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1
Organization, Roles, and SkillsMethodologyStandards AnalysisTool Evaluation
Terminology Collaboration
Business Plan
Project IdentificationMission Effect AnalysisFinancial Effect AnalysisRisk Analysis
Business CaseGoals and ObjectivesHigh-Level RequirementsArchitecture
Process DesignFunctional RequirementsNon-Functional RequirementsInfrastructure DeploymentSystem ConfigurationTesting
Phased Implementation
Solution Outline ValidationWhitepaper
Knowledge and Vocabulary Management
Methodology
2
Data Standards Development
Map Local Terms to Standards and
Information Model
DocumentData
Requirements
Collect Local Terms
Document and resolve/
disposition issues and gaps
Develop Information
Model
Validate/Refine Information
Model
Approve Enterprise Data
Standards
Identify Domain and
Other Applicable Data standards
Bind Enterprise Data Standards and Information
Model to the Enterprise Data Model
Derive Enterprise Data
Standards
Publish
Communicate
Store
Document Relevant
Meta Data
Distribute
3
Change Proposal Process
Access
Search/Browse
Propose Change
Notify Change Proposal
Review DispositionNotify
Disposition
Collaborate/ApproveVocabulary Engineer
Data Stewardship TeamData Governance
Publish
Communicate
Store
Distribute
4
Tools
Author and Edit Map Search Browse
ProposeExport
Report Security and AdministrationNotify Publish
Import Manage Proposal
Workflow
5
System Context
Operational Systems
Clinical Administrative
Electronic Medical Records
Laboratory Systems
Patient Accounting
Revenue Recognition
Enterprise Learning System
Ordering Systems
Other
External Vocabularies
CPT
LOINC
SNOMED CT
ICD-9
Other
ICD-O
Radiology Systems
Claims and Remittance
WARS
Research and Collaborating Organizations
World Health Organization
HL7
NCICB
NCBO
IBM
caBIG
Analytic Systems
Enterprise Data Trust
Department of Nursing
MAGIC
Finance
Other
DSS
Data Modeling Environment
Enterprise Knowledge and
Vocabulary Management Environment
Models, Vocabularies, Value Sets, and Metadata
Models, Terms, Definition, Synonyms, Examples, etc.
Vocabularies
Models, Vocabularies,Value Sets,
and Metadata
Models,Vocabularies, Value Sets,
and Metadata
User Access point to search and navigate all Metadata, Models, and
Vocabulary (TBD)
Enterprise Managed Meta Data Environment
Vocabularies and Value SetsVocabularies
U Pitt Other
Human Resource Systems
Other
UMLS Metathesaurus
NCI Metathesaurus
6
System Context
Operational Systems
Clinical Administrative
Electronic Medical Records
Laboratory Systems
Patient Accounting
Revenue Recognition
Enterprise Learning System
Ordering Systems
Other
External Vocabularies
CPT
LOINC
SNOMED CT
ICD-9
Other
ICD-O
Radiology Systems
Claims and Remittance
WARS
Research and Collaborating Organizations
World Health Organization
HL7
NCICB
NCBO
IBM
caBIG
Analytic Systems
Enterprise Data Trust
Department of Nursing
MAGIC
Finance
Other
DSS
Data Modeling Environment
Enterprise Knowledge and
Vocabulary Management Environment
Models, Vocabularies, Value Sets, and Metadata
Models, Terms, Definition, Synonyms, Examples, etc.
Vocabularies
Models, Vocabularies,Value Sets,
and Metadata
Models,Vocabularies, Value Sets,
and Metadata
User Access point to search and navigate all Metadata, Models, and
Vocabulary (TBD)
Enterprise Managed Meta Data Environment
Vocabularies and Value SetsVocabularies
U Pitt Other
Human Resource Systems
Other
UMLS Metathesaurus
NCI Metathesaurus
7
System Context
Operational Systems
Clinical Administrative
Electronic Medical Records
Laboratory Systems
Patient Accounting
Revenue Recognition
Enterprise Learning System
Ordering Systems
Other
External Vocabularies
CPT
LOINC
SNOMED CT
ICD-9
Other
ICD-O
Radiology Systems
Claims and Remittance
WARS
Research and Collaborating Organizations
World Health Organization
HL7
NCICB
NCBO
IBM
caBIG
Analytic Systems
Enterprise Data Trust
Department of Nursing
MAGIC
Finance
Other
DSS
Data Modeling Environment
Enterprise Knowledge and
Vocabulary Management Environment
Models, Vocabularies, Value Sets, and Metadata
Models, Terms, Definition, Synonyms, Examples, etc.
