clinical loinc and relma workshop v1

232
©2014 Regenstrief Institute Using RELMA Or…In Search of the Missing LOINC Susan A. Matney, PhD, RN-C, FAAN Medical Informatics Consultant 3M Health Information Systems Clinical LOINC Meeting – August 2015

Upload: daniel-vreeman

Post on 07-Dec-2015

32 views

Category:

Documents


0 download

DESCRIPTION

Clinical LOINC and RELMA workship

TRANSCRIPT

©2014 Regenstrief Institute

Using RELMA Or…In Search of the Missing LOINC

Susan A. Matney, PhD, RN-C, FAANMedical Informatics Consultant3M Health Information Systems

Clinical LOINC Meeting – August 2015

©2014 Regenstrief Institute

Acknowledgements• LOINC Development Team• Clem McDonald, Dan Vreeman, Jami Deckard,

David Baorto, Rachel Fuhr, Katy Holck, Swapna Abhyankar

• RELMA Development Team• John Hook, Anandhi Sowmyan, James Dennis• Clinical LOINC Committee • Supporters: NLM, Regenstrief Institute,

Regenstrief Foundation• Lab LOINC RELMA Tutorial: James Case

©2014 Regenstrief Institute

What will we cover today?• Overview of LOINC• Reviewing new RELMA features!• Installing RELMA• Setting personal preferences• Loading a Local Observation File (LMOF)• Searching for a LOINC Term• Preparing LMOF for Mapping• Review of Map Screen Functions• Setting Search Limits• Mapping Local Terms to LOINC• Viewing LOINC Term Details• Proposing/Submitting New LOINC Terms• Exporting/Printing Mapped Terms• Mapping Special Situations• Mapping your own LMOF data

©2014 Regenstrief Institute

©2014 Regenstrief Institute

Why are we doing this?Goals of Health Information Standards

• Interoperability – the ability to exchange information between organizations

• Comparability – the ability to ascertain the equivalence of data from different sources

• Data Quality – the measurement of accessibility, completeness, accuracy and precision (and more)

©2014 Regenstrief Institute

Levels of Interoperability• Basic – allows data to be exchanged between

computer systems• Word processing documents, text messages

• Functional – describes the standard syntax (format) of the data• Document templates, forms, data structures• Message standards

• Semantic – requires use of standardized content (vocabularies) within the data structure

©2014 Regenstrief Institute

Comparability• Meaning of the data is consistent when shared

among different parties• Erysipelas – Human skin disease; Streptococcus Grp A• Erysipelas – Animal Septicemia/dermatitis; Erysipelothrix

rhusiopathiae• Common terminology required

• Should work in the background• Words are not enough

• Codes – uniquely identify terms• Vocabulary – specialized, precise terms that remove

ambiguity• Ontology – describes nature of entities and their relations• Classification – groups related terms by category

©2014 Regenstrief Institute

Potential Uses of Health Data are Constrained by Data Quality Factors• Data quality issues

• Different for client/patient communications vs. clinical decision support vs. epidemiological analysis

• Often constrained by external forces• e.g. criteria for diagnosis often differs from the criteria

for reporting

• Unidirectional effect of data consolidation• Detailed → General• General → Detailed

This is a problem even when standard

terminologies are used

©2014 Regenstrief Institute

The Problem“In attempting to arrive at the truth, I have applied

everywhere for information, but in scarcely an instance have I been able to obtain hospital records fit for any purpose of comparison. If they could be obtained, they would enable us to decide many other questions… They would show [subscribers] how their money was being spent [and] what amount of good was really being done with it…”

Florence Nightingale - Notes on a Hospital, 1873

©2014 Regenstrief Institute

Test comparisons

Lab ATest Name: Lyme Disease SerologyMeasures: B. burgdorferi Ab IgGMethod: ELISAScale: quantitativee.g.: Titer 1:40

Lab BTest Name: Lyme Disease AntibodyMeasures: B. burgdorferi Ab IgMMethod: Immune blotScale: qualitativee.g.: Positive

LOINC Code = 5062-5 LOINC Code = 6321-4

What you see in the order list

©2014 Regenstrief Institute

Why LOINC?“Within one laboratory, local jargon terms

may be used which are usually well understood between colleagues, but

would not be sufficiently widely known for communication with the outside world.”

U. Forsum et al., Pure Appl. Chem 72:555-745, 2000 Properties and Units in the Clinical Laboratory Sciences Part VII. Properties and Units in Clinical Microbiology

©2014 Regenstrief Institute

LOINC® 101Emphasis on Laboratory

LOINC

©2014 Regenstrief Institute

5193-8:Hepatitis B virus surface Ab:ACnc:Pt:Ser:Qn:EIA

5193-8 LOINC Code

Hepatitis B virus surface Ab

ACnc

Pt

Ser

Qn

EIA

Component

Property Measured

Timing

System

Scale

Method

There are six major LOINC axes

Anatomy of a LOINC Term

©2014 Regenstrief Institute

NOT part of a LOINC Name• Reason for the test (why it was ordered or the disease it

diagnoses)

• Testing instrument• Specific details about the specimen• Priority (e.g. STAT)• Where testing was done• Who did the test• Test interpretation• Pricing or cost• Anything not part of naming the test• Things from other fields in an HL7 artifact

