Setup
Optional controls that shape extraction before rows are processed.
Document Types & Visit Order
Where agents should look in the patient record.
Document Types & Visit Order
Where agents should look in the patient record.
Defines the patient-document types available to the extractor and matcher, the default scan set, and the general visit order. Criteria can still route to specific primary and fallback documents when a rule clearly belongs somewhere else.
Care Paths
Normalized care paths for first-pass matching.
Care Paths
Normalized care paths for first-pass matching.
Normalizes source care-path values into stable English care-path ids, such as breast cancer or heart failure. Matching agents can use these as a first-pass filter before evaluating detailed eligibility criteria; a trial can belong to several care paths.
Pipeline Progress
Trial-by-trial extraction. A previous export can be continued alone or used to reuse reviewed edits when a newer upload has matching trial IDs.