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Use of automated ambulatory-care encounter records for detection of acute illness clusters, including potential bioterrorism events. (Research).


The advent of domestic bioterrorism has emphasized the need for enhanced detection of clusters of acute illness. We describe a monitoring system operational in eastern Massachusetts, based on diagnoses obtained from electronic records of ambulatory-care encounters. Within 24 hours, ambulatory and telephone encounters recording patients with diagnoses of interest are identified and merged into major syndrome groups. Counts of new episodes of illness, rates calculated from health insurance records, and estimates of the probability of observing at least this number of new episodes are reported for syndrome surveillance. Census tracts A census tract, census area, or census district is a particular community defined for the purpose of taking a census. Usually these coincide with the limits of cities, towns or other administrative areas and several tracts commonly exist within a county.  with unusually large counts are identified by comparing observed with expected syndrome frequencies. During 1996-1999, weekly counts of new cases of lower respiratory syndrome 'respiratory syndrome' A relatively specific immune response to high-dose rifampin therapy, characterized by a flu-like complex, dyspnea and wheezing, leukopenia, thrombocytopenia; other hypersensitivity reactions caused by rifampin include flushing, fever,  were highly correlated with weekly hospital admissions. This system complements emergency room- and hospital-based surveillance by adding the capacity to rapidly identify clusters of illness, including potential bioterrorism events.

**********

Rapid identification of unusual clusters of acute illness in the general population is a fundamental challenge for public health surveillance (1). Recent distribution of Bacillus anthracis Bacillus anthracis Infectious disease A gram-positive organism which causes often fatal infections when its endospores–resistant to heat, drying, UV light, gamma radiation, and many disinfectants–enter the body and cause septicemia Military medicine  spores and the resulting occurrence of clinical disease (2) provide new impetus to developing and implementing surveillance systems that can identify both bioterrorism events and naturally occurring illness clusters, such as influenza and waterborne disease. Recognizing individual cases of infection, e.g., inhalational anthrax anthrax (ăn`thrăks), acute infectious disease of animals that can be secondarily transmitted to humans. It is caused by a bacterium (Bacillus anthracis , requires astute and alert clinicians. However, many potential biological agents of terrorism, including anthrax, have nonspecific nonspecific /non·spe·cif·ic/ (non?spi-sif´ik)
1. not due to any single known cause.

2. not directed against a particular agent, but rather having a general effect.


nonspecific

1.
 prodromal prodromal

the stage of premonitory signs presaging the onset of disease or of specific clinical signs such as seizures.
 phases, and no explicit diagnosis is ever made for many other syndromes of potential importance. Recognizing these clusters at the earliest possible opportunity will require well-designed surveillance systems to ensure timely detection of unusual clusters of prodromal, nonspecific illness.

Several projects have been developed specifically to provide improved surveillance for detecting bioterrorism in urban populations (3). Some of these existing surveillance systems operate in emergency departments and hospitals (4). While these systems are very useful, implementation may be impeded by the effort required for timely collection and analysis of diagnosis data in a suitable format. Additionally, emergency rooms and hospitals may see increased numbers of cases days after the first, milder symptoms of disease bring new patients to ambulatory-care settings.

Surveillance systems based in ambulatory-care settings, particularly those based on automated medical records, may therefore provide worthwhile additional information. One of the best-known such systems is the Department of Defense Electronic Surveillance System for the Early Notification of Community-based Epidemics (ESSENCE) system (5), which is based on encounter data from health services health services Managed care The benefits covered under a health contract  operated by the Department of Defense. Another such system is operating in Minnesota (6). Nurse hot lines have also been used for surveillance purposes (7).

We describe here an automated system developed in a partnership between the Centers for Disease Control and Prevention Centers for Disease Control and Prevention (CDC), agency of the U.S. Public Health Service since 1973, with headquarters in Atlanta; it was established in 1946 as the Communicable Disease Center. , the Massachusetts Department of Public Health The Massachusetts Department of Public Health is a governmental agency of the Commonwealth of Massachusetts with various responsibilities related to public health within that state. , a large group practice, a health plan, and an academic department. The system produces next-day information about illness clusters, based on ambulatory-care visits and telephone calls.

Methods

The utility of diagnoses from automated ambulatory encounter data for detecting respiratory disease Noun 1. respiratory disease - a disease affecting the respiratory system
respiratory disorder, respiratory illness

adult respiratory distress syndrome, ARDS, wet lung, white lung - acute lung injury characterized by coughing and rales; inflammation of the
 clusters has been described (8). In this report, we extend the use of encounter data to produce daily surveillance summary reports covering a broad range of syndromes for use by public health officials and health-care providers.

The encounter data come from an electronic medical record system used by Harvard Vanguard Medical Associates, a large multispecialty group practice, to record all ambulatory-care encounters, including telephone contacts, regular visits, and urgent-care encounters, but not emergency room visits. The practice serves approximately 250,000 members, representing approximately 10% of the population of eastern Massachusetts.

The automated record system is a commercial product (Epicare; Epic Systems Epic Systems Corporation is a privately held healthcare IT company founded in 1979 by Judy Faulkner. Originally headquartered in Madison, Wisconsin, Epic began moving staff to its new facilities in nearby Verona, Wisconsin in 2005.  Corporation, Madison, Wisconsin Madison is the capital of the U.S. state of Wisconsin and the county seat of Dane County. It is also home to the University of Wisconsin–Madison.

