Expanded Patient Search & Filter Capabilities

Instead of combing through a large list of patients to find a specific patient, program admins can now easily search and filter for patients based on a wide variety of useful and flexible criteria.

The old search bar.

The new and improved search bar.

All Patients (end users) in the current group, regardless of their Program Status or Plan, will appear on the ‘Patients’ list page, accessible via the ‘Patients’ left-navigation tab. The new search fields and filters in the expanded patient search bar are described in detail below.

Search Bar

Searchable Patient Properties:

• First Name
• Last Name
• Patient ID
• Phone Number (must include country code at beginning, and not include dashes)
• Email Address
• Medical Record Number (MRN)

Partial prefix matching supported for all of the above properties (i.e., ‘Ste’ will return users with the first name ‘Steven’, ‘Stephanie’, ‘Stella’, etc..)

Admin Role permissions and group settings (e.g., whether MRN is enabled on the group) will impact whether a given field is searchable. For instance, an admin that does not have access to patient phone numbers will not be able to search patients by phone number.

The format of the search value is important, so please work with your Program Manager to better understand how data is formatted for your program. 

Filtering

Available Filters:

• Attributes
• Program Status
• Tags
• Hide Guest Users
• Open Tasks

There are five filtering options on the Patient List page. Each of these options can be used in conjunction with one another and / or with the Search capability to narrow down the list to a specific subset of patients. Active filters have a dark icon and text, while inactive filters have a transparent icon and lighter text.

Here the attribute and program status filters are active, while the tags filter is not.

Just as with the search feature, role permissions and group settings will affect which filters are available for use. The functionality of each of the five filters is described in detail below.

Attributes Filter

Attributes are created during Program Building. The Attribute value can be personalized per patient and can be set via Rules, manually within the Patient’s Profile, or during user registration.  Add new Attribute filter options by selecting the ‘+’ button. Once added, select the Attribute name via the leftmost dropdown followed by the operator (e.g., is equal to, is greater than, etc.) and finally the attribute value. The patient list will then be filtered based on this attribute operator and value combination. Just as with the search bar, the attribute filter supports partial value matching. 

Entering ‘Ro’ as the attribute value will return all patients with ‘Robert Brown’ as their surgeon. Searching for ‘Br’ will also return patients with ‘Robert Brown’ as their surgeon.

“Filter By”

• ‘All’ means that only patients that match ALL of the given attribute filters will be returned
• ‘Any’ means that patients that match ANY of the attribute filters will be returned

Patients who have a Survey Score of 50 AND their Favorite Fruit set to ‘Apple’ will be returned.

Patients who have a Survey Score of 50 OR their Favorite Fruit set to ‘Apple’ will be returned.

Program Status Filter

Program Status options are created during Program Building and are applied to patients via Rules or manually via the console. The Program Status filter dropdown populates all available Program Status options set as part of the Group configuration. If Program Status is not part of your Group configuration then this filter option will not display. Since each patient can only have one Program Status at a time, selecting multiple options from the dropdown will display patients that have any of the criteria set. For example, if the Program Status options are “Eligible”, “Screened”, “Consented”, and “Enrolled” and the filters are applied to “Eligible” and “Enrolled”, the patient list page will display patients that have Eligible OR Enrolled as their program status. 

Patients who have a Program Status of ‘Abandoned’ or ‘Enrolled’ will be returned. 

Tags Filter

Tags are created during Program Building and are applied to patients via Rules or manually via the console. The Tags filter will only appear if tags have been created, and it will display all Tags that have been created in the current group or inherited from parent groups. Selecting multiple Tags will display patients that have any of the tags. For example, filtering based on Tag 1 and Tag 2 will display patients that have either Tag 1 or Tag 2. It will not display users that exclusively have Tag 1 and Tag 2.

Patients who have either ‘Tag 1’ or ‘Tag 2’ will be returned. 

Hide Guest Users Filter

Enabling “Hide Guest Users” filters out all guest users from the patient list page. This filter option will only be available if your Group is configured to allow guest registrations. 

Open Tasks Filter

Open tasks are assigned to administrators to complete on behalf of participants to help manage their progress. If there is an open task associated with a participant then the individual participant will display the number of open tasks in the Patient list “To Do” column. Enabling the “Open Tasks” filter will only display the participants with associated Open Tasks.

The first patient is filtered out since he does not have any open tasks.