Manage reporting filters

A filter is a single query which can be used to build a worklist. For example, modality or site.

  1. Click the Admin button.
  2. Click the required tab.
  3. Click the logo to return to the front page.
  1. Select the Filters tab.
  2. Check existing filters using the Search field before creating a new one. You will not be able to create a filter if the query already exists.

  3. Click Add New Filter. As you make choices, they will be displayed at the top of this window.
  4. Enter a name. Click Next.
  5. Enter a description. Click Next.
  6. Select a field to query.
  7. Click the Not toggle if you want to exclude this item (include all values that are not this one).
  8. Click Next.
  9. Select a value.
  10. Click the Not toggle if you want to exclude this item (include all values that are not this one).
  11. Click Next.

  12. Click Save.

A filter can contain one or more items. You may wish to create filters for items that are commonly grouped together.

Note:

By default filters return events from the trust where they were created. To see events from all trusts, create an "All Trusts" filter, and use this filter when building worklists to be shared across the consortium.

Example:

To build a filter for "Assigned to Me" worklists (will only show events assigned to the logged-in user):

  • Enter a name: "Assigned to User".
  • Enter a description: "Show events assigned to the current logged-in user".
  • Select a field: "Assigned".
  • Select a value: "Logged in user".
  1. Select the Filters tab.
  2. Find the filter using the Search field.
  3. Click Delete

Note:

Worklists and filters are 'owned' by the person who creates them. An owner may edit / delete their own worklists.

Hover over a row to see who created a filter or worklist.

An admin user can delete anyone's worklists or filters. They can also edit any worklist.

  1. Select the Filters tab.
  2. Find the filter using the Search field.
  3. Click Edit

  4. Edit the name / description.
  5. Click Save.

Note:

Worklists and filters are 'owned' by the person who creates them. An owner may edit / delete their own worklists.

Hover over a row to see who created a filter or worklist.

An admin user can delete anyone's worklists or filters. They can also edit any worklist.

These are the System Administration fields available to you for creating your own filters. Combine a field and selected value(s) from the list below. Fields are specific to either Reporting or Vetting: Although some appear on both lists, you should select them from the appropriate list when creating a filter. To switch between Reporting and Vetting fields, click the menu at the top right.

Field Available values
Addendum reported byLogged-in or named user(s).
Addendum statusPeer review declined, peer reviewing, unverified, verified.
Addendum typed byLogged-in or named user(s).
Addendum verified byLogged-in or named user(s).
AgePatient's age today.
Intended clinician (Assigned for reporting)Logged-in or named user(s).
Body areaAbdomen, ankle, arm, breast, chest, elbow, feet, forearm, groin, hand, head, hips, knee, legs, lower legs, neck, shoulder, wrist.
BornAfter, before, between, equals.
DeceasedAfter, before, between, equals.
Dictation statusAddendum, archived, dictated, external complete, externally dictated, locked, none, partial, transcription complete, transcription started, unknown.
Draft existsSelect a user, yes, or no.
Exam dateAfter, before, between, older than, today's exams, yesterday's exams.
First read assessmentCorrect, correct with minimal wording, or incorrect.
First read report present?Yes or no.
First read reporterLogged-in or named user(s).
First read used as arbitrated reportYes or no.
GenderFemale, male, indeterminate, unknown.
GroupsVetting / reporting resource groups.
Modality Additional workload, angiography, botox, consultations, CT, DEXA, endoscopy, fluoroscopy, health screening, mammography, medical photography, MRI, nuclear medicine, obstetrics, pet ct, radiology, ultrasound.
Patient typeA & E, day case, GP direct access, inpatient, other, outpatient.
Procedure (exam)Examination codes.
Referrer locationLocation of the referring clinician.
Report creation dateAfter, before, between, older than, today's exams, yesterday's exams.
Report urgencyStandard or urgent.
Report verification dateAfter, before, between, older than, today's exams, yesterday's exams.
Reported byLogged-in or named user(s).
Request categoryNHS patient.
RoomSelect one or more from a list.
Second read assessmentCorrect, correct with minimal wording, or incorrect.
Second read report present?Yes or no.
Second read reporterLogged-in or named user(s).
Second read used as arbitrated reportYes or no.
SiteSelect one or more from a list.
SpecialtySelect one or more from a list.
StatusExternal, unprocessed, unreported, unverified, verified.
Tag textUser-entered text (for example "CT teaching").
TimeTime (since attendance): choose younger / older than minutes / hours.
TrustSelect one or more from a list.
Typed byLogged-in or named user(s).
UrgencyRoutine, stroke, soon, trauma, urgent, research, 2 week wait, 31/62, private.
Verified byLogged-in or named user(s).
Verified x days agoDynamic verified date.
Workflow status Arbitrated, double reporting, in peer review, in supervised reporting, peer reviewing, peer review accepted, peer review addendum accepted, peer review arbitrated, peer review confirmation, peer review new addendum, peer review rejected, peer review report accepted, second read, supervised reporting arbitrated, supervised reporting.
Workflow typeDouble reporting, peer review, supervised read.

Example:

A filter excludes every event except those matching one or more values from one data point.

"Modality = CT" will exclude all events of any other modality.

"Site = Hospital A and Hospital B" will exclude all events from any other site.