The 2006 population estimate of Madison was 223,389, making it the second largest city in Wisconsin, after Milwaukee, and
; available from: URL URL
 in full Uniform Resource Locator

Address of a resource on the Internet. The resource can be any type of file stored on a server, such as a Web page, a text file, a graphics file, or an application program.
: http://www.epicsys.com) used by many large medical groups. It represents a valuable source of surveillance data because it operates in real time (i.e., records are updated as information is entered). Additionally, to the extent that practices engage in some form of prepaid care, the population served can be explicitly enumerated This term is often used in law as equivalent to mentioned specifically, designated, or expressly named or granted; as in speaking of enumerated governmental powers, items of property, or articles in a tariff schedule. ; the surveillance report described below is restricted to approximately 175,000 members of Harvard Pilgrim Health Care, a principal health maintenance organization in the region. These persons constitute a defined population that receives essentially all its ambulatory care ambulatory care
n.
Medical care provided to outpatients.


ambulatory care,
n the health services provided on an outpatient basis to those who can visit a health care facility and return home the same day.
 in this practice. Demographic information and addresses are available for all these persons. At the time of consultation, clinical diagnoses are assigned for each encounter by the clinician, who chooses from lists of terms on the encounter screen; essentially all episodes are coded by the end of the same day on which care is given. Although an unlimited number of codes can be chosen, approximately 90% of encounters have three or fewer codes assigned (8), stored as ICD-9 codes The following is a list of codes for International Statistical Classification of Diseases and Related Health Problems. These codes are in the public domain.
See also
. Each night, an extract is created of all encounters recorded in the previous 24 hours with any of >1,500 ICD-9 codes in any of the syndrome categories. The patient's temperature is also recorded along with the ICD-9 codes. Demographic data are merged with each record through a link to the patient's membership record.

As a way of grouping insured persons into neighborhoods, the addresses of the insured plan members, obtained from the HMO's data, have been coded by Geographic Information System geographic information system (GIS)

Computerized system that relates and displays data collected from a geographic entity in the form of a map. The ability of GIS to overlay existing data with new information and display it in colour on a computer screen is used primarily to
 (Mapping Analytics, Rochester, NY) to determine the census tracts of their residences (9,10).

Developing and Defining Syndromes

Patient encounters are categorized cat·e·go·rize  
tr.v. cat·e·go·rized, cat·e·go·riz·ing, cat·e·go·riz·es
To put into a category or categories; classify.



cat
 into syndrome groups according to according to
prep.
1. As stated or indicated by; on the authority of: according to historians.

2. In keeping with: according to instructions.

3.
 the ICD-9 codes assigned at the time of consultation. The surveillance software considers each encounter record in turn and merges related ICD-9 diagnosis codes into syndrome groups by using a modification of a provisional classification scheme developed as part of the ESSENCE project (5). This scheme reduces the complexity of the ICD-9 into eight syndrome categories: coma/shock, neurologic neurologic /neu·ro·log·ic/ (-loj´ik) pertaining to neurology or to the nervous system.
Neurologic
Having to do with the nervous system.
, upper gastrointestinal, lower gastrointestinal, upper respiratory, lower respiratory, dermatologic dermatological, dermatologic

pertaining to dermatology; of or affecting the skin.
, and sepsis/fever. We made two major modifications of the syndrome definitions: the number of ambulatory episodes in the coma/shock category was almost zero in 4 years of data we examined, so it was combined with the neurologic syndrome category. A new syndromic category representing diagnoses of Centers for Disease Control and Prevention (CDC See Control Data, century date change and Back Orifice.

CDC - Control Data Corporation
) bioterrorism category A agents (11) (anthrax, botulism botulism (bŏch`əlĭz'əm), acute poisoning resulting from ingestion of food containing toxins produced by the bacillus Clostridium botulinum. , plague, smallpox smallpox, acute, highly contagious disease causing a high fever and successive stages of severe skin eruptions. The disease dates from the time of ancient Egypt or before. , tularemia tularemia (tlərē`mēə) or rabbit fever, acute, infectious disease caused by Francisella tularensis (Pasteurella tularensis). , and hemorrhagic fever hemorrhagic fever (hĕm'ərăj`ĭk), any of a group of viral diseases characterized by sudden onset, muscle and joint pain, fever, bleeding, and shock from loss of blood. ) is reported separately. We also added an additional influenza-like illness category, defined by the CDC sentinel surveillance definition of fever >37.8[degrees]C measured in the office plus cough and/or sore throat Sore Throat Definition

Sore throat, also called pharyngitis, is a painful inflammation of the mucous membranes lining the pharynx. It is a symptom of many conditions, but most often is associated with colds or influenza.
 in the absence of a known cause (12).

