cross domain patient identity management eric heflin dir of standards and interoperability/medicity

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Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

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Page 1: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

Cross Domain Patient Identity Management

Eric HeflinDir of Standards and Interoperability/Medicity

Page 2: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

Audience/Scope

• Agenda– Introduction– Terms Used– The Patient ID Problem– The IHE Solution– For More Information

Page 3: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

Audience/Scope

• Audience– Senior healthcare IT technical executives– Architects– Implementers seeking a broad overview

• Scope– Broad context and guidance about the use of IHE

standard profiles for patient identifier management across organizational boundaries

• Purpose– Provide reusable educational content

Page 4: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

IHE PATIENT IDENTITY MANAGEMENT INTRODUCTION

Page 5: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

Introduction

• IHE has created six standards (profiles) for patient identifier management

• Some profiles target patients inside an enterprise• Other profiles target patients across enterprises• This presentation introduces and compares these five

of these six profiles (XCPD is covered elsewhere)• <why did we group these together, perhaps have a

diagram showing the interplay between the profiles>

Page 6: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

Terms Used

• Patient Identifier: A value controlled and assigned by a single assigning authority (hospital, group of related practices, national health authority, etc.). Note that the same patient can have multiple identifier inside a single domain

• Assigning authority: • XDS Affinity Domain: <get from Charles>• Others?

Page 7: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

What Problem is Being Solved?

• Problem statement: • How can we correctly identify patients across

organizational boundaries (with different identifiers in different systems) to accommodate the exchange of health information using a standards-based approach with a high degree of assurance that the information is about the correct patient?

Page 8: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

IHE Approach

IHE has created six mechanisms, or “profiles”, designed to solve this problem

• PIX – HL7 2.x Patient Identifier Cross Reference• PIXv3 – HL7 3.x Patient Identifier Cross Reference• PDQ – HL7 2.x Patient Demographic Query• PDQv3 – HL7 2.x Patient Demographic Query• *XCPD – Cross Community Patient Discovery• PAM – Patient Administration Manaement

*XCPD is discussed in another IHE presentation

Page 9: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

PATIENT IDENTITY CROSS-REFERENCING (PIX)

Page 10: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

PIX Introduction

• The PIX profile supports the cross-referencing of patient identifiers from multiple Patient Identifier Domains. These cross-referenced patient identifiers can then be used by “identity consumer” systems to correlate information about a single patient from sources that “know” the patient by different identifiers. This allows a clinician to have more complete view of the patient information.

• This integration profile does not define any specific enterprise policies or cross-referencing algorithms

Page 11: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

PIX Introduction

The Patient Identifier Cross Referencing (PIX) Integration Profile supports two domains:

1. A Patient Identifier Domain is defined as a single system or a set of interconnected systems that all share a common identification scheme (an identifier and an assignment process to a patient) and issuing authority for patient identifiers.

2. The Patient Identifier Cross-reference Domain embodies the following assumptions about agreement within the group of individual Identifier Domains:– They have agreed to a set of policies that describe how patient

identities will be cross-referenced across participating domains;– They have agreed to a set of processes for administering these

policies;– They have agreed to an administration authority for managing

these processes and policies.

Page 12: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

PIX Introduction

The Patient Identifier Cross-referencing Integration Profile (PIX) is targeted at healthcare enterprises of a broad range of sizes (hospital, a clinic, a physician office, etc.). It supports the cross-referencing of patient identifiers from multiple Patient Identifier Domains via the following interactions:

1. The transmission of patient identity information from an identity source to the Patient Identifier Cross-reference Manager.

2. The ability to access the list(s) of cross-referenced patient identifiers either via a query / response or via update notification.

