You can add new filters to the system manually bypassing the need to upload and apply codes.
1 Go to Data Review > Qualification Filters.
The Qualification Filters page opens.
2 In the Filter and Summary panel, select the filter type you want to view from the Filter Type drop-down menu.
- Excluded by Payor
- Excluded by BIN
- Excluded By State
- Inpatient Indicators
- Employees Qualified by Payor
- Employees Qualified by BIN
- Hospice Qualified by BIN
- Patients Qualified by Name
- Patients Qualified by BIN
- Employees Qualified by Name
- Locations Non-340B
- Utilization Exclusions By Element
- Encounter Exclusions By Element
- Bundled Services Exclusions
As of 6/10/2023, the Filter Type options will no longer include Utilization Exclusions By Element or Encounter Exclusions by Element. This functionality has been improved and can now be done from the Branch Codes page.
3 Enter a Start and End Date.
4 Click Refresh Filters.
The page updates with your selections.
5 Click the Add a New Filter button.
The Add Filters window opens.
6 Enter the information in fields provided.
Fields vary by filter type. NOTE: free text fields must be populated. If you do not complete the field, a pop-up window opens with a message telling you to complete the field. In the example above, the Payor field is required.
7 Click Save.
The filter is created and made active in the system.
View Qualification Filters