Filtering in SpexFetch isn’t just a search feature — it’s a daily workflow accelerator. It helps your team focus on the right data, catch potential issues early, and divide up work intelligently.
Here are the most common (and powerful) ways to use filters throughout your day 👇
📅 Get Ahead of Tomorrow’s (or this week’s) Appointments
Combining date filters with eligibility status lets you pinpoint patients who might have issues — before they walk in. Give your front desk time to notify or reschedule patients to avoid surprises
⚠️ 3. Identify At-Risk Patients
Filter by:
- ❌
Inactive– patient exists but has no available benefits right now
- ❔
No Results– the system couldn’t find them with the data provided
These filters let you catch the high-friction cases before they hit the front desk.
🏥 4. Filter by Location and Doctor
In multi-location or multi-provider offices, filters help split up work:
Use cases:
- A staff member may only support Dr. Johnson’s schedule
- Optical techs might only work with one location’s patients
- Admins may want to run clean-up for a specific clinic before end of day
🎯 Combine location + provider + date to get ultra-targeted lists.
👓 5. Prep by Department (Exams vs. Materials)
If different teams handle exams and glasses separately, filters help each group focus only on what they need.
➡️ Example: Optical staff can filter by
Material Auth = Active to prep frame quotes.✅ Final Tip
Once you’re done filtering, remember to clear your filters to reset your full view!
The big takeaway?
Filters aren’t just a nice-to-have. They’re how you stay organized, proactive, and in control of your clinic’s daily flow.
Let me know if you'd like this turned into a formatted help center markdown or embedded in a SpexFetch screen walkthrough!
