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Unlocking the Power of Filtering
Unlocking the Power of Filtering

Discover how to effectively use the filters in your worklist to quickly access the information you need and boost productivity.

Updated over a week ago

Rivet helps streamline your workflow by allowing you to leverage filtering options and focus on specific denials. By customizing filters, you can drill down into the details that matter most to you. In this article, we provide an overview of the different ways to filter for specific denial characteristics. You will learn how to master denial filtering and optimize your workflow.

Once you access your Denials Worklist, you can find the different filters on the left-hand filter panel. There are several ways to filter your worklist, which we will go over below.

1. Filtering Service Days or Days from the Denial Date

Denials can be selected by days from the service date or days from the denial date.

2. Mapped Payers or Insurance Product

You can further refine your worklist by selecting a specific Mapped Payer or Insurance Product.

  1. Go to the Mapped Payer section:

  2. Once you select the mapped payer or insurance product, a dropdown list of payers will appear with the total number of line items listed:

  3. By selecting a specific insurance, your worklist will only display line items associated with the chosen payer.

3. Creating a View

Once you have applied all the desired filters, you can conveniently save this view for future use. By doing so, you can swiftly access the required information without having to repeatedly recreate the filters.

  1. Scroll back up in the filter pane on the left-hand side left-hand navigation and select the ‘+ Create new view’ button.

  2. You’ll then want to name your saved view and hit the ‘Save’ button:

  3. Your custom view will now be saved and displayed every time you access your worklist.

4. Advanced Filters

By adding additional filters in the denials worklist, you can benefit from a more targeted and streamlined approach to reviewing the necessary denials. Narrowing down the list of line items with specific filters, such as adjustment code or charged amount, can quickly bring up the denials that meet that criteria, rather than having to sort through the entire list. This saves time and effort while allowing you to focus on the specific denials you need to review.

  1. To add additional filters, Go to the bottom of the filter pane on the left-hand side "+ Add filter" button. This will bring up the complete list of relevant filters:

  2. A new box will appear on the bottom left of the screen. Below is an example if an adjustment code filter was selected from the list above:

5. Advanced filters: Logic/Parameters

Rivet uses a combination of logic when selecting advanced filters:

  • "Any" - this is equivalent to an "OR" filter where it will select any of the options selected

  • "Not Any" - this is equivalent to everything except for the selections. A great example of this might be showing all adjustment codes except CO-45.

If you have any additional questions about the setting custom filters in Denials feel free to chat in or email at support@rivethealth.com.

Suggested Next article - Create Saved Views

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