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Version: 3.1

Build include and exclude rules

Overview​

This flow describes how to build the include and exclude rules of a valueset in Care. The rules decide which codes the valueset contains.

Pre-requisites​

  • You create a new valueset, or you change an existing valueset. See Create a valueset.
  • You have the permissions listed below.

Permissions​

PermissionAccess
None (Care superuser only)Lets you change a valueset's rules.

Steps​

1. Open the rule panels​

The valueset form has two panels: Include rules and Exclude rules. A rule in Include rules adds codes to the valueset. A rule in Exclude rules removes codes that match an include rule.

2. Add a rule​

Select Add Rule in the panel that you want to change.

3. Select the code system​

On the new rule, select a System from the list. Examples of a system are LOINC, SNOMED, and UCUM.

In the Version box, enter the version of that system. This field is optional.

4. Add exact codes​

Do these steps to put single codes in the rule:

  1. Select Add Concept in the Concepts area. Care adds a row with a Code box and a display box.
  2. Enter the code in the Code box.
  3. Select the verify button next to the code. Care looks up the code and fills in the display name.

The display box shows Unverified until Care finds the code. After a successful lookup, Care shows the message "Code verified successfully".

5. Add a filter​

A filter selects a group of codes with one condition. For example, a filter selects all codes that are a type of X.

Do these steps to add a filter:

  1. Select Add Filter in the Filters area. Care adds a row with a Property box, an Operator box, and a Value box.
  2. Enter the property.
  3. Enter the operator.
  4. Enter the value.

6. Delete a rule​

To remove a rule, select the trash icon at the top of that rule. To remove one concept or one filter, select the trash icon on that row.

Expected Outcome​

  • The valueset contains the include rules and the exclude rules that you built.
  • The valueset gives the codes that match an include rule, minus the codes that match an exclude rule.

Concepts:

Flows: