Add, Edit, or Delete a Cohort

Complete the following steps to manually add a new Cohort to Care Insights.

  1. On the right area of the Cohorts page under Provider & Caregiver > Care Insights, Cohorts and click Add Cohort.

  2. In the New Care Insights Cohort page that appears, enter a Cohort Name and Cohort Description.

    New Care Insights Cohort page displayed with the page title circled and sample data shown.

  3. (Optional) Select Deactivate members absent in the file to deactivate any Member not in the file to be uploaded.

  4. Under Cohort Data to be Imported, click Choose File. In the window that appears, select the .csv file from your computer.

    Partial iimage of a CSV format Member File with callouts explaining to "Enter 'id' in the first column" and to "Add Member Admission IDs" in the rows beneath in that column

  5. Click Saveto finalize. The new Cohort appears in the Cohorts tab with the Members whose Admission IDs were in the .csv file.

To edit an existing Cohort, click the Edit Edit icon button on the right-hand area. In the Edit Care Insights Cohort window that appears, make any needed changes, and Click Save to finalize. 

To delete a Cohort, click the Delete Delete (trash can) icon button on the right-hand area. In the confirmation window that appears, Click Confirm Deletion.

The All-Population Base Cohort cannot be deleted.