Saved filters

Filters allow you to view specific subsets of your top-priority patient events to mirror your care coordination workflows. Most importantly, filters allow you to set up real-time email and text alerts on these subsets of events! You can apply filters to customize your view in real-time, or you can create saved filters both to turn on email and text notifications and to access that subset of patient events every time you log in.

In this article:

Saved Filters: Overview

All saved filters you create will appear on the left panel of both your Ping feed and patient roster tabs. The saved filters you create will be specific to your account and won’t appear on your colleagues’ dashboards.

You can filter your data with a number of filterable criteria, as outlined below:

  • CURRENT STATUS
  • FACILITY NAME
  • FACILITY TYPE
  • SETTING
  • DIAGNOSES
  • ADMITTED FROM
  • DISCHARGED TO
  • CURRENTLY BILLING
  • EVENT DATE
  • VISIT DURATION
  • BAMBOO HEALTH FLAGS
  • LATEST PING RESOLUTION STATUS
  • PROGRAM
  • PRACTICE
  • PROVIDER
  • CARE COORDINATOR
  • GENDER
  • AGE
  • CITY
  • ZIP CODE

Create a Saved Filter

1
Click on Set Up Filters and Notifications

2
Choose the filter criteria for your top-priority patient events


Tip: When it comes to creating your saved filters, less is more. The fewer criteria that you select, the more notifications you are likely to receive. We suggest starting with filter criteria under current status, facility name, facility type, setting, Bamboo flags, and programs. 

3
Click Creat e on the bottom of the page

4

Name your filter and click save. Your filter will now be under My Saved Filters!

Note: you will automatically be prompted to turn on email and/or SMS notifications for your saved filters each time you create a new one. Turning on push notifications to alert you in real-time of your top-priority patient events is one of the top best practices we recommend for all members of our user community.

Preset Filters

Bamboo Health designed preset filters so you can more easily manage the patient populations most pertinent to your facility or organization. The preset filters were built as follows:

  • All patients: includes all patients who have an active care relationship with your facility or organization
  • Currently admitted: includes patients who have an active admission with your facility or organization
  • Recently discharged: includes patients who have been discharged from your facility or organization within the past 90 days

These filters are additive! For example, if you want to see all patients who are currently admitted to your facility or organization  and are attributed to a specific program, select currently admitted, scroll down and expand the program filter header, and select the program of interest from that list. Using multiple filter criteria will allow you to get as narrow, or as broad, a patient list as you need. 

Preset filters are tailored to take into account only your patient's most recent event at your facility or organization, whereas saved filters only consider your patient's most recent event within the Bamboo community, which may be outside of our facility or organization and can always be found on the patient's card.


Manage Your Saved Filter:

The gear icon to the right of each saved filter you create provides options for easily managing your filter settings. Upon clicking the gear icon, you will see the following dropdown menu options:
  • Edit: allows you to make changes to your filter criteria
  • Show applied filter criteria: displays the filter criteria included in your saved filter
  • Set as default view: ensures that you automatically are brought to this filtered view, including new patient events that match the criteria you’ve selected, each time you log in
  • Delete filter: deletes your saved filter
  • Export: allows you to export those patient events that match to your saved filter criteria. This will pull only those patient events that match to your saved filter criteria at the time you run the export.



Export Data

To export the data from an applied filter, click on the gear and click export filter results. Note, this will pull only those patient events that match to your saved filter criteria at the time you run the export. For more information on exports, check out our reporting best practices.


Note: If you have any additional questions you can view our on-demand guided training resources here! 
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