Knowledge Base

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Building and Assigning Cohorts

Curitics utilizes a concept of “Project” to cohort members and compartmentalize workflows. The “Member Assignments” interface within the Data Manager enables users to assign members to clients and projects based upon searching a wide variety of demographic criteria.

After navigating within the tool (step 1), the user may refine the master list of members based upon a wide array of criteria. The refinement panel can be accessed by selecting the “Filters” button in the upper right of the screen (step 2). Supported filtering criteria include:

  • Payer
  • Counties
  • State
  • City
  • Zip code selection (search and select individual member zip codes)
  • Risk Level/RAF Range
  • Gender
  • Language
  • Age Range
  • Ethnicity
  • PCP
  • Current Status
  • Current Assigned Client
  • Current Assigned Project

The user may utilize the checkboxes on the left of the results panel to select all or a subset of the resulting members.

Using the buttons at the top of the interface the user can then bulk assign the selected members to a client or project. Additionally in scheduling use cases, change the current scheduling status of the members in bulk.