Exploring the Patient Page - Ad Hoc Filter

What is an Ad Hoc Filter?

Have you ever wanted to add something to your patient's timeline that isn't a medication, diagnosis, or procedure? Ever wanted to create a specific "tag" for a subset of patients? Look no further than our Ad Hoc Filter!


An Ad Hoc Filter is a customizable filter that is not a diagnosis, procedure, or medication! These filters enable you to tailor your analysis and obtain precise results, enhancing efficiency and productivity.


Adding an Ad Hoc Filter: Step-by-Step Guide

  1. Search for the Specific Patient using the Search Bar
  2. Within the Patient Page, locate the Ad Hoc Filter
    1. You can find the Ad Hoc Filter in two places:
      • Scores Tab by the Timeline

      • Management Tab towards the bottom


  1. Create your Ad Hoc Filter
    1. This is a free text box for you to enter in any filter of your choosing! For example, a common way providers use this filter is to tag "high-risk" patients (as defined by their own methods). This way, they can keep quick tabs on how these patients are doing within the Dashboard.

These filters are case-sensitive!

  1. Select a Date
    1. The date associated with the Ad Hoc Filter will respect the patient. For example, if you've created an Ad Hoc Filter for "high-risk" patients on 1/1/2023, but have identified a patient as high-risk on 3/3/2023, then you can enter the date you identified the patient as high-risk.
  2. Using the Ad Hoc Filter
    1. Now that this filter has been set, you are able to go to any other patient, find that same filterable word, and use it again!
    2. If there is ever a need to delete the filter, you may remove and delete it from the patient card.

Optimizing Your Analysis Experience

In the Dashboard, you are able to customize your analysis by using our comprehensive list of filters! For this section, we'll focus on the Ad Hoc Filters but know that there are many more that you can choose from!


Ad Hoc Filters will live under Confounding Factors.


Let's walk through an example!


  1. Let's say I want to evaluate my patients who have taken the Anxiety Assessment.
  2. I'd select Anxiety from the filters and I see that we have 4 Patients who have taken this Assessment.

  1. If I want to now add my Ad Hoc Filter, test subject, then I can do so by selecting test subject from Ad Hoc Filters and including them.
  2. Now, my Patients who have taken Anxiety and are test subject has been refined from 4 to 1 Patient.

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