Page 13: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

PIX Use Cases

1. Use Case: Multiple Identifier Domains within a Single Facility / Enterprise

2. Use Case: Multiple ID Domains Across Cooperating Enterprise

Page 14: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

PIX Transaction Diagram

Page 15: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

PIX Actors

Page 16: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

PIX Actors, Transactions, and Options

• Actors– Patient Identity Source – will describe each of the

below– Patient Identifier Cross-reference Consumer– Patient Identifier Cross-reference Manager

• Transactions– Patient Identity Feed [ITI-8]– PIX Query [ITI-9]– PIX Update Notification [ITI-10]

• Options– PIX Update Notification

Page 17: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

PIX to eMPI Relationship

• PIX is compatible with enterprise master patient index systems (eMPI)

• Supports both “federated” and “master” topologies

• An HL7 v2 ADT stream can act as the Patient Identity Source Actor

• The eMPI query function can act as the Patient Identifier Cross-reference Manager actor

Page 18: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

PIX Definition

• PIX = Patient Identifier Cross Referencing

• Definition: Allows a patient identifier assigned by one assigning authority to establish and maintain an identifier relationship assigned by another assigning authority

• Status: “Final Text”• <review wiki page def text>

Page 19: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

• PIX v2 vs. PIX v3• Identical purpose, different underlying

standards• HL7 v2 messaging is used for PIX v2• HL7 v3 messaging is used for PIX v3

Page 20: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

IHE Profile Grouping

• Each actor implementing PIX shall be grouped with the Time Client Actor

• Required to manage and resolve conflicts in multiple updates

Page 21: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

PIX Workflow(s)

• List one or more typical workflows• Should be a less technical diagram, like

the appendix, not a UML sequence diagram

Page 22: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

PIX Security and Privacy

• Describe how security and privacy are implemented for this profile

Page 23: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

PDQ

• PDQ = Patient Demographic Query• PDQ is designed to allow for a query

across domains using, as the name implies, demographic information

• Status: Final Text?• Other topics…

Page 24: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

PDQ Use Case

• Use case

Page 25: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

PDQ Transaction Diagram

• Insert transaction diagram from ITI TF

Page 26: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

PDQ

• List and define each PDQ actor• List each PDQ transaction

Page 27: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

PDQ Options

• List and define each PDQ option

Page 28: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

PDQ Workflow(s)

• List one or more typical workflows

Page 29: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

PDQ Security and Privacy

• Describe how security and privacy are implemented for this profile

Page 30: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

PDQ Typical Architecture

• Simplistic architectural diagram

Page 31: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

XCPD

• <covered by karen, sync up with her>• XCPD = Cross Community Patient Discovery• XCDP is designed …• XCPD is different than PDQ in the following

ways…– Async, optimized, reverse query, etc.

• Used for the Nationwide Health Information Network Exchange 2010 Patient Discovery Production Specification

Page 32: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

XCPD Maturity

• Relatively new profile, just entering first year of “Trial Implementation” status

• Deployed by NHIN Exchange participants

• Will be demonstrated for the firs time at the 2011 IHE Connectathon?

Page 33: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

XCPD Use Case

• Use case

Page 34: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

XCPD Transaction Diagram

• Insert transaction diagram from ITI TF

Page 35: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

XCPD Actors

• List and define each XCPD actor• List each XCPD transaction

Page 36: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

XCPD Options

• List and define each XCPD option

Page 37: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

XCPD Workflow(s)

• List one or more typical workflows

Page 38: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

XCPD Security and Privacy

• Describe how security and privacy are implemented for this profile

Page 39: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

Typical XCPD Architecture

• Simplistic diagram

Page 40: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

Patient Administration

• Repeat the above for PAM

Page 41: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

References

• For more information on this topic, please see:– IHE content

Page 42: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity
Page 43: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

• Other topics??

