Transcript Deploying & Leveraging Master Data Management

Deploying & Leveraging
Master Data Management (MDM)
…in a Health Care Provider Environment
Peter A. Perera, President and Founder
The Perera Group
[email protected]
www.Perera-Group.com; @PereraAnswers; @PereraHealth
Session ID#8553
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Perera Group and Perera are Service Marks of The Perera Group, Inc.
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Your Session Host
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This is Peter Perera
Peter’s from
The Perera Group
• Has provided MDM and
CRM consulting since
1987
• SME in modeling
customer communities,
especially in Oracle TCA
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Quick Poll
 Provider
 Payer/Insurer
 Healthcare Association or Society
 Medical Device/Life Sciences
 Other
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Oh, One Other…
 Patient
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The Backdrop
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Congruent Goals & Objectives
Healthcare Provider Organization Goals
• Improve Quality of Patient Experience…(with the lowest
possible cost structure)
Healthcare Provider Organization Objectives
• Improve Usability and Value of Patient Information
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Voice of the Providers
Quality of Patient Experience means…
•
•
•
•
•
•
•
•
•
We want to improve clinical outcomes
We want to reduce, if not eliminate errors
We want to improve time-to-treatment
We want to reduce re-admissions
We want to improve patient throughput
We want to reduce costs, especially of re-work
We want to reduce reimbursement denials
We want to increase communication efficiency
We most certainly want to ensure security and
privacy
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Voice of the Patient
Quality of Patient Experience means…
•
•
•
•
•
•
I want to come out cured, feeling better…
least alive and not missing anything)
I don’t want to be there longer than I have to
I really don’t want to come back (nothing personal)
I don’t want to pay more than I need too
I don’t want to have to re-explain the same
over and over
And I certainly don’t want anyone else to
know I was there and why
(at
thing
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Operating Premise:
Quality Patient Information Begets Quality Patient Experience
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Zeroing In On Patient Master Data
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Framing The Story
“System”
– People
– Process
– Technology
•
•
•
•
Software (Conference about this)
Hardware
Communication/Network
Peripherals
– Data
The Presentation Is About This
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Data or Information?
AskOxford.com states:
“…there has been a growing tendency to use
data as an equivalent to the uncountable noun
information.”
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Data or Information?
But…really is a difference.
Speaking of “difference”, according to Martin J.
Eppler:
Data is an item with no context…the difference
makes no difference.
Information is a coherent combination of data with
context…the difference makes a difference.
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Quality Data Yields Quality Information.
Quality Information Yields Competent Insight and Action.
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Data About What Entity?
Inanimate Things
– Product or Service
– Hard Asset
– Other
Persons & Organizations
Parties
– Employee
– Supplier
– Provider
– Insurer
– Patient
– Contact
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Patient Party Master Data
What is…What is not Patient Master Data?
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Two General Categories of Patient Data
1) Patient Identity Data
2) Patient Data Relationships
• N:N ― Relationships to other parties
• 1:1 ― Relationships to patient demographic,
descriptive and clinical data
• N:N ― Relationships to patient clinical data
and payment transactions and
interactions
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Patient Data Fragmentation
Patient
Master
Data
Business
• Patient Party Name
• Patient Identifying Site Address
• Patient Record Id and Source Keys
• Patient Party Relationships
• Other (D.O.B., SSN, Gender…)
}
(Master patient
data is replicated
across business and
clinical systems.)
Friction Point
Clinical
Descriptive/
Demographic
Information
Treatment/
Clinical
Information
•…..
•…..
•…..
Other Database
Payment
Information
Unstructured
Content
•…..
•…...
•…..
Patient•…...Data Relationships
•…..
•…..
OTHER
Data
•…..
Clinical
Data
•…..
}
(Typically only up
to 20 percent of
other patient data
resides in any one
source.)
Business
Data
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• Patient Party Name
• Patient Identifying Site Address
• Patient Record Id and Source Keys
Business
• Patient Party Relationships
• Other (D.O.B., SSN, Gender…)
Provider #1
Clinical
Descriptive/
Demographic
Information
Treatment/
Clinical
Information
•…..
•…..
•…..
Payment
Information
Unstructured
Content
•…..
•…..
