Description

Use the Filter page to select which filter your system applies to browser reports or collection lists, as well as create or edit filters.

Note

The system displays either data browser settings or collection list settings, depending on what type of filter you are creating or viewing.

Access

  • Click the Search or Edit buttons for the Browser Filter in the Browser Details section of the Data Browsers administration page.
  • Click the Search or Edit buttons for the Collection List Filter in the Collection List Options section of the Edit Collection List administration page.


Technical Manual

Viewing the Data Browser Filter List

The Filter list page contains a list of up to ten browser filters. If the list is longer than one page, use the Page links, located below the list of filters, to navigate through the list.

Show active onlySelect the checkbox at the top of the Filter page to view active filters only. You set the inactive/active status in the Add/Edit Browser Filter section of the Filter details page. See "Adding or Editing Data Browser Filter Details" below.
SearchTo narrow the list of displayed filters, enter one or more characters of the filter name in the search field, and then click the Search button to narrow the list to those that match your entry.
ListClick to return to the full list of filters.
AddClick to add a data browser filter. See "Adding or Editing Data Browser Filter Details" below.
EditClick to create a new data browser filter based on the selected existing filter. See "Adding or Editing Data Browser Filter Details" below.
Select

Click the name of the browser filter on the Filter list page and then select Edit to view or edit filter information in the Filter details page. See "Adding or Editing Data Browser Filter Details" below.

Click the name of the browser filter on the Filter list page and then select Select to select this filter for use on the previous page.


Adding or Editing Data Browser Filter Details

Use the Add/Edit Data Browser Filter section of the Filter details page to add or edit information for the filter. If you used Copy to create a new filter, then your system auto-fills these fields with the details from the selected existing filter.

Filter NameEnter the name of the filter in the field. This field is required.
ActiveSelect the checkbox to enable users to use the filter. Clear this checkbox to restrict users from using the filter.
Show active onlySelect the checkbox if the filter is inactive. The system clears it from the Filter list page. See "Viewing the Data Browser Filter List" above.
Eliminate Duplicate RowsSelect the checkbox to have the system only display one row of information when there are two or more rows with identical values in every column.
Active Patients onlySelect the checkbox to have the system only include active patients when it searches for matches to your query.
Priority/SeveritySelect one or more of the priority and severity options to have the system only include results of the selected priorities (RoutineASAP, or STAT) or severities (NormalAbnormal, or Critical).
Approved ResultsFilter by approved results. This is selected by default.
Patient Results

Filter by patient results. This is selected by default.

When Patient Results is cleared, the browser will not show any results for patients.

Empty ResultsFilter by empty results.
Unapproved ResultsFilter by unapproved results.
QC Results

Filter by QC results.

When QC Results is cleared, the browser will not show any results for QC lots.

Data Browser Query

Use the settings in the Data Browser Query section to trigger comparisons between column values (e.g., Order Choice AbbreviationCollection Location, or Result) and a specified value.

Column to Compare

Select an option in the list and click the Arrow button or double click an option to add the column to the Query Criteria list. Continue adding columns to the query, if desired. For a full list of data browser filter options, see Data Browsers.

For example, you may define a query that lists all patient results with a collection date greater than 9/1/08 and with an ordering provider name containing "Smith." If a user adds a supported Column to Compare (left side) list value to the Query Criteria (right side) list.

ValueThe column has a clickable magnifying glass icon. This icon displays a Select Value pop-up based on the Criteria column selected.
Target ValueThe field is highlighted in yellow and a search-as-you-type field displays in the Select Value pop-up.
Replace ValueIf a record is selected and the user clicks Replace Value on the pop-up, the highlighted text field has its contents replaced.
Now

Click the button next to the time and date fields to update the fields to the current date and time, if desired.

If you select a column that pertains to a date or time, the system displays the date and time fields in the format MM/DD/YYYY, HH:MM AM/PM, along with some additional buttons.

Enter the date/time, or you may select a date from the calendar view by clicking the calendar icon located next to the fields.

ClearClick to clear the date/time information.
Current

Click to have the system enter the #Current Date# placeholder.

When you run the data browser, the system will automatically fill in the appropriate date value for the report.

