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Refining Your Search
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Written by Team
Updated over a year ago

Using filters

Searching with filters will give you results that exactly match the filters you selected. Once you select a filter, the search results will automatically update. 

Filter types

  • Preferred Providers: Service offerings that have been designated by your organization as preferred or trusted (for Search and Platform users only).

  • In-Network Partners: organizations within your Network. You can send referrals, and communicate on behalf of referrals with these partners.

  • Wheelchair accessibility: whether the service offering has wheelchair access

  • Eligibilities: the populations or groups of people served at each resource site.

  • Local resources: brick and mortar locations (i.e. food pantries, homeless shelters, mental health clinics).

  • Regional resources: call centers, websites, or services offered in multiple states. These resources often do not have a physical location of service delivery.

Integrated Search Results

The default search results will combines local and regional resource sites together into one list. You will be able to find the most relevant resource for your client regardless if services are being offered nearby or remotely. You will see a combined list of resource sites that are local, and resource sites that are regional.

Located under the resource name are new tags to allow you to identify the type of resource this is, and what area it covers.

  • Serves your local area indicates a resource with a physical location nearby, and will include its distance from the address used in the search.

  • Serves your state indicates a resource without a physical location, which serves the state used in the search.

  • Serves nationwide indicates a resource without a physical location, which serves all states, including the one used in the search.

Resource Coverage Area

When completing a search using either a zip code, or a physical address, resource sites may be included/excluded depending upon if they serve the area your search location is in or not.

Coverage Area can influence your search results in two ways:

  • This can help eliminate resource sites that cannot serve the area your client is in, making it easier to find a resource that your client is eligible for.

  • This can include additional resources that may be beyond your search mile radius, for resource sites that can serve the area your client is in.

You will also see the program's coverage area on their resource site so you can confirm the eligibility requirements with your client.

Add filters and service offerings

  • Preferred Providers and Wheelchair accessibility: click the toggle next to each of these filters, which will change the toggle to a dark blue.

  • Service offering: type in the Find field and choose from the list of service offerings. To search for an exact word/phrase, search within quotation marks.

  • Eligibilities: clicking Eligibility will produce a dropdown menu; begin scrolling through the dropdown menu or typing in the search bar to filter resources by qualifying groups.

Remove filters and service offerings

  • Preferred Providers and Wheelchair accessibility: re-click the toggle, which will change it from dark blue back to grey.

  • Service offering and eligibility: click on the X next to each or use the Delete key on your computer keyboard.

Questions? We're here to help. Email us at scc.support@wellsky.com.

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