OTHER
Data
• Patient Party Name
• Patient Identifying Site Address
Clinical• Patient Record
Business
Id and Source Keys
Data • Patient Party
Data
Relationships
•…..
• Other (D.O.B., SSN, Gender…)
Provider #2
Business
Clinical
Descriptive/
Demographic
Information
Treatment/
Clinical
Information
•…..
•…..
•…..
Patient
Master
Data
Payment
Information
Unstructured
Content
•…..
•…..
•…..
•…...
Patient•…...Data Relationships
•…..
•…..
Other Database
Friction Point
•…..
•…...
Patient•…...Data Relationships
•…..
•…..
Other Database
Patient
Master
Data
OTHER
Data
•…..
Clinical
Data
Business
Data
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Synchronization Schizophrenia
Same
Systems
Represent
Correct Person
Uniformly
The
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Achieving Data Integration & Synchronization
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Three Main Considerations To…
…Avoid Picassoesque Patient Data
1) Get Party Architecture, Model, Definition Right
2) Commit To Patient Master Data Quality
3) Enable Master Data Management
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#1
Party,
Get
Straight
Model,
Architecture,
Definitions
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Focus on:
1. Understanding core terms
2. Establishing minimum data
requirements to create a party record
and resolve a party’s identity
3. Reconciling relationships among
parties in a health care delivery
community
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First,
Understand Core Terms.
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That said,
I do not say that definitions
may not have a role to play in
connection with certain
problems, but I do say it is for
most problems quite
irrelevant whether a term can
be defined (or not). All that is
necessary is that we make
ourselves understood.
Sir Karl R. Popper from Martin J. Eppler
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• Person or Organization
• Party
It’s
Alive!
• Community
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Who…and what are
the persons and
organizations in
Patients
consuming,
Providers
delivering
Payers
Contacts
and paying
Other
for health care?
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-noun
1. The digital representation of a
person or organization entity
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Trident Medical Center
9330 Medical Plaza Drive
Charleston, SC 29406
One
Provider
One
Party Record
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Ground rule #1…
A party record represents one,
and only one, person or organization.
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Misrepresenting Two Parties
…in One Record
HCA/Trident Health System
HCA/Trident Medical Center
HCA/Summerville Medical Center

One party record,
Two organizations:
HCA and Trident
Medical Center
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One Party : One Organization
HCA/Trident Health System
Trident Health System
HCA/Trident Medical Center
Hospital Corporation Of America
HCA/Summerville Medical Center
Summerville Medical Center
Trident Medical Center

one party record, one
organization *
* Watch for false-positive duplicates.
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Ground rule #2…
“A person or organization may/can be
represented by more than one party record.”
That’s different from saying…
“A party record represents one,
and only one, person or organization.”)
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Take This Scenario
Patient
One
Person
Jake Sully
2 Beacon St
Boston, MA Earth
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Provider
Patient
Jake Sully
1 Tree of Souls Blvd
Vortexville, Pandora
One
Person
Two
Party Records
Jake Sully
2 Beacon St
Boston, MA Earth
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These are NOT duplicate parties.
Jake Sully
Jake Sully

one person, two parties
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Why?
Jake Sully
Jake Sully
They have different data relationships:
• different locations
• different party relationships
• different profiles
• different transactions
• different interactions
• different behaviors
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PROFILE
Party Identifying Address
Work Address
Basic Information
PROFILE
Prefix
Basic Information First Name
Design to
segregate personal
patient data form
other person roles
or designations.
Middle Name
Last Name
Prefix
Previous Last Name
First Name
Name Initials
Middle Name
Suffix
Last Name
Alias
Previous Last Name
Full Name Pronunciation
Suffix
Job Title
Alias
Full Name PronunciationJob Title Code
Department
Title
Department Code
Comments
Additional Basic Information
Context Value
Name Initials
Last Name Pronunciation
First Name Pronunciation
Middle Name Pronunciation
Salutation
Alias 2, 3, 4, 5
Academic Title
Vendor ID
Anniversary Date
Total Eligible
Term Reason
Term Eff Date
MS Call Handling level
Party Identifying Address
Alternate Address
Home Address
Mailing Address
Alternate Address
Party Relationships
Mailing Address
Employer
Party Relationships
Contact Points
Employer
Phone
Dependent Members
Work
Providers
Mobile
Contact Points Work Fax
Email
Phone
Work
Home
Work
Related Business Objects
Mobile
Home Fax
Email
Home
Work
Related Business Objects
Contracts
Product Offerings
Special Needs
Accounts
Accumulators
Capitation
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These are duplicate parties.