©2014 Regenstrief Institute

The substance or entity that is measured, evaluated, or observed

Component/Analyte

- Sodium- Glucose- Brucella sp. organism- Influenza A Virus antigen- Cytomegalovirus Virus antibody- Lipids.Total

5193-8:Hepatitis B virus surface Ab:ACnc:Pt:Ser:Qn:EIA

©2014 Regenstrief Institute

Component StructureAnalyte Name^Challenge^Adjustments

Formal analyte name

Specify “subanalytes”May have subclasses

ChallengeTwo parts separated by “post”

Adjustments

CalciumCoronavirus AgCalcium.ionized

1H post 100 g Glucose PO

<time delay>post<challenge type>

Adjusted to pH 7.4

©2014 Regenstrief Institute

• Mass: Observations reported with mass (milligrams, grams, etc.) in the numerator of their units of measure

• Substance: Observations reported with moles or milliequivalents in the numerator of their units of measure

• Catalytic activity: Observations that report enzymatic activity• Arbitrary: Results that report arbitrary units in the numerator of their units

of measure (slowly being retired)• Threshold: Results that represent the relation between a value and some

established limit or “cut-off”• Number: Counts

Property

5193-8:Hepatitis B virus surface Ab:ACnc:Pt:Ser:Qn:EIA

The characteristic or attribute of the analyte that is measured, evaluated, or observed

the most difficult LOINC axis

Major Categories

©2014 Regenstrief Institute

• MCnc – mass concentration (mass/unit vol; e.g. mg/dL)• MCnt – mass content (mass/unit mass; e.g. mg/Kg)• NCnc – number concentration (number/unit vol; e.g. num/mL)• TmStp – time• CCnc – catalytic concentration (activity; e.g. kat/L)• Prid – presence or identity• Imp – impression/interpretation• Find – subjective or objective observation• Type – “Kind-of”

Property

5193-8:Hepatitis B virus surface Ab:ACnc:Pt:Ser:Qn:EIA

the most difficult LOINC axis

Combine Major Categories with Subtypes for Full Property

©2014 Regenstrief Institute

Common Property Issues

Fraction = Part/WholeNFr: % Eosinophils / leukocytesSFr: % HGB which is A2

Ratio = multiple analytes from same systemMCrto: BUN/Creatinine in serum

Relative Ratio = measures from different systemRelRto: Albumin.pericard fld/Albumin.SerPl

Fraction versus Ratio

©2014 Regenstrief Institute

Important property changes• ACNC – was always a “placeholder”

• For P/N results, changed to “Threshold”• Additional migrations occurring gradually• LOINC IDs being retained

• Flavors of Threshold Property• ThrSCnc – Threshold Substance Concentration• ThrMCnc – Threshold Mass Concentration• ThrACnc – Threshold Arbitrary Concentration

• PR vs PRID• Presence or absence of an analyte now represented as

“PR” (presence)• For nominal results, property is still PRID

©2014 Regenstrief Institute

• Pt - at a point in time• 12H - a twelve hour collection• 24H - a twenty four hour collection

Timing*

*non-Pt timings are usually associated with Rate Property

The interval of time over which the observation or measurement was made

5193-8:Hepatitis B virus surface Ab:ACnc:Pt:Ser:Qn:EIA

©2014 Regenstrief Institute

SystemThe system (context) or specimen type upon which the observation was made.

SerSer/PlasBldUrFluTissXXX

serumserum or plasmawhole blood urinebody fluidtissuespecified elsewhere

photo via AlishaV

5193-8:Hepatitis B virus surface Ab:ACnc:Pt:Ser:Qn:EIA

©2014 Regenstrief Institute

System Structure

• Super System• Patient is the default• Used to indicate

• blood product unit• bone marrow donor• fetus

818-5:A Ag:ACnc:Pt:RBC^BPU:Ord:54417-1:ABO+Rh group:Type:Pt:Bld^fetus:Nom:

System^Super System

photo via Xurble

©2014 Regenstrief Institute

ScaleQn

Ord

Nom

Nar

Quantitativecontinuous numericcan have operators (<,>)

OrdinalRanked set (1+, 2+, 3+)

Nominalunranked collectionTaxonomy (e.g. bacteria)

Narrative

photo via puuikibeach

5193-8:Hepatitis B virus surface Ab:ACnc:Pt:Ser:Qn:EIA

©2014 Regenstrief Institute

Scale (Special)• OrdQn – Ordinal or Quantitative

• Primarily used for antimicrobial observations e.g. MIC reported as resistant, intermediate, susceptible or as the mm diameter of the inhibition zone

• Use is discouraged in other contexts• Multi – structured text “globs”

• e.g. chromatography output• Use is discouraged

• Doc – Clinical documents• Set – Clinical attachments (headers)

©2014 Regenstrief Institute

Method• Only needed if interpretation affected

• Different normal ranges• Test sensitivity/specificity

• Generally listed at the generic level• Agglutination• Enzyme Immunoassay• Probe with target amplification

5193-8:Hepatitis B virus surface Ab:ACnc:Pt:Ser:Qn:EIA

©2014 Regenstrief Institute

Hierarchies• LOINC “Class”

• one per term• “arbitrarily” assigned

• One for each LOINC axis• Multi-axial

• Component | System• Separate download

©2014 Regenstrief Institute

Mapping Terms to LOINCThings to Remember

• The thing ordered is not always the thing measured:• Blood Culture – live organism(s) identified• VDRL – Treponema pallidum Ab• Urinalysis – lots of different things

• You must know the specifics of the component being tested for (what actually being measured?)

