Filter option for Task

kunwarl · March 27, 2025, 5:18am

Currently, the Nursing Social and Security Division’s Community Health Information System (CHIS) program has more than 10 use cases, including:

Pregnancy surveillance
ANC (Antenatal Care) services
Delivery services
PNC (Postnatal Care) services
Hypertension screening
Diabetes mellitus screening
Cervical cancer screening
Breast cancer screening
Family planning
Child health services

Additional use cases, such as immunization and nutrition, are still under design.

However, when Community Health Nurses (CHNs) provide services in the community, they face challenges in navigating the CHIS app. With numerous tasks listed, it becomes difficult to scroll through and identify specific follow-up tasks for each use case.

To improve efficiency, I suggest implementing a filter option (similar to the reporting feature) that allows CHNs to select a specific form/use case and view only the relevant tasks they need to complete.

were · March 27, 2025, 5:53am

Hi @kunwarl this is interesting and has also been requested by CHPs in Kenya.

Jane_Katanu · March 27, 2025, 10:13am

Thanks @kunwarl, I am curious to understand how the health workers do their work. How do they plan their work, what do they prioritize e.g do they go to the household and attend to all the tasks in that household, or do they prioritize specific tasks, certain cohorts etc.

jkuester · March 27, 2025, 5:28pm

Just want to add some further linkage/context here!

The Household Tasks permission is an existing feature that may be useful in some of the mentioned scenarios.

Also this need for filtering/sorting tasks has come up before:

github.com/medic/cht-core

Sort/Filter tasks by priority

opened 03:41PM - 03 Oct 19 UTC

not-the-fish

Type: Feature Tasks

**Is your feature request related to a problem? Please describe.** CHVs often h…ave many tasks to do and currently, the only way they can prioritize them is by due date sorting or by reading all of the tasks doing their own prioritization. **Describe the solution you'd like** We already flag some tasks as high priority, and with predictive algorithms may be able to identify additional high priority tasks (e.g., important tasks unlikely to completed or tasks where we expect the patient to show danger signs). Similar to #5886, we can help CHWs plan and prioritize their activities by one (or more) of the following: - providing the ability to order tasks by priority - providing the ability to order tasks by due date-weighted priority - providing the ability to filter tasks by high priority **Describe alternatives you've considered** Alternatives include the current mechanisms to flag a task as high priority and change its presentation to the user, including its icon and text. However, for a CHW with many tasks, this may not surface high priority tasks as easily as sorting or filtering would. Another alternative is for urgent tasks (e.g., those where we expect danger signs) to use SMS or a dialog box upon opening the app to remind the CHW of the importance of the task. However, this may be overwhelming for a CHW if too many tasks are high priority. **Additional context** This is relevant as we consider expansion and scale-up of our predictive algorithms initiatives through recently launched data science partnerships. These partnerships would be looking to close out in mid-2020, with implementation possibly in late 2020.

kunwarl · March 31, 2025, 6:45am

@Jane_Katanu At the beginning of the program, the Community Health Nurse (CHN) created a schedule to visit each household in her catchment area within a three-month period. During these visits, CHNs identified pregnant women, conducted ANC visits, confirmed deliveries, and provided PNC services. Initially, this approach made it easy to cover all households efficiently.
However, as additional use cases were introduced, including follow-up care (as mentioned above), the CHN-to-population ratio increased significantly, averaging 1 CHN per 6,000 people. This imbalance has made it challenging to reach those in urgent need of follow-up care.

Anro · April 25, 2025, 7:58am

@kunwarl @jkuester Our colleague was working on a place filter for tasks some time ago, but unfortunately, it fell on the back burner as priorities shifted (de-duplication, upgrade, etc.).

Issue:
Household filtering within task view · Issue #9558 · medic/cht-core

PR:
feat(#9558): Task filter by household by ShaunKrog · Pull Request #9576 · medic/cht-core

Follow-ups are our next priority, and task filtering functionality is an integral part of that. Before re-platforming to CHT, we encountered a similar issue where our CHWs were overwhelmed by the sheer volume of assigned tasks, with no way to filter the workload - resulting in missed or incomplete critical tasks.

This seems to relate to the Collaboration to improve task prioritization in CHT initiative that we’ve recently been made aware of.

Anro · May 16, 2025, 11:42am

Which filters should be implemented?

We’ve created an initial task filtering approach, and @diana’s valuable feedback raised an important point:

Until we know what the community wants to search for…

That really stood out. While we aimed to design the feature for broad use, there’s a natural tendency to shape it around our own needs.

Our current implementation includes a “subject” fuzzy search, allowing CHWs to reduce their task list based on the place or person associated with the task.

This was developed with our site manager’s past feedback in mind:

CHWs are exactly that - from the community - and they often have a relationship or bond with the people they serve.

They often know the person’s name, and the dwelling they reside in is usually named similarly. So, if they’re on their route, it becomes easy to search a name as they walk - helping them decide whether to pop in rather than having to circle back later.

But as Diana pointed out, users might want to search by some entirely different property.

We could also build a list of task titles to filter by.

Another metadata field available to us is overdue. We initially considered including it as a filter, but since overdue tasks are already pushed to the top of the list, it might not be necessary.

Lastly, with the recent focus on having priority assigned to tasks, that might also become a filter.

We don’t need to implement everything at once. Our goal is to start with what would provide the most value for the least effort, and iterate from there. But it’s a good time to start the conversation.

Diana also noted that it’s probably best to avoid filtering by values that aren’t visible in the task list UI, as that can lead to confusion - something to keep in mind.

@kunwarl @were @Jane_Katanu @jkuester - we’d love to hear your thoughts, and those of the broader community.

An example of filtering by “invisible field” is the Form Type filter. A task can have multiple actions, each pointing to a different form. Apart from maybe the icon, there’s no real indication what form the task will open - other than when clicking on an item:

Both buttons displaying as “Follow up” might just be due to my setup, but they open:

Postnatal danger sign follow-up - mother
Death report