View cohort lists

Figure 3-1 A cohort list with Demographic and Events data

1. On the Home page, on the left, click the Cohort Viewer icon ().
2. On the left side, in the Patients section, choose your option:
   • active query: to view the cohort list for a patient or subject query that is currently running
   • library query: to view the cohort list for a patient or subject query from the library
   • list: to view the cohort list for a saved patient or subject list
   • ad-hoc query: to view lists for specific patients or subjects you want to examine
3. Click Submit.

   Use the Data pane on the left to select and filter the data you want to view for the cohort list. For details on filtering data, see Filter data in cohort lists.

After running the query, the patient or subject count is displayed above the table, and you can review the data of those patients or subjects.

Note:

Patient or subject count can also be viewed in the Cohort Query screen as well. For details, see View Patient or Subject Count and data. If you navigate back to Cohort Query screen to edit the active Query and run it, then after navigating back to Cohort Viewer, you must click Submit to refresh the data in this screen.

For more information, see:

• Filter data in cohort lists
  
• Display procedure associated with medication
  
• Display anatomical site details
  
• Display specimen details
  

Filter data in cohort lists

1. On the left, below the Patients section, click Data.
2. Select or deselect any of the information that you want included in the cohort lists.
3. Either click the radio button for Include criteria used in a query or set your custom criteria.

   Note:

   The Include criteria used in a query can only be used for active queries.

   This option filters clinical records in cohort lists and cohort timelines on the basis of a specific set of attributes from the Cohort Query screen as listed below.

   • Diagnosis: Concern Subtype, Diagnosis Code, Anatomical Site
   • Consent: Consent Type
   • Procedure: Procedure Type, Procedure Code, Procedure Outcome, Anatomical Site
   • Appointment: Appointment Number, Facility, Service Provider
   • Medication: Medication Code, Medication Outcome
   • Patient History: History Code
   • Test or Observation: Test or Observation Subtype, Test or Observation Code, Anatomical Site, Medication
   • Specimen: Specimen Type, Specimen Number, Specimen Vendor Number, Anatomical Site

   If the inclusion criteria of the active query is not based on any data topics supported in the cohort lists, a message is displayed to select at least one of the supported data elements.

   In the Cohort Viewer, criteria defined on any particular data (such as Diagnosis, Procedure etc.) using the OR option should be sufficient for filtering the clinical records in Cohort List. For example, if the Cohort Query criteria is "Diagnosis Code = D1 OR Diagnosis Anatomical Site Code = A1", then the Cohort Query will correctly fetch all the patients who have Diagnosis Code = D1 or any diagnosis associated with the anatomical site A1. However, selecting the Include Criteria Used in the Query checkbox will filter clinical records on the Cohort List such that only the Diagnosis records having Diagnosis Code = D1 AND Anatomical Site = A1 are displayed.

   To set custom criteria:

   1. Select the criteria.
   2. Enter the criteria or click the search icon ().
   3. In the new window, enter all required details and click Search.
   4. Select the elements that you want to use from the left side and move them to the right side using the arrow ().
   5. Click Submit.

4. Click Submit.

To remove data, clear the appropriate boxes and click Submit again.

To export the list to a Microsoft Excel sheet, click Export (), along the top of the table. Keep in mind that additional information, such as address and email are only visible in the exported XLS file.

To save a cohort list, click the Save button (). You can rename the list, or save it under an existing name. All cohort lists are saved as Private.

To switch between Demographic and Events data, use these buttons above the table:

Figure 3-2 Switching between Demographics and Events data in the Cohort Lists

Tip:

To display the date in the dd/mm/yyyy format, use the formatting option in Microsoft Excel.

Display procedure associated with medication

In the Cohort Viewer screen, Events tab, for the Medication records the column Relevant Data displays the Procedure in context of which the Medication was prescribed.

Display anatomical site details

In the Cohort Viewer screen, Events tab the column Anatomical Site displays the Anatomical Site associated with Diagnosis, Test or Observation, Procedure and Specimen records.

Display specimen details

In the Cohort Viewer screen, Events tab:

• For the Test or Observation records, the column Specimen Details displays the details of the Specimen associated with the Test or Observation.
• For the Specimen records, the column Specimen Details displays the identifier attributes associated with the specimen.