Vocabularies
Models, Vocabularies,Value Sets,
and Metadata
Models,Vocabularies, Value Sets,
and Metadata
User Access point to search and navigate all Metadata, Models, and
Vocabulary (TBD)
Enterprise Managed Meta Data Environment
Vocabularies and Value SetsVocabularies
U Pitt Other
Human Resource Systems
Other
UMLS Metathesaurus
NCI Metathesaurus
8
System Context
Operational Systems
Clinical Administrative
Electronic Medical Records
Laboratory Systems
Patient Accounting
Revenue Recognition
Enterprise Learning System
Ordering Systems
Other
External Vocabularies
CPT
LOINC
SNOMED CT
ICD-9
Other
ICD-O
Radiology Systems
Claims and Remittance
WARS
Research and Collaborating Organizations
World Health Organization
HL7
NCICB
NCBO
IBM
caBIG
Analytic Systems
Enterprise Data Trust
Department of Nursing
MAGIC
Finance
Other
DSS
Data Modeling Environment
Enterprise Knowledge and
Vocabulary Management Environment
Models, Vocabularies, Value Sets, and Metadata
Models, Terms, Definition, Synonyms, Examples, etc.
Vocabularies
Models, Vocabularies,Value Sets,
and Metadata
Models,Vocabularies, Value Sets,
and Metadata
User Access point to search and navigate all Metadata, Models, and
Vocabulary (TBD)
Enterprise Managed Meta Data Environment
Vocabularies and Value SetsVocabularies
U Pitt Other
Human Resource Systems
Other
UMLS Metathesaurus
NCI Metathesaurus
9
System Context
Operational Systems
Clinical Administrative
Electronic Medical Records
Laboratory Systems
Patient Accounting
Revenue Recognition
Enterprise Learning System
Ordering Systems
Other
External Vocabularies
CPT
LOINC
SNOMED CT
ICD-9
Other
ICD-O
Radiology Systems
Claims and Remittance
WARS
Research and Collaborating Organizations
World Health Organization
HL7
NCICB
NCBO
IBM
caBIG
Analytic Systems
Enterprise Data Trust
Department of Nursing
MAGIC
Finance
Other
DSS
Data Modeling Environment
Enterprise Knowledge and
Vocabulary Management Environment
Models, Vocabularies, Value Sets, and Metadata
Models, Terms, Definition, Synonyms, Examples, etc.
Vocabularies
Models, Vocabularies,Value Sets,
and Metadata
Models,Vocabularies, Value Sets,
and Metadata
User Access point to search and navigate all Metadata, Models, and
Vocabulary (TBD)
Enterprise Managed Meta Data Environment
Vocabularies and Value SetsVocabularies
U Pitt Other
Human Resource Systems
Other
UMLS Metathesaurus
NCI Metathesaurus
10
System Context
Operational Systems
Clinical Administrative
Electronic Medical Records
Laboratory Systems
Patient Accounting
Revenue Recognition
Enterprise Learning System
Ordering Systems
Other
External Vocabularies
CPT
LOINC
SNOMED CT
ICD-9
Other
ICD-O
Radiology Systems
Claims and Remittance
WARS
Research and Collaborating Organizations
World Health Organization
HL7
NCICB
NCBO
IBM
caBIG
Analytic Systems
Enterprise Data Trust
Department of Nursing
MAGIC
Finance
Other
DSS
Data Modeling Environment
Enterprise Knowledge and
Vocabulary Management Environment
Models, Vocabularies, Value Sets, and Metadata
Models, Terms, Definition, Synonyms, Examples, etc.
