated for your client profiles if your organization has a contract to see social risk scores. Reach out to your WellSky Social Care Coordination representative to learn more.

By default, your list sorts the client's last names from A-Z. Click Full Name and your list will now sort the last names from Z-A

Click Date of Birth to sort by your client's date of birth. Clicking once will sort the dates beginning with the oldest, and clicking again will sort the dates from most recent to oldest date.

Click Last Screen Date to sort by your client's last completed screening date. Clicking once will sort the dates beginning with the oldest, and clicking again will sort the dates from most recent to oldest date.

Click Social Risk Score to sort your client's social risk scores. Clicking once will sort the scores to ascending and clicking again will sort the scores to descending.

Questions? We're here to help. Email us at scc.support@wellsky.com.

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