IP Library › Granted Patent US 11,967,431
Granted Patent B1
US 11,967,431 · App. 16/881,672 · Granted Apr 23, 2024

Computer-implemented systems and methods for multi-level data grouping and generation of a hierarchical data display from uniform claims data

Inventors: Peter N. Toensing (Richfield, MN); Bob Martin (Chandler, AZ)
Assignee: Optum, Inc.
G16H50/30G16H10/65G16H20/10G16H50/70G16H70/40
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 11,967,431
App. No.
16/881,672
Granted
Apr 23, 2024
Kind
B1
Abstract

Hierarchical data objects are generated via a computer-based system for applying a series of rules to establish episode-specific data objects reflecting a plurality of discrete claim records before further dissecting the generated episode-specific data objects prior to finalization of those episode-specific data objects to identify claim records within the episode-specific data objects that are eligible for generation of one or more sub-episodes within the episode-specific data objects. The identified sub-episodes are reflected within the episode-specific data object to designate complete episodes of care that additionally reflect interactions with the corresponding parent episode.

Claims (76)

1. A computer-based system comprising one or more processors and memory, the computer-based system configured to:

store, by the one or more processors and in the memory, a plurality of individual claim records, wherein each individual claim record of the plurality of individual claim records is in a non-hierarchical data structure;

generate, by the one or more processors, a plurality of single-level episode data objects, each of the plurality of single-level episode data objects relating to an episode-specific subset of individual claim records of the plurality of individual claim records, wherein each single-level episode data object of the plurality of single-level episode data objects identifies (a) a parent episode date range indicating an episode start date and an episode end date, and (b) a parent episode anchor record of a plurality of parent episode anchor records that corresponds to the episode-specific subset of individual claim records, wherein each parent episode anchor record of the plurality of parent episode anchor records identifies an episode type of the corresponding single-level episode data object;

retrieve, by the one or more processors and from the memory and based at least in part on data stored within the plurality of single-level episode data objects, reference table from a plurality of data tables stored in the memory, wherein the reference table comprises a plurality of data entries collectively identifying one or more episode types that are eligible for supporting one or more sub-episodes;

identify, by the one or more processors and from the plurality of single-level episode data objects and based at least in part on the reference table, a subset of the plurality of single-level episode data objects eligible for supporting the one or more sub-episodes;

retrieve, from the memory, one or more sub-episode eligibility criteria comprising sub-episode eligibility criteria reference data tables retrieved from the plurality of data tables stored in the memory;

for a first single-level episode data object of the subset of the plurality of single-level episode data objects, sequentially generate, by the one or more processors, one or more entries of a sub-episode eligibility listing in the memory based at least in part on characteristics identified for the first single-level episode data object, wherein each of the one or more entries has a corresponding individual claim record associated with the first single-level episode data object;

identify, by the one or more processors and from the one or more entries, one or more sub-episode anchor records satisfying the sub-episode eligibility criteria;

identify, by the one or more processors and from the plurality of individual claim records, one or more sub-episode ancillary records associated with the sub-episode anchor records;

generate, by the one or more processors, one or more sub-episode data objects that each (a) identifies one of the one or more sub-episode anchor records and the sub-episode ancillary records, and (b) comprises data identifying a first sub-episode date range;

update, by the one or more processors, the one or more sub-episode data objects based at least in part on a first parent episode date range for the first single-level episode data object to truncate the first sub-episode date range to fall within the first parent episode date range;

transform, by the one or more processors, the first single-level episode data object into a multi-level hierarchical data object to include metadata tags providing a hierarchical data structure comprising one or more sub-episode identifiers corresponding with the one or more sub-episode data objects, wherein each sub-episode data object has a sub-episode date range occurring within the first parent episode date range;

store, by the one or more processors and into the memory, the multi-level hierarchical data object; and

cause, by the one or more processors and based on the multi-level hierarchical data object, display of a multi-level view of (1) at least one individual claim record associated with the first single-level episode data object and (2) at least one of the one or more sub-episode anchor records or the sub-episode ancillary records identified by the one or more sub-episode data objects.

