Registries for Evaluating Patient Outcomes:

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Registries for Evaluating Patient Outcomes: An Introduction to the User s Guide Michelle B. Leavy Managing Editor December 17, 2013 Copyright 2013 Quintiles

Your Presenter Michelle Leavy, MPH Research Manager, Real-World, Late Phase for Quintiles and Managing Editor of the user's guide Ms. Leavy is a Manager, Health Policy at Quintiles and has more than 10 years of experience working with patient registries and health care quality improvement programs. She earned her MPH at the University of North Carolina at Chapel Hill. She has served as the managing editor for the 2007, 2010, and forthcoming 2013 editions of the AHRQ handbook, Registries for Evaluating Patient Outcomes: A User s Guide. She is also the author of two chapters and multiple case examples in the guide. In addition to her work on the registries handbook, she has managed several projects to produce in-depth reports on registry-related topics, including reports for AHRQ on developing a registry of patient registries, using registries for comparative effectiveness research, and archiving registry data, and for the FDA on orthopedic device registries. She served as the project manager for the development of the Registry of Patient Registries (RoPR) and managed a project to develop registry standards for PCORI. 2

Agenda Introduction to the Registries Guide Purpose Previous Editions Process for Creating the Registries Guide Organization of the Registries Guide Major Topics Case Examples Highlights from the Upcoming 3 rd Edition New Chapters New Case Examples Q & A 3

Today s Webinar Audience 3% 3% Academia 34% Biostatistician Clinical Operations 32% Epidemiology Health Economics/Health Outcomes Medical Affairs Market Access Regulatory Affairs 0.7% 1% 1% 6% 5% 14% Risk Management Other 4

Polling Questions A small number of polling questions have been added to today s webinar to make the session more interactive? 5

Introduction to the Registries Guide 6

Purpose of the Registries Guide Purpose: Serve as a practical reference for establishing, maintaining, and evaluating the success of registries created to collect data about patient outcomes As registries continue to evolve, many new methodological and practical issues have arisen. 1 st edition (2010) and 3 rd edition (planned 2014) were created to address emerging issues identified through: Public comment Recent publications Reported experiences The Registries Guide is published by the Agency for Healthcare Research and Quality (AHRQ) under the Developing Evidence to Inform Decisions about Effectiveness (DEcIDE) program (Contract No. HHSA29020050035I). 7

Publication Timeline Sept 2005 Project award for 1 st Edition August 2008 Project award for 2 nd Edition Sept 2010 Project award for 3 rd Edition Registries for Evaluating Patient Outcomes: A User s Guide April 2007 1 st Edition published Sept 2010 2 nd Edition published Winter 2014 (expected) 3 rd Edition to be published 3 rd Edition Forthcoming 8

Process for Creating the Guide Topics Identified New Chapters Original Chapters Open Call Topics identified based on public comments received for the previous Author and reviewer teams assembled with balanced representation from industry, academia, and government. Original authors and reviewers invited to participate. Additions made for new topic areas when necessary. Open call for case examples New chapters peer reviewed and posted for public comment. Full, revised guide posted for public comment. Senior Editors: Richard Gliklich, MD and Nancy Dreyer, PhD, MPH; Managing Editor: Michelle Leavy, MPH 9

Multi-Stakeholder Collaboration Collaborators from Academia, Industry, and Government Chapter Contributors Peer Reviewers Case Examples 64 23 33 39 38 49 55 76 100 1st edition 2nd edition 3rd edition 10

Use of the Registries Guide Widely Used as a Reference for Registries Cited... 130+ times in the peer-reviewed literature Cited in... Cochrane Reviews, Congressional Reports, Institute of Medicine reports, and textbooks as the standard for patient registries Created in... Collaboration with 150+ representatives from industry, academia, government, and patients Translated into... Chinese and adapted in Korean 11

Polling Question Have you used the Registries Guide in the past?? - Yes, I frequently use it - Yes, I use it occasionally - No, I have not used it 12

Polling Question In which format have you used the Registries Guide?? - PDF/electronic format - Printed copy - Both electronic and printed formats - I haven t used the Registries Guide 13

Organization of the Registries Guide 14

Content Organization 2nd Edition I. Creating Registries Defining a registry Planning steps Study design options Data elements Data sources & linking data Legal & ethical considerations II. Operating Registries Recruitment & retention Data collection & QA Managing adverse events Integrating with EHRs Analyzing registry data III. Evaluating Registries Defining registry quality Research quality Evidence quality 15

Content Organization 2 nd Edition I. Creating Registries II. Operating Registries 1. Patient Registries 2. Planning a Registry 3. Registry Design 4. Use of Registries in Product Safety Assessment 5. Data Elements for Registries 6. Data Sources for Registries 7. Linking Registry Data: Technical and Legal Considerations 8. Principles of Registry Ethics, Data Ownership, and Privacy 9. Recruiting and Retaining Participants in the Registry 10. Data Collection and Quality Assurance 11. Interfacing Registries With Electronic Health Records 12. Adverse Event Detection, Processing, and Reporting 13. Analysis and Interpretation of Registry Data To Evaluate Outcomes III. Evaluating Registries 14. Assessing Quality 16

