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A CDA Template for Continuity of Care. Liora Alschuler, Roberto Ruggeri HIMSS 2005 Acapulco partners: Charlie McCay, Ted Blizzard. About us. Liora Alschuler alschuler.spinosa, consultants Co-chair HL7 Structured Documents TC Co-editor, CDA member, 2005, HL7 Board of Directors
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A CDA Template for Continuity of Care Liora Alschuler, Roberto Ruggeri HIMSS 2005 Acapulco partners: Charlie McCay, Ted Blizzard
About us • Liora Alschuler • alschuler.spinosa, consultants • Co-chair HL7 Structured Documents TC • Co-editor, CDA • member, 2005, HL7 Board of Directors • liora@the-word-electric.com • Roberto Ruggeri • Senior Healthcare Strategist Microsoft • Member of the ASTM CCR Technical group and TAG • Member of the HL7 Structured Documents Committee • rruggeri@microsoft.com • Ted Blizzard • Vice President of Information Technology for the Massachusetts Medical Society and New England Journal of Medicine • Member of the ASTM CCR Steering group and TAG • Member of the HL7 Structured Documents Committee • email:tblizzard@mms.org • Charlie McCay • Ramsey Systems, UK • charlie@ramseysystems.co.uk • Also participating: Dr. Tom Sullivan, Massachusetts Medical Society; Bill Braithwaite, HL7 • Thanks to Bob Dolin for help in coding clinical statements
A CDA Template for Continuity of Care • What is CCR? • What is CDA? • Relationship of CCR to CDA • CDA to CCR mapping • CCR as CDA • Conclusions • Next Steps
Continuity of Care Record What is it? • Core data set of the most relevant and timely facts about a patient’s healthcare. • Organized and transportable. • Prepared by a practitioner at the conclusion of a healthcare encounter. • To enable the next practitioner to readily access such information. • May be prepared, displayed, and transmitted on paper or electronically.
History of the CCR • Originally the MA Patient Care Referral Form (PCRF) • Consortium of sponsoring organizations • ASTM International • Massachusetts Medical Society • HIMSS • American Academy of Family Physicians • American Academy of Pediatrics • American Medical Association • Patient Safety Institute • American Health Care Association • National Association for the Support of LTC • Additional sponsoring organizations pending • Featured at HIMSS, TEPR, and … • HL7 ASTM MOU (CDA/CCR)
Sponsors represent: • ANSI-recognized standards development organization • Over 400,000 practitioners • Over 13,000 IT professionals • Over 12,000 institutions in the long-term care community that provide care to over 1.5 million elderly and disabled • Patients, patient advocates, data sources, corporations, provider institutions….
The effort is positioned to be • Patient-focused • Not about what the system says to do but about what patient information is most relevant • Provider-focused • Practitioners determine what information is most relevant • Content-focused • Emphasis is on what providers need to know to deliver good patient care
Why So Much Interest in the CCR? • It is intended to be simple to implement, use and explain • It is not a top-down approach • End-users, i.e., practitioners have participated in its design • The originator determines the relevant content • It has support and leadership from organizations representing end-users, who are • Involving, advising, and assisting their constituents in its adoption • It allows options for implementation • Paper or electronic • It has potential to reduce inefficiencies and costs • Practitioners won’t have to search for relevant information • Fewer repeat lab tests and other evaluations
The CCR Is Not… • An EHR • It is not a complete electronic health record of a patient’s lifelong health status and healthcare • It is not universally accessible • It does not have a universal patient identifier • A progress note, discharge summary, or consultation • It is not limited to information from a single encounter • It is not free-text based • A loose dataset of health information • It is a defined set of core data in specified XML code
What is CDA? An HL7 Version 3 specification for any clinical document. A clinical document ... has the following characteristics: • Persistence • Stewardship • Potential for authentication • Context • Wholeness • Human readability
