Filter, Change Date, and Data Points

Overview

Once you have built and published your Charts and Graphs in Designer, they become available in the Care app for care team members and patients to view. As clinical data is entered over time, charts display trends and patterns in patient metrics, allowing providers to make informed care decisions.

This guide explains how to use Charts and Graphs to visualize and filter patient data views over a stretch of time, and how to filter single or multiple data points to focus on specific information.

Prerequisites

• You have already created and published a Chart or Graph in Designer

• Your CDTs (Custom Data Types) are configured with Integer or Float field types to be visualized

• Patient data has been entered for the fields you're monitoring

For an overview of Charts and Graphs, see Charts & Graphs: How to Configure.

Viewing Charts in the Care App

Accessing Charts

1. Log into the Care app

2. Navigate to a patient's profile

3. Click on the Charts & Graphs section (or Data Views depending on your configuration)

4. Select the specific chart or graph you wish to view

5. The chart displays with:

   • X-axis: Time periods (days, weeks, months depending on configuration)

   • Y-axis: Metric values (numeric data from your CDT fields)

   • Data points: Individual measurements entered over time

Filtering by Date Range

Default View

The chart initially displays data based on the default date range set during chart configuration in Designer (e.g., "Last 90 days"). The date range is typically shown at the top of the chart.

Changing the Date Range

To adjust the date range and view different time periods:

1. Look for the Date Range selector at the top of the chart

2. Click to open the date range options

3. Common options include:

   • Last 7 Days – Past week of data

   • Last 30 Days – Past month of data

   • Last 90 Days – Past three months of data

   • Last 6 Months – Past six months of data

   • All Time – All available data points

   • Custom Date Range – Specify start and end dates manually

4. Select your desired date range

5. The chart updates automatically to display only data within the selected period

Custom Date Selection

To set a specific custom date range:

1. Click Custom Date Range (or Custom option)

2. Select a Start Date from the date picker

3. Select an End Date from the date picker

4. Click Apply or Update

5. The chart refreshes to show only data between those dates

Filtering by Data Points

Understanding Data Points

A "data point" represents a single measurement or entry. For example:

• A single blood pressure reading

• One depression screening score

• A patient's weight measurement on a specific date

Charts may track multiple data points from the same CDT field, showing how values change over time.

Single Data Point Selection

To focus on a specific data point or narrow the data:

1. Locate the Data Point Filter section (usually near the date range selector)

2. If multiple metrics are being displayed, you can often toggle individual ones on or off

3. Click on the specific data point or metric name to highlight or isolate it

4. The chart updates to show only the selected data point over time

Multiple Data Point Filtering

To view and compare multiple specific data points:

1. Click the Data Point Filter or Metrics selector

2. Check the boxes next to each data point you want to display

3. Uncheck any data points you want to hide

4. The chart updates to show only selected data points, allowing for side-by-side comparison

Example use cases:

• Vital Signs: View systolic AND diastolic pressure together

• Assessment Scores: Compare depression screening score against medication adherence score

• Dual Metrics: Track weight alongside BMI

Building Your Data Entry Pattern

Initial Setup

When first creating charts for a patient, you'll need to enter at least one data point:

1. In the Care app, navigate to the appropriate assessment or data entry form

2. Complete the form with the metric data (e.g., enter blood pressure, weight, screening score)

3. Save and submit the assessment

4. The data point is recorded with the completion date/time

Growing Your Data Set

As you enter more data points over time:

• Week 1: First measurement recorded

• Week 2: Second measurement shows a trend starting to form

• Week 3: Third measurement allows pattern recognition

• Week 4+: Sufficient data points to see meaningful trends

The chart grows with each new data point entered, making patterns and trends increasingly visible.

Practical Examples

Example 1: Blood Pressure Monitoring

1. Patient enrolled in Hypertension program

2. BP readings recorded weekly (systolic/diastolic)

3. Open BP chart in Care app

4. Default view shows last 90 days

5. Filter to see only systolic pressure over the past month

6. Identify if readings are trending downward (positive response to treatment)

Example 2: Depression Screening Tracking

1. Patient completes depression screening assessment

2. Initial score: 18 (moderate depression)

3. After 4 weeks: Score 12 (improvement)

4. After 8 weeks: Score 8 (good improvement)

5. View chart with custom date range from enrollment to present

6. Filter to show depression score alongside treatment adherence

7. Care team reviews correlation between adherence and score improvement

Example 3: Multi-Metric Comparison

1. Chart configured to display weight, BMI, and exercise frequency

2. View all three metrics together over 6 months

3. Filter to show only weight and BMI to focus on obesity metrics

4. Uncheck exercise frequency for cleaner visualization

5. Identify whether weight loss correlates with BMI improvement

Troubleshooting

No Data Points Appearing

Cause: No data has been entered for the selected time period or metric

Solution:

• Verify data has been entered in the Care app for this patient

• Check that the date range includes when data was entered

• Confirm the CDT field is correctly configured and published

Chart Not Updating

Cause: Chart may be cached or not refreshing

Solution:

• Refresh your browser (Ctrl+R or Cmd+R)

• Clear browser cache if problem persists

• Log out and log back into Care

Missing Metrics in Filter

Cause: Not all expected fields are appearing in the filter options

Solution:

• Verify the field type is Integer or Float in the CDT definition

• Confirm the chart includes the field in its data source configuration

• Republish the chart in Designer if recently modified

Best Practices

1. Consistent Data Entry – Enter data at regular intervals (weekly, monthly) for cleaner trends

2. Use Appropriate Date Ranges – Select ranges that show enough data to identify patterns without overwhelming detail

3. Compare Relevant Metrics – Filter to show data points that have clinical significance together

4. Document Observations – Add notes to patient charts when filtering data reveals concerning trends

5. Review Regularly – Check charts during care planning meetings to inform treatment adjustments

Related Topics

• Charts & Graphs: How to Configure – Designing charts in Designer

• Create Formulaic Custom Data Type Fields – Calculated fields for charts

• Custom Data Types (CDT): Designer – Field configuration

• Patient Data View – Overview of data visualization in Care

• Designer: How to Configure Scored Assessments – Assessment scoring for charts