An individual patient may have multiple encounters associated with a single episode of illness (e.g., initial consultation, consultation 1-2 days later for laboratory results, and follow-up consultation a few weeks later) (8). To avoid double counting Double counting may refer to:
  • Double counting (proof technique), a proof technique in combinatorics whereby one set is counted in two different ways
  • Double counting (fallacy), a fallacy in combinatorics and probability theory whereby objects are counted more than once
 from this common pattern of ambulatory care, the first encounter for each patient within any single syndrome group is reported, but subsequent encounters with the same syndrome are not reported as new episodes until [greater than or equal to] 6 weeks has elapsed e·lapse  
intr.v. e·lapsed, e·laps·ing, e·laps·es
To slip by; pass: Weeks elapsed before we could start renovating.

n.
 since the most recent encounter in the same syndrome. We have reported that grouping respiratory illness Noun 1. respiratory illness - a disease affecting the respiratory system
respiratory disease, respiratory disorder

adult respiratory distress syndrome, ARDS, wet lung, white lung - acute lung injury characterized by coughing and rales; inflammation of the
 visits into episodes reduces the total number of events by 38% in this clinical setting (8). This practice of grouping clinical encounters into episodes of illness occurs independently for different syndromes. For example, a patient could qualify for two different syndromes on a single visit if codes for cough (lower respiratory syndrome) and diarrhea (lower gastrointestinal syndrome) are assigned at the same visit; or a lower gastrointestinal syndrome episode could begin a few days after the start of a lower respiratory syndrome episode.

Reporting Results

A daily surveillance summary report (Tables 1 and 2; Figure 1) was designed in collaboration with staff from the Massachusetts Department of Public Health and the medical group's administration, which has operated since it was implemented on October 25, 2001. The aim of the report was to identify any unusually large numbers of episodes of illness within the ambulatory-care system. The current version (Table 1) shows new episode counts and rates (per 1,000 insured persons) for all syndromes combined and for each individual syndrome, during the previous day. Mean rates are presented for the same day of the week in the same month of the previous 2 years, as well as the statistical probability
See also: Statistical Probabilities (DS9 episode)


"Statistical probability" is a term sometimes used informally as a synonym for frequency probability, which identifies probability with relative frequency over a long series of events or the
 associated with these counts derived from a generalized linear mixed model (described in the Models and Analysis section) for the four most common syndromes.

[FIGURE 1 OMITTED]

Each day's report also includes a list and maps of the residence locations of cases with respiratory and gastrointestinal syndromes (Tables 1 and 2; Figure 1). The list and the map both show the five census tracts in the region with the most improbably large number of new episodes, based on the statistical model described. Daily updates are disseminated to authorized persons authorized person Lab medicine A person–eg a physician, who orders tests and receives test results on persons for whom payment is sought under Medicare. See CLIA 88.  through a password-protected area on a Secure Sockets Layer (networking, security) Secure Sockets Layer - (SSL) A protocol designed by Netscape Communications Corporation to provide secure communications over the Internet using asymmetric key encryption.  (SSL (Secure Sockets Layer) The leading security protocol on the Internet. Developed by Netscape, SSL is widely used to do two things: to validate the identity of a Web site and to create an encrypted connection for sending credit card and other personal data. ) (13,14) encrypted website.

Models and Analysis

For each syndrome, we used a generalized linear mixed model (GLMM GLMM General Linear Mixed Model
GLMM Great Lakes Maritime Museum (Sebewaing, Michigan) 
) (15-17) to model the daily counts from local neighborhoods over a 4-year historical period. In our model, census tracts (CT) form the neighborhoods, but this unit can be extended easily to larger or smaller geographic units if desired. Sample SAS (1) (SAS Institute Inc., Cary, NC, www.sas.com) A software company that specializes in data warehousing and decision support software based on the SAS System. Founded in 1976, SAS is one of the world's largest privately held software companies. See SAS System.  code is provided in Appendix 1. The model closely resembles logistic regression In statistics, logistic regression is a regression model for binomially distributed response/dependent variables. It is useful for modeling the probability of an event occurring as a function of other factors. , so that the logit, log(Pr([y.sub.i] = 1) / Pr([y.sub.i] = 0)), is modeled as a linear function of some covariates: [[beta].sub.0] + [x.sub.1i][[beta].sub.1] + [x.sub.2i][[beta].sub.2] + ... where i indexes units of analysis, [x.sub.1i] and [x.sub.2i] are covariates or predictors, and Pr([y.sub.i] = 1) is often denoted as [p.sub.i]. In the GLMM version of logistic regression, E([y.sub.it] | [b.sub.i]) = [n.sub.it][p.sub.it] and logit([p.sub.it]) = [x.sub.it][beta] + [b.sub.i] where [y.sub.it] is the binomial-distributed number of visits in CT i on day t, [n.sub.it] is the number of members living in that CT on that day, [p.sub.it] is the probability that any patient has had a visit with a diagnosis in the syndrome, [x.sub.it] is a set of covariates measured on CT i at time t, [beta] is a vector of fixed effects, and [b.sub.i] is a random effect distributed with mean 0 and variance [[sigma].sup.2.sub.b] . The model can be used to generate an estimate of [p.sub.it] by inverting the logit.

In the model now in use, we include in [x.sub.it] an intercept, an indicator for 6 days of the week, indicators for 11 months of the year, an indicator of the day as regular or a national holiday, and a linear term for the secular time trend. In each case, the terms contribute significantly to the fit of the model (p <0.0001). The estimates from the model have face validity face validity (fāsˑ v·liˑ·di·tē),
n
: the estimated odds of visits for lower respiratory infections Noun 1. lower respiratory infection - infection of the lower respiratory tract
respiratory infection, respiratory tract infection - any infection of the respiratory tract
 are higher in winter months than summer, higher on weekdays than on the weekend, and smaller on national holidays. The test that [[sigma].sup.2.sub.b] = 0 tests the null hypothesis null hypothesis,
n theoretical assumption that a given therapy will have results not statistically different from another treatment.

null hypothesis,
n
 that all the census tracts are the same, meaning that [p.sub.it] = [p.sub.jt], for all CT i and j. This test is rejected (p <0.0001).

For example, suppose that the estimated intercept was -8, the estimated effect for April was -0.6, and the estimated effect for Monday was -0.5. Finally, if we are interested in finding [P.sub.it] for a given day in April in a CT with an estimated [b.sub.i] of 1.1, we omit the secular time trend for simplicity. The estimated [p.sub.it], [p.sub.it], for any Monday in April in that CT is

[logit.sup.-1]([e.sup.-8-0.6-0.5+1.1]) = ([e.sup.-8-0.6-0.5+1.1/ [1 + [e.sup.-8-0.6-0.5+1.1]]) = 0.000335.

The models are applied at the CT level to estimate the period of observation required to expect one count at least as high as those observed in each CT for each syndrome, after the data were adjusted for day of week, holidays, season, secular trend secular trend

The relatively consistent movement of a variable over a long period. A stock in a secular uptrend is an indicator that the security has experienced an extended period of rising prices.
, and the unique characteristics of each CT. This period is also corrected to reflect the fact that each CT is considered on each day. The reported period is the inverse of the expected number of counts this extreme in a day, where 529 tests are performed each day. This is [529.sup.*] where the last figure is the probability under the model that as many or more cases than were observed on that day will be observed in CT, calculated from the binomial distribution binomial distribution
n.
The frequency distribution of the probability of a specified number of successes in an arbitrary number of repeated independent Bernoulli trials. Also called Bernoulli distribution.
 function with p = [p.sup.it] and n = [n.sub.it]. The surveillance report (Table 2) shows the five CTs with the longest required period derived from the model, plus all CTs with counts likely to occur only once a month or less often. We present the model in this fashion so that large numbers are unusual, rather than the smaller-is-more-unusual format of the p-value. In addition, this format has the advantage of being measured in the time scale rather than the probability scale. A map of eastern Massachusetts shows the spatial relationship between CTs highlighted each day (Figure 1).

We also used the model to generate the probability that a count as large or larger than the observed count would be seen over the whole surveillance area, after adjusting for day of week, holidays, season, and census tract variation. This adjustment is done by the same process as for the individual tracts except that the random effects Random effects can refer to:
  • Random effects estimator
  • Random effect model
 are omitted. These values are also then adjusted on a yearly basis to account for the fact that the probabilities are estimated every day. This estimate is simply the probability that a count as or more extreme as the observed one would be observed in 365 days. All the statistical processing uses automated SAS (18) programs. The web interface was developed by using the Zope web application platform (19), which runs a Python Python, in Greek mythology
Python, in Greek mythology, a huge serpent. In some myths the infant Apollo slew Python at the oracle of Gaea in Delphi; in others Apollo killed the serpent in order to claim the oracle for himself.
 (20) program to rewrite the SAS output files as linked web pages.

Validation

In the absence of known bioterrorism events, one way of validating the surveillance system is to compare the relationship between the substantial seasonal changes in disease incidence known to occur in the ambulatory-care setting (8) to the seasonal pattern in a reliable and independent source of data such as the hospital system. The lower respiratory syndrome includes a range of diseases (8) commonly associated with admission for an acute illness after a variable prodrome prodrome /pro·drome/ (pro´drom) a premonitory symptom; a symptom indicating the onset of a disease.prodro´malprodro´mic

pro·drome
n. pl.
, so this syndrome was chosen for comparison.

Health plan membership is not uniformly distributed throughout the population of Massachusetts (Figure 2). One hundred twenty zip codes were identified in which > 100 lower respiratory syndrome episodes were identified in health plan members during 1996-1999; these cases accounted for approximately 70% of all ambulatory lower respiratory syndrome episodes recorded in health plan members.

[FIGURE 2 OMITTED]

The weekly numbers of these episodes in health plan members were compared with weekly hospital admissions for all residents (not limited to health plan members) of the same 120 zip codes. Hospital admission data with personal identifiers removed were obtained from the Massachusetts Division of Health Care Finance and Policy for the 3 years ending September 30, 1999. These records included only patients discharged from the hospital, so the final 3 weeks of the hospital admission data were truncated truncated adjective Shortened  to minimize the "edge effect" from the period when patients may have been admitted but not yet discharged and thus were not included in the available data.

