Streamline your workflow by leveraging all of the fields and filtering patterns available on tables and charts. By customizing filters, you can quickly access the details that matter most to you. In this article, we provide an overview of how to make the most of filtering in Rivet.
Adding a filter
To add a filter, click Add filter in the upper left corner of the page and select the filter you’d like to add
We'll surface your top 5 frequently used filters based on your personal behavior, but you can always search or scroll to find other fields
You can also add a filter from the table directly by clicking the column header and then Add a filter
A few things to note:
Every column available on a table is filterable, even if a column is not visible
Filters chips will remain transparent until you've selected an option(s) to filter by - after which, you'll see the filter chip turn purple
Each filter you apply updates the remaining filters to only show options that match your previous selections
Removing a filter
Remove a filter by clicking the X on the left of the filter chip
You can also expand the filter, click the options menu, then click Delete filter
Filter operators and how they work
We use the term "operator" to describe the set of options associated with each filter. Filter operators allow you to control exactly which records you want to include or exclude in your results. Below is a list of our major types of filters and the operator options and definitions for each of them.
Multi-select
Is: includes results that meet that specific criteria
Is not: excludes results that meet that specific criteria
Is empty: filters for results no values present for the respective field
Is not empty: filters for results with any value present for the respective field
Dollars and numbers
Greater than: filters for results with numeric values that are larger than the inputted number
Greater than or equal to: filters for results with numeric values that are either equal to or larger than the inputted number
Less than: filters for results with numeric values that are smaller than the inputted number
Less than or equal to: filters for results with numeric values that are either equal to or smaller than the inputted number
Equal to: filters for results with numeric values that are the exact same as the inputted number
Not Equal to: filters for results with numeric values that are anything but the exact same as the inputted number
Is between: filters for results with numeric values that are within the inputted range (including the lower and upper numbers)
Is not between: filters for results with numeric values that are not within the inputted range (including the lower and upper numbers)
Is empty: filters for results with no value present for the respective field
Is not empty: filters for results with any value present for the respective field
Text (includes IDs)
Is: includes results that match the text exactly
Is not: excludes results that meet the text exactly
Text contains: includes results that contain the inputted text, even if the full text isn't an exact match
Text does not contain: excludes results that contain the inputted text, even if the full text isn't an exact match
Text starts with: filters for results that start with the inputted text, even if the full text isn't an exact match
Text ends with: filters for results that end with the inputted text, even if the full text isn't an exact match
Is empty: filters for results with no value present for the respective field
Is not empty: filters for results with any value present for the respective field
Dates
Is: choose from a list of preset options that vary depending on the date field
Is on or after: filters for results that match that one selected date as well as all dates afterwards
Is on or before: filters for results that match that one selected date as well as all dates before
Specific day: filters for results that match that one selected date exactly
Is between: filters for results with dates that are within the inputted range (including the lower and upper dates)
Is not between: filters for results with dates that are not within the inputted range (including the lower and upper dates)
Special operators for code fields
Is only: filters for results where only the selected code(s) are present
For example, filter for Procedure code is only 99213 in All Claims to find all claims or lines (depending on how you're viewing the table) that only have 99213 and no other procedure codes on them.
Contains all of: filters for results where the selected code(s) are present together, even in cases where there are other unselected codes present as well
For example, filter for Procedure code contains all of 99213, 90619 in All Claims to find all claims or lines (depending on how you're viewing the table) that have those two codes on them.
Primary is: only available in the Diagnosis code field and filters for results where the selected code is the primary diagnosis code on the claim
Advanced filters
Advanced filters allow you to incorporate more complex logic into your filtering rules. With advanced filters, you can add filters with "or" rules, as well as add nested filters.
To add an advanced filter, click Add filter and then click Add an advanced filter from the bottom of the dropdown
You can also convert an already added filter to an advanced filter by expanding the filter, clicking the options menu, then clicking Add to advanced filters
