Post on 07-Dec-2015
description
Daniel J. Vreeman, PT, DPT, MScAssociate Research Professor, Indiana University School of Medicine
Associate Director for Terminology Services, Regenstrief Institute, Inc
© 2015
Panels, Forms, Assessment Instruments
Clinical LOINC Meeting
2015 08 13
Overview1. Base model for panels
2. Advanced model of panel attributes
3. LOINC Answers
4. Panel and Answer features in RELMA
5. Sample of the content
6. Key adoptions
7. Lessons learned
photo via Vernio77
Panels in LOINCCollector terms that contain links to an enumerated set of discrete child elements
We use the word “panel” a generic concept that synonymous with battery, form, data set, etc in other domains
Categorizing Panel ElementsRequired (R)
Always expected to be present
Required with alternatives (R-a)
Always expected to be present, but with alternatives. (Typically a pair)
Optional (O)
May not be reported with panel depending on policy or capabilities of reporting institution
Conditional (C)
A key part of the panel, and should be assumed to be negative or not present if results do not contain it
Reflex (Rflx)
Included if it satisfies a reflex condition based on other results in the panel
Null ()
Undeclared. Typically used in “convenience” panels
Categorizing Panel ElementsRequired (R)
Always expected to be present
Required with alternatives (R-a)
Always expected to be present, but with alternatives. (Typically a pair)
Optional (O)
May not be reported with panel depending on policy or capabilities of reporting institution
Conditional (C)
A key part of the panel, and should be assumed to be negative or not present if results do not contain it
Reflex (Rflx)
Included if it satisfies a reflex condition based on other results in the panel
Null ()
Undeclared. Typically used in “convenience” panels
see User’s Guide section 8.7 “Representing conditionality”
Naming Conventions for Panels
Many (most) include panel in the Component
If defined by an authoritative body, we tend to use the official name
If elements vary on axis values (e.g. Property), the panel term name uses a dash “-“ in that field
Timing, Scale, and Method are typically specified
Naming Conventions for Panels
Many (most) include panel in the Component
If defined by an authoritative body, we tend to use the official name
If elements vary on axis values (e.g. Property), the panel term name uses a dash “-“ in that field
Timing, Scale, and Method are typically specified
see massively revised Section 8 in LOINC Users’ Guide
What Defines a Panel?
Or, when can I map my local one to a LOINC one?
With help from the S&I Framework Initiative, we developed a set of business rules for panels
The following is a brief summary
What Defines a Panel?
Or, when can I map my local one to a LOINC one?
With help from the S&I Framework Initiative, we developed a set of business rules for panels
The following is a brief summary
see Section 13 in User Guide for full rules and examples
Business Rules for Panels1. Must contain all of the required elements
2. No extra primary measurements
3. Optional elements are optional
4. Substitutions of a method-specific code for a methodless one are allowed, but not vice versa
5. Substitutions for mass versus substance Properties are allowed (newest rule)
Business Rules for Panels5. No substitutions of quantitative for
qualitative (and vice versa)
6. Pay attention to reflex components
7. Panels with only narrative definitions of the elements they should contain
Advanced model of panel attributes in LOINCAn expansion that grew out of our work to represent standardized assessment instruments
Iterative RefinementStarted about 10 years ago
Informing ideas: Survey instruments have psychometric properties
Question meaning tightly coupled with answers
Many collaborators esp Tom White, Susan Bakken
CHI Functioning and Disability workgroup
ASPE, AHIMA, CMS, RTI, HL7, HITSP
Standardized Assessments and Collections
Vreeman DJ, McDonald CJ, Huff SM. Representing patient assessments in LOINC®. AMIA Annu Symp Proc. 2010;832-836. PMID: 21347095 . Vreeman DJ, McDonald CJ, Huff SM. LOINC® - A Universal Catalog of Individual Clinical Observations and Uniform Representation of Enumerated Collections. Int J Funct Inform
Personal Med. 2010;3(4):273-291.
