Combine inclusion and exclusion criteria

Figure 2-1 How inclusion and exclusion criteria work

Image shows inclusion and exclusion criteria

For you to get the best results, you can use a combination of inclusion and exclusion criteria that can give the exact data that you need.

Once you have added several criteria to your query, you can:

  • Expand or collapse the display for the Inclusions or Exclusions criteria.
  • Select the arrow to the left of the criteria to expand or collapse their details.

For more information, see:

Modify details of an existing criteria statement

You can continue to adjust the details of an existing statement using the icons on the right.

  • The pencil icon (Icon is a pencil.) displays and edits your criteria selection.
  • The trash can icon (Icon is a trash can.) removes any particular statement.
  • The plus icon (Icon is a plus in a circle.) adds another set of criteria from the same topic. For example, clicking the plus icon from within a Demographics tab prompts you to select additional Demographics criteria.

Understand the logic behind Inclusion and Exclusion criteria

Within an Inclusion statement, distinct criteria statements related to the same data element (Procedure, Medication, Gender, etc.) is considered with an OR criteria.

Example 2-1 Examples of how Inclusion and Exclusion criteria work

Within an Exclusion statement, distinct criteria statements related to the same topic will be considered with an AND.

INCLUDE: Diagnosis = Diabetes AND (Demographics = Male OR Demographics = Married)

EXCLUDE: Diagnosis = Diabetes OR (Demographics = Male AND Demographics = Married)

This function can be used to simplify your query structure, where you can address each data topic and category one at a time rather than having the same topic listed in both the Inclusion and Exclusion sections.