2. The computer-based system of claim 1 , wherein (a) a first parent episode anchor record associated with the first single-level episode data object comprises data identifying a plurality of diagnosis codes associated with the first parent episode anchor record, (b) the sub-episode eligibility criteria reference data tables comprise a listing of diagnosis codes eligible for supporting the sub-episodes, and (c) generating the sub-episode eligibility listing comprises identifying one or more diagnosis codes existing in both the first parent episode anchor record and the sub-episode eligibility criteria.

3. The computer-based system of claim 2 , wherein (a) the first parent episode anchor record identifies a procedure code associated with the first parent episode anchor record, (b) the sub-episode eligibility criteria reference data tables comprise a listing of procedure codes eligible for supporting one or more sub-episodes, and (c) generating the sub-episode eligibility listing comprises identifying one or more procedure codes existing in both the first parent episode anchor record and the sub-episode eligibility criteria.

4. The computer-based system of claim 2 , wherein the first single-level episode data object identifies a responsible provider for the first single-level episode data object, and wherein the sub-episode eligibility criteria reference data tables comprise a listing of provider specialties eligible for supporting the sub-episodes, and wherein the computer-based system is further configured to:

determine a provider specialty associated with the responsible provider from one or more provider specialty tables; and

determine whether the provider specialty supports the sub-episodes.

5. The computer-based system of claim 1 , wherein identifying the sub-episode ancillary records further comprises:

identifying a plurality of ancillary records not identified within the episode-specific subset of individual claim records associated with the sub-episode anchor records; and

truncating the first sub-episode date range of a sub-episode data object based at least in part on the episode date range and based at least in part on a second sub-episode date range of a second sub-episode associated with the first single-level episode data object such that the first sub-episode date range does not overlap the second sub-episode date range of the second sub-episode.

6. The computer-based system of claim 1 , wherein identifying the sub-episode anchor records comprises identifying a first sub-episode anchor record and a second sub-episode anchor record; and wherein the computer-based system is further configured to:

generate a sub-episode priority based at least in part on priority scores associated with each of the first sub-episode anchor record and the second sub-episode anchor record;

generate (a) a first sub-episode date range associated with the first sub-episode anchor record and (b) a second sub-episode date range associated with the second sub-episode anchor record; and

truncate one of the first sub-episode date range or the second sub-episode date range based at least in part on the sub-episode priority such that the first sub-episode date range does not overlap the second sub-episode date range.

7. A computer-implemented method comprising:

storing, by one or more processors and in memory, a plurality of individual claim records, wherein each individual claim record of the plurality of individual claim records is in a non-hierarchical data structure;

generating, by the one or more processors, a plurality of single-level episode data objects, each of the plurality of single-level episode data objects relating to an episode-specific subset of individual claim records of the plurality of individual claim records, wherein each single-level episode data object of the plurality of single-level episode data objects identifies (a) a parent episode date range indicating an episode start date and an episode end date, and (b) a parent episode anchor record of a plurality of parent episode anchor records that corresponds to the episode-specific subset of individual claim records, wherein each parent episode anchor record of the plurality of parent episode anchor records identifies an episode type of the corresponding single-level episode data object;

retrieving, by the one or more processors and from the memory and based at least in part on data stored within the plurality of single-level episode data objects, reference table from a plurality of data tables stored in the memory, wherein the reference table comprises a plurality of data entries collectively identifying one or more episode types that are eligible for supporting one or more sub-episodes;

identifying, by the one or more processors and from the plurality of single-level episode data objects and based at least in part on the reference table, a subset of the plurality of single-level episode data objects eligible for supporting the one or more sub-episodes;

retrieving, by the one or more processors and from the memory, one or more sub-episode eligibility criteria comprising sub-episode eligibility criteria reference data tables retrieved from the plurality of data tables stored in the memory;

for a first single-level episode data object of the subset of the plurality of single-level episode data objects, sequentially generating, by the one or more processors, one or more entries of a sub-episode eligibility listing in the memory based at least in part on characteristics identified for the first single-level episode data object, wherein each of the one or more entries has a corresponding individual claim record associated with the first single-level episode data object;

identifying, by the one or more processors and from the one or more entries, one or more sub-episode anchor records satisfying the sub-episode eligibility criteria;

