Core capability

Protocol Matching Engine

Structured eligibility logic from complex inclusion/exclusion criteria — mapped to EHR field queries, scored for confidence, ranked for CRO feasibility teams.

Criteria Logic

Inclusion/exclusion criteria as structured queries

Protocol I/E criteria are typically written as free-text clinical language in the study protocol document. Before any EHR matching can run, those criteria must be converted to structured field queries — ICD-10 ranges, LOINC-coded lab thresholds, RxNorm medication classes, diagnosis duration requirements.

Cohortbridge's criteria parsing layer performs this conversion. Common indication types (cardiometabolic, oncology, CNS) have pre-parsed criteria libraries that reduce setup time. Novel or complex criteria require one-time human validation by the Cohortbridge clinical informatics team before the first match run.

Protocol inclusion and exclusion criteria displayed as structured logic conditions mapped to EHR data fields

Supported criteria types

Diagnosis history
ICD-10 codes, duration, sequence
Laboratory values
LOINC-coded thresholds, recency windows
Medication history
RxNorm drug classes, exclusion windows
Demographics
Age ranges, sex, BMI thresholds
Procedure history
CPT codes, surgical history
Confidence Scoring

Eligibility confidence scores, not binary pass/fail

Not every patient record has complete data coverage for all criteria fields. Cohortbridge's confidence scoring surface patients with high likelihood of eligibility while flagging records where targeted chart review is warranted.

85–100

High confidence

All required inclusion criteria met; no exclusion triggers found in record. Recommend for consent outreach prioritization.

60–84

Moderate confidence

Most criteria met; one or more fields incomplete or near threshold. Targeted chart review recommended before consent approach.

< 60

Low confidence

Significant criteria fields missing or likely exclusion triggers present. Included in output for completeness; chart review required.

Confidence scores reflect record completeness, not clinical judgment

A confidence score below 85 does not mean a patient is ineligible — it means the EHR record does not have sufficient structured data to make a high-confidence determination. Clinical staff at the site retain the final eligibility assessment authority.

Examples

Complex criteria that Cohortbridge handles

These are examples of criteria types that Cohortbridge's structured parsing layer supports. Protocol-specific criteria are validated with the Cohortbridge clinical informatics team before deployment.

Cardiometabolic — Type 2 Diabetes Protocol

Inclusion criteria
E11.x diagnosis ≥ 24 months in record
HbA1c 7.5–10.0% (LOINC 4548-4) within 6 months
Age 18–65, BMI 25–40 kg/m²
Exclusion criteria
Any insulin product (RxNorm class) — any history
eGFR < 45 mL/min/1.73m² (LOINC 62238-1)

CNS — Early Alzheimer's Disease Protocol

Inclusion criteria
G30.0 (early onset) or G30.9 — ≥ 1 clinical note
Age 55–80 years, ambulatory status confirmed
MMSE ≥ 18 in most recent cognitive assessment
Exclusion criteria
Lewy body / vascular dementia diagnosis (G31.83)
Active antipsychotic prescription (RxNorm class)
Data Handling

No patient identifiers in the matching output

The protocol matching engine is designed so that patient identifiers — name, date of birth, MRN, address, full ZIP code — are never included in the cohort output delivered to the CRO team.

Each matched record receives a Cohortbridge-assigned de-identified reference ID. Site clinical staff use their own patient management systems — under their own IRB authorization — to translate cohort IDs to clinical action. Cohortbridge does not maintain a persistent record-to-ID mapping accessible to the CRO.

Full privacy architecture

No PII in output

Cohort list contains IDs and scores only

Protocol isolation

Protocol A cohort never visible to Protocol B users

Role-based access

CRO staff access only their own protocol outputs

Audit logging

Every query logged for sponsor and IRB review

See the matching engine on your protocol

We walk through a de-identified match run using your protocol's inclusion/exclusion criteria. See exactly how the criteria parsing works for your specific indication.