Quick Filters

Build custom filters in Subject Management to search for subjects and encounters by date, status, or variable value.

Role required: Project Management

Create a quick filter

Quick filter expressions use SQL-like syntax with variables prefixed by #. Combine multiple conditions with AND / OR.

Use PARAM to prompt for a value when the filter runs. Without PARAM, the filter uses a fixed value.

Pattern	Behavior
`#EncounterDate = PARAM(#EncounterDate, "Date")`	Prompts for an exact date
`#ReferenceID ~= PARAM(#ReferenceID, "Search by Reference ID")`	Partial match (contains)
`#SiteCode = PARAM(#SiteCode, "Site")`	Dropdown shows site names

Use ~= for partial matching (contains). Omit ~= for exact match—useful for dropdowns like sex or diagnosis.

Set a default width with width= in the PARAM options.

Function	Example	Result
`DATE(year, month, day)`	`#EnrollmentDate > DATE(2024, 1, 1)`	After Jan 1 2024
`TODAY`	`#EnrollmentDate = TODAY`	Today's date
`DATEDIFF(unit, start, end)`	`DATEDIFF(day, #EnrollmentDate, TODAY) <= 30`	Enrolled in last 30 days
`DATEPART(part, date)`	`DATEPART(year, #ScreeningDate) = 2024`	Screened in 2024

Date arguments use numeric month (1–12), numeric day, and four-digit year.

Filter for incomplete encounters or subjects.

Variable	Values
`#EncounterCompletionStatus`	0 = incomplete, 2 = complete
`#ProjectSubjectCompletionStatus`	0 = incomplete, 2 = complete
`#AggregateCompletionStatus`	0 = incomplete, 2 = complete

Example: #EncounterCompletionStatus = 0 returns encounters missing required data.

Variable	Example
`#ReferenceID`	`#ReferenceID ~= PARAM(#ReferenceID, "Reference ID")`
`#ProjectID`	`#ProjectID = PARAM(#ProjectID, "Project ID")`
`#SiteCode`	Dropdown shows site names
`#LastName`	`#LastName ~= PARAM(#LastName, "Last Name")`
`#dob`	`#dob = PARAM(#dob, "Date of Birth")`

For pick-list variables (sex, diagnosis), use PARAM without ~= to show a dropdown.

Find encounters due within a window or not yet occurred.

Scenario	Expression
Due in next 7 days	`DATEDIFF(day, TODAY, #CalculatedDueDate) <= 7 AND DATEDIFF(day, TODAY, #CalculatedDueDate) >= 0`
Past due	`#CalculatedDueDate < TODAY AND #EncounterDate = "NULL"`
Not yet occurred	`#EncounterDate = "NULL"`
Created in past 30 days	`#EncounterDate != "NULL" AND DATEDIFF(day, #EncounterDate, TODAY) <= 30`

Related variables: #CalculatedDueDate, #ScheduledDate, #DueDate.

The search box accepts space-separated tokens. Each token must appear somewhere in the field.

Example: typing ho er matches a name containing those two substrings (like "Homer" or "John Hoerner"). Wildcards are not needed.