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Your Guide to Filters

A guide to using Brellium's filters to organize and explore your audit data.

B
Written by Bhavik Tadigotla
Updated in the last hour

Brellium's filters let you organize and track your audit data efficiently. There are generally about 14 filters available:

  1. Question Set

    1. Question

    2. Pass, Fail, N/A

  2. Audit Date

  3. Score Range

  4. Review Status

  5. Reviewed By

  6. Audit Flags

  7. BCBA (For ABA organizations only)

  8. Client

  9. Provider

  10. Date of Service

  11. End Time (between)

  12. Start Time (between)

  13. Code

  14. Location or State

 

Let's take a look at each one.

 

Question Set

Filter by question set to focus on audits for a specific document type. For example, to see only 97153 notes, set the question set to 97153.

 

Once a question set is selected, you can also optionally filter by a specific question within that set. If a question is selected, you will then optionally be prompted to choose the associated flag, usually Pass, Fail, or N/A.

 

If no flags are selected, this filter shows all audits where that question was asked.

If one or more flags are selected, it shows audits where that question was asked AND the response matches the selected flags.

 

Audit Date

Filter by the date an audit was completed. Use the quick-select options (Yesterday, Last Week, Last Month) or the two date fields for a custom range:

  • ON OR AFTER a date: fill in the left field (e.g., 06/29/2025 for on or after 6/29/2025)

  • Strictly AFTER a date: left field = that date + 1 day (e.g., 06/30/2025 for after 6/29/2025)

  • ON OR BEFORE a date: fill in the right field (e.g., 06/29/2025 for on or before 6/29/2025)

  • Strictly BEFORE a date: right field = that date - 1 day (e.g., 06/28/2025 for before 6/29/2025)

  • ON OR BETWEEN two dates: left field = earlier date, right field = later date

  • Strictly BETWEEN two dates: left field = earlier + 1 day, right field = later - 1 day (e.g., 06/02/2025 and 06/29/2025 for strictly between 6/1/2025 and 6/30/2025)

 

Score Range

Filter by the percentage score an audit received. To adjust the weight each question has on the score, refer to: 📄 Customizing Your Question Thresholds

 

Use the lower and upper bound fields to set a range:

  • AT LEAST a score: set the lower bound (e.g., 85 for scores of 85% and above)

  • Strictly ABOVE a score: set the lower bound slightly higher (e.g., 85.0001 for above 85%)

  • AT MOST a score: set the upper bound (e.g., 95 for scores of 95% and below)

  • Strictly BELOW a score: set the upper bound slightly lower (e.g., 94.9999 for under 95%)

  • BETWEEN two scores (inclusive): set both bounds to those scores

  • Strictly BETWEEN two scores: set lower bound slightly above and upper bound slightly below (e.g., 60.001 and 69.999 for strictly between 60 and 70)

 

Review Status

Filter audits by whether they have been reviewed. Select "Reviewed" to see only reviewed notes, or "Not Reviewed" to see only unreviewed notes. Leave both blank to see all notes regardless of status.

 

Reviewed By

Filter by who reviewed the audit. There are two modes:

 

People Mode

When Letter Range Mode is OFF, select individual reviewers. Note: a reviewer must have clicked "Mark Reviewed" to appear here — viewing an audit without marking it reviewed will not apply this filter.

 

Letter Range Mode

When Letter Range Mode is ON, set a letter range based on reviewer email address. The range is inclusive (e.g., 'A' to 'Z' covers all). The same Mark Reviewed requirement applies.

 

Audit Flags

Filter notes by which flags are attached. This is particularly useful for finding all notes that have failed.

 

There are two options:

  • Include Audit Flags — show only notes with the selected flags

  • Exclude Audit Flags — hide notes with the selected flags

To add or manage audit flags, refer to: 📄 Question Flags and Audit Flags for ABA

 

BCBA

Filter by BCBA (Board Certified Behavior Analyst). Available for ABA organizations only. There are two modes:

 

People Mode

When Letter Range Mode is OFF, select individual BCBAs to filter by.

 

Letter Range Mode

When Letter Range Mode is ON, set a letter range based on BCBA name. The range is inclusive.

 

Client

Filter audits by client name. There are two modes:

 

People Mode

When Letter Range Mode is OFF, select individual clients to filter by.

 

Letter Range Mode

When Letter Range Mode is ON, set a letter range based on client name. The range is inclusive.

 

Provider

Filter audits by provider name. There are two modes:

 

People Mode

When Letter Range Mode is OFF, select individual providers to filter by.

 

Letter Range Mode

When Letter Range Mode is ON, set a letter range based on provider name. The range is inclusive.

 

Date of Service

Filter by the date of the session — not the audit date, but the date the session itself was completed.

 

Use the quick-select options (Yesterday, Last Week, Last Month) or the two date fields for a custom range:

  • ON OR AFTER a date: fill in the left field (e.g., 06/29/2025 for on or after 6/29/2025)

  • Strictly AFTER a date: left field = that date + 1 day (e.g., 06/30/2025 for after 6/29/2025)

  • ON OR BEFORE a date: fill in the right field (e.g., 06/29/2025 for on or before 6/29/2025)

  • Strictly BEFORE a date: right field = that date - 1 day (e.g., 06/28/2025 for before 6/29/2025)

  • ON OR BETWEEN two dates: left field = earlier date, right field = later date

  • Strictly BETWEEN two dates: left field = earlier + 1 day, right field = later - 1 day (e.g., 06/02/2025 and 06/29/2025 for strictly between 6/1/2025 and 6/30/2025)

 

End Time

Filter sessions by their end time. Use the two time fields to set a range — sessions that ended within that range will be included.

 

Start Time

Filter sessions by their start time. Use the two time fields to set a range — sessions that started within that range will be included.

 

Code

Filter by documentation code. Select one or more codes to show only audits associated with those codes.

 

Location or State

Filter notes by state or location. This is particularly useful if you want to review notes from a state with specific billing requirements.

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