2014 09 - loinc tutorial - panels, forms, and assessments

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    Daniel J. Vreeman, PT, DPT, MScAssociate Research Professor

    , Indiana University School of Medicine

    Associate Director for Terminology Services, Regenstrief Institute, Inc

    2014

    Panels, Forms, Assessment

    Instruments

    Clinical LOINC Meeting

    2014 09 04

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    Overview

    1. Base model for panels

    2. Advanced model of panel attributes

    3. LOINC Answers4. Panel and Answer features in RELMA

    5. Sample of the content

    6. Key adoptions7. Lessons learned

    photo via Vernio77

    http://www.flickr.com/photos/verino77/
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    Base Model for Panels inLOINC

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    Panels in LOINC

    Collector terms that contain links to anenumerated set of discrete child elements

    We use the word panel a generic conceptthat synonymous with battery, form, data

    set, etc in other domains

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    Panels can themselves be children,which allows nesting

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    Define elements as Required,Optional, or Conditionally Present

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    Categorizing Panel Elements

    Required (R)Element is always expected to be present

    Optional (O)

    Element may not be reported with panel depending on policy

    or capabilities of reporting institution

    Conditional (C)Element is a key part of the panel, and should be assumed to be

    negative or not present if results do not contain it

    Null ()

    Undeclared. Typically used in convenience panels

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    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

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    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

    are developing a revised set of business rules forpanels

    The following summarizes the draft rules

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    Business Rules for Panels

    1. Base definitions of Required, Optional,Conditional still hold.

    2. If a panel is defined with methodless

    elements, users could substitute any method-specific code that matched on the otherattributes

    1. As a corollary, it is notacceptable to substitute

    a qualitative term for a quantitative term

    3. If a panel is defined with method-specificcodes, only that method (or equivalent) is

    allowed

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    Business Rules for Panels

    4. Elements that are not measured evaluations(e.g. calculations, derived values, ask at orderentry questions, interpretations, etc) can be

    included (or not)5. LOINC may define some panels (in rare cases)

    where the exact elements are not enumeratedbut rather described in text. This will be used

    only in rare complex cases (e.g. public health,lupus anticoagulant panels, etc).

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    Advanced model of panel

    attributes in LOINCAn expansion that grew out of our work to representstandardized assessment instruments

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    LOINC could be a

    master question fileand

    uniform representation

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    Iterative Refinement

    Started about 10 years ago

    Informing ideas:

    Survey instruments have psychometric properties

    Question meaning tightly coupled with answers

    Many collaboratorsesp Tom White, Susan Bakken

    CHI Functioning and Disability workgroup

    ASPE, AHIMA, CMS, RTI, HL7, HITSP

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    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.

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    Assessment Instruments

    Widely used

    and not unlike other kinds of observations

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    Item-level Attributes

    Question TextQuestion Source

    External Copyright

    Terms of Use

    Description/Definition

    Units of Measure (UCUM)Data Types

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    Structured Answer Lists

    Answer List AttributesOID

    External Link

    Answer Item AttributesID (contains LA prefix)

    String

    Sequence

    Local codeUniversal code (SNOMED CT)

    Score

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    Attributes of Items in a Panel Instance

    Display name overrideCoding instructions

    Cardinality

    Local code on that form

    Skip logic

    Data type in form

    Answer sequence override

    Consistency/validation checksImages

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    Panels Available as Separate DownloadLook for the Panels and Forms File

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    LOINC Answers

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    LOINC Answers

    LOINC is focused on questions, but

    Sometimes, questions are best understood by

    knowing the set of allowed answer choices

    Many answer choices are highly specializedand not present in vocabulary standards

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    LOINC Answers

    Many answer choices are highly specializedand not present in vocabulary standards

    LOINC has a structured representation ofanswer lists

    Classify them as Example or Normative

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    MAPPING CAUTION

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    Normative => This is it. Dont mess with it!

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    Panel Features in RELMA

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    A sample of the LOINC content

    US Government Forms Neonatal Skin Risk Assessment Scale

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    US Government Forms

    CARE, MDSv2, MDSv3, OASIS B1,

    OASIS C, RFC, US Surgeon

    Generals 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 Neonatal Skin Risk Assessment Scale

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    US Government Forms

    CARE, MDSv2, MDSv3, OASIS B1,

    OASIS C, RFC, US Surgeon

    Generals 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!

    Fi d P l d F i RELMA

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    Find Panels and Forms in RELMA

    Fi d P l d F i RELMA

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    Find Panels and Forms in RELMA

    Hit this!

    Lab Panels

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    Lab Panels

    Clinical Panels

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    Clinical Panels

    Survey Instruments

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    Survey Instruments

    View Panel Children

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    View Panel Children

    View Panel Children

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    View Panel Children

    Select View Panel Children

    from context menu

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    Find Panels that Contain this Term

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    Find Panels that Contain this Term

    Find Panels that Contain this Term

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    Find Panels that Contain this Term

    Select Find Panels with All TheseLOINCs from context menu

    Find Panels that Contain this Term

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    Find Panels that Contain this Term

    Also on Comprehensive Details Pages

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    Also on Comprehensive Details Pages

    Also on Comprehensive Details Pages

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    Also on Comprehensive Details Pages

    These panels all contain this Creatinine term

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    LOINC adoption here isgaining some traction

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    Lesson 1Variation abounds

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    Despitesimilarit

    y

    in items,much

    variatio! exist!

    many differences might have been avoided

    Original PHQ-9

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    CARE

    MDSv3

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    Weigh the costof losing

    comparability beforeinventingsomething new

    http://www.flickr.com/photos/toddography/http://www.flickr.com/photos/toddography/
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    Lesson 2IP issues present large

    challenges

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    Weigh the costof losing

    comparability before inventingsomething new

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    Lesson 3Not all use-cases need

    everything

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    Evolve gracefully.photo via Dawn Huczek

    Q li M

    http://www.flickr.com/photos/31064702@N05/http://www.flickr.com/photos/31064702@N05/
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    Quality Measures

    1. Name of some specific instrument used2. Total score from a particular instrument

    G f l E l ti

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    Graceful Evolution

    1. Create "panel" codes that represent thenamed 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)

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