How do I filter referral data by trust site?

Ticketclosed

Kingdon Diagnostics: documents · How do I filter referral data by trust site?

Ryan asked how to filter referral data by one of twelve NHS trust sites for contract managers to see volumes alongside turnaround times and invoices. Bethan provided step-by-step instructions using the filter panel.

Priority low

made from

What happened

What this says

Current to 11 Oct 26

Ryan asked how to filter referral data by one of twelve NHS trust sites for contract managers to see volumes alongside turnaround times and invoices. Bethan provided step-by-step instructions using the filter panel.

Problem: Contract managers needed to see imaging referral volumes broken down by each of Kingdon's twelve NHS trust sites, alongside turnaround times and invoices. The unsegmented view was not useful for their work.

Handling: Bethan confirmed the requirement and provided clear instructions: use the filter panel on the referrals page, select Trust Site from the dropdown, check the boxes for desired sites, and save the filter for reuse. This empowers contract managers to self-serve without further support.

Watch: Follow up to confirm contract managers are actually using the filters and that the segmented view is delivering the value they need.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

AImade from

Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryhow_to

Channelemail

First response (min)311

CSAT3

Helpdeskmade from

Trail

created · Ryan Heslop 9 Sep 2026 08:08
Hi, I'm trying to get a view of all imaging referrals by trust site. We want our contract managers to see each site's volumes alongside their reporting turnaround times and invoices in one place. I'm not sure how to set up the filters to make this work. Could someone help me with the steps? Cheers, Ryan
public_reply · Ryan Heslop 9 Sep 2026 11:02
Just to add a bit more context: we have twelve sites and need to break down the data by location. The current view is showing everything together, which isn't helpful for the managers. Is this something the brain can do?
public_reply · Bethan Lister 9 Sep 2026 13:19
Hi Ryan, Just so I've got this right, you want to split the referral data by each of your twelve NHS trust locations. Yes, the brain can definitely do that. You'll use the filter panel on the referrals page: select Trust Site from the dropdown, then check the boxes for the sites you want. Once you've saved that filter, any manager can use it. Can you try that and tell me what you see? Thanks, Bethan
status_change · Bethan Lister 5 Oct 2026 14:12
status_change · 9 Oct 2026 23:59

Helpdeskmade from

BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the brain is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask Brain in the header. Type a question, or pick one of the examples.

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	150
People at customers	573
BB-Demo staff	48
Calls	1,382
Email threads	2,122
Support tickets	789
Documents	850
Deals	217
Invoices	187
Events	49
News items	84

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

Who to contact

Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.

Help