Using the same procedure to group hospital discharge ICD-9 codes as was used for the ambulatory data, we identified all admissions from residents of the 120 zip codes who had a discharge diagnosis in the lower respiratory syndrome group. Hospitalizations were assigned to the date of admission. We compiled the number of ambulatory lower respiratory syndrome episodes and the number of hospital admissions for lower respiratory syndrome for each week for the 3 years ending September 30, 1999. Time-series plots were prepared to compare seasonal patterns in the two independent data sources, and Spearman spear·man  
n.
A man, especially a soldier, armed with a spear.
 rank correlations were calculated between weekly hospital admission counts and ambulatory care episodes in the same week, the previous week, and so on up to 6 weeks, by using SAS Proc CORR CORR

Used on the consolidated tape to indicate a correction in a reported transaction : CORR.LAST.GY 50 WAS 51.
 (18).

Results

Data from an example of the summary report, one of the syndrome census tract reports, and the corresponding map for March 4, 2002, are shown in Tables 1 and 2 and Figure 1, respectively. The overall counts were all well within model-based expectations for this time of year, so the associated probabilities were all close to 1; at the level of census tracts, all counts are common enough to be expected daily. Figure 3 shows daily rates of new episodes of influenza-like illness and lower respiratory syndromes. Day-to-day variation is marked, especially on weekends, as is the expected winter increase in rates. Holidays such as New Year's Day New Year's Day, among ancient peoples the first day of the year frequently corresponded to the vernal or autumnal equinox, or to the summer or winter solstice. In the Middle Ages it was celebrated among Christians usually on Mar. 25.  have the lowest rates of reported illness.

[FIGURE 3 OMITTED]

The sensitivity of the statistical model in the face of this extreme day-to-day and seasonal variation is illustrated in Table 3. As few as three cases among health plan members may constitute an event predicted by the GLMM to occur less often than once per year, depending on the day of week and the month of the year.

Visual inspection of the weekly counts of episodes in the ambulatory setting compared with hospital admissions shows congruent con·gru·ent  
adj.
1. Corresponding; congruous.

2. Mathematics
a. Coinciding exactly when superimposed: congruent triangles.

b.
 patterns, including pronounced winter peaks (Figure 4). The data for admissions appear to lag behind data for ambulatory-care visits, most obviously for the winters of 1997 and 1999. Overall, weekly ambulatory-care episodes for lower respiratory illness were highly correlated with hospital admissions over the 3 years examined. The Spearman rank correlation between hospital admissions and ambulatory-care visits during the same week was 0.89. Correlating hospital admissions with ambulatory encounters from the previous week yielded a value of 0.90. Repeating this analysis, increasing the lag by 1 week at a time up to 6 weeks, yielded correlations of 0.92 at 2 weeks, 0.89 at 3 weeks, 0.85 at 4 weeks, 0.80 at 5 weeks, and 0.76 at 6 weeks.

[FIGURE 4 OMITTED]

Discussion

The approach we have taken in the syndrome reporting system is to try to maximize the probability that any "signal" from the earliest stages of a bioterrorism or other public health event can be detected above the "noise" of normal clinical practice. The principal value of a syndromic surveillance system like the one described here is its ability to identify clusters of illness manifest by an unusual number of events, none of which individually differs appreciably from common respiratory, gastrointestinal, or other illnesses. Such nonspecific presentations might be the first sign of a widespread bioterrorism attack. They may also be the only routinely available clinical evidence of other important illness clusters, such as influenza or cryptosporidiosis Cryptosporidiosis Definition

Cryptosporidiosis refers to infection by the sporeforming protozoan known as Cryptosporidia. Protozoa are a group of parasites that infect the human intestine, and include the better known Giardia.
, for which specific diagnostic tests are typically not performed. Even commonly available tests, such as x-rays, leukocyte counts leukocyte count see White cell count , and sputum cultures Sputum Culture Definition

Sputum is material coughed up from the lungs and expectorated (spit out) through the mouth. A sputum culture is done to find and identify the microorganism causing an infection of the lower respiratory tract such as pneumonia
 are often not performed for lower respiratory illness with fever in an otherwise healthy patient, so syndromic surveillance can complement surveillance for individual cases of severe or unanticipated illness, which depend on detailed information about history, signs, symptoms, and diagnostic testing Diagnostic testing
Testing performed to determine if someone is affected with a particular disease.

Mentioned in: Von Willebrand Disease
. Both syndromic and disease-specific surveillance systems are important components of any complete public health system.

To provide the best possible opportunities for effective intervention, an ideal surveillance system should gather timely, valid, and inexpensive data from a sufficiently large In mathematics, the phrase sufficiently large is used in contexts such as:
is true for sufficiently large
 proportion of the population to detect events of interest in the region, and then process and present it to public health personnel in a form that enables efficient decision making. Important elements of such a syndromic surveillance system exist in the automated data generated by health plans and other parts of the health-care delivery system as part of routine operations. The system described here meets many of these criteria because it results from collaboration between academic investigators, health-care providers, and public health officials.

The automated medical records used here are well suited for surveillance of ambulatory-care encounters because the system is deeply integrated into the daily work of all clinicians and it is linked to both the provider payment and the membership systems. Although the data used in this system originate in Verb 1. originate in - come from
stem - grow out of, have roots in, originate in; "The increase in the national debt stems from the last war"
 a complete electronic medical record system, most of the syndromes are defined by diagnosis codes that are also available in other automated systems, including nurse hot lines and increasingly common same-day financial claims processing systems. Thus, several different kinds of data sources could contribute to an integrated surveillance network.

