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Cohorts

Cohorts are subsets of the whole. Cohorts are similar to Saved Filters in their ability to filter subjects matching specific and often complex criteria. However, they differ in their features with the most notable being that Saved Filters are dynamic and update subjects and their data in real-time while Cohorts are a static "snapshot" of a collection of subjects and their data. The graph below shows more similarities and differences.

Feature Cohorts Saved Filters
Complex Filters X X
Accessible in PHC Insights X
Filtered subjects can be viewed in PHC Subjects/ Insights tab X X
Static (Snapshot of data) X
Dynamic (Data updates in real-time) X
Filtering results (Subjects Table) remains regardless of navigating away from tab/page X

Cohort Filtering

You can search for existing Cohorts to filter your subjects:

  1. In Subjects, click on the Cohorts tab (see image below)

    Cohorts

  2. Either click on the "+" symbol beside the cohort you wish to filter on, or search for the cohort using the Search Cohorts box (In the image below, we selected "Pregnant")

  3. Click the "View Subjects" button in the expanded window. The Subjects Table will update and show only the subjects matching that cohort

    Cohort Color

    Note: Since purple is the designated color for Cohorts, the line across the Subjects page is now purple and a purple dot is beside the cohort we are filtered on.

Creating a Cohort

Individuals with the Create Data ABAC privilege can create a cohort in Subjects.

To Create a Cohort:

  1. Click on the Subjects tab of your project.
  2. Select the filter criteria for your cohort. (In the clip below, we selected living females who smoke or vape.) The Subjects Table on the right of the screen will update with the subjects matching the chosen criteria.
  3. Select the subjects from the Subjects Table that you wish to add to the cohort by either:

    • Selecting each subject individually by checking the corresponding checkbox
    • Selecting all subjects in the table by clicking the checkbox at the top of the Subjects Table

    Once you select at least one subject, the Action Buttons located above the Subjects Table will be available to use.

    Cohorts Action

  4. Select the Cohort action button (as seen in the image above)

  5. In the window that opens, select "Create a Cohort"

  6. Name and describe the new cohort
  7. Click Create

Create cohort

Your new cohort can be found in the Cohorts tab of Subjects (as seen in clip above) for Cohort Filtering. It is also available to other users to filter in the Standard or Advanced tabs of Subjects as seen below.

Standard tab:

Cohorts Standard

Advanced tab:

Cohorts Advanced

Removing a Subject from a Cohort

Users with the delete Data ABAC privilege can delete a subject from a cohort. The steps taken to remove a subject from a cohort depends on which Subjects tab you are in.

Removing a Subject via Subjects/Cohort Tab

The clip below illustrates how to remove a subject from a cohort using the Subjects Cohorts tab.

Cohorts Update

When you are in this tab, the only way to remove a subject from the active cohort is by using the "Update Cohort" action.

  1. In Subjects, click on the Cohorts tab
  2. Select the cohort you wish to filter on by clicking the "+" beside its name
  3. Click the "View Subjects" button in the expanded window to see the subjects in that cohort. The Subjects Table should update and show only subjects in that cohort
  4. Select the checkbox for the subject(s) you WISH TO KEEP
  5. Click the Cohort action button above the Subjects Table
  6. Click "Update Cohort"

In the clip above, 4 subjects were in the cohort. We selected 1 subject to keep and performed the "update cohort" action. A window opened confirming that we were adding 0 subjects and removing 3 subjects from the cohort.

Removing a Subject via Subjects/Standard Tab

Removing a Cohort

  1. Scroll down the list of filters and click the "+" beside Cohorts
  2. From the dropdown menu, select the cohort you wish to view. The Subjects Table to the right should update with the subjects in the selected cohort
  3. Select the subject you wish to remove
  4. Click the Cohort action button above the Subjects Table
  5. From the window that opens, select "Remove from Cohort"
  6. In the dropdown menu that opens, select the cohort in which you wish to remove the subject.

If you change your mind and wish to add the subject back into the cohort or want to add a different subject to the cohort, follow the steps below.

Adding a Subject to a Cohort

Individuals with the Create Data ABAC privilege can add a subject to a cohort.

  1. In the Standard tab of Subjects, locate the subject you wish to add to the cohort in the Subjects Table (if no filters are selected you will see all subjects in the project, or narrow your search with filters)
  2. Once you find them, click the checkbox beside the subject(s) you wish to add to the cohort
  3. Click the Cohorts Action Button at the top of the page.
  4. In the window that opens, select "Add to Cohort"
  5. Scroll through the dropdown menu and select the cohort in which you wish to add your subject(s)
  6. A window will open asking you to verify if you want to make this change. Click "Update" if you want to complete the add.

Verify Add


Last update: 2020-08-20