[Accordion] Overview
The Advanced Filter is a powerful feature located at the top of most data tables across the system. Designed to save you time, it allows you to filter through large amounts of information in just a few clicks. Instead of manually scrolling through long lists, you can refine your view by combining multiple criteria at once, such as date ranges, patient statuses, or document categories.
Simply click or tap the Filter bar (highlighted in red below) to expand the menu and set your criteria.
To streamline your workflow even further, the Advanced Filter includes Favorite Views. This tool lets you save custom filter setups as Personal or Shared views, duplicate existing setups to create variations, or clear active filters with a single click to return to the default layout.
In this example, for the Patient Contacts/Appointment form, the Service, Status, Clinician, and Program fields are highlighted. Each field uses the Includes Any condition, which retrieves all records matching at least one of the selected values. The filters are configured as follows:
- Services (Includes Any): Individual Therapy (90832)
- Status (Includes Any): Showed up
- Clinician (Includes Any): Etteville, Fay
- Program (Includes Any): CBT (Cognitive Behavioral Therapy)
When these filters are applied together, the record list displays appointments that match the selected "Service", "Status", "Clinician", and "Program" criteria.
[Accordion] Key Features
- Where to Locate: The Advanced Filter is conveniently located at the top of the page, above the Quick Filter Tags and the main data table
- Dynamic Options: The specific filter fields and options available automatically change depending on the data table or form you are currently viewing
- Filter Conditions: Controls how your search inputs match data in the table. Options include "Includes Any", "Contains", "Excludes Any", "Ends With", "Equals", "Is Empty", "Is Not Empty", and "Starts With" (available options depend on the field type)
- Clearing Filters: Click/Tap the [[lbl:X >> bg:red]] beside an applied value to remove that individual selection, or click/tap [[img:x_circle >> lbl:Clear]] to clear all applied Filters
- Reset Before Searching: It is a good habit to clear out any existing Filters before starting a new search. This prevents old criteria from mixing with your new search and causing unexpected results
- Save and Reuse Views: The Favorite View component allows you to save frequently used filter configurations as views so you can quickly access them without recreating the same Filters each time
- Personal and Shared Views: Save a configuration as a "Personal View" for your own use or as a "Shared View" so it can be accessed by other permitted staff members. [[img:list_alt_add >> lbl:Create Shared View >> bg:white]] is available only to staff members with administrative privileges
- Manage Favorite Views: Use the Favorite View controls to name your view, access existing saved views, copy the current Filter configuration to create a variation, or clear the current Filters and return to the default view
[Accordion] FAQs
[Q] Can I save frequently used filter combinations?
[A] You can save your frequently used filter combination as a Favorite.
[Q] Why does my search show "No Results Found" when I know that records exist?
[A] The Cause: You likely have conflicting filters active, or an old filter from a previous search was left on. Because the Advanced Filter bar combines criteria using "AND" logic (e.g., Program A AND Clinician B AND Date C), adding too many specific parameters can narrow your results down to nothing.
The Fix: Click/Tap the Clear button to clear everything out, then add your filters back one by one to see where the conflict is happening.
[Q] Can I use the Advanced Filter to search for multiple Clinicians at the same time?
[A] This depends on the specific data table you are viewing. Some advanced dropdown menus allow for multi-select (where you can choose multiple items simultaneously), while others only allow you to filter by a single section. If multi-select isn't supported on that specific table, try running separate searches or utilizing Quick Filter Tags instead.
[Q] Why am I not seeing the same filter options shown on another page?
[A] The available filter fields and conditions depend on the data table or form you are viewing. Some filters or conditions may not be available on every form.
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