• The question (what am I measuring? e.g. Glucose) is not the answer (e.g. 90 mg/dl)• You are mapping the question, not the answer!

• Need to get the observation/result boundary correct.• Sample values help substantially

©2014 Regenstrief Institute

What is in LOINC?Content

• Term structures• Submitted units, Example UCUM units

• aiming toward preferred units sorting• Synonyms• Answer lists (increasing number)• Text descriptions – links to info sources

about individual tests • Panel structures• Foreign language translations

• And much more…

©2014 Regenstrief Institute

RELMA®Regenstrief LOINC Mapping Assistant

©2014 Regenstrief Institute

Download of latest version

• The latest version of the installation file may be downloaded from:

• https://iu.box.com/relma67

©2014 Regenstrief Institute

Purpose of Tutorial• “Eliminate” need to read the User’s Manual• Become familiar with RELMA features• Provide some insight into mapping tips/pitfalls• Help begin the mapping process for your

institution• Hang with some really cool folks

©2014 Regenstrief Institute

• LOINC files and indexes• Manual and automated mapping functions• RELMA tools transform local words in local file

• User creates file of local term/name and codes• Assigns LOINC term to local test/battery code• “Common tests” subset to speed mapping• Context sensitive hierarchies for local use.• Flexible “Google-like” search functions

RELMA Functions

©2014 Regenstrief Institute

New in Recent Versions (6.7-10) • A new search restriction of “PanelType” has been

added• A new search restriction of “LForms”• Cardinality representation changed.

• Ex. optional with no upper bound is now displayed as "0..*" instead of "0..n."

• "Export full panel structure to Excel" function includes the LOINC answer list id ("LL" code) and answer list name on the ANSWERS tab of the spreadsheet.

• Answer list information now available via the main search screen.

©2014 Regenstrief Institute

LOINC Web Site

©2014 Regenstrief Institute

What’s available to download?• RELMA - mapping and browsing tool

• HL7 message converter- Makes a database suitable for mapping

• LOINC database and spreadsheets • Accessory files (panels, forms, top 2000, etc.)• LOINC User guide; RELMA User Guide• Tools to assist language translations by part• Tools for building databases to map from HL7

messages• Guidance documents for mappers

©2014 Regenstrief Institute

RELMA Highlights• Browse-able hierarchies of LOINC parts• Display search results in tree view• Enhanced “details” view of terms/parts

• References• Descriptions• Sample units

• Empirically-derived common test list• Empirically-derived common order list• Special features for panels/forms• Enhanced export/copy-paste options

©2014 Regenstrief Institute

Installing RELMA®

©2014 Regenstrief Institute

Installation Steps• Requires Windows (or VM on a Mac)• Make sure you have enough free disk space!

• 2Gb is recommended

• From CD - Start – Run – <drive>:\RELMA\Setup

• Specify installation directory• Life will be easier if you accept the default

• Two database files installed• RELMA.MDB – LOINC Terms Database• LMOF3.MDB – Local Master Observation File

• Two sample files included • Run from Start – (All) Programs – Regenstrief – RELMA

©2014 Regenstrief Institute

File Locations

• Database and Ancillary Files• Windows XP = C:\Documents and Settings\All Users\

Documents\RELMA\• Windows Vista = C:\Users\Public\Documents\RELMA\• Windows 7, 8 = C:\Users\Public\Public Documents\RELMA\

• Sample files• Windows XP = C:\Documents and Settings\All Users\

Documents\RELMA\Samples\• Windows Vista = C:\Users\Public\Documents\RELMA\Samples\• Windows 7, 8 = C:\Users\Public\Public Documents\RELMA\

Samples\

©2014 Regenstrief Institute

Running RELMA®Version 6.7

©2014 Regenstrief Institute

Copyright Screen

©2014 Regenstrief Institute

Join the LOINC Community

©2014 Regenstrief Institute

LOINC crowdsourcing

©2014 Regenstrief Institute

Main Menu/Welcome Screen

©2014 Regenstrief Institute

Set Preferred Language

Click File, Set Preferred Language

©2014 Regenstrief Institute

Select Linguistic Variant(s)

Selecting a translation may require indexes to be built

©2014 Regenstrief Institute

LOINC Terms with Spanish Linguistic Variant

All Spanish!

©2014 Regenstrief Institute

Setting User Preferences

©2014 Regenstrief Institute

Select User PreferencesFrom the File Menu

Set User Preferences

...or from Welcome Screen

©2014 Regenstrief Institute

Set User Preference Dialog

Startup Screen Preference

File Locations:(See prior slide for location)

New Local Term Backup Tab

©2014 Regenstrief Institute

User Map Screen PreferencesClick Map Screen Tab

Include/Exclude Battery Terms

Add comments on Mappings

Auto create search terms

©2014 Regenstrief Institute

User Detail Pages Preferences

Download detail pages from LOINC.org

©2014 Regenstrief Institute

Request Submission Preference

Preferred method of request submission

©2014 Regenstrief Institute

New! Local Backup Preferences

©2014 Regenstrief Institute

Importing Local Terms into RELMA

©2014 Regenstrief Institute

5 Ways to Load LMOF Files• Direct entry into LMOF from within RELMA (painful)

• Handy for individual entries/edits

• Create an Access table that mimics the LMOF structure (less painful but tedious)• Appendix A: RELMA Manual

