Edit a Cohort

Edit an existing cohort to modify its inclusion and exclusion criteria. Access the Edit function from the Actions column in the All Cohorts Table View.

How to Edit a Cohort

1. Go to Dashboard: Navigate to the Dashboard from the sidebar
2. Locate Your Cohort: Find the cohort you want to edit in the All Cohorts Table
3. Click the Edit Icon: In the Actions column, click the Edit icon (pencil icon)
4. Modify Criteria: Update inclusion and/or exclusion criteria as needed
5. Build and Save: Click Build to regenerate results, then Save your changes

Actions Column

The Actions column in the cohort table provides three icons:

• Edit (Pencil Icon): Opens the Cohort Builder to modify inclusion and exclusion criteria
• Delete (Trash Icon): Removes the cohort from the system
• Analyze (Chart Icon): Navigate to deep analytics (Linked Cohort, Patient Demographics, Line of Therapies, SOW)

What You Can Edit

When editing a cohort, you can modify:

• Inclusion Criteria: Add, remove, or modify criteria that patients must meet
• Exclusion Criteria: Add, remove, or modify criteria to exclude patients
• Criteria Values: Update operators, values, and data source selections
• Logical Operators: Change AND/OR connections between criteria

After Editing

Once you save your edits:

• The cohort will be updated with the new patient count
• The Date Updated will reflect the current date
• The cohort will move to the top of the table (sorted by most recent)
• You can use the Analyze icon to view updated analytics

For more information, click on the cards below: