Filter View 

The filter view is used by all admin users, not just service providers. Therefore, it is important to keep in mind of filters that are defaulted when generating care coordination specific reports. 




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Populations provides options to search by year of service, insurance population, and effective period. 

risk score

Filter View - risk Score.jpg

Risk Score provides options to search by HCC score ranges, HCC benchmark ranges, potentially costly and by new/removed HCC diagnosis. 

healthy activities (gaps in care) 

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Healthy Activities (Gaps in Care) provides options to search by healthy activities that have been completed, not completed, or both. And by whether a patient is enrolled in text alerts (enrolled in Health History) 

patient search 

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Patient Search provides options to search by patient information such as: Member ID (HICN), MBI, MRN, first name, last name, DOB (ranges), DOB (exact), and gender. 

hierarchy name 

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Hierarchy Name provides options to search by division, TIN name, facility number, subgroup name, NPI, and assigned provider. 

care coordination events 

Filter View - Care Coordination Events.j

Care Coordination Events provides options to search by event types, program types, service partner (partners are associated to event types), templates used, follow up date, user creation date, and system creation date (the date the event was captured in the portal). Also, search by total time ranges, event creator, event status, keyword search and filter for events that were created within the last 30 days with no follow-up scheduled. 

patient attributes 

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Patient Attributes provides options to search by patient attribution, CPC plus, CCM status, deceased, CMS removed, patient assignment, opt out and has claims. 

quality metrics 

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Quality Metrics provides options to search by patient claims, module, module status, patient quality score, patient progress (ranges), patient questionnaire status, patient response, and import. 

Financial Report

search and save filter favorites 

Search & save 

Filter view - search and save.jpg

After you have entered desired filters, click Search to generate a list of associated patients. To save your filter choices, enter your desired filter name then click Save & Search. Your saved filter will appear at the top of the patient master dashboard screen. Your saved filters will display above the filter options, under the Favorites list. 


navigating the patient list and action items 

export to excel 

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Export to Excel provides information that is shown in the patient list. 

export to excel (CCT Export) 

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Export to Excel (CCT Export) provides information based on care coordination specifics. 

export to excel (enrollment history) 

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Export to Excel (Enrollment History) provides an program enrollment history. If a patient has been enrolled in more than one program, their name will display for each enrollment session. 

expand/collapse all 

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Expand All will expand and display additional information pertaining to the patient. 


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Columns will allow you to choose which fields you would like to see on the patient view list. You may deselect items that you do not wish to see. 

add patient

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Add Patient allows you to manually enter a patient using MBI, first name , last name, DOB, and gender. 

action items - drop-down arrow 

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The Drop down Arrow next to the patient list with provide options to create event, view events, view the patient lookup (pop-up window), enroll patient in text alerts (Health History), and redirect to answer quality measures on applicable patients.