Of course, we avoid them.
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-noun
1. A collection of person and
organization parties forming a discrete
network.
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The community as an entity.
Business and clinical
operations and
intelligence typically
involve multiple
parties to a
treatment, interaction
or transaction.
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Second,
Establish minimum data
requirements to create a
party record and resolve a
party’s identity.
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Acid Test For Patient Party Identification
Am I a valid
party?
Occurring or potential
treatment, transaction
or interaction?
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Acid Test For Patient Party Identification
Valid party
Do I have a valid
name?
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Hubert Wolfe, Sr
Hubert Blaine Wolfeschlegelsteinhausenbergerdorff, Sr.
(First and "middle" names)
Adolph Blaine Charles David Earl Frederick Gerald Hubert
Irvim John Kenneth Loyd Martin Nero Oliver Paul Quincy
Randolph Sherman Thomas Uncas Victor Willian Xerxes Yancy Zeus
(Last name…this is for real. According to Ripley’s anyway.)
Solfeschlegelsteinhausenbergerdorffvoralternwarengewissenhaftschaferswesench
afewarenwholgepflegeundsorgfaltigkeitbeschutzenvonangereifenduchihrraubgiriig
feindewelchevorralternzwolftausendjahresvorandieerscheinenbanderersteerdeem
meshedrraumschiffgebrauchlichtalsseinursprungvonkraftgestartseinlangefahrthin
zwischensternartigraumaufdersuchenachdiesternwelshegehabtbewohnbarplanete
nkreisedrehensichundwohinderneurassevanverstandigmenshlichkeittkonntevortpfl
anzenundsicherfreunanlebenslamdlichfreudeundruhemitnichteinfurchtvorangreife
nvonandererintlligentgeschopfsvonhinzwischensternartigraum Senior
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Acid Test For Patient Party Identification
Valid party
Valid name
Do I have a valid
address?
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According to the U.S. Census Bureau…
“Between 2006 and 2007, 38.7 million
people moved in the United States.”
~13% of the population Δ’d addresses.
http://www.comcast.net/finance/forwhatitsworth/5891263/yoursocialsecuritynumbermaynotbeuniquetoyou/
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Acid Test For Patient Party Identification
Valid party
Valid name
Do I have a valid
identifier?
Valid address
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Alyssa Green
Minneapolis, MN
Same DOB
Same SSN
Alyssa Green
Albany, NY
http://www.cnn.com/video/#/video/us/2010/06/24/dnt.women.same.ss.number.KARE.WNYT?hpt=T2
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• More than 40 million social security numbers are
associated with more than one person.
• More than 20 million people have more than one
social security number associated with their name.
• More than 100,000 Americans have 5 or more
numbers associated with their name.
• More than 27,000 Social Security numbers are
associated with 10 or more people.
http://www.comcast.net/finance/forwhatitsworth/5891263/yoursocialsecuritynumbermaynotbeuniquetoyou/
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Acid Test For Patient Party Identification
Valid party
Valid name
Do I have a valid
designation?
Patient?
Valid address
Valid identifier
Provider?
Payer?
Contact?
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Gaining a 10 to
3600 portrait of a
person or
organization…and a
community of
related parties
depends on a
unique
combination of
~400 characters of
data
Valid party
Valid name
Valid address
Valid identifier
Valid designation
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Third,
Reconcile relationships
among parties forming a
health care delivery,
facilitation and consumption
community.
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“Hyperlinks Subvert Hierarchies”
From Clue Train Manifesto
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Constituent Community Model For A Payer
Customer
Broker
Broker/Contact
ACME Devices
Corporation
1 Cedar St
Customer
Bob Johnson (1)
2 Elm Rd
ZIPPO Insurance
2 Elm Rd
Customer
Roberta Smith (2)
5 Maple Dr
Subscriber
Subscriber
Contact
Provider
Subscriber
Member
Roberta Smith (1)
4 Cedar St
Wendy Benson
6 Redwood Ln
Bob Johnson (2)
3 Oak Ct
Susan Jekyll (2)
7 Spruce Cr
Provider
Member
Member
Sam Smith
5 Maple Dr
Drew Benson
6 Redwood Ln
Brenda Jones
9 Pine Center
(8 Birch Way)
Provider
Susan Jekyll (1)
8 Birch Way
Member
Member
Peter Benson
6 Redwood Ln
Regional Medical
Associates
9 Pine Center
Provider
Isabella Johnson
3 Oak Ct
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Dueling Hierarchies & Relationships
What happens when this
person…
…is this person?