• Create a delimited ASCII file from your local test catalog (good choice)

• Import Excel file• Load directly from HL7 v2.x messages

• Pulls data from OBR and OBX segments• Stores NTE segment data

©2014 Regenstrief Institute

Constructing a Local DatasetCreate extract of your test catalog with:

• Battery/Panel Code• Battery/Panel Description or Name• *Local Code • *Test Description or Name

• Include Method if Important• Units• Example Values• Laboratory Section

©2014 Regenstrief Institute

Creating Delimited ASCII File• RELMA can’t parse free text

• Need to create separate fields• Can use any of these delimiters

• Tab, Semicolon, Comma, Space• Can define your own

• Fields can be in any order• Minimum required fields

• Local Code• Local Description• Units (highly recommended)

©2014 Regenstrief Institute

Entering New Local Terms into RELMA

©2014 Regenstrief Institute

Manual Enter/Edit

View/Add/Edit Local Terms

©2014 Regenstrief Institute

Edit Term Dialog

Edit\Add\Delete TermsExport Terms

Print Preview ListText alignment option

User assigned tags

©2014 Regenstrief Institute

Export Local Term File

Delimiters supported:Tab, comma, bar (|)

Export to Microsoft Excel or Text File

New feature! Export assigned tags

©2014 Regenstrief Institute

Add Local Term

Click to Add to Current Working File

MICRO

BUBPLAG

BUBONIC PLAGUE – RRT PCR

Add tags

©2014 Regenstrief Institute

Search Local Term File

Enter Keyword from any Field

Calcium

Return to Full List

Tags panel only appears if tags have been assigned

Open or close tag list

©2014 Regenstrief Institute

Using tags to filter local terms

Print preview local term file

Configure output prior to viewing and printing

©2014 Regenstrief Institute

Print Preview Local Term File

Only prints selected rows

©2014 Regenstrief Institute

Steps to Import Local Terms

1. Click Import Local Terms Button from Main Menu

a) File>Import Local Terms from Delimited File2. Locate your local terms text file3. Name your Working Set (Mandatory)

a) LMOF database can contain multiple work sets4. Define default section (Optional)5. Identify file delimiter 6. Assign fields to LMOF attributes

a) Ignore fields you don’t needb) Combine fields if needed

7. Check “Case-sensitive” if needed8. Click Import.

©2014 Regenstrief Institute

Example Tab-Delimited File

©2014 Regenstrief Institute

Importing Local Files

Select Import Local Terms from Delimited File or

Excel Spreadsheet

©2014 Regenstrief Institute

Navigate to File Location

Select File and Click OpenSample files stored in RELMA Directory

©2014 Regenstrief Institute

Open File in RELMA

Name your working set. RELMA allows multiple sets in

LMOF database

Select your delimiter

Import Button

©2014 Regenstrief Institute

Fields Segregated

Assign LMOF Attribute

Assign working set name

©2014 Regenstrief Institute

Working set importLOINC Workshop OBR

©2014 Regenstrief Institute

Ready to Import

Minimum assignments

Now you can click the Import button!

©2014 Regenstrief Institute

New feature – import tags

• You can include “tags” in your import file that allow you to categorize your local terms

• New fields in import function allow assignment of “Tag with”

©2014 Regenstrief Institute

Local term file with added tags

Tag terms

©2014 Regenstrief Institute

Assign tag values

New field assignment

©2014 Regenstrief Institute

Tagged local terms

Imported tags

©2014 Regenstrief Institute

Post-Processing of Local File

• After import, RELMA Searches for terms (words) that it does not recognize

• Stored in a file for future reconciliation

©2014 Regenstrief Institute

Importing Excel file

Excel files now appear along with text files

©2014 Regenstrief Institute

Excel format for import

©2014 Regenstrief Institute

Local Term File Options

©2014 Regenstrief Institute

Change Local Term File

Select the Working Set

Current mapping status

Can delete local term set; not the active one

©2014 Regenstrief Institute

Alternative Pragmatic Way• Use large set of HL7 messages• Automatically make dataset of:

• OBR ID• OBR description• OBX ID• OBX description• Sample of results with

• Real values• Units• Abnormal flags• Normal ranges

©2014 Regenstrief Institute

Generate Local term file from HL7 messages

Select Import Terms from HL7 File

©2014 Regenstrief Institute

Select File to Import

Select HL7 File

©2014 Regenstrief Institute

Specify HL7 File Name and Sample Size

Name the Local Term File (working set)

Select which codes to store

Skip import of sample values

Select the number of sample values

©2014 Regenstrief Institute

HL7 Messages Data Statistics

©2014 Regenstrief Institute

New Terms added to LMOF

New Battery Code

Click on “Edit Term” to see Sample Data

©2014 Regenstrief Institute

Sample Results for ObservationNew Test Code

Sample Values from Messages

©2014 Regenstrief Institute

Lenny L’OINC says:“Load the Sample Files

Into RELMA now!”

