Navigating the Data Filters Menu
Upon selecting the filter menu icon, the sidebar filter menu opens on the right side of the screen with the options to control the scope of the data relevant to the selected module.
While open, the filter menu icon changes to an "X". Selecting the "X" closes the filter menu.
Each module has a different set of available filter options.
Note: The selected filter options will return to the defaults when switching between modules.
Filtering Datasets Within a Module
Within the filter menu option, the user may further refine the scope of the data presented in visualizations within their current module.
Assignment (Facility/Unit filters)
A multiselect option provides the ability to filter to specific units configured for each hospitals structure. If a facility is selected, all the associated units will also be selected. If a facility is deselected, all the associated units will become deselected. Deselecting the checkbox next to a uit will filter out that specific unit from the graphs. Unit based filtering is relative to the patient's unit visit data that is incorporated into that visualization.
All facilities and units are selected by default. Active and Inactive facilities and units are included in the selection list to allow for analysis regardless of their current state.
Typing into the search field will start a search under each facility for units matching the text entered in the text field. This filter is available in all reporting modules.
Unit Type
A multiselect option provides the ability to filter based on the patient's unit type at the time of the patient's visit.
If "All" is selected, all the listed unit types will also be selected. Deselecting the checkbox next to a unit type will filter out that specific unit type from the visualizations. This is available in Outcomes, In-House, and Usage reporting modules.
Service Line
A multiselect option provides the ability to filter the module based on the visits specified service line type. If "All" is selected, all the listed service line types will also be selected. Deselecting the checkbox next to a service line will filter out that specific type from the dashboard visualizations. This filter is available in Outcomes and In-House reporting modules.
Patient Class
A multiselect option provides the ability to filter the visits shown in the module based on the patients class for this admission. If "All" is selected, all the listed patient classes will also be selected. Deselecting the checkbox next to a patient class will filter out that specific oen from the dashboard visualizations. This filter is only available in the In-House reporting module only.
Age Group
A multiselect option provides the ability to filter the visits shown in the module based on the patients age at the time of the visit, separated into Pediatrics (≤18 years of age), adults aged 18-64 and adults aged over 65. This filter is available in Outcomes and In-House reporting modules.
Warning Level
A multiselect option which displays notifications for the selected warning type. All warning levels are selected by default. Deselecting a warning level will filter out the warning from the dashboard. At least one warning level must remain selected. This filter is only available in the Mobile reporting module.
Note: If the RI Mobile preferences have been set for specific notification levels it is possible that selecting this filter for a specific warning level could result in no data available. For example, if the preferences were set to not warn for any Medium notifications, then selecting Medium warnings in this filter will result in no data to display.
Date Range
The date range filter is used to select the reporting period for the data displayed on the visualizations. The default date range is the first of the previous quarter to current day.
Selecting the date range opens calendar input for start and end date range. Users may use the calendar on the left to enter a start date and the calendar on the right to enter a start date and the calendar on the right to enter an end date. The start date entered must be prior to the end date selected. If the start date entered is after the end dare, a message will display alerting user "Start date must be prior to End date". To navigate to a prior month or the following month on the calendar, the user may use the arrows at the top of the calendar or click directly into the month and year drop down fields to choose a different month and year. Once a start/end date is selected on the calendar, it will appear in its respective date field above the calendar.
Fixed date options are also provided for selection of common full month data ranges. The options include “Last Month,” “Last 2 Months,” “Last Quarter,” “Last Year,” “Last 2 Years.” Selecting one of the fixed options will populate the Start date field with the first day of the month and the End date field with the last day of the month for the corresponding dates of the selection.
Note: No more than two years of data may be selected at a time. If more than a two-year period is entered, a message will alert the user “Only two years of data may be selected. Please revise your selections.”
Clicking “Apply” will update the “Date Range” field with the selection and close the date range selection pop out. Clicking “Clear” resets the calendar dates back to the default dates. The date range filter is available in the Outcomes, Mobile, and Usage reporting module. In-House module will show all currently admitted patients.
Group By
A multiselect option provides the ability to group applicable visualizations by the selected time measure. The following options are available:
- Day
- Week
- Month
- Quarter
- Year
The default group by method is "Month". Clicking "Apply" will apply all filter selections to all graphs and data tables for open sections within the selected module. When opening other sections the same filters will apply. Selecting the "Clear" button will reset all filter options to their default options.