Grouping Data

Grouping, Sorting, Reordering, and Resizing Grids in EZClaim

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Group Drop Zone

Sort

Reorder

Resize

 

Group Drop Zone - The area above columns in different grids provides you with the ability to effortlessly group data by dragging a column header to this designated space.

For instance, on the Patient tab, you may find it beneficial to group data by Primary Payer.

This feature allows you to group multiple columns simultaneously.

If you wish to restore a column heading, simply drag and drop it back to the column headings area.

If you prefer to hide this feature, right-click in the drop zone and select Hide Group by Box.

Restore it any time by right-clicking a header and selecting Show Group By Box

Note: EZClaim will show a count of the number of rows within a group:

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Sort – Click the column heading to sort A-Z and click again to sort Z-A. 

To sort more than one column, hold the Shift key and click additional column headings.

indicates the column is sorted A to Z

Indicates the column is sorted Z to A

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Reorder – Drag and drop a column heading to change the column order.

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Resize – Click and drag the column separation bar to resize the column.

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