Custom Filter Utillity
How Can I Categorize Things Such as Medications?
Have you ever needed to add additional filtering or categorization to medications?
Check out the Custom Filter Utility
This can be used for a variety of features, including Medications in SETWorks
Medications
How to apply custom filtering to Medications
Video
Instructions
Start by navigating to the Custom Filter Utility
Once inside the utility, we'll create a few things.
The first is the overall category for the filter itself.
For example, if we want to create a new filter for Time of Administration, we'll start by creating that filter:
In the Custom Filters subsection, select Add New Record.
Next, select Entity Type: Consumer Medication
Enter a name for the new filter category, such as Time of Administration:
Save the record.
Next, in the Custom Filter Values subsection, create new values that live under that filter:
Select the Time of Adminstration Category.
Next, create the categories. We're using AM or PM as categories here. So we'll create two:
1. AM
2. PM
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