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.

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