Date

If you have clicked Current, you may click Date to return to the full set of date/time fields.

If you select a column that pertains to a user, the system displays a Current button. Click this button to have the system enter the #Current User# placeholder. When the system runs the data browser, it will automatically fill in the appropriate user value for the report.

Question

If you have selected User-defined Field in the Column to Compare list, the Question button will appear in the Column column. Click the button to open the Set User-defined Field pop-up, where you can select the user-defined field to query.

Operator

Select an option from the drop-down list to select how to compare the values.

Select either Is Equal ToIs Not Equal ToContained In ListIs Not Contained In ListContainsDoes Not Contain, or Is Empty from the drop-down list.

Value

Enter or select the Value against which your system is comparing the selected column's value. When creating the data browser report, your system will only display those entries that qualify. For example, if you select Is less than or equal to and enter "45," your system will only display those entries where the value in the selected column is less than or equal to 45.

  • For the ABN StatusResult StatusOrder Choice StatusOrder Choice Billing StatusOrder Status, and Order Fasting columns, your system displays the possible values in the Value column. Select the appropriate value from the drop-down list.
  • For the Patient Age column, your system displays a years field, a months field, and a days field. Enter the appropriate values into the fields.
  • If the selected column will have a date value, the greater than/less than/equals/etc. option is available. If you select Is Less ThanIs Less Than Or Equal ToIs Greater Than, or Is Greater Than Or Equal To, enter date and time values in the blank fields next to the option.
  • If the selected column will have a date value, the Is Empty or Is Not Empty options are also available. 
  • If the selected column will have a text value, does/does not contain, is/is not equal, and contained/is not contained in list options are available. Select an option and proceed as follows: If you select Contains or Does not contain, enter a value in the blank field next to the option. If you select Is Equal To or Is Not Equal To, enter a value in the blank field next to the option or select the value from a drop-down list. If you select Contained in list or Not contained in list, enter the valid values for the list, separated by commas.
X

Click the button in the Delete column. Your system immediately removes the query from the list.

For example, to find tests with certain words or phrases in the result, but with words or phrases that are different for each test, you could create the following series of queries:

  • ((Test Abbreviation contains WBC) AND
  • (Result contained in list: High,Low)) OR
  • ((Test Abbreviation contains RBC) AND
  • (Result contained in list: Critical, Abnormal))
Empty results

Select the checkbox to have your system allow rows to be displayed where the record does not have a related result record. The Empty results checkbox will be unchecked by default, which allows rows to be displayed only if a related result record is found.

This change applies to the following data browser columns: Test NameOrder Choice CodeTest AbbreviationResultReference RangeUnitsResult StatusResult CommentsResult NumericResult TextResult SeverityResult Testing Location Code, and Test Additional Info. This change also applies when using the Data Browser's Tests options to filter on Selected Tests or All Tests Except… as well as the Apply Date and/or Time Range option when Received Date/Time or Approved Date/Time is also selected. Test NameTest AbbreviationOrder Choice Name, and Order Choice Abbreviation columns display a magnifying glass next to the Value field while editing a data browser filter. Clicking the magnifying glass displays a pop-up search where a test or order choice may be selected, and the value in the highlighted query criteria field will be replaced.

Data Browser SortingUse the settings in the Data Browser Sorting section to set how your system sorts the data when it runs the data browser report.
  • Select an option in the Column to Sort list and click the Arrow button or double-click an option to add the column to the Query Sorting list. Continue adding columns to the sort order, if desired. For a full list of data browser filter options, see Data Browsers.
  • The system sorts the data browser report in the order columns are listed here. Click the Arrow buttons in the Sort column to rearrange the order of the columns.
  • Select an option from the ASC/DESC drop-down list for each column to set whether your system sorts the data in that column in ascending (ASC) or descending (DESC) order (alphabetically or numerically). Select either ASCDESCASC (Date Only), or DESC (Date Only) from the drop-down list. Select ASC (Date Only) or DESC (Date Only) from the drop-down list to sort the Selected Date column by the date without sorting by the time.
  • To remove a column from the sort order, click the X button in the Delete column. The system immediately removes the column from the list.
SaveClick to record all of your changes and return to the Data Browsers administration page with this filter selected for the Data Browser Filter field.
CancelClick to clear your changes and return to the Data Browsers administration page without changing the previous browser filter setting.


