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Status Future consideration
Created by Stephen Handley
Created on Mar 14, 2024

Episode of Care Summary v2 Panel Filter

The Episode of Care Summary v2 Panel is currently filtering on the resources from the last 3 months … suggest an ‘active' filter might be more appropriate, as most users would be more interested in services that a Patient is currently receiving over historic services, even if those historic services started after the active one.

A clinician could miss an active Service / Episode that are shown below multiple inactive ones.

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  • Stephen Handley
    Jan 21, 2026

    @Marc Baulk - Ultimately, I suspect we'll need a new version of the portal that is designed / architected around how we now know users want to interact with the data ... the migration from STU3 to R4, in the UI side, is possibly the logical place to do that.

    However, I think it would also be useful in one of the UCD sessions, if we could discuss various UI suggestions, to see if we can identify a suite of 'quick wins' that could be packaged together as part of a timeboxed piece of work, and would make a difference to the existing portal. For example one of the priorities that came up the other week, was alignment/consistency in the Summary, Detailed, Timeline and Feeds pages/panels

  • Admin
    Marc Baulk
    Jan 21, 2026

    Recent feedback from users indicates a desire for more granular filtering capabilities. e.g. by type, date etc. Pushing this out for future consideration while we work out what the appropriate solution is and if that solution should implemented in the current portal.

  • Admin
    Marc Baulk
    Jun 5, 2025

    @Steve Handley I'm reviewing ideas and came across this one.

    It's been marked as planned, but I'm mindful we haven't spoken with clinical users to confirm the assumption we've made in the request (as most users would be more interested in services that a Patient is currently receiving over historic services, even if those historic services started after the active one).

    Let's pick this up in the UCD sessions. Feels like a really simple one to validate with users before committing to the work.

  • Admin
    Marc Baulk
    Sep 11, 2024

    This should be a more generic review of filters across portal panels.

  • Admin
    Marc Baulk
    Jun 3, 2024

    Hi Steve,

    Just a heads up to let you know this has been added to the PSG agenda for discussion.

  • Admin
    Marc Baulk
    Mar 28, 2024

    Thanks, Steve. Going to mark this one as 'Requires feedback' and arrange a call with partners to discuss.