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Identifying patterns in patient experience ratings with machine learning techniques (2022-US-EPO-1092)

Renita Washburn, Ph.D. Student, University of Central Florida
Mary Jean Amon, Assistant Professor, University of Central Florida

 

The poster summarizes data exploration and machine learning modeling techniques applied to Consumer Assessment of Healthcare Providers and Systems (CAHPS) response data. Through the use of JMP unsupervised machine learning techniques, the presenters will identify patterns in responses. These patterns will be summarized as patient group/profiles which can inform the design of tailored care delivery models.  

 

 

Hello.

I'm  Renita  Washburn,  a  PhD  student at  the  University  of  Central  Florida

in  the  Modeling and  Simulation  program.

Today,  I' ll  be  presenting…

Sorry.

I  know  we  have  to  do  it  in  one  session.

Dr.  Amon,  really  quick, do  you  want  me  to  say  mine

and  then  you  say  yours and  then  I  do  the  title?

You could restart.

You  could  restart  if  you'd  like  to.

We've  got  time.

Sorry.

You  can  just  introduce  me  to… or  whichever  works  for  you.

I  can  go  ahead-

I'll  just  stop  that  I'm  in  the  program

and  then  you  can  introduce  yourself and  then  I'll  keep  going.

Okay,  sounds  good.

After  I  say  in  the  school  Modeling, Simulation  & Training  at  UCF

then  you  can  pick  it  up,  okay?

Okay.

By  the  way,  this  will  be, like  I  said,  post  process,

so  we  can  all  edit  all  of  that  stuff  out.

Okay,  sounds  good.

Okay,  I'm  going  to  go  on  mute  again, and  once  I  do,  it's  all  you.

Hello.

I'm  Renita  Washburn,  a  PhD  student in  the  Modeling and  Simulation  program

at  the  University  of  Central  Florida.

And  I'm  Dr.  Mary  Jean Amon.

I'm  an  assistant  professor at  the  University  of  Central  Florida

in  the  School  of  Modeling, Simulation,  &  Training.

Today,  we  will  co- present  our  poster on  identifying  patterns

in patient  experience  ratings

with  machine  learning clustering  techniques.

In  this  poster  session, we'll  summarize  the  objectives,

method,  and  results from  the  exploration  of  these  patterns

in  patient  experience  ratings.

Patient  experience  ratings  were  obtained

from  the  2019  Consumer  Assessment of  Healthcare  Providers  and  Systems,

from  here  referred  to  as  CAHPS, response  data,

and  limit  it  to  patients seen  by  primary  care  provider.

We  use  JMP's  machine  learning  clustering and  data  preparation  tools

to  identify  four  patient  groups based  on  their  survey  responses.

Cluster  analysis is  a  machine  learning  technique

used  in  many  industries for  customer  segmentation.

The  goal  is  placing  customers  into  groups

based  on  similarities  within  the  group and  differences  between  the  groups.

In  healthcare, exploration  of  customer  segments

provides  insights  on  possible  differences in  care  journeys  and  experiences,

such  as  disparities  between  race, gender,  culture,  or  health  status.

Identification  of  distinct  groups

can  inform  the  design of  tailored  care  delivery  models.

The  project's  three  objectives were  to,  first,

conduct  a  hierarchical  cluster  analysis on  categorical  survey  response  data;

second,  identify  clusters through  visual  inspection  of  dendrogram

and  color  map  partitions based  on  their  journeys,

which  was  measured  by  survey  questions

related  to  link  the  relationship with  the  provider,

utilization  of  services, and  level  of  care  management;

and  lastly,

conduct  pos t-hoc  analyses to  explore  differences  among  clusters

in  their  ratings  of the  provider,

their  overall  health, and  overall  mental  health.

Before  we  dive  into  details of  the  methods  and  findings,

we'd  like  to  acknowledge  the  US  Agency for  Healthcare  Research  and  Quality

and Westat

for  providing  the  identified  C AHPS data for  this  effort.

The  CAHPS  data  is  used  to  gain  insight into  the  healthcare  experience

from  the  patient's  perspective.

The   12 selected  questions  are  intended to  capture  a  patient's  journey

and  interaction with  your  primary  care  provider

over  the  last  six  months.

