Custom Filters

On the Main Menu, click Settings > Billing. In the left menu, under Practice Links — Reporting, click Custom Filters

You must have the Billing Admin user permission to create custom filters.

Note: A custom filter must be based on a single athenaOne data element (for example, provider). You cannot link multiple data elements together for one filter (for example, providers to departments).

1. Display the Custom Filters page: On the Main Menu, click Settings > Billing. In the left menu, under Practice Links — Reporting, click Custom Filters.
2. Click Add new.
   The Add Custom Filter view appears.
3. Filter name — Enter a name for the custom filter.
   This name appears on the Activity Wizard, A/R Aging Wizard, Report Builder, Report Library, and Sentinel Metrics Dashboard.
   
4. Filter type — Select the entity to report on with your custom filter.
   Filter types include Appointment Type, Department, Diagnosis Code, Place of Service, and Provider.
5. Filter groups — Enter a name for the first filter group and click the Add/delete link to select the members of the group. (The text of the Add/delete link depends on the filter type that you selected.)
6. Select the items to include in the filter group and click Done.
7. To add another filter group, click Add another filter group (below the Filter groups field).
8. Enter a name for the second filter group and click the Add/delete link to select the members of the second group.
9. Add as many filter groups as needed.
10. Notes — Add an optional note about the custom filter.
11. Click Save.

Custom filters enhance reporting capabilities by allowing you to report on groups of entities, such as providers and departments, in ways that are meaningful for your practice. For example, if you want to report on providers by geographic area, you can:

1. Create a custom filter called "States" and choose "Provider" as the filter type.
2. Create a filter group for each state that you want to report on.
3. Add the appropriate providers to each group.

Your custom filter groups are listed as available filters for reporting purposes on these pages:

• Report Builder
• Report Library (standard reports)
• Activity Wizard
• A/R Aging Wizard
• Sentinel Metrics Dashboard

Also, you can create custom filters for use in the Claim Inbox. Custom filters appear along with the defined filters— such as Claim status, Provider group, and Department — in the Claim Attributes section of the Claim Worklists page.

Custom filter fields

 

When you create a custom filter, you define it using the fields on the Custom Filters page.

 

Filter name — Filter names are used to define and organize your custom filters. For example, if you want to report on providers by geographic area, you can create a custom filter with a filter name of "States" and a filter type of "Provider."

 

Filter type — Filter type is the entity that you will report on in your custom filter. For the example custom filter "States," you can choose "Provider" as the filter type.

 

Filter groups — Filter groups are used to organize filter type entities for reporting purposes. For example, if you want to report on providers by state, you can create a filter group for each state and add the appropriate providers to the group.

 

List of filter types

 

Custom filters appear along with standard filters and display columns of the same type in the Report Builder, Report Library, Activity Wizard, A/R Aging Wizard, and Sentinel Metrics Dashboard. For example, wherever a provider filter or display column exists in the Report Builder, you can see and select your custom provider filters.

 

You can select any of these filter types:

• Appointment Type
• Custom Transaction Code
• Department
• Department Group
• Diagnosis (ICD-9) Code
• Diagnosis (ICD-10) Code
  Note: Custom filters with this filter type do not appear in the Report Builder.
  
• Kick Code
• Local Reporting Category
• Place of Service
• Procedure Code
• Procedure Code Group
• Provider
• Provider Group
• Referring Provider
• User

 

Uses for custom filters

 

You can use custom filters to collect and slice financial and other data in your defined filter groups. Following are some examples of ways to use custom filters.

• Map a group of providers or departments assigned to a location-based supervisor or director for performance monitoring. For more information about performance monitoring, see the Sentinel Metrics Dashboard.
• Map procedure codes or diagnosis codes to more manageable groupings. For example, you can create a custom filter called "Injections" and then group by vaccines, Botox, or treatment.
• Map users to locations, roles, or both. For example, you can create a custom filter called "Front Office users: Main Street."
• Create filters to group your appointment types, such as "New Patient Visits" and "Established Patient Visits."
• Create filters to group kick codes, for example, Enrollment kick codes. (Kick code-based custom filters appear in the Transaction Activity and Transaction Aging report types in Report Builder.)