---
schema_version: "1"
id: 83a8e483e2617fe7e85f43e41d913a6c89f4788b79c51d6430048f1d22bf8f4b
title: Sample Override Filter Field Formulas for the Clinical Data Model
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_patient_card_cdm_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_patient_card_cdm_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 957845e131d30cd545aac6ec24bded2dcf598a44af120f32f02111ea54278a7e
description: Use these formulas as is, or as a starting point to create your own formulas, to filter records in the Clinical Data Model.
products:
  - Health
release: "264"
---
# Sample Override Filter Field Formulas for the Clinical Data Model

Use these formulas as is, or as a starting point to create your own formulas, to filter records in the Clinical Data Model.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" id="d177977e40">Object</th>
            <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" id="d177977e43">Display Conditions</th>
            <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" id="d177977e46">Formula</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e40 ">Person Name</td>

            <td data-label="Display Conditions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e43 ">
              <ul>
                <li>Must not be the patient’s primary name</li>

              </ul>
            </td>

            <td data-label="Formula" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e46 ">
              <code>IF( NOT( IsPrimary ) , true, false)</code>
            </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e40 ">Person Language</td>

            <td data-label="Display Conditions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e43 ">
              <ul>
                <li>No conditions</li>

              </ul>
            </td>

            <td data-label="Formula" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e46 ">
              <code>true</code>
            </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e40 ">Identifier</td>

            <td data-label="Display Conditions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e43 ">
              <ul>
                <li>No conditions</li>

              </ul>
            </td>

            <td data-label="Formula" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e46 ">
              <code>true</code>
            </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e40 ">Health Condition</td>

            <td data-label="Display Conditions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e43 ">
              <ul>
                <li>Status must be Active or Relapse</li>

              </ul>
            </td>

            <td data-label="Formula" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e46 ">
              <code>IF( OR(( ISPICKVAL( ConditionStatus , "Active") ),(
         ISPICKVAL( ConditionStatus , "Relapse") )) , true, false)</code>
            </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e40 ">Allergy Intolerance</td>

            <td data-label="Display Conditions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e43 ">
              <ul>
                <li>Status must be Active</li>

              </ul>
            </td>

            <td data-label="Formula" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e46 ">
              <code>IF( ISPICKVAL( Status , "Active") , true,
        false)</code>
            </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e40 ">Medication Statement</td>

            <td data-label="Display Conditions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e43 ">
              <ul>
                <li>Status must not be Not-taken, Unknown, or Entered-in-error</li>

                <li>Must be from the last two years</li>

              </ul>
            </td>

            <td data-label="Formula" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e46 ">
              <code>IF(( AND(( NOT( OR(( ISPICKVAL( Status , "Not-taken") ),(
         ISPICKVAL( Status , "Unknown") ),( ISPICKVAL( Status , "Entered-in-error") )) ) ),((( YEAR(
         TODAY() ) ) - ( YEAR( DATEVALUE( StartDateTime ) ) )) &lt;= 2)) ), true,
        false)</code>
            </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e40 ">Patient Immunization</td>

            <td data-label="Display Conditions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e43 ">
              <ul>
                <li>Status must be Completed</li>

              </ul>
            </td>

            <td data-label="Formula" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e46 ">
              <code>IF( ISPICKVAL( Status , "Completed") , true,
         false)</code>
            </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e40 ">Clinical Encounter</td>

            <td data-label="Display Conditions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e43 ">
              <ul>
                <li>Must have happened in the last two years</li>

              </ul>
            </td>

            <td data-label="Formula" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e46 ">
              <code>IF((( YEAR( TODAY() ) - YEAR( DATEVALUE( StartDate ) ) )
         &lt;= 2), true, false)</code>
            </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e40 ">Clinical Service Request</td>

            <td data-label="Display Conditions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e43 ">
              <ul>
                <li>Status must not be Entered-in-Error</li>

                <li>Must have happened in the last two years</li>

              </ul>
            </td>

            <td data-label="Formula" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e46 ">
              <code>IF(( AND(( NOT( ISPICKVAL( Status , "Entered-in-Error") )
         ),((( YEAR( TODAY() ) )-( YEAR( DATEVALUE( StartDate ) ) )) &lt;= 2)) ), true,
         false)</code>
            </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e40 ">Patient Medical Procedure</td>

            <td data-label="Display Conditions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e43 ">
              <ul>
                <li>Status must not be Entered in error</li>

                <li>Must have happened in the last two years</li>

              </ul>
            </td>

            <td data-label="Formula" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e46 ">
              <code>IF(( AND(( NOT( ISPICKVAL( Status , "Entered in error") )
         ),((( YEAR( TODAY() ) )-( YEAR( DATEVALUE( StartDate ) ) )) &lt;= 2)) ), true,
         false)</code>
            </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e40 ">Clinical Observation</td>

            <td data-label="Display Conditions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e43 ">
              <ul>
                <li>Must have happened in the last two years</li>

              </ul>
            </td>

            <td data-label="Formula" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e46 ">
              <code>IF((( YEAR( TODAY() ) - YEAR( DATEVALUE( EffectiveDateTime
         ) ) ) &lt;= 2), true, false)</code>
            </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e40 ">Diagnostic Summary</td>

            <td data-label="Display Conditions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e43 ">
              <ul>
                <li>Usage type must be Diagnostic Summary</li>

                <li>Status must not be Entered-in-error</li>

                <li>Must be issued in the last two years</li>

              </ul>
            </td>

            <td data-label="Formula" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e46 ">
              <code>IF(( AND(( NOT( ISPICKVAL( Status , "Entered-in-error") )
         ),( ISPICKVAL( UsageType , "Diagnostic Summary") ),((( YEAR( TODAY() ) )-( YEAR( DATEVALUE(
         IssuedDateTime ) ) )) &lt;= 2)) ), true, false)</code>
            </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e40 ">Clinical Alert</td>

            <td data-label="Display Conditions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e43 ">
              <ul>
                <li>Status must not be Entered-in-Error</li>

                <li>Must be from the last two years</li>

              </ul>
            </td>

            <td data-label="Formula" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d177977e46 ">
              <code>IF(( AND(( NOT( ISPICKVAL( Status , "Entered-in-Error") )
         ),((( YEAR( TODAY() ) )-( YEAR( DATEVALUE( StartDate ) ) )) &lt;= 2)) ), true,
         false)</code>
            </td>

          </tr>
        </tbody>
      </table>

#### See Also

- [Add a Field to the Patient Card Component](https://help.salesforce.com/s/articleView?id=ind.admin_patient_card_configuration.htm&release=264.0.0&type=5 "To add a field to the Patient Card component, first create a formula field to filter which records to display, then create a Patient Card Configuration record.")