Time-series plots (Figure 4) provide some evidence that the data have validity as a measure of illness in the community, since the seasonal pattern is similar to that of independently collected and validated hospital admission records for the same geographic region. The highest correlation, 0.92 at 2 weeks lag, implies that up to 85% of the variability of weekly hospital admission rates is predicted by variation in ambulatory-care admission levels 2 weeks earlier.

Although the principal focus of this system is identifying unusual patterns of apparently common conditions, it also ensures prompt reporting of any encounter with a diagnosis suggestive of suggestive of Decision making adjective Referring to a pattern by LM or imaging, that the interpreter associates with a particular–usually malignant lesion. See Aunt Millie approach, Defensive medicine.  a CDC category A bioterrorism agent. In practice, any clinician making one of these diagnoses would be likely to report such a case separately, but there is almost no marginal cost Marginal cost

The increase or decrease in a firm's total cost of production as a result of changing production by one unit.


marginal cost

The additional cost needed to produce or purchase one more unit of a good or service.
 to implement or run this additional surveillance component.

The unadjusted counts and rates for each syndrome (Table 1) may be most useful in responding to a very large and widespread bioterrorism event or identifying expected events such as the advent of influenza in a community. In these cases, statistical refinement is unnecessary because those monitoring the system will see substantially elevated rates. We believe statistical inference Inferential statistics or statistical induction comprises the use of statistics to make inferences concerning some unknown aspect of a population. It is distinguished from descriptive statistics.  will be most useful when the signal from an event is weak or restricted to a small geographic region. Many syndromes have large seasonal fluctuations, such as the well-known winter peak for lower respiratory disease. Individual census tracts also show substantial variability in daily syndrome episode rates, possibly associated with demographic and socioeconomic differences. The statistical model adjusts daily expectations to account for important sources of variation, so those parts of the report based on statistical models take large "expected" seasonal increases in illness into account (e.g., Figure 4). The sensitivity of the resulting system (Tables 1 and 2) in the face of expected variability appears to be much higher than more commonly advocated time-series based analytic approaches for public health surveillance (21).

Daily counts for each syndrome within single census tracts are usually zero, and as few as three to five health plan members affected would be unusual in a typical tract, depending on the month and day of week (Tables 1 and 2). To allow a rapid assessment of the distribution of illness in the region, we highlight the five extreme census tract counts for each syndrome in our daily reports, even though there is nothing unusual in any census tract on most days. An alerting system could easily be triggered when there is a sufficiently unusual cluster for any syndrome. The thresholds can be different for different syndromes, and they can be adjusted to accommodate any desired frequency of alerts. For example, in the absence of a period of heightened alert, public health authorities may wish to be notified when the daily count of syndrome episodes within any census tract attains a level that would only be expected to occur within the entire catchment area catchment area or drainage basin, area drained by a stream or other body of water. The limits of a given catchment area are the heights of land—often called drainage divides, or watersheds—separating it from neighboring drainage  once every three or more months. Thus, users will be able to adjust the notification system A modern notification system is a combination of software and hardware that provides a means of delivering a message to a set of recipients. For example, notification systems can send an e-mail when a new topic has been added to Wikipedia.  to suit their needs in terms of the preferred balance of false-positive alerts against the risk of false negatives (no alert in the presence of an actual event of interest). This kind of information, which is being developed as part of this project, could be a useful supplementary source for other public health surveillance systems.

This reporting system includes strong protections of the privacy of individual patients' health records, since routine reports contain only aggregated information. Existing clinical and administrative security protocols that control statutory or other authorized access to confidential patient data will apply when follow-up is requested by public health authorities.

One advantage of this system is that it takes advantage of the experience of ambulatory-care clinicians, who are likely to be among the first to encounter patients during the prodrome of any potential bioterrorism-related or other acute illness. In addition, the system imposes no additional reporting burden on clinicians, thus ensuring unbiased ascertainment of syndromes of interest that come to the attention of the practice. The data used here are already being gathered as part of the day-to-day practice of all participating clinicians. There is an initial cost for a system of this type because obtaining the data in a suitable form requires initial programming and testing, but subsequent processing requires relatively little additional expenditure and adds substantial value. All the technology used is widely available and inexpensive.

While any simplification inevitably hides some potentially important detail, we believe that in addition to making the reports more comprehensible com·pre·hen·si·ble  
adj.
Readily comprehended or understood; intelligible.



[Latin compreh
, grouping the ICD-9 codes decreases the impact of variation in coding practices. This effect is particularly important since the earliest manifestations of an outbreak may be nonspecific. The fact that syndromic surveillance focuses on unusual counts of common events means that detection of a signal may not be greatly influenced by intensity of diagnostic testing performed, completeness of documentation in the medical record, or variation between physicians or health-care systems in the use of diagnostic terminology or assignment of lCD-9 codes. For example, we have shown that >90% of lower respiratory illness episodes are represented by only three of the 119 ICD-9 diagnosis codes included in the lower respiratory illness syndrome (8). As new ICD ICD International Classification of Diseases (of the World Health Organization); intrauterine contraceptive device.

ICD
abbr.
 coding schemes are adopted, changes to the mapping used to translate code into syndrome will be required, but variation among tens of thousands of discrete individual codes is unlikely to have any major impact at the level of the broad syndromes used in our system.