identifying, by the one or more processors and from the plurality of individual claim records, one or more sub-episode ancillary records associated with the sub-episode anchor records;

generating, by the one or more processors, one or more sub-episode data objects that each (a) identifies one of the one or more sub-episode anchor records and the sub-episode ancillary records, and (b) comprises data identifying a first sub-episode date range;

updating, by the one or more processors, the one or more sub-episode data objects based at least in part on a first parent episode date range for the first single-level episode data object to truncate the first sub-episode date range to fall within the first single-level episode date range;

transforming, by the one or more processors, the first single-level episode data object into a multi-level hierarchical data object to include metadata tags providing a hierarchical data structure comprising one or more sub-episode identifiers corresponding with the one or more sub-episode data objects, wherein each sub-episode data object has a sub-episode date range occurring within the first parent episode date range;

storing, by the one or more processors and in the memory, the multi-level hierarchical data object; and

causing, by the one or more processors and based on the multi-level hierarchical data object, display of a multi-level view of (1) at least one individual claim record associated with the first single-level episode data object and (2) at least one of the one or more sub-episode anchor records or the sub-episode ancillary records identified by the one or more sub-episode data objects.

8. The computer-implemented method of claim 7 , wherein (a) a first parent episode anchor record associated with the first single-level episode data object comprises data identifying a plurality of diagnosis codes associated with the first parent episode anchor record, (b) the sub-episode eligibility criteria reference data tables comprise a listing of diagnosis codes eligible for supporting the sub-episodes, and (c) generating the sub-episode eligibility listing comprises identifying one or more diagnosis codes existing in both the first parent episode anchor record and the sub-episode eligibility criteria.

9. The computer-implemented method of claim 8 , wherein the first single-level episode data object identifies a responsible provider for the first single-level episode data object, and wherein the sub-episode eligibility criteria reference data tables comprise a listing of provider specialties eligible for supporting the sub-episodes, and wherein the method further comprises:

determining a provider specialty associated with the responsible provider; and

determining whether the provider specialty of the responsible provider supports one or more sub-episodes.

10. The computer-implemented method of claim 7 , wherein identifying the ancillary records comprises:

identifying a plurality of ancillary records within the episode-specific subset of individual claim records associated with the sub-episode anchor records;

identifying a plurality of ancillary records not identified within the episode-specific subset of individual claim records associated with the sub-episode anchor records;

determining a sub-episode date range established based at least in part on the ancillary records associated with the sub-episodes; and

truncating the sub-episode date range of a sub-episode anchor record based at least in part on the episode date range and based at least in part on a sub-episode date range of a second sub-episode associated with the first single-level episode data object such that the sub-episode date range does not overlap the sub-episode date range of the second sub-episode.

11. The computer-implemented method of claim 7 , wherein identifying the sub-episode anchor records comprises identifying a first sub-episode anchor record and a second sub-episode anchor record; and wherein the method further comprises:

generating a sub-episode priority based at least in part on priority scores associated with each of the first sub-episode anchor record and the second sub-episode anchor record;

generating (a) a first sub-episode date range associated with the first sub-episode anchor record and (b) a second sub-episode date range associated with the second sub-episode anchor record; and

truncating one of the first sub-episode date range or the second sub-episode date range based at least in part on the sub-episode priority such that the first sub-episode date range does not overlap the second sub-episode date range.

12. The computer-implemented method of claim 7 , wherein generating a single-level episode data object of the plurality of single-level episode data objects comprises storing the corresponding single-level episode data object within temporary storage.

13. A computer program product comprising a non-transitory computer-readable storage medium having computer-readable program code portions stored therein, that when executed by one or more processors, cause the one or more processors to:

store, in memory, a plurality of individual claim records, wherein each individual claim record of the plurality of individual claim records is in a non-hierarchical data structure;

generate a plurality of single-level episode data objects, each of the plurality of single-level episode data objects relating to an episode-specific subset of individual claim records of the plurality of individual claim records, wherein each single-level episode data object of the plurality of single-level episode data objects identifies (a) a parent episode date range indicating an episode start date and an episode end date, and (b) a parent episode anchor record of a plurality of parent episode anchor records that corresponds to the episode-specific subset of individual claim records, wherein each parent episode anchor record of the plurality of parent episode anchor records identifies an episode type of the corresponding single-level episode data object;

