Search Filters

Let's take a deeper look into what each of the filters are and how you can use them to build your target list of providers. When applying filters, it is important to remember that your list of results is based on ALL filters you apply. This means that if you layer multiple filters onto your search, your list of results will need to match all applied criteria. 

Segments

• Segments: Segments can be created for you to help you quickly search for ideal target markets. Segments are based on the types of providers and organizations that you may want to target. Provider characteristics like specialties, procedures, Care Clusters, and more can be layered together to create the ideal customer profile. In this list, you will only see the segments that have been created for your team! IMPORTANT: Segments are not available for all Carevoyance accounts. If you do not have access to Segments, feel free to move to the next section of this lesson, or reach out to your designated customer support team for more information!

Lists 

• Provider lists: Customizable inventories of your ideal providers and can be shared across your organization. By using this filter you can quickly jump dive into your previously created provider lists! Pro tip: Lists are most useful for users with Field View specific use cases!

Location

• City: Use the city filter to build a list of providers based on the city their primary address is in. 
• State: Use the state filter to build a list of providers based on the state their primary address is in. You can select multiple states from this drop-down. 
• Zip Code: Use the zip code filter to build a list of providers based on the zip code their primary address is in. Enter one zip code and choose whether you want to search for the exact location, or filter by up to a 100 mile radius. 

Specialty

• Primary Specialty Only: Use this filter to refine your list of providers to only view those with the taxonomy you’ve chosen as their primary area of expertise. If you do not select this option, your list will reflect providers with primary and secondary specialties relevant to the taxonomy you’ve chosen. 
• must / should / must not: Layer this filter on to customize how the specialty you choose will apply to your search. You can choose whether the search must, should, or must not meet your taxonomy criteria! Pro tip: Must is the most commonly used here!
• Taxonomy: Use this keyword search to find all relevant taxonomy classifications. You can choose one or multiple taxonomies based on the keyword you enter! Pro tip: To quickly add or remove all codes, there will be a quick link in the top right corner of the code list. Don’t forget to click apply to see your updated results!
• Exclude: After entering a specific keyword, you have the option to exclude any taxonomy codes from your search using the toggle. 

Care Cluster

• must / should / must not: Layer this filter on to customize how the Care Cluster you choose will apply to your search. You can choose whether the search must, should, or must not meet your taxonomy criteria! Pro tip: Must is the most commonly used here!
• Setting: Choose the care setting that your Care Cluster claims have been billed through. These care settings include:
  • • • • Inpatient
        • Outpatient
        • Telehealth
        • Home Health
        • Skilled Nursing Facility (SNF)
        • Ambulatory Surgery Center (ASC)
        • Lab
        • Office
        • Other
        • Select All Settings to search across any care setting that your Care Cluster claims have been billed through!
• Care Cluster: Use this keyword search to find your desired Care Clusters. You can choose one or multiple Care Clusters based on the keyword you enter! Keep in mind that you will only see Care Clusters that have been selected for your company! Pro tip: To quickly add or remove all Care Clusters, there will be a quick link in the top right corner of the code list. Don’t forget to click apply to see your updated results!
• At least / Any Year / Exclude: 
  • • • • At least: Use this to filter codes by the number of claims performed by the provider.
        • Any Year: Toggle this filter on to match providers with data from any year.
        • Exclude: Toggle this filter on to exclude any providers who perform certain codes.

Time Period

• Time period: Choose whether to look at the most recent years of data, or view the data historically. Carevoyance only displays time periods that include both Medicare Part A and commercial claims. Medicare Part A is released quarterly and has a six month lag, and commercial is released monthly. Quarterly updates are made as soon as new Medicare data is available. When all four quarters in a year are available that will display as ‘latest complete year’ and will the be default for this search.