Viewing the Collection List Filter List

The Filter list page contains a list of up to 10 collection list filters. If the list is longer than one page, use the Page links, located below the list of filters, to navigate through the list.

Show active onlySelect the checkbox at the top of the Filter page to only show active lists. You set the inactive/active status in the Add/Edit Collection List Filter section of the Filter details page. See "Adding or Editing Collection List Filter Details" below.
SearchTo narrow the list of displayed filters, enter one or more characters of the filter name in the search field, and then click the Search button to narrow the list to those that match your entry.
ListClick the option to return to the full list of filters.
AddClick to add a collection list filter. See "Adding or Editing Collection List Filter Details" below.
CopyClick to create a new collection list filter based on the selected existing filter. See "Adding or Editing Collection List Filter Details" below.
Edit

Click the name of the collection list filter on the Filter list page and then select Edit to view or edit filter information in the Filter details page. See "Adding or Editing Collection List Filter Details" below.

Click the name of the collection list filter on the Filter list page and then select Select to select this filter for use on the previous page.


Adding or Editing Collection List Filter Details

Use the Add/Edit Collection List Filter section of the Filter details page to add or edit information for the filter. If you used Copy to create a new filter, then your system auto-fills these fields with the details from the selected existing filter.

Filter NameEnter the name of the filter in the field. This field is required.
ActiveSelect the checkbox to enable users to use the filter. Clear this checkbox to restrict users from using the filter.
Show active onlySelect the checkbox at the top of the Filter page to only show active lists. You set the inactive/active status in the Add/Edit Collection List Filter section of the Filter details page. See "Viewing the Collection List Filter List" above.
Collection List QueryUse the settings in the Collection List Query section to trigger comparisons between column values (e.g., Ordering Location, Ordering Provider Last Name, or Patient Location Name) and a specified value.
  • Select an option in the Column to Compare list and click the Arrow button or double-click an option to add the column to the Query Criteria list. Continue adding columns to the query, if desired.
  • If you select a column that pertains to a user, your system displays a Current button. Click this button to have your system enter the #CurrentUser# placeholder. When your system creates the collection list, it will automatically fill in the appropriate user value for the report.
OperatorSelect an option from the field to select how to compare the values (greater than, greater than or equal to, less than, less than or equal to, equal to, not equal to, contains, does not contain, contained in list, not contained in list, etc.).
Value

Enter or select the Value against which your system is comparing the selected column's value. When creating the collection list, your system will only display those entries that qualify.

If the selected column will have a text value, does/does not contain, is/is not equal, and contained/is not contained in list options are available. Select an option and proceed as follows: If you select Contains or Does not contain, enter a value in the blank field next to the option.

If you select Is Equal To or Is Not Equal To, enter a value in the blank field next to the option or select the value from a drop-down list. If you select Contained in list or Not contained in list, enter the valid values for the list, separated by commas.

Select the appropriate options from the (), and AND/OR columns to build sophisticated queries using AND/OR logic. By default, all new queries use AND logic, which means that all of the queries must be true in order to pass the filter.

The system evaluates the queries using standard mathematical operator precedence (evaluates items in parentheses first, then evaluates from left to right). You may use zero to five sets of parentheses.

Collection List SortingUse the settings in the Collection List Sorting section to set how your system sorts the data when it runs the collection list.
  • Select an option in the Column to Sort list and click the Arrow button or double click an option to add the column to the Query Sorting list. Continue adding columns to the sort order, if desired.
  • The system sorts the collection list in the order columns are listed here. Click the Arrow buttons in the Sort column to rearrange the order of the columns.
  • Select an option from the ASC/DESC drop-down list for each column to set whether your system sorts the data in that column in ascending (ASC) or descending (DESC) order (alphabetically or numerically).
  • To remove a column from the sort order, click X in the Delete column. The system immediately removes the column from the list.
SaveClick to record all of your changes and return to the Edit Collection List administration page with this filter selected for the Collection List Filter field.
CancelClick to clear your changes and return to the Edit Collection List administration page without changing the previous collection list filter setting.