Custom Filters allow agencies to create their own classification fields for Clients and Staff, making it easier to organize records, improve reporting, and quickly identify groups of people based on agency-defined criteria.
Common uses include:
Payer Type
Service Area
Region
Branch Location
Program Type
Specialty Services
Staff Certifications
Referral Sources
Internal Tracking Categories
Once configured, Custom Filters can be assigned to client and staff profiles and used within numerous reports throughout Aaniie.
Navigate to:
Menu → Resources → Custom Filters
Click the Create Custom Filter icon.
Enter the desired filter name.
Configure the available options.
Click Save.
When creating a Custom Filter, several configuration options are available.
When selected:
The filter becomes available on client profiles.
Filter Name:
Payer Type
Available on:
Client Profiles
When selected:
The filter becomes available on staff profiles.
Filter Name:
Caregiver Specialty
Available on:
Staff Profiles
A filter can be configured for both profile types.
Filter Name:
Region
Available on:
Client Profiles
Staff Profiles
When enabled:
Users can select more than one value for the filter.
Filter:
Languages Spoken
Values:
English
Spanish
French
A staff member could be assigned multiple languages.
When disabled:
Only one value may be selected.
When marked inactive:
The filter is no longer available for selection.
The filter no longer appears on profiles.
The recommended way to remove a Custom Filter from use is to mark it Inactive.
After saving:
The Custom Filters list displays:
Filter Name
Apply to Client Status
Apply to Staff Status
Multiple Value Status
Active/Inactive Status
This allows administrators to quickly review configured filters.
Custom Filters require values before they can be used.
Filter:
Payer Type
Values:
Private Pay
Medicaid
VA
Long-Term Care
Navigate to:
Menu → Resources → Custom Filters
Scroll to:
Custom Filter Values
Click the Create Custom Filter Value icon.
Select the Custom Filter.
Enter the Value Name.
Click Save.
Filter:
Area Location
Values:
North
South
East
West
Each value becomes available for assignment to clients and staff.
Once values are created, they can be assigned to profiles.
Navigate to:
Menu → Clients → Client Management
Open the client profile.
Locate Priority Info.
Find the Custom Filter.
Click the pencil icon.
Select the desired value(s).
Save.
Navigate to:
Menu → Staff → Staff Management
Open the staff profile.
Locate Priority Info.
Find the Custom Filter.
Click the pencil icon.
Select the desired value(s).
Save.
To remove a value:
Edit the filter assignment.
Click the X beside the value.
Save the profile.
One of the primary benefits of Custom Filters is enhanced reporting.
Many reports can be filtered using Custom Filter values.
Custom Filters can be used in the following reports:
Authorization
Authorization Expirations
Billing Report
Caregiver Credential Expiration
Caregiver Credentials
Clients
Custom Payroll Report
Late Punchcard Records
Missed Punchcards
Online Punchcard Distances
Payroll
Punchcard Locations
Punchcards
Scheduled Shifts
Shift Notes
Staff
Navigate to:
Menu → Accounting → Reports
Select the desired report.
Choose:
Date range
Format
Other report criteria
Locate the Custom Filter fields.
Select the desired filter values.
Click:
Get Report
The report will return only records matching the selected Custom Filter criteria.
Filter:
Payer Type
Values:
Private Pay
Medicaid
VA
Run reports by payer type.
Filter:
Region
Values:
North
South
East
West
Generate staffing and client reports by region.
Filter:
Program
Values:
Hospice
Dementia
Respite
Personal Care
Track clients and caregivers by program participation.
Filter:
Referral Source
Values:
Hospital
Physician
Community Organization
Analyze referral activity through reporting.
Create filters only for information you plan to report on.
Use clear naming conventions.
Enable Multiple Values only when needed.
Keep value names consistent.
Mark unused filters inactive rather than deleting them.
Review filter usage periodically.
Verify:
Apply to Client or Apply to Staff is selected.
The filter is not marked inactive.
Verify:
Multiple Values was enabled when the filter was created.
Verify:
Values have been assigned to clients or staff.
The selected report supports Custom Filters.
Mark the filter Inactive rather than deleting it.
| Task | Location |
|---|---|
| Create Custom Filter | Menu → Resources → Custom Filters |
| Create Filter Values | Menu → Resources → Custom Filters |
| Assign Client Values | Client Profile → Priority Info |
| Assign Staff Values | Staff Profile → Priority Info |
| Run Reports | Menu → Accounting → Reports |
| Deactivate Filter | Custom Filters Setup |
Custom Filters provide a flexible way to categorize clients and staff using agency-defined criteria. By creating filters, assigning values, and utilizing them within reports, agencies can significantly improve reporting, organization, and operational visibility across Aaniie.