On the left-hand navigation menu, Cohort Discovery Tool is used to define a cohort utilizing inclusion/exclusion criteria. Recruitment is used to generate a list of upcoming appointments for that cohort.

Recruitment Mode/Defining Cohort and Recruitment Options

Step 2: Click Cohort Discovery Tool to define the criteria (past encounters) for the cohort and to generate an aggregate count. Select your inclusion/exclusion criteria.

Step 3: Click Recruitment then click Options to define Date of Service for upcoming appointments and further refine cohort (optional) by Age and Visit Location. Click Save to generate an aggregate count of patients from your cohort with upcoming appointments.

Step 4: Click View Upcoming Appointments to view a snapshot of the number of daily upcoming appointments for patients in your cohort.

Step 5: Establish the frequency (daily, weekly, run now) of report emails then click Save.

Once the query has completed, you will receive an email in Outlook with a link to download the report.

Step 6: Click the link and follow the instructions to view/download upcoming appointment report.

Included in the report are dates/times, locations, provider names, patient names, and MRNs as well as phone numbers, addresses, and emails of patients.

*PLEASE NOTE: This report contains PHI, as with all PHI you must follow the General Security Guidelines for Handling Patient Data as detailed on the Handling Patient Data page.