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How to use the Date Range filter

Overview

The Date Range Filter lets you focus your review on a specific window of care. You can display only the records that fall between certain dates, or limit your view to those before or after a specific date. This helps you quickly isolate pre-incident, post-incident, or gap-in-treatment periods within a case.

How It Works

  • First, open the "Filter Records" box on the Review or Export page.
  • To filter records on or after a certain date, leave the 2nd date field blank:after

  • To filter records on or before a certain date, leave the 1st date field blank:before

 


  • To filter records between two dates, fill in both dates:between