Filtering is very helpful in methodically coding specific groups of items based on several factors. 

Within a coding list, select the icon at the top right of the screen.







Reference the list below for a definition of each item that can be used to filter the coding list. 


Date Range: Enter a specific date range for the records that were imported. 

Subject Profile ID: Enter a specific subject ID to. This can be complete or partial.

Site: Select a specific study site. This will only apply to studies that are running on Clinical Studio.

Match Status: After the auto-coding has been done all items, filter the list by exact matches, partial matches, or items that have been manually coded.

Record Status: Used to filter for the current state of each item in the list

  • Saved with errors - Only applies to studies being conducted on the Clinical Studio platform
  • Save with no errors - Use this to filter for all items that have not yet been reviewed/approved.
  • Reviewed - This is a user-defined filter that is set up in the study configuration. It will filter for all items in the list that have been reviewed at this level. More than one review level can be set up and will be filterable here.
Uncoded records only: Enable this switch to filter for any items that have not been auto or manually coded yet.
Term/Drug Name: Type in a specific search term/drug. This can be complete or partial.


After selecting the desired filters, tap the "Done" label on the upper left of the screen. Any bulk-actions taken (auto-coding, saving, or reviewing) will apply to the currently filtered list, so it is always good to double check the filters before performing a bulk-action.








Next, read about auto-coding the list of items.