Adding to a filter
After you activate a filter, you can add other providers to it.
If you need to add another provider to your filter after creating it, you can easily do so.
To add a provider to your filter:
1. Select Provider Filter in the upper right area of the dashboard to open the filter slider.
To close the filter slider at any time during this process, select Provider Filter or click anywhere else on the page. Ensure that your new selections are active before closing it.
2. In the filter slider, select the providers you want active in your filter using one of the following methods.
• Search by NPI.
1. Type the 10-digit ID number of the provider in the Search box. (You must enter at least two characters.)
One or more matching provider entries are displayed. For example, a provider may work at multiple facilities.
2. If necessary, deselect entries you do not want.
3. Select Apply Filter.
• Advanced Search.
1. Select Advanced Search then fill in one or more of the fields. (You must enter at least two characters for the provider name, provider ID, or city. Select the state from the drop-down list.) When you are done, select Search.
One or more matching provider entries are displayed. For example, a provider may work at multiple facilities.
2. If necessary, deselect entries you do not want.
3. Select Add to Filter to add the selected provider to the filter and close the slider.
The count on the Provider Filter button increases by the number of providers you add to the filter.