Analytics: Using Filters for an Analytics Card (Filters Tab)

Filters let you specify which things should include or exclude patients in an analytics card (report).

Below are the different options there are for analytics card filters:

• Active Since:  Includes patients who have messaged/called you, filled out a form, scheduled an appointment, or had a note taken on their profile within the specified period.
• Select Gender: Includes patients with the Gender that is specified.
• Born: Includes patients who were born within the specified time period
• Assigned To: Includes patients who are assigned to a specific user or users on your team
• Has Submitted: Includes patients who have submitted a specific form or forms
  • Condition: Lets you further filter, by only including patients who responded with a certain answer to a form
• Tags: Includes patients with all of or one of the tags specified
• Custom Fields: Includes patients who meet the criteria for the custom fields that you have specified.