Vocabularies
Models, Vocabularies,Value Sets,
and Metadata
Models,Vocabularies, Value Sets,
and Metadata
User Access point to search and navigate all Metadata, Models, and
Vocabulary (TBD)
Enterprise Managed Meta Data Environment
Vocabularies and Value SetsVocabularies
U Pitt Other
Human Resource Systems
Other
UMLS Metathesaurus
NCI Metathesaurus
13
Why Terminology Management?
• Expansion and growth
• Localized decision making for system selection and configuration
• Multiple versions of the electronic medical record
• Fragmentation of patient information within the medical record, something that Dr. Plummer’s unified paper medical record was created to eliminate
14
Why Terminology Management?
• Differing medical records, clinical systems, and terminology have resulted in diverse clinical processes in the delivery of care.
• Provides considerable challenge as we seek• Enterprise-wide improvements in outcomes
and safety of care• Provision of the best of the entire Mayo Clinic
for each patient• Efficiencies of operation and public reporting
15
Why Terminology Management?
Standardization of
• Clinical Systems
• Policies
• Core Clinical Processes
• Terminology
Develop and access standardized evidence-based protocols and guidelines
Promote accuracy and Consistency of Patient Care Delivery
Increase Access to Patient Data
Decrease Costs
Improve Patient Outcomes
16
Why Terminology Management?
“…no matter where a patient is at Mayo Clinic, that patient should
know all the Mayo Clinic resources are at his or her disposal.”
“…a promise to our patients, staff, and other customers that we are organized and function as a system with a single purpose: our mission. And the mission, as we all know, is to provide the best
care to every patient every day…”
- Glenn Forbes, M.D.
18
Clinical Notes Document Naming
• Problem• Many different ways to view clinical note
documentation (nearly 10 systems!)• Standards are implemented at a site, not
enterprise level • Record review is inefficient and complex
• How do I navigate?• Do I have the entire record?• How do we aggregate data? Can we?
19
Clinical Notes Document Naming
• Scope• Develop enterprise naming standard for
Clinical Notes Documents in EMR.• Develop standardized value sets for each
component of naming standard
23
Clinical Notes Document Naming
Local Terms External StandardsMayo Standard
AnesthesiologyAnesthesiology
Anesthesiology -Pain Clinic
Anesthesia
Domain standardHealth Care Provider Taxonomy Code Set
SNOMED CTMayo Vocabulary Backbone
Anesthesiology
24
Vital Signs
• Need• Identify and apply best practices (policies,
processes, and terminology) across Mayo Clinic to promote accuracy and consistency of care delivery
25
Vital Signs - Scope
• Height and Weight
• Temperature
• Respiratory Rate
• Pulse
• Blood Pressure
• Oxygen Saturation
• Pain Score
• Body Mass Index, Body Surface Area
• Head Circumference
• Fetal heart tone/rate monitoring with qualifiers (OB patients)
• Central Venous Pressure plus monitored
27
Nursing Assessments
• Business Need• Identify standard value sets for use by EMR