What is CDA? • CDA is defined by the RIM • CDA RMIM is a constraint on the RIM • Classes “cloned” (replicated, renamed, constrained with vocabulary, datatypes)
What is CDA? • CDA interoperable with EHR, V3 messaging clinical content through “clinical statement”
What is CDA? • CDA complimentary to medical records messages and orders • Message is the envelope • CDA is the payload/contents/“letter” • CDA is persistent (WORM drive heuristic) • Cannot be relied on for distribution & routing beyond static contents of CDA header • CDA is a snapshot in time, under signature • Is not, itself, a birth-to-death, aggregate record
? CCR CDA • Areas of overlap • Can include contents of single referral • Both use XML for document exchange • Areas of divergence • Generality: • CDA is generic to all clinical documents • CCR is specific to continuity, US realm • XML • CCR XML handcrafted • CDA XML derived from RIM using V3 principles • Persistence • CDA persistent • CCR contains transmission-specific information • Aggregation • CDA a single unit, can be part of an aggregate record • CCR can be single unit or can be the aggregate record • Conclusions • Significant areas of overlap, although aspects of scope, approach differ • HL7 sees continuity of care records as just another document type
CDA– CCR Mapping • Mapping project fall, 2003 • Included CDA, CCR, New Zealand Health Event Summary, Australian Health Connect, requirements & participation from Germany, Japan Roughly equivalent metadata General vs. specific content
Template creation & validation: model-based (Acapulco flavor) .mif √ ..xsd .xml .xml <Section code=Plan> <Section> rsMIFeditor V3xsdGen xslt .mif prose ..xsd .xml Plan <Plan> √
Template creation & validation: model-based (Acapulco flavor) • Advantages • Exchange & validate referral requirements • Exchange & validate at highest level of interoperability • Can constrain authoring • Disadvantages • Tooling immature • Still limited by xsd
Template Creation & validation (Dallas flavor) • Objectives: • CDA CCR creation and validation in simple authoring environment with simple rule set • Method: • Use prototype instance (CDA CCR) • “Unwind” to authoring style XML (nonCDA CCR) • Develop authoring environment in MS Word XML with tagging, schema validation, styles and CCR rule validation • “Rewind” to normative CDA CCR (.xml)
Sample document:TemplatesSampleReferral.mms.doc Provided by Tom Sullivan, MD, Mass. Med. Society; co-chair ASTM E31-28
Sections • Sub-sections • Selected observations What to “template”?
Create table of CDA & template markup Document type code: LOINC 34140-4 • Coding limited to template objectives • Used “CCRlocal” where term equivalent not found
XML encode sample using generic CDA, CCRCDA.xml • Hand-crafted, • Narrative block complete • Coding limited to template table “Unwind” to authoring-style XML (nonCDA CCR) [unwind.xslt]
Dallas flavor validation: .mif √ .xsd+xpath .xml .xml <Section code=Plan> <Plan> rsMIFeditor Valids against generic schema Transform to generic CDA √ prose XPath validation of document type requirements Plan
Conclusions: concept • Concept: viable • Must extend model to RIM-compliant expression of full requirements Reference Information Model CDA + MRM RMIM ? Referrals DMIM CCR Medical records CCR documents CCR Orders CCR referral documents CCR EHR, Patient Care CCR GP referrals CCR pediatric referrals CCR geriatric referrals
Next step for V3 tooling: 2-stage validation .mif √ .xsd+xpath .xml .xml <Section code=Plan> <Section> rsMIFeditor V3xsdGen √ .mif prose ..xsd • Refine and extend V3 tooling and methodology • MIF editor, schema editor to manage constraint of vocabulary, datatypes • Prototype two-stage (xsd+rules) derived from constrained model • Look at RelaxNG for single-step validation Plan
Next Steps for CCR as CDA • Define full scope of CCR information model and explore its relationship to the RIM and derivative specifications (documents, messages, EHR) • Explore relationship to international referral requirements, methodology Next Steps for CDA • Define general method for specifying all types of clinical documents: anesthesiology, imaging, pathology, history & physical, etc. • Do it!
Thank you! Questions?