Saved filters: best practices

In this article:

 Overview

Filters are additive; using multiple filter criteria will allow you to get as narrow, or as broad, a patient list as you need. 

When filtering within a single filter category, OR logic applies to your filter results. For example, if you select both admitted and discharged in the current status filter category, your results will show all patients whose most recent status is admitted OR discharged. 

However, when filtering across filter categories, AND logic applies to your filter results. For example, if you want to see all patients who are currently in the ED and are at a specific hospital, select presented under the current status filter category, and select your facility of interest under the facility name filter category. Your results will show only patients whose current status is presented AND whose current facility name is your facility of interest.

Tip! Less is more when it comes to filtering. Users regularly encounter issues when they select too many filter criteria. When creating your saved filters, try starting with the filters under  current status, facility name, facility type, setting, Bamboo Health flags, and program.


Identify Missed Care Opportunities

Missed care opportunities occur when a patient recently discharged from your facility returns to SNF care at another facility. Recognition of these events enables learning opportunities for potential workflow improvements to increase patient retention at your facilities.

Follow the steps outlined below to create a saved filter that identifies missed care opportunities: 

1
In the filter pane on the left of your dashboard, check off admitted under the current status filter category.

 
2

Click the blue carrot next to the facility name filter category to expand it. Select the x next to your facility’s name to omit events at your facility.

3

Under the facility type filter category, check off skilled nursing facility.

4

Click create on the bottom of the panel. 

5

Then, name your filter and click save.

6

Your new filter will now be listed under My Saved Filters! This filter will include only your recently discharged patients who now are receiving services at another SNF.


Tip! Click the bell next to your new saved filter to set up real-time alerts on these events!


Identify Patients at Risk of Readmission

The  readmission risk flag applies to any patient currently in the ED or under observation who also has had a prior inpatient stay within the last 30 days. This flag identifies opportunities to reduce potential readmission penalties. Filtering your dashboard to patients with the readmission risk flag informs you of patients who have returned to the acute setting and allows you to notify their active care team of their recent/active services with your organization, should they be in need of additional post-acute care. 

Follow the steps outlined below to create a saved filter that identifies patients at risk of readmission:

1
In the filter pane on the left of your dashboard, scroll down and check off readmission risk under the Bamboo flags category.

     
2
On the bottom of the panel, click create. Then, name your filter and click save 
 

3
Then, name your filter and click  save 

4
Your new filter will be listed under my saved filters! This filter will show only your patients who are in the ED or under observation and are at risk of readmission. 
 

Tip! Click the bell next to your new saved filter to set up real-time alerts on these events!

Identify Patients Attributed to an ACO or Care Management Program

Using your saved filters in PatientPing, you can identify your admitted patients who are attributed to an ACO or other care management program.

Follow the steps outlined below to create a saved filter that identifies patients attributed to a specific ACO or care management program:

1
In the filter pane on the left of your dashboard, select admitted under the current status filter category. Scroll down to the program filter category, and select your priority ACO or care management program. 
 

2
Click create on the bottom of the panel.
 

3
Then, name your filter and click  save 

4
Your new filter will now be listed under my saved filters! This filter will show only your admitted patients who are attributed to the ACO/care program that you selected. 
 

Tip! Click the bell next to your new saved filter to set up real-time alerts on these events!


Identifying 3DW-Eligible Patients

Managing patients eligible for the three-day rule waiver (3DW) supports the admission of a patient to a SNF directly from the ED or Observation, when clinically appropriate, without the requisite 3-day inpatient stay. Identifying these patients can support both improved patient outcomes and decreased total cost of care. 

Many of our ACO partners have provided Bamboo Health with the list of those facilities participating in their approved 3DW networks. If you are a member of such a network and your ACO is using Bamboo, you can indicate when patients are admitted to your facility under the 3DW. You will be able to do so only for patients who match to the ACOs with whom your facility has a 3DW relationship.

This will provide your ACO partner(s) with equal transparency on those patients admitted to your facility under the waiver. It will also allow you to report specifically on your 3DW patient events through the Bamboo export feature. 

Follow the steps outlined below to create this saved filter to identify patients who may be eligible for the 3DW:

1
In the filter pane on the left of your dashboard, choose the following filter criteria:
  • Setting: Emergency and Observation
  • Program: The ACO with which your organization has a 3DW relationship

2

Click create on the bottom of the panel.

3
Then, name your filter and click  save.

4
Your new filter will be listed under  my saved filters! This filter will show only your patients who may be eligible for the 3DW.

Tip! Click the bell next to your new saved filter to set up real-time alerts on these events!

Identify Patients by Length of Stay (LOS)

Creating saved filters by LOS in Bamboo expedites efforts to focus on patients by their LOS within your facility. Taking steps to reduce LOS can help decrease overall cost of care for patients in risk-based contracts, and improve patient outcomes and satisfaction. 

Follow the steps outlined below to create this saved filter to identify patients by their length of stay:

1
In the filter pane on the left of your dashboard, choose the following filter criteria: 
  • Current status: Admitted
  • Facility type: Skilled Nursing
  • Facility Setting: Skilled
  • Visit duration: Your priority length of stay range

2

Click create on the bottom of the panel

3
Then, name your filter and click  save 

4
Your new filter will be listed under My Saved Filters! This filter will show only your patients with a specified visit duration.

Tip! Click the bell next to your new saved filter to set up real-time alerts on these events!
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