• Import the two sample files provided• Import_Sample_OBR.txt

• Contains battery code and description

• Sample_HL7.HL7• Contains test code and

description and sample values• Create 2 working sets• Load your personal data set

©2014 Regenstrief Institute

Cleaning your data

©2014 Regenstrief Institute

Preparing your Data for Mapping

• Improve mapping success by:• Expanding abbreviations• Standardizing colloquial terms• Ignoring “administrative” terms• Standardizing time references

• Can be done prior to importing• Better to use tools built into RELMA

©2014 Regenstrief Institute

RELMA Cleaning ToolsUse this tool to edit

unknown terms

Only available if no language variant selected

©2014 Regenstrief Institute

Review Unknown Local Terms

May Re-Scan File for Unknown Terms

©2014 Regenstrief Institute

Replace Local Terms

Assign LMOF AttributeReplacement Options

©2014 Regenstrief Institute

RELMA Cleaning ToolsUse this tool to make global substitutions

©2014 Regenstrief Institute

Term Substitution

Save this global substitution for only this working set

©2014 Regenstrief Institute

Lenny L’OINC says:“Begin to clean your

data now!”

• Using the OBR sample file or your own data, take 15-20 minutes to clean up these unrecognized terms

©2014 Regenstrief Institute

Searching for LOINC Terms

©2014 Regenstrief Institute

Comprehensive Search Only Tool

©2014 Regenstrief Institute

Search Window

Enter Search Terms

Limit to Specific Units

Use different logic

Help File

Restrict Limits

©2014 Regenstrief Institute

Search Window

“No Limits” selected“Clinical Automapper” rank

©2014 Regenstrief Institute

RELMA Search Helpfile

©2014 Regenstrief Institute

Context Menu

Right click to bring up context menu

©2014 Regenstrief Institute

Changed search function – Max words

Keyword ComponentWordCount

restricts word count

Restricting to “Component Axis” refines further

©2014 Regenstrief Institute

Search function - Answerlist

Large number of results Restricting to terms that

have answer lists

©2014 Regenstrief Institute

Answerlist details

©2014 Regenstrief Institute

Mapping Local Terms

©2014 Regenstrief Institute

Mapping Local Terms

• Select your Working Set to Map• File>Select Local Term File to Process

• Select “Map Local Terms to LOINC” from Welcome Screen

• Select the subset of terms to work with:• All• Mapped• Unmapped

• Set your Search Limits• Set Search Limits Button

©2014 Regenstrief Institute

Standard Mapping Window Features

• Customizable grid• View details of LOINC term• New! Add searchable tags to local term• Sort by column

• Click column • Custom Sort

• Print or export results grid• Spell check squiggly line to signify words

not known to RELMA

©2014 Regenstrief Institute

Mapping Screen

View or edit local term

Quick select button list

Custom Grid Configuration

Enter local term number

User assigned tags

©2014 Regenstrief Institute

Configure Grid

Reorder grid elements

Select elements to display

Reset Default ConfigurationVisually resize elements

©2014 Regenstrief Institute

Quick choice buttons

Viewing LOINC term detail

©2014 Regenstrief Institute

View Local Term Details

Select level of detail to display

Can scroll through returned subset of

terms

Change text size

Can scroll down a single formatted page

©2014 Regenstrief Institute

Details Text SizeSelect text size

©2014 Regenstrief Institute

Select detail display level

Select level of detail to display

©2014 Regenstrief Institute

Standard Mapping Screen

Begin a search(or hit “enter”) EEK! What’ll

I do?!

©2014 Regenstrief Institute

Standard Mapping Screen

Click to show words

used in search

©2014 Regenstrief Institute

Initial Mapping Results

Use term checkbox

Number of LOINC terms containing

keywordBattery terms

included in search

©2014 Regenstrief Institute

Revised Mapping Results

Number of matching

records found

©2014 Regenstrief Institute

Re-revised Mapping Results

Number of matching

records foundMatch units

selected

©2014 Regenstrief Institute

Standard Mapping Screen

Clear all input fields

Enter keywords here

CANINE DISTEMPER VIRUS IF

©2014 Regenstrief Institute

Standard Mapping Screen

Navigate through the local terms

©2014 Regenstrief Institute

Tabbed Access to Functions

Navigate to Functions from Mapping Page

Switch between Grid and Tree Views

©2014 Regenstrief Institute

Tree View

©2014 Regenstrief Institute

Tree View• Results displayed hierarchically

• Defined by the multi-axial hierarchy in search restrictions (covered later)

• Map to a term in tree by clicking Map button or double clicking term• Only to rows that have LOINC Codes

©2014 Regenstrief Institute

Tree View

Cannot map to terms

representing LOINC parts

Can map to terms with LOINC Codes

Tree Navigation Buttons

©2014 Regenstrief Institute

Assigning a LOINC Map

Highlight correct term

Click “Map” Button (or doubleclick)

©2014 Regenstrief Institute

Adding Mapping Comments

If comments option is selected, prompt appears

Check with Frank in Chemistry

©2014 Regenstrief Institute

Assigning a LOINC Map

LOINC Term Assigned

©2014 Regenstrief Institute

View Panel Children

Select View Panel Children from context menu

©2014 Regenstrief Institute

Panel Children

©2014 Regenstrief Institute

Configure Export Options

Output Options

Include column headersSave Configuration

and/or Export

©2014 Regenstrief Institute

New feature – linked answer lists

• Adds answer list IDs to the answer tab of a panel export

• Allows linkage using the AnswerlistID with the LOINC codes and the answer to see which answer go with a specific LOINC

