Cortex includes Advanced Filter options that allow you to build and apply filter sets to your application review process. These filters include "and/or" as well as the option to group filters for more granular application review. Filters be combined with any Applicant Index, Blinders or other sorting options.
Creating & Saving Filters:
To create a new filter, navigate to the “Applications” tab in Cortex and select the option to “Manage Filters”.
You will be prompted to "Select a Filter from the List" or add a new one.
Select the plus sign “+” next to the “Filters” label to create a new Filter.
Name your filter (you have the option to edit this later).
The filter will default to AND logic but can be switched to OR logic by selecting the blue AND button. More information on and/or and group logic is detailed below.
Select a field from the drop-down menu. The full list of fields is detailed below.
Select a condition. Conditions are dependent on the type of data you are filtering, and include, but are not limited to:
Is/ Is Not
Greater Than/ Less Than or Equal/ Not Equal
Select the criteria you would like to filter by. For Example: a filter indicating “Applicant Status is Invite, Reviewed, On-hold” will filter all applicants with a status other than those three.
Delete Filter criteria by selecting the “trashcan” icon.
Additional conditions can be added by selecting the “+ Condition” icon.
Condition groups can be added by selecting the “+ Group” icon.
Save your filter by selecting “Save”.
Apply your filter to the current applicant list by selecting “Apply”.
Additional filters can be created by utilizing the plus sign “+” next to the “Filters” Label.
Saved filters are now visible under the “Filters” label on the left-hand side of the page.
You are able to edit, rename, copy or delete filters by selecting the three dot “…” menu next to the name of your saved filter.
Applying/ Removing filters:
A previously created filter can be applied through the “Applications” tab in your Cortex account, without managing your filters.
Select the “filter” dropdown menu to choose your desired filter.
To remove the filter, select “none” from the Filter drop down menu.
AND/OR and Group filter logic:
The Cortex advanced filters come with the following filtering options:
AND Filters: identify objects that meet all criteria within the filter. For example, if you want to identify an applicant who was Chief Resident and Applicant status "Invite", you can utilize an AND filter.
OR Filters: identify objects that meet at least one criteria within the filter. For example, if you want to identify an applicant who received the medical degree of DO or Applicant Status "Invite", you can use an OR filter.
Group filters: sets the boundaries for an AND/OR filters. An AND/OR filter can be grouped between two fields within a larger filter. For example, if you want to identify all applicants from California AND applicants that are in Invited Status, AND an applicant who is either a member of AOA OR Gold Humanism, you can group the filter for AOA OR Gold Humanism.
What fields can be filtered?
The following fields are able to be filtered with the above-mentioned logic.
|COMLEX Level 1 Failure Count|
|COMLEX Level 1 Score|
|COMLEX Level 2 CE Failure Count|
|COMLEX Level 2 CE Score|
|COMLEX Level 2 PE Failure Count|
|COMLEX Level 2 PE Pass|
|COMLEX Level 3 Failure Count|
|COMLEX Level 3 Score|
|Medical School Degree|
|Medical School Location|
|Member of Alpha Omega Alpha|
|Member of Gold Humanism|
|Participating as a Couple|
|Permanent Mailing – State|
|Present Mailing – State|
|USMLE Step 1 Failure Count|
|USMLE Step 1 Pass|
|USMLE Step 1 Score|
|USMLE Step 2 CK Failure Count|
|USMLE Step 2 CK Score|
|USMLE Step 2 CS Failure Count|
|USMLE Step 2 CS Pass|
|USMLE Step 3 Failure Count|
|USMLE Step 3 Score|
|Visa Sponsorship Needed|