I don't claim this covers all cases, only the ones I can think of so
far. If anyone can think of a cohort characterization question that
cannot be answered by the below procedure, I am interested in learning
about it.

On 10/03/2014 04:56 PM, Dan Connolly wrote:
>
> "most cohort characterization needs seem to
> follow the same basic pattern"
>
> What pattern is that?
*Preliminary Cohort Characterization**
*1. Elicit from the domain experts minimal criteria for membership of a
patient in the cohort of interest (i.e. cast a wide net)
2. Elicit from the domain experts facts at the visit level, that are of
interest about those patients
3. Pull down all available demographic data for that patient set
4. Left join the above to a column containing the total visit count for
each patient broken up by year
5. For each fact from #2 join an additional column with the visit count
for each patient You now have one row for each year each patient is in
the system, with a separate column for each static value for that
patient, a column for the total number of visits they had that year, and
an additional column for each subset of those visits your domain experts
flagged as possibly interesting.
6a. For deliverables asking for the number of distinct /patients/
meeting a certain criterion, COUNT all the visit counts grouping by
every demographic variable of interest and year.
6b. For deliverables asking for the number of distinct /visits/ meeting
a certain criterion, SUM all the visit counts grouping by every
demographic variable of interest and year.
6c. If you want totals over all years in the system, for visits just SUM
up the years. For patients, SELECT DISTINCT patients, demographic
variables, and indicator variables for whether the number of visits in
each category is 0 or 1 (omit years this time). Or, do #5 but omit year
in the first place.
7. Filter OBSERVATION_FACT by membership of PATIENT_NUM in the
patient-set from #1 and then do a count of visits and/or of patients for
each CONCEPT_CD (filtered in a domain-appropriate manner on MODIFIER_CD).

6a and 6b Tell you whether it's feasible to require that certain
observations be present for each visit or each patient (i.e. that if you
did that, your inclusion criteria would not so strict that you'd up with
an insufficient sample size). They also give you an idea of your
cohort's demographic makeup and how/if it has changed over time.

7 tells you what the most common facts are for this preliminary cohort,
even if they were not singled out by the domain experts. In consultation
with them, additional selection criteria might be drawn.

*Refinements of Cohort Characterization*
1. Optionally tighten the membership criteria (e.g. in our initial
characterization it looks like most patients who have one XYZ
measurement on file have half a dozen of them, so might as well make
that the floor) and optionally limit the time range (e.g. initial
characterization indicates we have large samples available between
2010-2013, so let's use only those years to begin with).
2. Optionally revise the visit-level features of interest (e.g. A
procedure hardly ever gets ordered? Omit it this time. A drug you
weren't aware of turns out to be prescribed to 30% of the patients?
Dedicate a new column to it.). This may be the place to put in complex
temporal queries so you aren't grinding the server on a huge dataset
needlessly.
3. Are some of the original demographic variables too sparse for this
cohort, or not used at all? Optionally omit them.
4-7. As above.

Repeat as necessary (I expect one iteration to be enough in many cases)
until the clinicians and informaticians converge on a patient-set and
visit-set of adequate size and relevant to the clinical problem of interest.

You'll notice that there is variability from study to study in two places:
A. The 'WHERE' clause for selecting the patient-set.
B. The 'WHERE' clause in each variable column.
Everything else is looking like it could be factored out into a generic
query or procedure.
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