Working with Filters

The Cloudmed Work Queue is made up of the Requires Review, Received, Sent, and Archive tabs; the referral list; and the Work Queue filter controls located on the left of the screen. Filters are a dynamic way to help you focus your work by narrowing your view of the Work Queue to show only specific referrals.

IMPORTANT: Filters are cumulative, which means when you set more than one filter to apply to your Work Queue, Cloudmed displays referrals that meet the criteria for all filters.

Note: Your filters may differ from what is shown in this image as filters are customized for each implementation.

Applying Filters

Locate the first filter of interest. Then, type or select the option(s) you want to include.
OPTIONAL: Take any of the following actions:
- Continue adding different filter specifications to further narrow the list of referrals in your work queue.
- Click the X next to a filter you have already set to clear a specific filter.
- Click the Clear Filters button to clear all applied filters.

Using Saved Filters

Saved Filters are a way for each individual user to save a group of filters for their future use. This allows a group of filters to be applied with one click!

Setting Up Saved Filters

Apply all of the individual filters that you’d like to group together into a Saved Filter
Click ‘Save Filters’. Enter in the filter name and click ‘Save’
As you add or remove filter options, you can click ‘Update Filter’ to update the existing saved filter that you started with.

To review, edit the name, or delete your saved filters:

Click the gear icon in the Saved Filters box
Click Edit Name to update the name of the Saved Filter.
Click Delete to remove the Saved Filter

Filter Descriptions

Filter Name	Application
Additional Information Required	Filters the Work Queue to show referrals that have been flagged by the receiving office as needing more information.
Calls Logged	Filters the Work Queue to show referrals that match a specific number of calls logged in Cloudmed.
Date Created	Filters the Work Queue to show referrals that were first created in Cloudmed (via integration or manually) between the selected dates
Department	Filters the Work Queue to show referrals that have been sent to or received by a specific group.
Office	Filters the Work Queue to show referrals that have been sent by or sent to a provider at the office.
Owner	Filters the Work Queue to show referrals that have been assigned to you and/or your coworkers.
Patient Contact Required	Filters the Work Queue to show referrals that have triggered the Patient Contact Required label, which occurs when a referral has been Pending for more than 5 days or has not yet been contacted (receiving offices only).
Receiving Provider	Filters the Work Queue to show referrals that have been received by the selected provider or group.
Referral Label	Filters the Work Queue to show referrals that display the selected label(s).
Referral Required	Filters the Work Queue to show referrals that require an insurance authorization.
Sending Organization	Filters the Work Queue to show referrals that have been sent by any office or provider within the specified health system(s).
Sending Provider	Filters the Work Queue to show referrals that have been sent by the selected provider or group.
Status	Filters the Work Queue to show referrals that match one or more selected statuses.
Urgency	Filters the Work Queue to show referrals that reflect the selected urgency/urgencies, such as “Stat” or “3-5 Days”.