This emphasis on broad groupings of diagnoses also supports the notion that different data sources, including automated medical records, nurse call centers, and transaction data, might be combined into an integrated surveillance system. Because the focus is on the acute illness that prompts a medical encounter, we expect that the performance characteristics will not be seriously affected by differences between automated data systems, for instance, in the number of diagnoses captured or in the method of assigning diagnosis codes. However, experience with additional systems will be required to elucidate e·lu·ci·date  
v. e·lu·ci·dat·ed, e·lu·ci·dat·ing, e·lu·ci·dates

v.tr.
To make clear or plain, especially by explanation; clarify.

v.intr.
To give an explanation that serves to clarify.
 these issues. To the extent that different systems yield similar discrimination of events of interest, it will be possible to integrate them at the regional level, to improve overall sensitivity, and at the national level, to allow coherent surveillance of the entire population.

While many types of data systems can contribute valuable surveillance information, appreciating the added value Added value in financial analysis of shares is to be distinguished from value added. Used as a measure of shareholder value, calculated using the formula:

Added Value = Sales - Purchases - Labour Costs - Capital Costs
 of more sophisticated data sources is also important. For instance, the availability of temperatures in the automated medical record system described here allows automated surveillance for influenza-like illness. The availability of automated laboratory test results and free text also provides opportunities to detect a wider array of conditions and to improve the specificity of detection of acute illness clusters. For example, anthrax surveillance might be limited to patients with fever and a lower respiratory illness syndrome.

An additional noteworthy feature of surveillance systems such as this one is the fact that they need not cover the entire population to identify at least some clusters of interest. The minimum proportion of the population that must be under surveillance to detect clusters of different sizes has not been determined, but our coverage of 5%-10% of the population of the region appears to provide useful information. Although a small fraction of ambulatory-care practices uses automated medical records, the effective population that would be covered by surveillance systems based on these automated records is substantial, including many of the major population centers in the country. Combining information from these sites with other information sources, such as those maintained by health plans or by hospitals, would rapidly provide at least some monitoring capability for a much larger overall population.

We can suggest additional methods for supplementing a surveillance system that counts syndromes encountered in ambulatory-care visits. Other sources of data, such as school and work absenteeism, over-the-counter medication sales, and even sales of products such as facial tissues and orange juice might contain potentially useful surveillance information. However, whether such data can be cheaply and efficiently gathered and processed and whether the data will yield valid and worthwhile signals remain to be demonstrated.

Many aspects of the current system will be improved with experience. The development of standardized grouping of ICD codes into syndromes is a priority to allow uniform reporting. A great deal of work remains in developing statistical methods capable of detecting different types of illness clusters, ranging from acute, localized increases (for instance, due to release of a toxic chemical Any chemical which, through its chemical action on life processes, can cause death, temporary incapacitation, or permanent harm to humans or animals. This includes all such chemicals, regardless of their origin or of their method of production, and regardless of whether they are produced  agent) to more slowly emerging, widespread conditions, as might be expected from contamination of a water supply. The implementation described here demonstrates that existing electronic data developed in the course of routine medical care by a wide array of providers and health plans can yield substantial improvements in current public health capabilities for assessment of bioterrorism and other acute illness clusters.

Appendix 1

We used this SAS code in fitting the generalized linear mixed model (GLMM) that generates the parameter estimates used in our reports. This SAS code relies on the GLIMMIX macro (17), which has been distributed by SAS (18) since version 6.12.
%glimmix (
data=test,
procopt= noclprint covtest,
stmts=%str(class tract month dayofweek;
model lri/pop=month dayofweek holiday day;
random int/subject=tract solution type=un;),
error=binomial);


The data set is structured to contain a row for each day in the historical period for each census tract. In the code, lri is the variable that contains the count for census tract tract on day day. Pop contains the number of subjects in the tract on that day. Month is the month of the day, dayofweek is the day of week of the day, and holiday indicates whether the day is a national holiday. Days are standardized to prevent numerical difficulties with computation.
Table 1. Daily public health surveillance report of office
visits with diagnoses corresponding to infection syndromes:
summary report for Monday, March 4, 2002, Massachusetts

                                                  1999         2000
                                                average      average
                         Rate/1,000            rates for    rates for
                         health plan   Pro-       this         this
                          members      babi-    weekday      weekday
                          (no. of      lity      in the       in the
Syndrome                 visits) (a)    (b)    same month   same month

All combined             2.015 (328)             1.918        2.123
Upper respiratory        1.087 (177)   0.999     1.151        1.251
Lower respiratory        0.405 (66)    0.999     0.369        0.474
Upper gastrointestinal   0.166 (27)    0.999     0.094        0.110
Lower gastrointestinal   0.227 (37)    0.999     0.221        0.173
CNS/neurologic (c)        0.000 (0)              0.003        0.007
Dermatologic              0.012 (2)              0.023        0.022
Sepsis/fever              0.000 (0)              0.057        0.086
Influenza-like illness   0.117 (19)                --           --
CDC bioterrorism          0.000 (0)                0            0
  category A
  agents (d)

(a) Excludes individuals' repeated visits within 6 weeks for the same
syndrome.