©2014 Regenstrief Institute

Search for panels

Search for panel or LOINC code

Find the panels associated

©2014 Regenstrief Institute

Get panel details and export

Export the full panel structure

©2014 Regenstrief Institute

Exported Wound “Forms” Tab

Panel Children

ParentLOINC code

Panel NameConditionality

©2014 Regenstrief Institute

Exported Wound Panel LOINC Tab

LOINC code

Class

©2014 Regenstrief Institute

Detailed answer data

LOINC code AnswerListID Answer String

©2014 Regenstrief Institute

More on Searching Search Screen

©2014 Regenstrief Institute

Basic Search SyntaxSpecial Character(s)

Example Definition

“ “ Influenza “virus A” Linked terms must appear together

AND Morphine AND Opiates

Both terms must appear in the search result term

OR Influenza OR Parainfluenza

Either or both terms must appear in the search result term

NOT Influenza NOT equine Excludes terms with the word following the NOT. Cannot be used alone.

? Gluc?se(glucose,glucase)

Substitutes a single character in the string. Cannot be used as the first character; cannot be used in “phrases”

* Gluc*se(glucose, glucuronidase, etc.)

Substitute multiple characters in the string. Cannot be used as the first character; cannot be used in “phrases”

©2014 Regenstrief Institute

Search Qualifiers

Includes Glucuronidase, Glucosidase,

Glucosylceramidase, etc.

Detailed help available

©2014 Regenstrief Institute

Combining Search Terms

Reduced number of terms

Exclude Glucosidase

©2014 Regenstrief Institute

Advanced Search Syntax based on Google-like search syntax

Parameter Description

+ Term must be included in search

- Term must be excluded from the search

( ) Group terms for subquery (i.e. A OR B; A AND B)

Fieldname: Limit term search to the associated field (e.g. Component: glucose)

Fieldname:() Group multiple terms in a single field

~ Fuzzy search (e.g. Hemofhilus~)

“ “~ Proximity search for multiple terms (e.g. “function panel”~1)

{}, [] Upper and lower bounds; {} exclusive, [] inclusive

\ Special character escape

©2014 Regenstrief Institute

Applying advanced search

129 terms

©2014 Regenstrief Institute

Applying advanced search

6 terms

©2014 Regenstrief Institute

Limiting Searches

©2014 Regenstrief Institute

Setting Search Limits

• Narrows search to specific subset of LOINC terms• Reduces number of candidate terms• Limits can be applied to all components• Component attribute can be further restricted by

number of words• Tree structure allows for hierarchical constraints

©2014 Regenstrief Institute

General Search Constraints• Controls features including:

• Limit to LOINC terms compatible with submitted units• Forced match with any specimen contained in name• Method-less terms only • Restrict by class type• Remove lateralized terms

• Use carefully or search may not be successful(Note parallel control switches at bottom of screen)

©2014 Regenstrief Institute

Setting Search Limits

Click Hierarchy & Search Limits Tab

©2014 Regenstrief Institute

Setting search limitsCan also set most of them by toggling buttons

at the bottom of the screen

Toggle Buttons

©2014 Regenstrief Institute

Search Constraints

Expanded predefined, general search constraints

Attribute trees

Limit to LOINC terms consistent with local units

©2014 Regenstrief Institute

Terms Consistent with Units

Only terms consistent with ml appear

©2014 Regenstrief Institute

Setting Search Limits

Specimen constraints

©2014 Regenstrief Institute

Setting Search Limits

Exclude laterality

©2014 Regenstrief Institute

Exclude laterality

Laterality terms

©2014 Regenstrief Institute

Setting Search Limits

Restrict to common orders

©2014 Regenstrief Institute

Restriction to common orders

Large number of candidates Common orders

rank

©2014 Regenstrief Institute

Setting Search Limits

Methodless Terms Restriction

Override Methodless Terms Restriction

©2014 Regenstrief Institute

Limit to Methodless Terms

Both method and method-less terms

©2014 Regenstrief Institute

Limit to Methodless Terms

Only Methodless Terms Appear

©2014 Regenstrief Institute

More on Methodless Terms• Some LOINC categories do not have

methodless terms• Checking methodless only will remove these

from view on results grid• Checking additional box allows these to be

seen

©2014 Regenstrief Institute

Setting Search Limits

Include Trial, Deprecated or Discouraged LOINC Codes with

Returned Terms

©2014 Regenstrief Institute

Include Deprecated LOINC Terms

Deprecated LOINC Terms appear as Strikethrough Text with a “Do Not”

Symbol

• You cannot map to deprecated LOINC terms

• The map button is grayed out if one of these terms is selected

Discouraged LOINC Terms appear as an inverted triangle

©2014 Regenstrief Institute

Order/Observation Restriction

Order or Observation preference

©2014 Regenstrief Institute

LOINC Hierarchies – Class Tree

Three top-level branches

Tree Navigation Buttons

©2014 Regenstrief Institute

Before Class Restriction

Large number of candidate terms

Many terms have class of “CHAL”