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Constantly Changing Relationships
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Zen & The Art of Master Data Maintenance
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The Qualities of Data Quality
Context  Format  Time
• Well-Understood
• Relevance
• Accuracy
• Precise
• Consistency
• Available
• Conformity
• Accessible
• Completeness
Copyright © 2010, 2011 Perera Group, Inc . All rights reserved.
Persistent Problem. Persistent Solution.
“…entropy…measures the degree of disorder of a system. It is a
matter of common experience that disorder will tend to increase if
things are left to themselves…One can create order out of
disorder…but that requires expenditure of effort.”
“…the entropy of an isolated system always increases, and that
when two systems are joined together, the entropy of the
combined system is greater than the sum of the entropies of the
individual systems.”
Stephen Hawking
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Master Data Management
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Comprehensive MDM Framework
Quality
Dimensions &
Score Card/KPI’s
Data
Steward/Curation
Organization
Program
Goals
Governance
Board
Metadata
Management
Data Controls,
Standards, CRUD Rules
Program
Scope
MDM Strategy
Program
Success Factors
Program
Objectives
External Data
Services
Technology
Platform
Internal
Promotion
Education &
Knowledge Management
Data Quality &
Integration
Process
Copyright © 2010, 2011 Perera Group, Inc . All rights reserved.
Many Moving Parts To MDM
•
•
•
•
•
•
•
•
•
•
•
•
Data Stewardship Console and Dashboard
Master Data Reconciliation Hub
Data Profiling: Defect Detection & Analysis
Data/Record Certification
Party Identity Resolution and Verification
Data Standardization, Matching & Merging
Party Hierarchy/Network Relationship Modeling
Bi-Directional Extraction, Transformation & Loading
Third-Party Data Integration
Data Quality Workflow & Business Rules Engine
Search, Data Mash-Ups & Data Relationship Visualization
Web 2.0 collaboration tools to facilitate community data stewarding
Copyright © 2010, 2011 Perera Group, Inc . All rights reserved.
Party Identity and Relationship Hub
2.
1.
Business
Party
ID Data
Party
ID Data
7.
2.
1.
ERP
Clinical
Database
Party
ID Data
Party
ID Data
7.
1.
2.
Party
ID Data
Other
7.
Party
ID Data
Data ETL, Propagation & Synchronization Layer
1.
Extract & Beam – new party records
and changes to existing party records in
applications on automated real-time,
near-real-time or batch basis
2.
Transform – Map party data to hub
schema and apply data formats
3.
6.
Data Hub
Party Identity,
Relationship &
Location
Data Hub
4.
3.
4.
relationships and location records:
Data
Steward
Console/
Dashboard
a) Validate/correct content
b) Standardize format
c) Identify and merge (match)
duplicates
d) Identify and unmerge false-positive
duplicates
5.
External
External
Data
Data
Purchased
Services
Services
Data
Services
Load – transformed data into hub
Curate - party names, sites and
e) Manage party relationships and
affiliations
f)
5.
Version party data
Append –third-party data and verify
party names and site addresses
Data
Warehouse
6.
Publish – extract, map and propagate
(push/pull) reconciled party identifying
and location data
7.
Seed – source systems with reconciled
and enriched party data
Copyright © 2010, 2011 Perera Group, Inc . All rights reserved.
The Case for…
Collaborative Data Management
•
•
•
•
Communication
Politicking
Accountability
Metrics/KPIs
Governance
Strategic
Central
Stewardship
Tactical
Local
Curation
Operational
Local
Copyright © 2010, 2011 Perera Group, Inc . All rights reserved.
Thanks for listening!
Peter Perera
Perera Group
P: 843-388-2780
M: 978-697-3124
[email protected]
Copyright © 2010, 2011 Perera Group, Inc . All rights reserved.