applications • Provide a semantic context for the value sets
and align the model to the Enterprise Data Model
• Document a gap analysis between existing and standard terminologies to identify areas for further work
29
Enterprise Context
Enterprise Context
EDMConcept
UnifiedModel
New
Evaluation
Evaluation Type
Evaluation Purpose
Clinical Impression
Judgement
Observation
Results
Assessment Reason
Patient Issue
Evidence-Based Guideline
Usual Care
Assessment
Outcome
Patient Centric Assessment
Injury
Disease
Signs and Symptoms
30
Unified Nursing Assessment Model
EDMConcept
UnifiedModel
ProblemSpecific
Self-Care Management Factor
Patient Assessment FactorPatient Environment Assessment Factor
Behavioral Factor
Patient Centric Assessment
Physical Assessment Factor Psychological Assessment Factor
Pain Assessment
Skin Alteration Assessment
Healthcare Provider
31
Problem-Specific Models
UnifiedModel
ProblemSpecific
Reassessment
Assessment Frequency
Pain Assessment
Classification
Patient General StatePain Assessment Dimension
Skin Alteration Assessment
Skin Alteration Dimension
32
Data Model to Vocabulary
Skin Alteration Dimension
Skin Color
Skin Condition
Neonate Skin Color Value Set Non-Neonate Skin Color Value Set
Skin Alteration Assessment
Vocabulary
DataModel
33
Inpatient Pain Management
• Problem• Inpatient pain service wanted to proactively find
patients with unresolved pain, reduce dependency on manually generated referrals
• Solution• Reported pain scores recorded in EMR• Data replicated into analytic databases• Nightly report was generated to identify patients
whose reported pain scores did not fall below a specified value
• Clinical guidelines were applied • Multi-disciplinary provides patient care (Clinical
Nurse Specialists, Pharmacists, Pain Clinic)
34
Inpatient Pain Management
• Solution illustrates• Simple use of controlled terminology for
patient focused data capture and inference (data)
• Information delivered to multi-specialty practice team about a dynamic patient population (information)
• Actions taken by multidisciplinary team (knowledge driven care)
35
Problem List
• Problem• ICD 9 standard (for billing) does not
adequately meet the needs of the practice to define a clinical problem
• Limits workflow and automated decision support
• Would like to map terms to multiple standards
• Approach• Enterprise data modeling• Process analysis and design• Data and system requirements
36
Race and Ethnicity
• Need for enterprise standardization• Research
• Meet internal and external (e.g., funding agencies) research requirements
• Education• Conform to The US Department of
Education (USDOE) accreditation requirements
• Practice• Collect the data necessary to assure
diversity does not create disparities in care and every patient receives the best care at Mayo
38
Laboratory – System Integration
Transactions to:RES Type:13ASTM From:MNL On:10/02/2001
TX Seq Transaction Data
MSH|^~&\|Antrim|MNL|A7023328|MML|200110020001|C7023328|ORU^R01||P|2.2
PID|1|000133443|23660011|00041753443|HANSEN^JEANE M ||19251012|F|| |||1001:PD00011R||||
ORC|RE|K5863087
