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. |
Exclude Unknown Clients |
Select this check box to exclude unknown client visits. |
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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