Self-Serve Data Tools

For your next study, use one of our self-serve tools, which are available free of charge for faculty researchers and their study team members to access both discrete variables and free-text string data from the electronic medical record (EMR). 

These self-serve tools offer access to a variety of clinical data, including:

  • Diagnoses
  • Encounters
  • Labs (ordered and results)
  • Medications (ordered and administered)
  • Procedures

access request form

Precision Health Analytics Platform

Are you a U-M researcher on central campus interested in accessing patient data? Don’t have a Level-2 password?

The Precision Health Analytics Platform documentation site (available via Level-1 U-M login credentials) contains user guides, data dictionaries, and other tools and resources to get U-M researchers started with using the Precision Health Analytics Platform to facilitate their research.

Cohort Discovery                                            

computer with graphcs


Inform your study design and determine eligible patients with this easy, self-service tool that enables browsing up-to-date, de-identified data on more than 4 million patients from MiChart.

DataDirect is a self-serve tool enabling access to clinical data such as diagnoses, encounters, procedures, medications (ordered and administered), and labs (ordered and results) on more than 4 million unique patients from across the UMHS enterprise. DataDirect provides aggregate counts for cohort discovery and the ability to download patient health data. 

Log in to DataDirect hereDataDirect button

Cohort Discovery Mode prerequisites include:

  • Level-2 password
  • Completion of any PEERRS module

Need assistance with pulling data in DataDirect?

Do you need to know more about...

  • Accessing DataDirect?
  • Creating a new query?
  • What to do with your cohort results?
  • Requesting data with identifiers?

Answer all of these questions and more with our handy DataDirect User Guide!

More questions? Contact us. Training is also available!

Download Data

computer with graphics download

DataDirect PHI

With appropriate IRB approval, researchers can export customized data sets on their defined cohort of patients.

DataDirect provides aggregate counts for cohort discovery, the ability to download patient health data, and in terms of recruitment, the ability to generate automated reports of upcoming appointments. 

Log in to DataDirect here

PHI/Download Data Mode prerequisites include:

  • Level-2 password
  • Completion of any PEERRS module
  • IRB approval (Recruitment Mode requires appropriate IRB approval for contacting patients)
  • Complete access request form
  • MLearning (Data Office) training: HITS-10005 Self-Serve Data Tools

Questions? Check out our DataDirect User Guide or contact us.

Text Search

document with magnifying glass


Support your data discovery with this innovative self-service tool for searching words or phrases in text documents, such as dictated discharge summaries and pathology reports. More info >


DataDirect FAQ

What is the difference between “Cohort Mode” and “De-Identified Mode”?

  • Cohort Mode is used to define a cohort (group of patients/subjects of interest) based on inclusion criteria by filtering against defined data fields and provides aggregate counts only for patients who meet that criteria allowing the researcher to understand how many patients meet the criteria to be included in their research group.
  • De-Identified Mode allows users to access de-identified patient health data for a defined cohort. These cohorts can initially be assembled using Cohort Mode.

What are the prerequisites for accessing Cohort Mode?

  • Level-1 password
  • Completion of HIPAA Training
  • Enrollment in DUO Authentication
  • U-M faculty position, or U-M staff/student with a faculty sponsor. Faculty are responsible for uploading unique names for their staff/students within the tool itself.

What are the prerequisites for accessing De-Identified Mode?

Can I access DataDirect off-site?

Yes, DUO authentication enables DataDirect access both from campus and off-campus; however, the individual will need to log on through a university VPN.

When I enter a diagnosis in the search field, several ICD codes are displayed. How do I know which one/s to select?

Determining which codes meet your inclusion criteria is a clinically informed decision to be made by your research team. Several different codes can be associated with a diagnosis/procedure. Consulting with a clinician who specializes in this area or reviewing the charts of patients known to have the diagnosis/procedure can assist in this determination.

How do I share a query?

In the upper right corner of the screen, there is a drop down option. Select “Share Your Query” within that menu. Sharing your query with team members can be used to reach a consensus on DataDirect inclusion selections. Your team members must also be authorized to use DataDirect.

Is there a variable for “reason for visit”?

Unfortunately, currently DataDirect does not capture reason for visit (follow-up or whether initiated by patient). However, the DOCTR team can do a custom pull (fee for service) for them following this link.

Does encounter data contain any physician notes from discussions with the patient?

DataDirect encounter data does not contain physician notes. If you are interested in physician notes, you can retrieve those through a custom pull (fee for service) from the Data Office for Clinical & Translational Research (DOCTR) following this link.

I have a HUM# from an IRB approved study. The IRB does not specifically state we will be using DataDirect, can I still use this HUM for using the tool? Do I need a specific IRB only for using the self-serve DataDirect tool?

As long as the HUM# allows for access to clinical data, then it does not have to specifically mention use of DataDirect. However, it is important to list in section 25 of the IRB application which variables you are interested in so it integrates with the DataDirect domains and it will control access on some level this way.

Are echocardiograph interpretations available through DataDirect?

Currently, echocardiograph interpretations aren’t available through DataDirect. However, the DOCTR team can do a custom pull (fee for service) for them following this link.

VIDEO: How do I connect to Precision Health DataDirect? (campus-wide)

How do I use the U-M Box to secure store research data?

Research data can be sensitive and needs to be stored in a HIPAA secure online environment. Using a properly configured Shared U-M Box account, you can securely store patient health data. A shared account is not tied to an individual’s uniqname and will remain in place should any collaborator leave the project.

Check out the full guide!


  • Precision Health Analytics Platform Documentation Site – Available via Level-1 U-M login credentials, this site contains user guides, data dictionaries, and other tools and resources to get U-M researchers started with using the Precision Health Analytics Platform to facilitate their research.




Contact us or call (734) 615-2100 

North Campus Research Complex, Building 400, 1600 Huron Parkway, Ann Arbor, MI 48105

A list of Data Office contacts is available in the Personnel Directory