In creating and maintaining document type codes, it is important to distinguish between the purpose of local document names and the names represented by the document type code. Document type codes are created to provide consistent semantics for the names of documents when they are shared or exchanged between independent facilities or enterprises. The names and codes that are used locally within an enterprise are entirely under the control of the local enterprise, and these names are valuable to the workflow and access of information within the enterprise. It is assumed that the exact local name for the document will be retained in the system that created the document, and that the local name can be sent along with the document type code when the document is sent to an external organization. The document type code should only express the meaning in a document name that can be shared between independent organizations.
For example, it is appropriate to have local document names like “Dr. Smith’s Tuesday Pain Clinic Note” or “Albuquerque VA General Medicine Consult Note” for use within an enterprise. However, some parts of these very specific local names are not meaningful outside of the originating enterprise. Thus, proper document type codes would have names like “Outpatient Pain Clinic Note,” or “General Internal Medicine Consult Note.”
| Possible local terms | Document type codes |
|---|---|
| Albuquerque VA General Medicine Consult Note | General Internal Medicine Consult Note |
The naming rules in this Document Ontology apply primarily to “clinical notes.” For purpose of this Users’ Guide, a clinical note is a clinical document (as defined by the HL7 CDA Standard), where clinical professionals and trainees produced the document either spontaneously (e.g., I write my admitting note) or in response to a request for consultation. Notes can be a simple set of text or highly structured. “Clinical Notes” provides a better description of the process.
“Clinical Notes” are to be distinguished from patient reports such as radiology reports, pathology reports, laboratory reports, cardiac catheterization reports, etc., that are generated in response to an order for a specific procedure. Names for most of these later concepts are accommodated well by the clinical LOINC naming structure, and many such codes already exist within the LOINC database.
In LOINC, a Note is a document generated by a clinician as part of patient care, for any purpose, and includes notes written at the initiative of “individual clinic and consulting clinicians.” In contrast, a Report should be generated in response to an order, e.g., radiology, pathology, and cardiac catheterization reports. In general, we will not make two distinct LOINC codes for concepts that have all of the same attributes except that one is a Note and one is a Report. Requests for such pairs of codes (or a request for a note when a report term exists or vice versa) will be reviewed on a case by case basis.
We must also emphasize that the names constructed in LOINC are based on the expected information content of the document, rather than the document format. This is to say that the same LOINC code would be used to represent a given document type regardless of whether it was in PDF, text document, JPG, XML, or HTML formats – if the information content contained by those documents were the same.