OBR|1|K5863087||9387^PTH Whole Molecule, |||200110011413|||C7023328^Immanuel-St Josephs Hosp^507-625-4031|N|||||^STOROLE Storvic||L4562352405|1001:PD00011R||||C|CH|A||^^^^^R~R
OBX|1|ST|2238^Calcium^ROCLIS||8.9|mg/dL|8.9-10.1|N|||F|19960208|||
NTE|1|N^|8.9-10.1
OBX|2|ST|7596^Calcium, S^ROCLIS||DNR|mmol/L|2.2-2.5|N|||F|19960208|||
NTE|1|N^|2.2-2.5 (Females > or = 19 years)
OBX|3|ST|2239^Creatinine^ROCLIS||5.8|mg/dL|0.6-0.9|h|||F|19890216|||
NTE|1|N^|0.6-0.9 (Females > or = 9 years)
OBX|4|ST|2240^Phosphorus^ROCLIS||3.9|mg/dL|2.5-4.5|N|||F|19890811|||
NTE|1|N^|2.5-4.5
39
Laboratory – System Integration
Transactions to:RES Type:13ASTM From:MNL On:10/02/2001
TX Seq Transaction Data
MSH|^~&\|Antrim|MNL|A7023328|MML|200110020001|C7023328|ORU^R01||P|2.2
PID|1|000133443|23660011|00041753443|HANSEN^JEANE M ||19251012|F|| |||1001:PD00011R||||
ORC|RE|K5863087
OBR|1|K5863087||9387^PTH Whole Molecule, |||200110011413|||C7023328^Immanuel-St Josephs Hosp^507-625-4031|N|||||^STOROLE Storvic||L4562352405|1001:PD00011R||||C|CH|A||^^^^^R~R
OBX|1|ST|2238^Calcium^ROCLIS||8.9|mg/dL|8.9-10.1|N|||F|19960208|||
NTE|1|N^|8.9-10.1
OBX|2|ST|7596^Calcium, S^ROCLIS||DNR|mmol/L|2.2-2.5|N|||F|19960208|||
NTE|1|N^|2.2-2.5 (Females > or = 19 years)
OBX|3|ST|2239^Creatinine^ROCLIS||5.8|mg/dL|0.6-0.9|h|||F|19890216|||
NTE|1|N^|0.6-0.9 (Females > or = 9 years)
OBX|4|ST|2240^Phosphorus^ROCLIS||3.9|mg/dL|2.5-4.5|N|||F|19890811|||
NTE|1|N^|2.5-4.5
40
Laboratory – System Integration
Transactions to:RES Type:13ASTM From:MNL On:10/02/2001
TX Seq Transaction Data
MSH|^~&\|Antrim|MNL|A7023328|MML|200110020001|C7023328|ORU^R01||P|2.2
PID|1|000133443|23660011|00041753443|HANSEN^JEANE M ||19251012|F|| |||1001:PD00011R||||
ORC|RE|K5863087
OBR|1|K5863087||9387^PTH Whole Molecule, |||200110011413|||C7023328^Immanuel-St Josephs Hosp^507-625-4031|N|||||^STOROLE Storvic||L4562352405|1001:PD00011R||||C|CH|A||^^^^^R~R
OBX|1|ST|2238^Calcium^ROCLIS||8.9|mg/dL|8.9-10.1|N|||F|19960208|||
NTE|1|N^|8.9-10.1
OBX|2|ST|7596^Calcium, S^ROCLIS||DNR|mmol/L|2.2-2.5|N|||F|19960208|||
NTE|1|N^|2.2-2.5 (Females > or = 19 years)
OBX|3|ST|2239^Creatinine^ROCLIS||5.8|mg/dL|0.6-0.9|h|||F|19890216|||
NTE|1|N^|0.6-0.9 (Females > or = 9 years)
OBX|4|ST|2240^Phosphorus^ROCLIS||3.9|mg/dL|2.5-4.5|N|||F|19890811|||
NTE|1|N^|2.5-4.5
41
Laboratory – System Integration
Transactions to:RES Type:13ASTM From:MNL On:10/02/2001
TX Seq Transaction Data
MSH|^~&\|Antrim|MNL|A7023328|MML|200110020001|C7023328|ORU^R01||P|2.2
PID|1|000133443|23660011|00041753443|HANSEN^JEANE M ||19251012|F|| |||1001:PD00011R||||
ORC|RE|K5863087
OBR|1|K5863087||9387^PTH Whole Molecule, |||200110011413|||C7023328^Immanuel-St Josephs Hosp^507-625-4031|N|||||^STOROLE Storvic||L4562352405|1001:PD00011R||||C|CH|A||^^^^^R~R
OBX|1|ST|2238^Calcium^ROCLIS||8.9|mg/dL|8.9-10.1|N|||F|19960208|||
NTE|1|N^|8.9-10.1
OBX|2|ST|7596^Calcium, S^ROCLIS||DNR|mmol/L|2.2-2.5|N|||F|19960208|||
NTE|1|N^|2.2-2.5 (Females > or = 19 years)
OBX|3|ST|2239^Creatinine^ROCLIS||5.8|mg/dL|0.6-0.9|h|||F|19890216|||
NTE|1|N^|0.6-0.9 (Females > or = 9 years)
OBX|4|ST|2240^Phosphorus^ROCLIS||3.9|mg/dL|2.5-4.5|N|||F|19890811|||
