Many of the tables in the Trella Health Solutions have thousands of entries - far too many for casual browsing. In order to facilitate more detailed evaluation of the data, we have included three tools that will help you to narrow and focus the data to just the entries you need. Most tables have all of these tools, although some tables do not require refinement of the data.
The header (Name) for every column is a button that will sort the entire table by the column selected. Click on the text and the column will be sorted in descending order - from highest to lowest. If you click a second time, the table will be sorted by the selected column in ascending order - from lowest to highest.
The search field will be near the top of any table or field for which it is connected (See two examples, above). Each search will be executed against all columns in the connected table. Some searches produce the same results as the filter tool. E.g. a search for "internal medicine" will return a list of all physicians with that specialty - the filter tool will do the same thing.
- Broad Search: A search for "Smith" will return entries for all physicians with Smith in their name AND any entry with "Smith" in the county name. So you could use this search to find all hospices in Smith county. (The county filter provides the same function.)
- Specific Name Search: A search for "Philip Cadwalader" will return only entries that include the complete first and last name
- Mixed/partial search: the search is executed while you type, so partial entries will generate a table of relevant data. Example: "sha" will find Sharon, Marsha, Marshall, etc, in first names, last names, or counties. You can mix a search to create a cross section of results: "Jones card" will find all cardiologists named Jones, or cardiologists who live in Jones county.
You can use the filters to restrict the data in the connected table. As you turn on and select different filter choices, the data in the table will change to reflect the chosen filters. You can increase and decrease the amount of data by changing the entries in a specific filter, or create a cross section of two different filters.
The number and type of filters that are available change depending on the table, but the overall function is the same. A common use of filters is narrowing the data in the table to just records in your sales territory.
If you turn on the favorites filters, the entries in the table will be (further) limited by the favorites that you have chosen using the stars to the left of any name. See Favorites for more information.
See the video: Using Filters.
If no filters are selected (or right after clicking the "clear filters" button) the filters will be off and the table will show all available entries.
- Clicking on the black triangle (or anywhere on the tab) will open the filter on that tab.
- Clicking on any box next to an entry (a specialty in this case) will move that item to the other column. Each additional selection included will add items to the table that match the chosen filter.
- Four specialties have been included in the Specialty filter.
- The table will show only physicians who are identified with that specialty. i.e. for this example, the table will show all physicians with the listed specialties: cardiology, dermatology, Emergency Medicine, and General Practice.
- the "On" button is lit up to indicate that the filter has entries and is active in the table below
Using two or more filter categories will produce a cross section between those categories. For this example, we will click the county tab to add a county filter.
- Notice that the Specialty filter is still "on." This means that the four specialties chosen before are still in effect.
- We have added Allegheny county.
- This produces a cross section in the data table: All physicians of the four chosen specialties who ALSO have their address of practice in Allegheny county.
- If we added additional counties, the number of physicians displayed in the table will grow to include the chosen specialties in the additional counties.
When you click on the "clear filters" button, all filters will be removed and all data will be displayed in the table.
- Open the Range Filters by clicking on the words "Range Filters" or the >.
- Changing the limits on the filters will restrict the data in the connected table to those entries that fit within the chosen range.
- The choices displayed in the range filters will be different depending on the table but the tool works the same way wherever they are found. Notice that the range filter choices shown in the image above match the columns with numbers from the table.
- Each of the blue dots is a slider that you can move with your mouse by clicking and dragging.
- If you click on either of the numeric fields on the left or the right you can type in the number of your choice.
- The example above is from the Physicians page main table. The range filters are set on mortalities with a lower limit of 200 and an upper limit of 2000. This will restrict the data in the table to physicians who have Mortality counts between 200 and 2000, inclusive.
- Any number of range filters can be set at the same time.
- The range filters can be used in conjunction with other filters above them.
- In this example, the data in the table will be limited to reflect all of the counts indicated by the sliders for physicians in Allegheny county
One usage for the filters is to select specific specialties, counties, or ZIP codes for inclusion in the connected table. If we want to only see only listings from a specific county, we click on the box to move that county to the right side.
The opposite perspective can be useful as well. If you look at the example below, we first clicked on "Include All" to add all physician specialties to the right column. (All data items will be listed in the table since all specialties are included.) We can then click on the checked boxes to exclude items from the list. This moves the selected specialty back to the left, and physicians with those specialties will not be displayed in the table.
If you don't find a known entry in a filter, (like a county), it is possible that there are no matching claims. See this article for a detailed example - Why are Some Counties Missing from the Filters.
Although the examples on this page were generated in connection with the Physician page Main Table, the general functionality is similar with any tables that provide the filter tools.