retrieve, from the memory and based at least in part on data stored within the plurality of single-level episode data objects, reference table from a plurality of data tables stored in the memory, wherein the reference table comprises a plurality of data entries collectively identifying one or more episode types that are eligible for supporting one or more sub-episodes;

identify, from the plurality of single-level episode data objects and based at least in part on the reference table, a subset of the plurality of single-level episode data objects eligible for supporting the one or more sub-episodes;

retrieve, from the memory, one or more sub-episode eligibility criteria comprising sub-episode eligibility criteria reference data tables retrieved from the plurality of data tables stored in the memory;

for a first single-level episode data object of the subset of the plurality of single-level episode data objects, sequentially generate, by the one or more processors, one or more entries of a sub-episode eligibility listing in the memory based at least in part on characteristics identified for the first single-level episode data object, wherein each of the one or more entries has a corresponding individual claim record associated with the first single-level episode data object;

identify, from the one or more entries, one or more sub-episode anchor records satisfying the sub-episode eligibility criteria;

identify, from the plurality of individual claim records, one or more sub-episode ancillary records associated with the sub-episode anchor records;

generate one or more sub-episode data objects that each (a) identifies one of the one or more sub-episode anchor records and the sub-episode ancillary records, and (b) comprises data identifying a first sub-episode date range;

update the one or more sub-episode data objects based at least in part on a first parent episode date range for the first single-level episode data object to truncate the first sub-episode date range to fall within the first parent episode date range;

transform the first single-level episode data object into a multi-level hierarchical data object to include metadata tags providing a hierarchical data structure comprising one or more sub-episode identifiers corresponding with the one or more sub-episode data objects, wherein each sub-episode data object has a sub-episode date range occurring within the first parent episode date range;

store, into the memory, the multi-level hierarchical data object; and

cause, based on the multi-level hierarchical data object, display of a multi-level view of (1) at least one individual claim record associated with the first single-level episode data object and (2) at least one of the one or more sub-episode anchor records or the sub-episode ancillary records identified by the one or more sub-episode data objects.

14. The computer program product of claim 13 , wherein (a) a first parent episode anchor record associated with the first single-level episode data object comprises data identifying a plurality of diagnosis codes associated with the first parent episode anchor record, (b) the sub-episode eligibility criteria reference data tables comprise a listing of diagnosis codes eligible for supporting the sub-episodes, and (c) generating the sub-episode eligibility listing comprises identifying one or more diagnosis codes existing in both the first parent episode anchor record and the sub-episode eligibility criteria.

15. The computer program product of claim 14 , wherein (a) the first parent episode anchor record identifies a procedure code associated with the first parent episode anchor record, (b) the sub-episode eligibility criteria reference data tables comprise a listing of procedure codes eligible for supporting one or more sub-episodes, and (c) generating the sub-episode eligibility listing comprises identifying one or more procedure codes existing in both the first parent episode anchor record and the sub-episode eligibility criteria.

16. The computer program product of claim 14 , wherein the first single-level episode data object identifies a responsible provider for the first single-level episode data object, and wherein the sub-episode eligibility criteria reference data tables comprise a listing of provider specialties eligible for supporting the sub-episodes, and further comprising executable portions configured to:

determine a provider specialty associated with the responsible provider from one or more provider specialty tables; and

determine whether the provider specialty supports the sub-episodes.

17. The computer program product of claim 13 , wherein identifying the sub-episode ancillary records further comprises:

identifying a plurality of ancillary records not identified within the episode-specific subset of individual claim records associated with the sub-episode anchor records; and

truncating the first sub-episode date range of a sub-episode data object based at least in part on the episode date range and based at least in part on a second sub-episode date range of a second sub-episode associated with the first single-level episode data object such that the first sub-episode date range does not overlap the second sub-episode date range of the second sub-episode.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 22, 2020
From: TOENSING, PETER N.; MARTIN, BOB
To: OPTUM, INC.
Reel/Frame 052735/0539 →
Cited By (4)
US 12,266,018 US 12,705,672 US 12,711,553 US 12,731,190