©2014 Regenstrief Institute

Search Trees

Restrict eligible tests to non-challenge

chemistry tests only

©2014 Regenstrief Institute

Limiting Search by Subclass

Selecting subclass constrains search to all

members

©2014 Regenstrief Institute

Following Class Restriction

Only clinical codes (no lab) returned

©2014 Regenstrief Institute

System Hierarchy

©2014 Regenstrief Institute

Component Hierarchy

Show the LOINC Codes associated with these

components

Click on details for more information about the

selection

©2014 Regenstrief Institute

Details Screen LOINC Part

©2014 Regenstrief Institute

Show Associated LOINCs

©2014 Regenstrief Institute

LOINC Term Details Screen

©2014 Regenstrief Institute

Tree Export Tools

Configure Export Format

Export according to Configuration

©2014 Regenstrief Institute

Tree Export Configuration

©2014 Regenstrief Institute

RELMA - Tree Features

• All trees operate the same way• Shows terms spelled out• Can expand and collapse parts or all of tree.• Tree is string searchable • Search can be based on one or more

branches of a tree with or without other criteria

• Use “Clear Most Limits” button on Mapping Screen to remove all tree selections

©2014 Regenstrief Institute

LOINC Part Search

• Same look as term search• Uses same “Google-like” query language

• Extremely fast• Include and exclude criteria• Partial string matching (using wildcards)

• LOINC CLASS values may now be search using "ClassList:<searchterm>" field

• Demo• Campylobacter fetus, not Ab

©2014 Regenstrief Institute

LOINC Answer List Search

• Nominal LOINC terms are now “required” to be submitted with answer lists.

• Finding answer lists and the use of them can be done with “Answer List Search” tab

©2014 Regenstrief Institute

Answer List Search

Answer Lists associated with LOINC term

©2014 Regenstrief Institute

Navigating through the Mapping Process

©2014 Regenstrief Institute

Special Situations• Nursing Assessments• Radiology content• Document Ontology• Validated Instruments

©2014 Regenstrief Institute

Radiology

Modality

Anatomic Region

“Everything Else”

©2014 Regenstrief Institute

Document Ontology• Be aware of the Document Ontology model

Kind of Document

Setting

Subject Matter domain

©2014 Regenstrief Institute

Status LOINC® and Nursing Content

• Many areas incomplete • Current work happening to determine gaps

• Physiologic Assessments• Basic Med/Surg Assessment Submitted

• Assessment Framework• New Nursing Judgment (Impression) LOINC

codes• Future Nursing LOINC Landing Page

©2014 Regenstrief Institute

• Limit effort to one clinical section at a time and focus expertise

• Vitals, skin, wound assessments will be easiest• Map radiology by modality (constrain to that

modality)• Sample results give clue to property and scale• Consider prioritizing by frequency of use

LOINC Mapping Tactics

©2014 Regenstrief Institute

Vreeman DJ, Finnell JT, Overhage JM. A Rationale for Parsimonious Laboratory Term Mapping by Frequency. AMIA Annu Symp Proc. 2007;:771-775.

©2014 Regenstrief Institute

More LOINC Mapping Tactics• Try using method-less terms first

• Specific methods can be transmitted in:• OBX–17 (v2.x), Observation.methodCode (v3.0)

• Examine local units or real results to verify correct property and scale• Properties are rarely distinguishable in test names

• You don’t have to do it all at one sitting• Use the “Unmapped” function to return where you

left off• With every release - Update previous mappings

to identify deprecated terms

©2014 Regenstrief Institute

Common Mapping Issues

• Locally Defined Test Name Ambiguity• Reuse of local test code

• Incongruent Value sets (Scale ambiguity)• Result vs. Interpretation• Available LOINC Terms too Specific/General• LOINC not yet defined

©2014 Regenstrief Institute

Using your Mapped Terms• Print results of LOINC Mapping• Export to File

Open Local Term File

©2014 Regenstrief Institute

Configure Export Format

Context Sensitive Export Configuration

©2014 Regenstrief Institute

LMOF Export Configuration

Select Fields to Export

Select Export Format

Save Configuration and Export

©2014 Regenstrief Institute

Print Mapped Terms from View/Add/Edit Menu

May highlight terms to be printed

Click Print button to Preview output

©2014 Regenstrief Institute

Formatted Report Output

Click Print button to output formatted report

©2014 Regenstrief Institute

Excel™ Export

©2014 Regenstrief Institute

Exporting Mapped Terms

Export Terms to Delimited File

©2014 Regenstrief Institute

Export Terms Dialog

Check Fields you wish to export

Select Delimiter

Select Term Set

Direct export to Excel

Select file location

©2014 Regenstrief Institute

Other RELMA® Features

©2014 Regenstrief Institute

Panels, Forms and Survey Review

Review Panels, Forms and Surveys

Review Panels, Forms and Surveys

©2014 Regenstrief Institute

Laboratory Panels

Expand category to see panels

Double-click panel test to see

components

©2014 Regenstrief Institute

Expanded Panel Detail

©2014 Regenstrief Institute

Government Panels

Form Category

Panel Codes

©2014 Regenstrief Institute

Government Panel Children

©2014 Regenstrief Institute

Expanded Clinical Panel

©2014 Regenstrief Institute

Clinical Panels

Find where a term has been used

35089-2, 35090-0

©2014 Regenstrief Institute

LOINC Term Panel Usage

©2014 Regenstrief Institute

Other Survey Instruments

©2014 Regenstrief Institute

HIPAA Attachments

View Various HIPAA Attachments

©2014 Regenstrief Institute

HIPPA Attachment Tree

©2014 Regenstrief Institute

Expanded Attachment Data

©2014 Regenstrief Institute

Can’t find the term you

want?

