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Dream Factory by TruBridge Ideas Portal
Categories Notes
Created by Kelsey Drouhard
Created on May 30, 2025

Filter Toolbox - Prompts within for common Questions/Missed items when creating

When I create a new filter that has a Visit Number column, I often forget that the default is for it to pull every single visit. Can you have more prompts on the filter building screens that a user could maybe hover over as a reminder? (Example: Delimit to "Value: THIS VISIT" if you only want information from current visit) By the time I realize this, I have to fix my filter, then go back into each note to edit, delete, and replace with the corrected filter.

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