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Careflow Planning:
       From Time-annotated Clinical Guidelines to
       Temporal Hierarchical Task Networks

                                            Arturo González-Ferrer
                                                  Annette ten Teije
                                               Juan Fdez-Olivares
                                                   Krystyna Milian




                                                                  1

miércoles 6 de julio de 2011
MOTIVATION
              •   Real requirements by doctors of 7 hospitals in our region (Andalucía) in project Oncotheraper:

              •   Virgen del Rocío (Sevilla)

              •   Virgen Macarena (Sevilla)

              •   Carlos Haya (Málaga)

              •   Torre Cárdenas (Almería)

              •   Reina Sofía (Córdoba)

              •   Complejo Hospitalario (Jaén)

              •   Virgen de las Nieves (Granada)




                                                               2
miércoles 6 de julio de 2011
MOTIVATION




                                   3
miércoles 6 de julio de 2011
MOTIVATION
    •   Doctors in the project need IT support for planning, visualization and execution of a
        patient long-term treatment in pediatrics oncology




                                                 3
miércoles 6 de julio de 2011
MOTIVATION
    •   Doctors in the project need IT support for planning, visualization and execution of a
        patient long-term treatment in pediatrics oncology
          •   They spend much time preparing the patient plan at hand




                                                       3
miércoles 6 de julio de 2011
MOTIVATION
    •   Doctors in the project need IT support for planning, visualization and execution of a
        patient long-term treatment in pediatrics oncology
          •   They spend much time preparing the patient plan at hand
    •   These protocols are very constrained by multiple temporal annotations (chemotherapy cycles,
        delayed synchronizations, ...).




                                                       3
miércoles 6 de julio de 2011
MOTIVATION
    •   Doctors in the project need IT support for planning, visualization and execution of a
        patient long-term treatment in pediatrics oncology
          •   They spend much time preparing the patient plan at hand
    •   These protocols are very constrained by multiple temporal annotations (chemotherapy cycles,
        delayed synchronizations, ...).
    •   We did previous work where we used the BPMN graphical notation to model organizational
        processes and obtain process instances adapted to specific conditions




                                                       3
miércoles 6 de julio de 2011
MOTIVATION
    •   Doctors in the project need IT support for planning, visualization and execution of a
        patient long-term treatment in pediatrics oncology
          •   They spend much time preparing the patient plan at hand
    •   These protocols are very constrained by multiple temporal annotations (chemotherapy cycles,
        delayed synchronizations, ...).
    •   We did previous work where we used the BPMN graphical notation to model organizational
        processes and obtain process instances adapted to specific conditions
          •   we found that the capability of BPMN to represent complex temporal constraints is still
              confusing and incomplete




                                                         3
miércoles 6 de julio de 2011
MOTIVATION
    •   Doctors in the project need IT support for planning, visualization and execution of a
        patient long-term treatment in pediatrics oncology
          •   They spend much time preparing the patient plan at hand
    •   These protocols are very constrained by multiple temporal annotations (chemotherapy cycles,
        delayed synchronizations, ...).
    •   We did previous work where we used the BPMN graphical notation to model organizational
        processes and obtain process instances adapted to specific conditions
          •   we found that the capability of BPMN to represent complex temporal constraints is still
              confusing and incomplete
          •   time-BPMN extension (Gagné & Trudel) is only theoretical, not practical




                                                         3
miércoles 6 de julio de 2011
MOTIVATION
    •   Doctors in the project need IT support for planning, visualization and execution of a
        patient long-term treatment in pediatrics oncology
          •   They spend much time preparing the patient plan at hand
    •   These protocols are very constrained by multiple temporal annotations (chemotherapy cycles,
        delayed synchronizations, ...).
    •   We did previous work where we used the BPMN graphical notation to model organizational
        processes and obtain process instances adapted to specific conditions
          •   we found that the capability of BPMN to represent complex temporal constraints is still
              confusing and incomplete
          •   time-BPMN extension (Gagné & Trudel) is only theoretical, not practical
    •   We decided to move the modeling stage to using Computer-interpretable Guidelines