The  questions  again  focus  on  length of  relationship  with  the  physician,

how  the  patient  interacts with  the  physician's  office

for  routine  and  urgent  care  needs,

and  the  level  of  care  coordination for  ancillary  services  requested.

Prior  to  initiating  JMP's  clustering  tool, data  preparation,

including  assigning the  appropriate  data  modeling  type

for  the  survey  questions.

The  data  modeling  type  was  either  nominal, yes- no  or  not  applicable,

or  null,  a   [inaudible 00:03:43]   scale.

Another  data  preparation  task was  reformatting  of  select  questions.

The  CAHPS  survey  use  this  scale logic.

For  example, one  question  asked  in  the  last  six  months,

did  you  make  any  appointments

for  a  checkup  or  routine  care with  this  provider?

If  no,  skip   to next  question.

It  was  determined  that  the  skip  questions were  relevant  to  the  exploratory  analysis.

Therefore,  values  are  recorded from  missing  to  zero,

which  JMP  refers  to  missing  not  at  random.

The  last  step  of  preparations that  we  highlight

is  related  to  the  missing  values.

Instead  of  addressing  this prior  to  modeling,

we  use  JMP's  built-in  missing value  feature  to  impute,

to  replace  with  estimates those  missing  values.

This  is  an  option  selected from  the  clustering  menu.

Given  the  Likert  scale  questions,

we  hypothesize  that  the  data was  hierarchical

with  likely  subgroups  between  the  data.

Hierarchical  clustering with  the  ward  distance   method  was  applied,

and  the  output  was  limited to  four  clusters

for  ease  of  interpretation.

The  ward  method  was  appropriate for  the  categorical  data

as  it  did  not  require pure  measure  of  distance.

Instead,  it  builds  clusters  based  on an  analysis  of  variants  like  in  Innova.

A  color  map  was  added to  the  dendrogram  output

to  aid  visual  comparison on  response  differences  across  the  groups.

Unique  patterns  within and  differences  between  clusters

were  summarized  based  on  low, medium,  or  high  maintenance.

Meaning  how  much  access  to  care was  used  by  the  patient

such  as  frequency  of  routine and  urgent  office  visits

or  contacting  the  office during  or  outside  of  regular  hours,

as  well  as  how  well  patients  believe the  office  was  managing  their  care,

which  was  weak,  higher,  sufficient,

defined  by  ratings  and  follow- up  for  lab and  prescription  needs.

The  cluster  output  was  saved  and  assigned to  each  response  for  the  ad  hoc  analysis.

Now,  the  primary  focus  of  the  project was  comparing  clusters

on  three  key  ratings related  to  the  provider,

their  overall  health, and  overall  mental  health.

However,  with  JMP, you  can  use  the  cluster  assignments

to  explore  the  distribution of  demographic  data

as  well  as  other  question  responses between  the  groups.

For  future  analysis,  we  recommend exploring  differences  in  age

or  race  distributions

between  the  maintenance management- based  clusters.

We  were  interested  in  understanding

if  there  is  a  relationship between  the  cluster  assignment

and  the  patient's  ratings  of  the  provider, their  overall  health,  and  mental  health.

Visual  inspection  of  the  mean  scores for  each  of  these  three  variables

suggested  that  there  may  be significant  differences  based  on  cluster.

For  example, high  health  maintenance  patients

who  utilize  more  healthcare  services but  also  have  satisfactory  ratings  for  lab

and  prescription  management

also  appear  to  have  higher  ratings of  overall  health  and  mental  health.

If  we  go  to  the  next  slide,

these  observations  were  further  examined using  JMP's  contingency  analysis,

which  is  a  method for  examining  the  relationship

between  two  categorical  variables.

We  identify  statistically significant  differences

in  provider,  overall  health, and  mental  health  ratings

based  on  the  patient  cluster,

which  further  highlights  the  utility of  our  clustering  approach

in  identifying  meaningful  patient  groups.

Overall,  understanding  the  relationship between  each  group's  care  journey

and  overall  experience  and  health  ratings

can  inform  the  design of  health  care  practices

such  as  enhanced  communication  channels during  non- regular  office  hours

or  care  navigation  services

to  aid  with  follow- up  of  lab and  prescription  management.

Thank  you  for  viewing  today's  session.

We  welcome  your  questions  and  comments.