Page 44: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

August 18, 2005

IHE Technical Webinar

44

IHE ITI Integration Profile XDS: Clinical Information Sharing in

RHIO

US Exam System

14355

Physician Office

EHR System

A87631

Teaching Hospital

XDS Clinical Affinity Domain

Community Clinic

Lab Info. System

PACS

L-716

PACS

XAD Patient Identity SourceM8354673993

Retrieve DocumentProvide & Register

RegisterQuery Document

Patient Identity Feed

Query Document Retrieve

Document

Provide & Register

Register

Provide & Register

Register

Retrieve Document

Query Document

Document RegistryDocument

Repository

Document Repository

ED Application

In order to publish or query clinical documents in XDS Affinity Domain (XAD), applications need to look-up XAD Patient ID using their local patient information,

e.g., Patient ID in local domain and demographics

Page 45: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

August 18, 2005

IHE Technical Webinar

45

Look-Up XDS Affinity Domain Patient ID with Local PIX

Service

US Exam System

14355

Physician Office

EHR System

A87631

Teaching Hospital

XDS Clinical Affinity Domain

Community Clinic

Lab Info. System

PACS

L-716

PACS

XAD Patient Identity SourceM8354673993

Retrieve DocumentProvide & Register

RegisterQuery Document

Patient Identity Feed

Document RegistryDocument

Repository

Document Repository

ED Application

A87631

M8354673993

14355

L-716

M8354673993

Patient Identity Feed

Patient Identity Feed

Patient Identity Feed

Patient Identity Feed

Patient Identity Feed

PIX QueryPIX Query

Page 46: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

August 18, 2005

IHE Technical Webinar

46

Look-Up XDS Affinity Domain Patient ID with Affinity Domain

PIX Service

US Exam System

14355

Physician Office

EHR System

A87631

Teaching Hospital

XDS Clinical Affinity Domain

Community Clinic

Lab Info. System

PACS

L-716

PACS

XAD Patient Identity SourceM8354673993

Retrieve DocumentProvide & Register

RegisterQuery Document

Patient Identity Feed

Document RegistryDocument

Repository

Document Repository

ED Application

14355M8354673993

L-716

A87631Patient Identity Feed

Patient Identity Feed

PIX Query

PIX Query

Patient Identity Feed

M8354673993

A8763114355L-716

Page 47: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

August 18, 2005

IHE Technical Webinar

47

Query Affinity Domain PDQ Service for XDS Affinity Domain

Patient ID

US Exam System

14355

Physician Office

EHR System

A87631

Teaching Hospital

XDS Clinical Affinity Domain

Community Clinic

Lab Info. System

PACS

L-716

PACS

XAD Patient Identity SourceM8354673993

Retrieve DocumentProvide & Register

RegisterQuery Document

Patient Identity Feed

Document RegistryDocument

Repository

Document Repository

ED Application

PDQ Query to Acquire XAD Patient ID

PDQ Query to Acquire XAD Patient ID

Patient Demographics Supplier

Page 48: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

August 18, 2005

IHE Technical Webinar

48

IHE IT Infrastructure Integration Profiles Provide a Solid Foundation for EHR

Management Cross-enterprise Patient Health Information Management Architectural Principles:

• A Patient Information Source administers patient records (demographics) and manages a Patient Identification Domain to identify these patient records on that domain

• Patient ID is assigned / maintained within a managed Patient Identification Domain

• Search patient records (in a patient information source)

→ PDQ Integration Profile• Look-up Patient ID in federated domains

→ PIX Integration Profile• Locate healthcare information (documents or

services)

→ XDS Integration Profile

Page 49: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

IHE Technical Webinar

49August 18, 2005

IHE PIX / PDQ Profiles Implementation Considerations

Patient Registration

Patient Registration

Patient Registration

Patient Registration

Master Patient ID Domain

Administration and Service Functions

PIX Notification Service

PIX Query Service

PDQ Service

Enhanced PDQ Service

MPI Service

Patient Identity Source

HL7HL7

Service defined in IHE Technical Framework

Service out of IHE scope

Pati

en

t Id

en

tity

Feed

Serv

ice

Page 50: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

August 18, 2005

IHE Technical Webinar

50

IHE ITI Integration Profile XDS: Clinical Information Sharing in

RHIO

US Exam System

14355

Physician Office

EHR System

A87631

Teaching Hospital

XDS Clinical Affinity Domain

Community Clinic

Lab Info. System

PACS

L-716

PACS

XAD Patient Identity SourceM8354673993

Retrieve DocumentProvide & Register

RegisterQuery Document

Patient Identity Feed

Query Document Retrieve

Document

Provide & Register

Register

Provide & Register

Register

Retrieve Document

Query Document

Document RegistryDocument

Repository

Document Repository

ED Application

In order to publish or query clinical documents in XDS Affinity Domain (XAD), applications need to look-up XAD Patient ID using their local patient information,

