Point of Care Ideas

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Sup Visits Dashboard: Autoset date filters to mirror site's highest rule

Have the dashboard set the start and end date filters to the selected site(s) highest rule. For example: if site rule is 6 months, have filters set to show 6 months prior to today and 6 months in the future.

  • Danielle Beebe
  • Jun 21 2023
  • Needs Review
Idea Background

Mentioned in a follow-up meeting with Ashley Bouknight on 6/19, but have received multiple emails during rollout from sites not being able to find clients, even though we demo how to stretch out dates and search by client.

Also finding that despite sending out weekly spreadsheets, many users are not pushing start dates back to include Past Dues, and they are being missed.

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