Search Filters

Search Filters

The Search Filters at the top of the screen allow you to narrow the Results List to meet specific criteria.

Field	Description
Client	Use this field to filter schedules by the client’s admissions.
Admission	Use this field to filter schedules by a client’s specific admission.
Staff	Use this field to filter schedules by staff.
Company	Use this field to filter schedules by company.
Location	Use this field to filter schedules by location.
Admit Type	Use this field to filter schedules by admit type.
Team	Use this field to filter schedules by team.
Region	Use this filter to search for schedules by region.
Exception	Use this filter to search for schedules by exception.
Payor #	Use this filter to search for schedules by payer number.
Call Type	Use this field to filter schedules by call type.
Client ID	Use this field to filter schedules by client id number.
Staff ID	Use this field to filter schedules by staff id number.
Coordinator	Use this field to filter schedules by coordinator.
Position	Use this field to filter schedules by staff position.
Service	Use this field to filter schedules by service.
Event	Use this field to filter schedules by event code.
Status	Use this field to filter schedules by visit status.
MRN #	Use this field to filter schedules by medical record number.
Date From	Use this field to filter schedules in a range, beginning with this date.
Date To	Use this field to filter schedules in a range, ending with this date.
Time Range	Use this filter to search for schedules during this time range.
Hide Cancelled Events	Select this check box to hide schedules with cancelled events.
Only Events With Calls	Select this check box to filter for only visits with call data attached.
Only Exceptions	Select this check box to filter for only schedules with exceptions.
Santrax Clients Only	Select this check box to filter for only schedules with Santrax clients.
Auto Update Schedules	Select this check box to filter for schedules that were automatically updated by the system.
Hide Prior Day Visits	Select this check box to hide prior day visits. Visits that began overnight are not excluded.
Exclude Unknown Clients	Select this check box to exclude unknown client visits. These are visits where the system was not able to attach the calls to a client.
EVV Check In	Select this check box to filter for schedules by EVV Check In time.
EVV Check Out	Select this check box to filter schedules by EVV Check Out time.

• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB