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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The Patient Cohorts screen (/cl/cohorts) lists all patient cohort definitions for the organization and provides controls to create new cohorts and filter the list by status.

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Overview

The page queries cl_patient_cohorts via useCohortList, which supports paginated and filterable fetches (default page size 25, ordered by updated_at descending). Cohorts are displayed in a table with columns for Name, Type (definition_type), Status, Version, and Updated date. A status filter dropdown lets users show all cohorts or filter by draft, active, or archived. Users with cl.cohort.create see a “Create cohort” button that opens CohortFormSheet in a side panel. Each cohort name is a link to /cl/cohorts/:cohortId. Cohorts with a description show a truncated subtitle under the name.

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Who it’s for

Requires permission: cl.cohort.view

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Before you start

You must hold the cl.cohort.view permission. Creating new cohorts additionally requires cl.cohort.create. The cohort list is scoped to your organization.

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Steps

1

Navigate to /cl/cohorts

Open the Clinical module and navigate to Patient Cohorts. The page loads all cohorts for your organization.
2

Filter by status

Use the status dropdown to narrow the list to draft, active, or archived cohorts. The default view shows all statuses.
3

Open a cohort

Click the cohort name link in the table to navigate to the cohort detail page at /cl/cohorts/:cohortId.
4

Create a new cohort

Click “Create cohort” (requires cl.cohort.create) to open the CohortFormSheet. Complete the form fields and save to add the cohort to the list.

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Key concepts

The status filter and badge display three values sourced from COHORT_STATUS_LABELS: draft (secondary badge), active (default badge), and archived (outline badge).
The Type column renders a badge using COHORT_DEFINITION_TYPE_LABELS. If the type key is not in the map, the raw definition_type value is displayed.
When no cohorts exist or match the filter, the page shows: “No cohorts yet — Define patient populations for HEDIS reporting, VBP attribution, and outreach campaigns.”

Clinical

Overview of the Clinical core.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/cl.tsx
  • src/cores/cl/pages/CohortListPage.tsx
  • src/cores/cl/hooks/cohorts/useCohortList.ts
  • src/cores/cl/types/cohorts.ts
  • src/cores/cl/components/cohorts/CohortFormSheet.tsx