Item-level AttributesQuestion Text
Question Source
External Copyright
Terms of Use
Description/Definition
Units of Measure (UCUM)
Data Types
Structured Answer ListsAnswer List Attributes
OID External Link
Answer Item Attributes ID (contains “LA” prefix) String Sequence Local code Universal code (SNOMED CT)
Score
Attributes of Items in a Panel Instance
Display name override
Coding instructions
Cardinality
Local code on that form
Skip logic
Data type in form
Answer sequence override
Consistency/validation checks
Images
LOINC AnswersLOINC is focused on “questions”, but…
Sometimes, questions are best understood by knowing the set of allowed answer choices
Many answer choices are highly specialized and not present in vocabulary standards
LOINC AnswersMany answer choices are highly specialized and not present in vocabulary standards
LOINC has a structured representation of answer lists
Classify them as “Example”, “Normative”, or “Preferred”
US Government Forms
CARE, MDSv2, MDSv3, OASIS B1, OASIS C, RFC, US Surgeon General’s Family Health Portrait, End Stage Renal Disease forms
Borderline Symptom List - 23 Item
Brief Interview for Mental Status (BIMS)
CARE long term care hospital (LTCH)
Confusion Assessment Method (CAM)
Core behavioral health terms (SAMHSA)
Edinburgh Postnatal Depression Scale
FACIT
Geriatric Depression Scale (GDS)
HIV Signs and Symptoms Checklist
Home Health Care Classification
howRU
Living with HIV (LIV-HIV)
Morse Fall Scale
My Mood Monitor
Neonatal Skin Risk Assessment Scale
Neuro-QOL
NIH Stroke Scale
OMAHA
OPTIMAL
PROMIS
PhenX
PHQ (9 and 2)
Quality Audit Marker (QAM)
VR 12 and 36
US Government Forms
CARE, MDSv2, MDSv3, OASIS B1, OASIS C, RFC, US Surgeon General’s Family Health Portrait, End Stage Renal Disease forms
Borderline Symptom List - 23 Item
Brief Interview for Mental Status (BIMS)
CARE long term care hospital (LTCH)
Confusion Assessment Method (CAM)
Core behavioral health terms (SAMHSA)
Edinburgh Postnatal Depression Scale
FACIT
Geriatric Depression Scale (GDS)
HIV Signs and Symptoms Checklist
Home Health Care Classification
howRU
Living with HIV (LIV-HIV)
Morse Fall Scale
My Mood Monitor
Neonatal Skin Risk Assessment Scale
Neuro-QOL
NIH Stroke Scale
OMAHA
OPTIMAL
PROMIS
PhenX
PHQ (9 and 2)
Quality Audit Marker (QAM)
VR 12 and 36
15,000+ variables Oh snap!
US Government Forms
CARE, MDSv2, MDSv3, OASIS B1, OASIS C, RFC, US Surgeon General’s Family Health Portrait, End Stage Renal Disease forms
Borderline Symptom List - 23 Item
Brief Interview for Mental Status (BIMS)
CARE long term care hospital (LTCH)
Confusion Assessment Method (CAM)
Core behavioral health terms (SAMHSA)
Edinburgh Postnatal Depression Scale
FACIT
Geriatric Depression Scale (GDS)
HIV Signs and Symptoms Checklist
Home Health Care Classification
howRU
Living with HIV (LIV-HIV)
Morse Fall Scale
My Mood Monitor
Neonatal Skin Risk Assessment Scale
Neuro-QOL
NIH Stroke Scale
OMAHA
OPTIMAL
PROMIS
PhenX
PHQ (9 and 2)
Quality Audit Marker (QAM)
VR 12 and 36
15,000+ variables Oh snap!
Added about 350 survey-related terms last release
CMS Data Element Library4,600+ data elements from CARE, MDS, CARE-LTCH, OASIS
Responsive to IMPACT Act
Overall goals: • Uniformity across CMS assessments and quality measures • Authoritative resource for patient assessment data
elements • Promote the sharing of electronic patient assessment data
sets and information standards • Promote EHR interoperability and care coordination
Mapped to LOINC and other national vocabularies
CMS Data Element LibraryWe are engaged as advisors
RFP out now for maintenance and oversight of the Library, which specifies the contractor must work with us to resolve gaps
Frequency with which resident complains or shows evidence of pain (in last 7 days)? No pain, Pain less than daily, Pain daily
MDSv2
How much of the time have you experienced pain or hurting over the last 5 days? Almost constantly, Frequently, Occasionally, Rarely, Unable to answer
MDSv3
Have you had pain or hurting at any time during the last 2 days? Yes, no, unable to respond
CARE
Frequency of Pain Interfering with patient's activity or movement Patient has no pain or pain does not interfere with activity or movement, Less often than daily, Daily but not constantly, All of the time
OASIS-B1
Frequency of Pain Interfering with patient's activity or movement Patient has no pain, Patient has pain that does not interfere with activity or movement, Less often than daily, Daily but not constantly, All of the time
OASIS-B2
photo via
Weigh the cost of losing comparability before inventing something new
Evolve gracefully.photo via Dawn Huczek
Less than the best is sometimes OK
Quality measures, registries, etc might not need whole scored instrument
Stingy IP holders resist full modelling
Purposes fulfilled with just:
Name of some specific instrument used
Total score from a particular instrument
Graceful Evolution1. Create "panel" codes that represent the
named instrument
2. Create a total score term (as a child) for the instruments where score is needed
3. When they are needed, fully model the instrument as a complete set of questions (with answers where appropriate)
photo via milos milosevic