Using Electronic Health Record Data for Occupational Therapy Health Services Research: Invited Commentary

Health services research (HSR) is a field of study that examines how social factors, financing systems, organizational structures and processes, health technologies, and personal behaviors affect access to health care, the quality and cost of health care, and health and well-being. HSR approaches can help build the occupational therapy evidence base, particularly in relation to population health. Data from electronic health record (EHR) systems provide a rich resource for applying HSR approaches to examine the value of occupational therapy services. Transparency about data preparation procedures is important for interpreting results. Based on our findings, we describe a six-step cleaning protocol for preparing EHR and billing data from an inpatient rehabilitation facility for research and provide recommendations for the field based on our experience. Using and reporting similar strategies across studies will improve efficiency and transparency, and facilitate comparability of results. Plain Language Summary Using Electronic Health Record Data for Occupational Therapy Health Services Research Health services research (HSR) focuses on the delivery and outcomes of health care systems. HSR methods are beneficial for examining the value of occupational therapy services, and data collected from practice through electronic health records (EHRs) are an important resource for this work. Although EHRs are now used in most health care settings, extracting and using data for research is a complex, multistep process. We describe a six-step process for preparing data extracted from an EHR for a research study. The data preparation process was iterative and required expertise about how data were recorded, institutional billing and data archiving processes, and Medicare reporting requirements during the study period. We advocate for more occupational therapy researchers to be trained in and apply HSR approaches to continue to build evidence for our services. The profession can capitalize on data that are already being collected in health care settings through EHR systems to evaluate real-world occupational therapy processes and health outcomes.