Using filters in Insights

The FilterBar drives every panel on the Insights page. Change it in one place; all three panels re-render.

Window

Seven choices:

Label	Range
MTD	Month-to-date (1st → today)
QTD	Quarter-to-date (Q1 = Jan 1, Q2 = Apr 1, etc.)
YTD	Year-to-date (Jan 1 → today)
30d	Last 30 days rolling
90d	Last 90 days rolling
12mo	Last 12 months rolling
Custom	Your own start + end

Default on first load: YTD.

All windows are inclusive on both ends + respect your practice timezone (set in /admin/settings).

Custom range

Click Custom → two date inputs appear. Pick start + end, click Apply. Range must be at most 3 years (configurable in admin settings, but v1 default).

Provider filter

Dropdown lists every provider currently in your Rounds practice. The dropdown is derived from distinct provider_label values on your billables + appointments — no separate provider table maintenance.

Select one → all three panels re-render scoped to that provider's billables. Clear by clicking the × next to the selection or choosing "All providers."

Payer filter

Same mechanic as provider, but matches on the payer value embedded in the billable's notes field (via the payer:BCBS convention). Select a payer → narrow to their claims.

If your practice doesn't tag payer in notes yet, the payer filter shows "(no payers tagged)" and is inactive. Add payer:<label> to your billable notes going forward and the dropdown populates on next page load.

URL-encoded state

Filter state lives in the URL as query params:

/insights?window=qtd&provider=smith&payer=BCBS

This makes views shareable — paste the URL into a Slack message or email and the recipient sees the exact same filtered view (assuming they have permission to see it).

Reproducibility

The "How is this calculated?" modal on each panel includes the current window and filter values in the SQL snippet it shows. If you're documenting a number for a board meeting, open the modal + screenshot it — that's the audit trail.

Reset

Click the × on each active filter, or append ?window=ytd to the URL to go back to defaults.

Shared across panels, not stored

Filters don't persist between sessions in v1. Close the tab + reopen → defaults. Favorite views are a v1.5 TD.

If you hit a problem

Provider or payer dropdown looks empty: no billables / appointments in the current window have that label populated; broaden the window
Custom date picker won't accept a range: ranges > 3 years are clamped in v1
Filters apply to one panel but not others: hard-refresh the page (Ctrl+Shift+R / Cmd+Shift+R); this is almost always a client-side cache issue
Other: support@ralthealth.com

title: "Using filters in Insights" description: "The FilterBar at the top of /insights controls window, provider, and payer. Filters are URL-encoded so you can bookmark or share a view." order: 2 category: "analytics" updated_at: "2026-04-24"