e.g., Patient ID in local domain and demographics

Page 51: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

August 18, 2005

IHE Technical Webinar

51

Look-Up XDS Affinity Domain Patient ID with Local PIX

Service

US Exam System

14355

Physician Office

EHR System

A87631

Teaching Hospital

XDS Clinical Affinity Domain

Community Clinic

Lab Info. System

PACS

L-716

PACS

XAD Patient Identity SourceM8354673993

Retrieve DocumentProvide & Register

RegisterQuery Document

Patient Identity Feed

Document RegistryDocument

Repository

Document Repository

ED Application

A87631

M8354673993

14355

L-716

M8354673993

Patient Identity Feed

Patient Identity Feed

Patient Identity Feed

Patient Identity Feed

Patient Identity Feed

PIX QueryPIX Query

Page 52: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

August 18, 2005

IHE Technical Webinar

52

Look-Up XDS Affinity Domain Patient ID with Affinity Domain

PIX Service

US Exam System

14355

Physician Office

EHR System

A87631

Teaching Hospital

XDS Clinical Affinity Domain

Community Clinic

Lab Info. System

PACS

L-716

PACS

XAD Patient Identity SourceM8354673993

Retrieve DocumentProvide & Register

RegisterQuery Document

Patient Identity Feed

Document RegistryDocument

Repository

Document Repository

ED Application

14355M8354673993

L-716

A87631Patient Identity Feed

Patient Identity Feed

PIX Query

PIX Query

Patient Identity Feed

M8354673993

A8763114355L-716

Page 53: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

August 18, 2005

IHE Technical Webinar

53

Query Affinity Domain PDQ Service for XDS Affinity Domain

Patient ID

US Exam System

14355

Physician Office

EHR System

A87631

Teaching Hospital

XDS Clinical Affinity Domain

Community Clinic

Lab Info. System

PACS

L-716

PACS

XAD Patient Identity SourceM8354673993

Retrieve DocumentProvide & Register

RegisterQuery Document

Patient Identity Feed

Document RegistryDocument

Repository

Document Repository

ED Application

PDQ Query to Acquire XAD Patient ID

PDQ Query to Acquire XAD Patient ID

Patient Demographics Supplier

Page 54: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

August 18, 2005

IHE Technical Webinar

54

IHE IT Infrastructure Integration Profiles Provide a Solid Foundation for EHR

Management Cross-enterprise Patient Health Information Management Architectural Principles:

• A Patient Information Source administers patient records (demographics) and manages a Patient Identification Domain to identify these patient records on that domain

• Patient ID is assigned / maintained within a managed Patient Identification Domain

• Search patient records (in a patient information source)

→ PDQ Integration Profile• Look-up Patient ID in federated domains

→ PIX Integration Profile• Locate healthcare information (documents or

services)

→ XDS Integration Profile

Page 55: Cross Domain Patient Identity Management Eric Heflin Dir of Standards and Interoperability/Medicity

IHE Technical Webinar

55August 18, 2005

IHE PIX / PDQ Profiles Implementation Considerations

Patient Registration

Patient Registration

Patient Registration

Patient Registration

Master Patient ID Domain

Administration and Service Functions

PIX Notification Service

PIX Query Service

PDQ Service

Enhanced PDQ Service

MPI Service

Patient Identity Source

HL7HL7

Service defined in IHE Technical Framework

Service out of IHE scope

Pati

en

t Id

en

tity

Feed

Serv

ice