Creating Cohorts

Akute’s Cohort Automations feature lets you create custom patient panels using criteria like age, ICD-10 diagnoses, health maintenance items, appointment data, and more. Once a cohort is built, you can pair it with message templates and create automations to send targeted outreach via Akute secure portal message, SMS, or email.

The Cohorts feature is available for customers on the Growth plan and above. If you’re on the Starter plan and would like access, reach out to our team to learn more about upgrading.

Step 1: Build a Cohort

To create a custom patient cohort:

1. Navigate to Cohorts under Engage in the navigation bar.

2. Click + Create Cohort.

3. Name your cohort (e.g., “Breast Cancer Screening”).

4. Add a description (e.g., “Women 50+ with no mammogram in 2 years”).

5. Add your filters:

• Use structured fields like Age, Gender, or ICD-10 codes.

• Use free-text fields like Problem List or Health Maintenance to look for missing or specific keywords (e.g., “no colonoscopy in 10 years”).

Tip: How to use logic filters:

When building cohorts, you can use filters and logic to narrow down exactly which patients you want to include. Akute supports options like:

• is exactly / is not – for exact matches against a single value or entry (e.g., Gender is Female)

• is one of / is not any of / contains / does not contain – for finding keywords across multiple values or entries (e.g., Problem List contains diabetes, DMII, DM)

• <, <=, >, >=, = – for numeric or date-based filters (e.g., Age >= 65, Last Appointment Date (Days) < 365)

• has the word(s) – for finding one or more specific words within free-text fields (e.g., Problem List has the word(s) “chronic pain”)

• has none – to find patients missing a field entirely (e.g., no value present for Health Maintenance), equivalent to = 0 logic

• AND / OR logic – combine filters to create more advanced cohorts (e.g., Age > 50 AND Problem List contains hypertension; or Problem List contains prediabetes OR Lab Value contains A1c >5.7 and <6.4)

6. Click Save to generate the cohort.

7. Click Preview to review your matching patient list

• Make sure the output aligns with your intent.

• Double-check for any false positives or missing patients.

Now, you're ready for the next step, Creating a Message Template.