NTE|1|N^|2.5-4.5
42
Laboratory – System Integration
Transactions to:RES Type:13ASTM From:MNL On:10/02/2001
TX Seq Transaction Data
MSH|^~&\|Antrim|MNL|A7023328|MML|200110020001|C7023328|ORU^R01||P|2.2
PID|1|000133443|23660011|00041753443|HANSEN^JEANE M ||19251012|F|| |||1001:PD00011R||||
ORC|RE|K5863087
OBR|1|K5863087||9387^PTH Whole Molecule, |||200110011413|||C7023328^Immanuel-St Josephs Hosp^507-625-4031|N|||||^STOROLE Storvic||L4562352405|1001:PD00011R||||C|CH|A||^^^^^R~R
OBX|1|ST|2238^Calcium^ROCLIS||8.9|mg/dL|8.9-10.1|N|||F|19960208|||
NTE|1|N^|8.9-10.1
OBX|2|ST|7596^Calcium, S^ROCLIS||DNR|mmol/L|2.2-2.5|N|||F|19960208|||
NTE|1|N^|2.2-2.5 (Females > or = 19 years)
OBX|3|ST|2239^Creatinine^ROCLIS||5.8|mg/dL|0.6-0.9|h|||F|19890216|||
NTE|1|N^|0.6-0.9 (Females > or = 9 years)
OBX|4|ST|2240^Phosphorus^ROCLIS||3.9|mg/dL|2.5-4.5|N|||F|19890811|||
NTE|1|N^|2.5-4.5
43
Laboratory – System Integration
Transactions to:RES Type:13ASTM From:MNL On:10/02/2001
TX Seq Transaction Data
MSH|^~&\|Antrim|MNL|A7023328|MML|200110020001|C7023328|ORU^R01||P|2.2
PID|1|000133443|23660011|00041753443|HANSEN^JEANE M ||19251012|F|| |||1001:PD00011R||||
ORC|RE|K5863087
OBR|1|K5863087||9387^PTH Whole Molecule, |||200110011413|||C7023328^Immanuel-St Josephs Hosp^507-625-4031|N|||||^STOROLE Storvic||L4562352405|1001:PD00011R||||C|CH|A||^^^^^R~R
OBX|1|ST|2238^Calcium^ROCLIS||8.9|mg/dL|8.9-10.1|N|||F|19960208|||
NTE|1|N^|8.9-10.1
OBX|2|ST|7596^Calcium, S^ROCLIS||DNR|mmol/L|2.2-2.5|N|||F|19960208|||
NTE|1|N^|2.2-2.5 (Females > or = 19 years)
OBX|3|ST|2239^Creatinine^ROCLIS||5.8|mg/dL|0.6-0.9|h|||F|19890216|||
NTE|1|N^|0.6-0.9 (Females > or = 9 years)
OBX|4|ST|2240^Phosphorus^ROCLIS||3.9|mg/dL|2.5-4.5|N|||F|19890811|||
NTE|1|N^|2.5-4.5
44
Referral Optimization ProjectEnterprise Data Trust
Institutional Appointment Reporting Categories
EnterpriseCategory
Code
Enterprise Category Code Description
MCR Reporting Categories MCJ Reporting Categories
MCA Reporting Categories
ADM Administrative Administrative Non-patient Non-Patient
UND Undifferentiated Slot Only OPEN OPEN
CON Consult Consult/Limited Exam Consultation/PAME Consult/PAME
ME Multi-System Evaluation Multi-system Evaluation Evaluation Direct
SV Subsequent Visit Subsequent Visit Return Visit/ Acute Illness Established
VIRT Virtual Visit Virtual Visit Virtual Visit (Future) Virtual Visit (Future)
OTH Other Other (Receptionist Only Visit, Research Visit,
Educational Visit), Procedure (Blood Test,
Procedure/Diagnostic Testing, Radiology, Specimen
Collection, Therapy)
Ancillary Other – Registration, Receptionist Visit, Procedure, Ancillary
45
Patient Focused Data Capture
Point of careknowledge execution
Practice Based Evidence
Evidence Based Practice
ClinicalGuidelines
Clinically DerivedKnowledge Bases
ExpertSystems
TransactionalDatabases
Inform
Research, evaluation, & performance measurementStorage and Processing
Consolidate with other evidence, other knowledge bases
Analytic Data Repositories
Replication
and modelingData Inference
KnowledgeManagement
Decisionsupport
Vision
Terminology