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Cohort Builder

The Cohort Builder empowers clinicians, data scientists, and researchers to design granular patient populations using a wide range of filters, clinical diagnoses, demographics, utilization patterns, and more. These cohorts underpin Patient Journey Intelligence's downstream analytics, including Patient Journey views, Clinical Measures, population-based insights, and longitudinal outcomes evaluation.

Building Patient Cohorts

This video demonstrates the interface visually without audio narration.

Cohort Overview Dashboard​

The landing page presents a high-level snapshot of cohort activity using four summary cards:

  • Total Cohorts: Aggregate number of created cohorts
  • Average Patients per Cohort: Mean population size across all cohorts
  • Average Documents per Cohort: Mean document volume associated with each cohort
  • Total Categories: Number of custom organizational categories assigned to cohorts

Below, a searchable and sortable table displays metadata for each cohort:

  • Cohort Name and Category
  • Patient Count
  • Document Count
  • Definition Tags: Diagnostic criteria or inclusion logic
  • Creation Timestamp
  • Update Indicator: Highlights new data since cohort creation
  • Available Actions: Open, edit, or delete

This overview provides immediate visibility into the structure, freshness, and analytic readiness of your cohort landscape.

Viewing Cohort Details​

Selecting a cohort opens the Cohort Details interface.

Left Panel: Cohort Summary​

This panel provides descriptive and structural metadata:

  • Cohort Name and Category
  • Clinical Description
  • Definition Tags: ICD, SNOMED, or OMOP-based terminologies
  • Creation Date
  • Total Patient Count
  • Total Associated Documents
  • Linked Cohorts: Displays hierarchical or related cohorts

This view facilitates transparent understanding of a cohort's clinical definition and analytical scope.

Main Panel: Patient List​

Displays patient-level metadata for all individuals within the cohort:

  • Patient Name
  • Visit Count
  • Document Count
  • Age
  • Gender
  • Race
  • Ethnicity
  • Primary Condition
  • Diagnosis Tags
  • Most Recent Visit
  • Update Indicator: Flags newly ingested or updated clinical data

Table Functionality​

  • Column sorting
  • Free-text search
  • Vertical scrolling
  • Expandable Patient Overview Drawer

Patient Overview Drawer​

Clicking a patient row opens a detailed summary view:

  • Demographics (Name, Age, Gender, Patient ID)
  • Encounter and document activity (last 6 months)
  • Key clinical measures (e.g., BMI, risk scores)
  • Active diagnoses
  • Quick access to the full Patient Profile

This lightweight chart view accelerates patient review without navigating away from the cohort.

Creating a New Cohort​

Clicking Create New Cohort initiates a guided, three-step creation workflow:

1. Patient Selection​

Users define the eligible population using advanced filter logic.

Available Filters Include:​
  • Clinical Diagnoses (ICD, SNOMED, OMOP)
  • Primary Condition
  • Age range
  • Gender, Race, Ethnicity
  • Visit Frequency
  • Document Volume
  • Free-text search
  • Nested filter logic with AND/OR conditions
  • Inclusion/Exclusion criteria

The patient list updates in real time as filters are adjusted, supporting exploratory refinement.

2. Manual Exclusions​

Users can remove specific patients from the cohort:

  • Multi-row selection
  • Exclude Selected option
  • Real-time updates to cohort size and metadata

This step supports research-grade cohorts where outliers, edge cases, or data anomalies must be manually addressed.

3. Cohort Metadata​

Users finalize the cohort by entering:

  • Cohort Name
  • Category (for organizational grouping)
  • Description
  • Optional Cohort Linkage for building hierarchical relationships

A Filter Summary panel documents all applied logic, enhancing reproducibility and auditability.

Clicking Save Cohort completes the workflow.

Linked Cohorts​

Patient Journey Intelligence supports hierarchical and relational cohort structures:

  • Supercohort/Subcohort Relationships
  • Condition-based Groupings
  • Staged Analytical Pipelines
  • Cross-cohort Navigation and Comparison

Linked cohorts appear in the Cohort Details sidebar, along with metadata describing patient overlap and lineage.

Clinical and Operational Use Cases​

Cohorts created within this module serve diverse use cases, including:

  • Clinical trial screening
  • Disease-based segmentation
  • Risk stratification
  • Quality reporting
  • Longitudinal research
  • Population health assessments
  • Cohort-based measure evaluation (via Clinical Measures module)

Why Cohort Builder Is Foundational​

The Cohort Builder enables organizations to:

  • Construct reproducible patient populations from rich clinical data
  • Ensure transparency in inclusion/exclusion logic
  • Maintain auditability across clinical, regulatory, and research workflows
  • Link cohort definitions to longitudinal outcomes and analytics
  • Integrate seamlessly with other modules for cohort-specific analytics

By offering precise patient selection, real-time refinement, and standardized documentation, Patient Journey Intelligence's Cohort Builder ensures that analytic pipelines begin with high-integrity, clinically meaningful data segments.

The Cohort Builder module provides a flexible, transparent, and clinically grounded environment for patient population design within the Patient Journey Intelligence platform.

Whether for operational analytics, clinical research, or regulatory reporting, this tool ensures all cohorts are:

  • Accurately defined
  • Easily auditable
  • Clinically interpretable
  • Directly integrated into analytic and outcome workflows

By standardizing cohort creation across users and teams, Patient Journey Intelligence enables scalable, data-driven insights into the patient journey.

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