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How do I apply custom filters in MX Notify?

Filters help you narrow focus on specific notification criteria or a subset of your patient population. For example, you can filter notifications to only show records for patients who were discharged from the hospital in the past seven days. To apply filters to the notifications, follow these steps:


1) Click the Add Filters drop-down menu button at the top of the page.

 

2) Select one or more filters from the list displayed.

 

3) When applicable, enter the required value.

  • Example 1: To view only discharge notifications, select Event Type and type in Discharge.

 

  • Example 2: To view notifications based on the number of ER encounters, select Number of ER Visits and enter the desired numerical value. For example, if you wish to see notifications for patients with more than two ER encounters, enter 2 in the open field. 

 Note: Some filters will require numerical values in a date format (mm/dd/yyyy), such as Date of Birth

 

Clearing applied filters 

Click on the Delete button  located on the left side of the applied filter. This filter will now be cleared and the page will be refreshed to show all notifications.

 

 

Saving custom filters for future use

To save a filter for easy access in the future, click Save Filter at the top of the page and name the filter. The filter will now be saved under Custom Filters.


Accessing a saved filter

To access a saved filter, click on Custom Filters. A drop-down menu will appear with all the saved filters. You can then choose the saved filter you want to apply.

 

Clearing custom filters 

After accessing a saved filter, you can refresh the page to see all notifications by clicking on Custom Filter and selecting Clear Filters. The custom filter will remain saved for future use.


Deleting previously saved custom filters

To delete custom filters, click on the red trash icon next to the custom filter name. Once deleted, you will no longer be able to access this filter.

 

 

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  • Jan 26 2018
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