Content Organization 2 nd Edition Preface Case Examples Executive Summary References Preface describes process for creating the Guide and the organization of the document Case examples are included in Chapters 2 13 to highlight real-world challenges encountered by registries Executive Summary offers concise description of each chapter s contents References are listed at the end of each chapter and supplemental material can be found in the appendices 17

Highlights from the Upcoming 3 rd Edition 18

Content Organization 3 rd Edition Volume 1 Volume 2 I. Creating Registries II. Legal and Ethical Considerations for Registries III. Operating Registries IV. Technical, Legal, and Analytic Considerations for Combining Registry Data with Other Data Sources V. Special Applications in Registries VI. Evaluating Registries 19

New Chapters 3 rd Edition I. Creating Registries 1. Patient Registries 2. Planning a Registry 3. Registry Design 4. Data Elements for Registries 5. Use of Patient-Reported Outcomes in Registries 6. Data Sources for Registries II. Legal and Ethical Considerations for Registries 7. Principles of Registry Ethics, Data Ownership, and Privacy 8. Informed Consent for Patient Registries 9. Protection of Registry Data 20

New Chapters 3 rd Edition III. Operating Registries 10. Recruiting and Retaining Participants in the Registry 11. Data Collection and Quality Assurance 12. Adverse Event Detection, Processing, and Reporting 13. Analysis, Interpretation, and Reporting of Registry Data to Evaluate Outcomes 14. Modifying and Stopping Registries IV. Technical, Legal, and Analytic Considerations for Combining Registry Data with Other Data Sources 15. Interfacing Registries With Electronic Health Records 16. Linking Registry Data with Other Data Sources to Support New Studies 17. Managing Patient Identity across Data Sources 18. Analysis of Linked Registry Datasets 21

New Chapters 3 rd Edition V. Special Applications in Patient Registries 19. Use of Registries in Product Safety Assessment 20. Rare Disease Registries 21. Pregnancy Registries 22. Quality Improvement Registries 23. Registries for Medical Devices 24. Public-Private Partnerships 25. Assessing Quality VI. Evaluating Registries 22

Preview of New Chapters (5, 8, 9) Chapter 5 Use of Patient- Reported Outcomes in Registries Discusses the role that PROs play in registries Addresses factors in selecting and using these types of measures Chapter 8 Informed Consent for Patient Registries Discusses how informed consent for patient registries differs from that of clinical trials Offers suggestions for creating informed consent documents that address the unique aspects of registries Chapter 9 Protection of Registry Data Reviews the legal protections available for data about providers, manufacturers, and health plans contained in registries 23

Preview of New Chapters (14, 17, 18) Chapter 14 Modifying and Stopping Registries Examines the process of modifying an existing registry Reviews considerations for determining when to end a registry Chapter 17 Managing Patient Identity across Data Sources Reviews the options and strategies for linking patient information stored in multiple databases without the use of full personal identifiers Chapter 18 Analysis of Linked Registry Datasets Addresses issues that should be considered when analyzing combined or linked registry data Examines issues related to using registry data to support secondary research studies 24

Preview of New Chapters (20, 21, 22) Chapter 20 Rare Disease Registries Discusses the increasing interest in using registries to study rare diseases Reviews the related challenges in design, recruitment, retention, and analysis Chapter 21 Pregnancy Registries Examines the value of registries for understanding the effects of medication used during pregnancy Discusses challenges related to design, recruitment, analysis, and dissemination of results Chapter 22 Quality Improvement Registries Examines the ability of registries to support efforts to improve quality of care through the use of specialized tools and reports 25

Preview of New Chapters (23, 24) Chapter 23 Registries for Medical Devices Addresses the unique aspects of medical devices that must be considered in the development and analysis of a device-based registry Chapter 24 Public-Private Partnerships Provides a review of public-private partnership models for supporting registries Discusses major considerations for planning and operating a registry using this type of model 26

New Case Examples 3 rd Edition 64 Examples total 34 New case examples Case examples include: > 16 international registries > 8 medical device registries > 4 public-private partnerships > 6 rare disease registries > 9 quality improvement registries > 5 pregnancy registries and more! 27

Polling Question Which topic areas in the 3rd edition of the Registries Guide are of most interest to you (select all that apply)?? Fundamentals of design, operation, and analysis Evaluation criteria Legal and ethical considerations Data linkage Public-private partnerships Patient reported outcomes Special applications for registries (quality improvement, pregnancy, rare diseases, medical devices) Technology challenges (EHR integration, managing patient identities) 28

For more information Printed and electronic copies of the 3rd edition will be available in early 2014 Visit the AHRQ website for updates, to order a free printed copy, or to download the electronic version: effectivehealthcare.ahrq.gov Other Questions? Michelle Leavy michelle.leavy@quintiles.com 29

Thank you Questions? 30