©2014 Regenstrief Institute

Search Hints and Tips• Keywords with zero frequency are ignored

• May need to rephrase – use synonym• Some causes for no returned terms

• Too many keywords in search – uncheck some• Limits applied that don’t make sense

• E.g. Method-less tests plus Method tree set to EIA• Did not find and revise words not in RELMA

• Local units not in RELMA

• Units are GREAT discriminators• You may have tests that need to be added to

LOINC

©2014 Regenstrief Institute

Proposing New LOINC Terms

©2014 Regenstrief Institute

Proposing New Terms• Make sure the term is really needed

• Think of other names for the same concept• Avoid detailed methods or localizations• Is the distinction really important?

• Supply sufficient annotation to justify the new term• Package inserts, sample reports (email to Regenstrief)• The more the better!

• Construct new terms within RELMA• File>Propose a new LOINC• Linked to the “trees” to allow browsing

• Can review and submit them to LOINC from within RELMA

©2014 Regenstrief Institute

Propose new LOINC terms

Select Propose a new LOINC

©2014 Regenstrief Institute

Required fields in red Navigate through

proposed termsCreate new term, save current term

or Exit form

©2014 Regenstrief Institute

Preview Proposed Terms

Review your new terms

©2014 Regenstrief Institute

Review Proposed Terms

All proposed terms fully editable

Choose whether to send or postpone

X

X

X

Susan A. Matney, PhD, RN-C

3M HIS

[email protected]

801-447-9294

801-447-9294

Direct submission via web

©2014 Regenstrief Institute

Submit Proposed Terms

Add additional information, if

necessaryAdd attachments

©2014 Regenstrief Institute

Submitting New Terms• Must supply name, organization, phone and

email of submitter• Must select at least one proposed term to

send• “Configure export” does not affect

submission output• Email resulting file to Regenstrief

©2014 Regenstrief Institute

Use Existing Terms as Template

Select your closest match

Click the Propose Term button

©2014 Regenstrief Institute

Use Existing Terms as Template

All required components filled in

©2014 Regenstrief Institute

Using LOINC and SNOMED Together

©2014 Regenstrief Institute

Where do LOINC and SNOMED Fit?

• LOINC represents the question:• Is there any Botulism toxin in my specimen?

(33708-9)• Organisms identified in specimen? (634-6)

• SNOMED represents the answer:• Negative (SCTID 260385009)• E. coli O157:H7 (SCTID 103429008)

Remember:

©2014 Regenstrief Institute

Where do LOINC and SNOMED Fit?

• In an HL7 message, LOINC may be used:• In OBR-4 (Universal Service Identifier)• In OBX-3 (Observation Identifier

• SNOMED may be used:• In OBX-5 (where nominal values are needed)• Almost anyplace else in an HL7 message where

coded values are needed

©2014 Regenstrief Institute

The code isfrom SNOMED

The code isfrom LOINC

OBX-5: DataA code for L.

monocytogenes

A code that identifies the data type in OBX-5 as a

coded element

OBX: With a Coded Value

OBX-3:A code that identifies the data in

OBX-5(Listeria culture)

OBX||CE|6609-2^Listeria ID^LN||36094007^L. monocytogenes^SCT

©2014 Regenstrief Institute

HL7 2.5 Example (ER-7 format)MSH|^~\&| LABGL1|| DMCRES|| 199812300100|| ORU^ R01|

LABGL1199510221838581| P| 2.3||| NE| NE

PID||| 6910828^ Y^ C8|| Newman^ Alfred^ E|| 19720812| M|| W| 25 Centscheap Ave^^Whatmeworry^ UT^ 85201^^ P||( 555) 777- 6666|( 444) 677- 7777|| M|| 773789090

OBR|| 110801^ LABGL| 387209373^ DMCRES|634-6^Bacteria XXX Aerobe Cult ^LN||| 199812292128||||||||Stool| IN2973^ Schadow^ Gunther^^^^ MD^

UPIN|||||||||||||||| CA20837^ Spinosa^ John^^^^ MD^ UPIN

OBX|| CE| 634-6^Bacteria XXX Aerobe Cult^ LN||50136005^Salmonella typhimurium ^SCT|||||| F||| 199812292128|| CA20837

OBR|| 110801^ LABGL| 387209373^ DMCRES| 29567-9^Bacterial Susceptibility Panel^ LN||| 199812300934||||||||Bacterial isolate| IN2973^ Schadow^ Gunther^^^^ MD^ UPIN||||||||| Salmonella typhimurium ||||||| CA20837^ Spinosa^ John^^^^ MD^ UPIN

OBX|| CE|23631-5^Trimethoprim/Sulfasoxazole^ LN||264841006^Intermediate ^SCT|||||| F||| 199812300934|| CA20837

OBX|| CE|18967-7^Penicillin^LN||30714006^Resistant^SCT|||||| F||| 199812300934|| CA20837

OBX|| CE|18928-2^Gentamicin^ LN||131196009^Susceptible^SCT|||||| F||| 199812300934|| CA20837

First Order OBR (Culture and ID)

First Result (Culture and ID)

First Result (Culture and ID)

Second Result(s) OBXs

First Result Value (SNOMED)

First Result Description OBX (LOINC)

Second Order OBR (Susceptibility)

©2014 Regenstrief Institute

Q and A Session

©2014 Regenstrief Institute

ExerciseMap your own data