(b) Probability of at least this many episodes occurring at least
once per year, when the data are adjusted for month, day of week,
holidays, secular trend, and variability among census tracts

(c) CNS, central nervous system; CDC, Centers for Disease Control
and Prevention.

(d) Anthrax, botulism, plague, smallpox, tularemia, and hemorrhagic
fever.
Table 2. Lower respiratory syndrome by census tract, Massachusetts:
sample small area report for March 4, 2002 (a)

                                                       No. of days
Population    Census       Cases      Denominator    between counts
center       tract code   in tract   in this tract   this extreme (b)

Randolph     250214202       4           1,232              1
Brookline    250214006       2            730               1
Boston       250250902       1            136               1
Somerville   250173507       2            918               1
Boston       250250304       1            225               1

(a) No census tract had an unusual number of new lower respiratory
syndrome episodes on that day. The five most extreme tracts are shown,
plus all with counts not expected to occur more than once per month.
Tracts with most extreme counts are compared with their own history.

(b) Estimated number of days between counts this extreme in any of the
529 census tracts, when data are adjusted for this tract's unique
characteristics, as well as month, day of week, holidays, and
secular, trend.
Table 3. Number of episodes of lower respiratory syndrome that would
be expected to occur only once a month and once a year, based on a
generalized linear mixed model (GLMM), in a representative eastern
Massachusetts census tract (a)

                        No. needed for once   No. needed for once
Month     Day of week     per month event       per year event

January     Monday               5                     6
January     Tuesday              5                     6
January    Wednesday             5                     6
January    Thursday              5                     6
January     Friday               5                     5
January    Saturday              4                     4
January     Sunday               4                     4
April       Monday               4                     5
April       Tuesday              4                     5
April      Wednesday             4                     5
April      Thursday              4                     5
April       Friday               4                     5
April      Saturday              3                     4
April       Sunday               3                     4
July        Monday               4                     5
July        Tuesday              4                     4
July       Wednesday             4                     4
July       Thursday              4                     4
July        Friday               4                     4
July       Saturday              3                     4
July        Sunday               3                     4
October     Monday               5                     6
October     Tuesday              4                     5
October    Wednesday             4                     5
October    Thursday              4                     5
October     Friday               4                     5
October    Saturday              4                     4
October     Sunday               4                     4

(a) This census tract has 491 health plan members and a random
effect of 0.083, illustrating the effect of day of week and
month of year for 2002.


Acknowledgment

We thank J. Pavlin, Department of Defense Global Emerging Infections System, for providing access to the ESSENCE project.

This project was supported by Grant Award U90/CCU116997 from the Centers for Disease Control and Prevention/Massachusetts Department of Public Health Public Cooperative Agreement for Health Preparedness and Response for Bioterrorism.

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Dr. Lazarus is visiting associate professor of medicine at Harvard, on leave from the Faculty of Medicine at the University of Sydney The University of Sydney, established in Sydney in 1850, is the oldest university in Australia. It is a member of Australia's "Group of Eight" Australian universities that are highly ranked in terms of their research performance. , Australia. He is an epidemiologist and information scientist, currently working on bioinformatics research and development in public health surveillance and in genome science at Harvard's Channing Laboratory.

Address for correspondence: Ross Lazarus, Channing Laboratory, 181 Longwood Ave, Boston, MA 02115, USA; fax: 617-525-0958; e-mail: rerla@channing.harvard.edu

Ross Lazarus, * ([dagger]) Ken Kleinman, ([double dagger double dagger
n.
A reference mark () used in printing and writing. Also called diesis.

Noun 1.
]) ([section]) Inna Dashevsky, ([double dagger]) Courtney Adams, ([double dagger]) Patricia Kludt, ([paragraph]) Alfred DeMaria, Jr., ([paragraph]) and Richard Platt * ([double dagger]) ([section])

* Brigham and Women's Hospital Brigham and Women's Hospital (BWH) is a hospital in the Longwood Area of the Boston, Massachusetts neighborhood of Mission Hill. With Massachusetts General Hospital, it is one of the two founding members of Partners HealthCare. , Harvard Medical School Harvard Medical School (HMS) is one of the graduate schools of Harvard University. It is a prestigious American medical school located in the Longwood Medical Area of the Mission Hill neighborhood of Boston, Massachusetts. , Boston, Massachusetts “Boston” redirects here. For other uses, see Boston (disambiguation).
Boston is the capital and most populous city of Massachusetts.[3] The largest city in New England, Boston is considered the unofficial economic and cultural center of the entire New
, USA; ([dagger]) University of Sydney School of Public Health, Sydney, Australia; ([double dagger]) Harvard Medical School, Harvard Pilgrim Health Care and Harvard Vanguard Medical Associates, Boston, Massachusetts, USA; ([section]) CDC Eastern Massachusetts Prevention Epicenter and HMO HMO health maintenance organization.

HMO
n.
A corporation that is financed by insurance premiums and has member physicians and professional staff who provide curative and preventive medicine within certain financial,
 Research Network Center for Education and Research in Therapeutics, Boston, Massachusetts, USA; and ([paragraph]) Massachusetts Department of Public Health, Boston, Massachusetts, USA
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Date:Aug 1, 2002
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