Using Advanced Filters - Capacity IQ® | TeleTracking® Help Center

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You may use the Adv. Filter button on the list views in Capacity IQ® PreAdmit and Patient Tracking to:
- Select filters to include or exclude types of data.
- Include incoming or outgoing preadmitted or pending transfer patient records, or both.
- Include activated or unactivated preadmitted or pending transfer placement requests, or both.

On the list view, click Adv Filters, to display the List View Advanced Filters dialog box.
- If you do not see the advanced filters option, you will need to speak with your internal administrator to have the advanced filter group permission added to the user's profile.

Select the check boxes for the category of data you would like to filter by.

Example - Check marks indicate you will only see patient records associated with Accommodation, Admit Source, Campus, and Hospital Service.

Select the types of data that you would like to filter by for each category.

Click the magnifying glass icon, and then do one of the following:

If a list of options with check boxes appears (for example, for Bed Attributes):
- Select the check boxes corresponding to the types of data.
- Click Select.
If a user selection box appears (for example, for Assigned by User):
- Select a campus.
  - You may only select users whose base units are in the selected campus who have at least one of the following permissions: Activate Placements, Edit Origin Unit, Create Pending Transfer, Create New PreAdmit, Tag Patient Ready to Move.
- Type the first few letters of the user's first or last name. Select First Name or Last Name (depending on what you typed).
- Click Search to display names in the Available Users list.
  - In the Available User list, click a name, and then click Add. Click Select.

If a text box appears (for example, for Misc to filter on text in the Misc. box on the Patient Details form), type text, and then click Select.
- Example: To display only patient records associated with the Isolation bed attribute, the MRSA patient attribute, and the Surgery hospital service, under Filter, in the row corresponding to Bed Attributes, select Isolation, in the row corresponding to Patient Attributes, select MRSA, and in the row corresponding to Hospital Services, select Surgery.

Select whether patient records associated with the data type that you chose should be included in, or excluded from, the list view.

In the Inc/Exc list select Include or Exclude.
- Example - To display only patient records associated with the Isolation bed attribute and with the MRSA patient attribute, but NOT with the Surgery hospital service, under Inc/Exc, in the row corresponding to Isolation bed attributes, select Include, in the row corresponding to MRSA patient attributes, select Include, and in the row corresponding to Surgery hospital services, select Exclude.

Choose if patient records with unknown data in that category should be included.

In the row corresponding to the selected category, under Include Unknown, click the gray Disabled button to change it to Enabled.
The Include Unknown option is NOT available for the following: Campus, Patient Status, Placement Status, Observation, Requesting User.
Example - Some patient records might have no bed attributes associated with them. But you still might want them to appear on the list view if they meet the other criteria that you have selected. To include patient records that do not have any specific bed attribute associated with them, in the Include Unknown column, in the row corresponding to bed attributes, click Disabled to change it to Enabled.

In the Combine Filters By list, select one of the following:

To include patient records associated with all of the types of data selected, select AND.
- ex. To include only patient records associated with BOTH the Isolation bed attribute AND the MRSA patient attribute and that are NOT associated with the Surgery hospital service (in a previous example, Surgery was excluded), select AND.
To include patient records associated with ANY of the types of data selected, select OR.
- ex. To include patients who are associated with EITHER the Isolation bed attribute OR the MRSA patient attribute OR who are NOT associated with the Surgery hospital service, select OR.

Select whether to include records for incoming or outgoing preadmitted and pending transfer patients or both.

To include only records for incoming patients (those with assigned beds or target units within your membership), select Incoming.
To include only records for outgoing patients (those with home, current, or specialty locations within your membership or those with placements that have requesting units within your membership), select Outgoing.
To include BOTH incoming AND outgoing patients, select Incoming or Outgoing.

Select whether to include preadmitted or pending transfer patients with activated or unactivated placement requests or both.

To include only patients with activated placement requests (the requested date and time, or time that the bed is needed, is either now or in the past), select Activated.
To include only patients with unactivated placement requests, (the requested date and time, or time that the bed is needed, is in the future), select Unactivated.
To include patients with BOTH activated and unactivated requests, select Activated or Unactivated.

To save selections and return to the list view to see results, click Save.

Note - The selected advanced filters will be in place until you end your current session or sign out. To save them permanently, save the console view. A message prompting you to save the console using the Load/Save Console feature appears.