Search Filters - IME Assessments (IM)

Modified on Mon, 15 Jul, 2024 at 1:39 PM

OVERVIEW

All Reporting Service databases have filters available to display and/or export targeted search results. This article covers database filters available for the IME Assessments (IM) service.

DIRECTORY

The following filters are available for IME Assessment searches.

Filter Name	Searches For	Filter Type
Request Dates	Cases based on when they were created	Date Range
Appointment Dates	Cases containing a scheduled appointment date	Date Range
Preferred Appointment Date	Cases containing time ranges that a Case Manager is looking to book an appointment within	Date Range
Surrogate Assessment	Cases that require an arrangement of a surrogate for the appointment	List
Next Task PIC	Cases where the selected staff is responsible for completing the next task of the workflow	List (Staff)
Next Task Overdue	Cases containing a Case Status that has not been actioned within a considerable amount of time	List
Next Task	Cases with an upcoming task to completed (based on the current Case Status)	List
Case Status	Cases based on how far the tasks have been completed and progressed	List
Action PIC	Cases where the selected staff is responsible for completing an active Action Note	List (Staff)
Action Due Dates	Cases where an active Action Note is required to be completed within a given date	Date Range
Type of Claim	Cases containing a value within the specified category Obtained from the same-named list in Value Settings	List
Type of Report	Cases containing a value within the specified category Obtained from the same-named list in Value Settings	List
Prepayment from Booking Company	Cases that require payments to be made by the Booking Company prior to the release of the report/records	List
Prepayment to Service Provider	Cases that require payments to be paid to the Provider prior to the release of the report/records	List
Interpreter Required	Cases that require arrangement of an interpreter for the appointment	List
Permission Staff	Cases where the selected staff has special accessibility permissions granted	List
Appointment Type	Cases based on if the appointment is to be attended in-person or via telehealth (video)	List
Client Appointment Reminder	Cases that have been setup to notify clients of their upcoming appointment	List
Client Consent Received	Cases that have acknowledged that a consent form has been read and signed by the client for the scheduled appointment	List
Client Consent Received Date	Cases based on when staff have received the consent form from the client	Date Range
Dictation Sent to Typist	Cases based on whether the corresponding Case Status has been completed	List
Typist Submitted Draft	Cases based on whether the corresponding Case Status has been completed	List
Report Draft Received	Cases based on whether the corresponding Case Status has been completed	List
Report Draft Sent to Specialist	Cases based on whether the corresponding Case Status has been completed	List