Using Platform Filters

Practice Intel:

Using Platform Filters

Overview

The filtering system at the top of the platform is essential for managing and analyzing your data. Filters allow you to break down data by specific categories like date ranges, clinics, providers, insurance types, and more. This guide explains how to use filters, save your filter configurations, share those filter views with others, and reset your filters. 

1. Using Filters
   

• Accessing the Filters

  • At the top of the platform, locate the filter panel where you can parse all your data.

• Click Show More to expand the filter options and view various ways to break down data. You can find a full list of our filters and their definitions here. Here is the expanded view of all available filters:

• Applying Filters

  • By default, all options within each filter category are selected.

  • To focus on a single category, hover over the desired filter, and click Only.

• This action will update the entire platform to focus solely on the selected category across all tabs.

• You can also group multiple items by selecting more than one option.
  
  

• Searching Within Filters

  • You can also search within the filter. To do so, click the specific filter you’d like to search, click in the search box at the the top of the menu, begin typing in your target terminology, and you’ll see any applicable options within the dropdown menu. 

2. Saving Filters
   

• If you use a particular filter set frequently, it’s recommended to save the filter for future use. To do this:

  • After applying your filters, click the Save button.

  • Name the filter.

  • The saved filter will be available at the top of the filter panel the next time you log in.

3. Sharing Filter Views
   

• Filters are user-specific, but you can share a filter view with other users that have access to the information you have within the saved filter:

  • After saving a filter, click Copy Link.

• Send the copied link via email or message to another user, and they can view the exact filter set you created when they log in.

• Next time, you’ll find the saved filter under the Saved Filters section at the top of the filter panel.
  
  

4. Resetting Filters 
   

• Clearing Filters:

  • To reset all filters, either click or manually deselect filters to restore the unfiltered data view: 

• To reset a single filter, click “reset” within the filter dropdown menu:

Best Practices for Filters

1. Start Broad and Narrow Down
   Begin with general categories, and then use additional filters to refine your view.

2. Save Frequently Used Filters
   Save any filters you’ll need repeatedly to save time and ensure consistency.

3. Group Related Filters
   Grouping multiple categories or payers together can provide broader insights and comparisons.

Troubleshooting Filter Issues

• No Data Found:
  Double-check the filters to ensure that you haven’t applied conflicting options or left no data available.  You can also refresh your page to go back to the default filter set.

Conclusion

Filters are a powerful tool for customizing and analyzing your data within the platform. By understanding how to apply, save, and share filters, you can streamline your workflows and improve data insights. If you need further assistance, feel free to reach out to the support team at ptsupport@predictionhealth.com.