zoomed in image of cohort option

When you’re selecting who to report on and who to compare data with, it’s important to remember that you can only report on patients who are included in your own base cohort.

The base cohort contains all the patients you are permitted to report on in your current role. Any other cohorts you create or receive from other users will be automatically filtered to only contain patients who are already in your base cohort.

Depending on the App you’re using, you will be able to choose from Cohorts, a single Patient or All patients, and you may be able to compare one selection with a second.

Click Cohort to choose from all the cohorts available to you in your My Cohorts area.

This includes your base cohort, any cohorts you have created, and any cohorts that other users have shared with you:

selecting a cohort from list

Once you’ve chosen a cohort, its name will be displayed on screen:

cohort option zoomed in

Select this option to report on a single patient. A search panel will appear.

You must know the patient’s name in order to search for them. Type in part or all the name and click Search:

Patient's name being typed in

The search results will only list the names of matching patients who are members of your base cohort:

Search results displayed under box

Click the matching name and it will be displayed on the main Who screen:

Patient name shown as an option for report

all patients option

Select this option to report on all the patients in your base cohort:

Make your selections and click Next to move on to the What: step.