Expand the display until the desired field is visible.
Double-click
the field you want to include in your subgroup to see a screen similar
to the one below.
(In the example below, we first expanded the
-Financial category,then we double-clicked the {Amount
due}
field.)
Enter the value you want to evaluate in the {First
Amount}
field. If you are subgrouping a range of amounts, you may also enter the
{Last Amount}
now.
Select
the operation to use:
Equal To Choose
Equal To when you want your subgroup
to include records that exactly match your {First Amount}
field. Any
value in the {Last Amount}
field is ignored.
.
Not Equal To Choose
Not Equal To when you want your
subgroup to include records that do NOT match your {First Amount} field.
Any value
in the {Last Amount} field is ignored.
.
Greater Than Choose
Greater Than when you want your
subgroup to include records that fall after, but do not match, your
{First Amount} field. Any
value in the {Last Amount} field is ignored. . Less
Than Choose
Less Than when you want your subgroup
to include records that fall before, but do not match, your
{First Amount} field. Any
value in the {Last Amount} field is ignored.
. Greater
Than or Equal To Choose
Greater Than or Equal To when
you want your subgroup to include records that either exactly match or
fall after your {First Amount} field. Any
value in the {Last Amount} field is ignored.
. Less
Than or Equal To Choose
Less Than or Equal To when you
want your subgroup to include records that either exactly match or fall
before your {First Amount} field. Any
value in the {Last Amount} field is ignored.
. Range
of Numbers To
subgroup by a specific range of dollar amounts, enter a value in both
the {First Amount} and
{Last Amount} fields.
.
In our example, the subgroup would include patient folders that have
an {Amount due}
of $500 or more.
CheckNot
to reverse the meaning of the selected operator, if appropriate.
Click [Ok]
to add the response to your subgroup and return to the summary screen.
Finally, check AND
or OR in the subgroup
summary to indicate how this criteria should relate to the criteria directly
above it.