                                                         3
miércoles 6 de julio de 2011
“Hardly any of the existing Clinical Decision Support
               Systems (CDSS) appear to be aimed at supporting
            extended clinical workflows, management of information
              and decision-making in plans that unfold over time”




                J. Fox, D. Glasspool, V. Patkar, M. Austin, L. Black, M. South, D. Robertson, and C. Vincent.
             Delivering clinical decision support services: There is nothing as practical as a good theory.
                                 Journal of Biomedical Informatics, 43(5):831-843, 2010
                                                           4
miércoles 6 de julio de 2011
MOTIVATION

    •   We need to represent and reason about actions and decisions, different
        patient profiles, temporal patterns and scheduling of resources, in order to
        automatically generate personalized care plans

    •   We need these plans to be visually atractive, and useful for the doctors

    •   We want to deploy these plans for the patient treatment into a workflow
        engine (i.e. careflow)

    •   This way, both the patients and doctors could follow the treatment using a
        more efficient, safe, and high-quality healthcare process



                                              5
miércoles 6 de julio de 2011
CLINICAL GUIDELINES




  •    Clinical Practice Guidelines: Recommendations on the appropriate treatment and care of
       people with specific diseases and conditions, on the basis of the best available evidence.

                  •   Computer-interpretable Guidelines languages
                                                              6
miércoles 6 de julio de 2011
CARE PATHWAYS




                Care Pathways: Aim to model a timed process of patient-focused care, by specifying
                key events, clinical exams and assessments to produce the best prescribed outcomes,
                within the limits of the resources available, for an appropriate episode of care

                    •    It aims to reduce the patient’s stay time in the hospital, delivering a more efficient care process
                                                                      7
miércoles 6 de julio de 2011
AIMS AND GOALS
       •    Starting from the recommendations of a Computer Interpretable
            Guideline for a specific disease, we want to obtain a Care Pathway:
                   Clinical Guidelines




                                               8
miércoles 6 de julio de 2011
AIMS AND GOALS
       •    Starting from the recommendations of a Computer Interpretable
            Guideline for a specific disease, we want to obtain a Care Pathway:
                   Clinical Guidelines




                                            ?




                                                8
miércoles 6 de julio de 2011
AIMS AND GOALS
       •    Starting from the recommendations of a Computer Interpretable
            Guideline for a specific disease, we want to obtain a Care Pathway:

                                                    Care Pathways
                   Clinical Guidelines




                                            ?




                                                8
miércoles 6 de julio de 2011
AIMS AND GOALS
       •    Starting from the recommendations of a Computer Interpretable
            Guideline for a specific disease, we want to obtain a Care Pathway:

                                                    Care Pathways
                                                      Patient Profile
                   Clinical Guidelines




                                            ?




                                                8
miércoles 6 de julio de 2011
AIMS AND GOALS
       •    Starting from the recommendations of a Computer Interpretable
            Guideline for a specific disease, we want to obtain a Care Pathway:

                                                    Care Pathways
                                                      Patient Profile
                   Clinical Guidelines




                                                    Temporal Patterns
                                            ?




                                                8
miércoles 6 de julio de 2011
AIMS AND GOALS
       •    Starting from the recommendations of a Computer Interpretable
            Guideline for a specific disease, we want to obtain a Care Pathway:

                                                    Care Pathways
                                                      Patient Profile
                   Clinical Guidelines




                                                    Temporal Patterns
                                            ?
                                                        Resources




                                                8
miércoles 6 de julio de 2011
AIMS AND GOALS
       •    Starting from the recommendations of a Computer Interpretable
            Guideline for a specific disease, we want to obtain a Care Pathway:

                                                    Care Pathways
                                                      Patient Profile
                   Clinical Guidelines




                                                    Temporal Patterns
                                            ?
                                                        Resources
                                                        Visual Plan


                                                8
miércoles 6 de julio de 2011
AIMS AND GOALS
       •    Starting from the recommendations of a Computer Interpretable
            Guideline for a specific disease, we want to obtain a Care Pathway:

                                                    Care Pathways
                                                      Patient Profile
                   Clinical Guidelines




                                                    Temporal Patterns
                                            ?
                                                        Resources
                                                        Visual Plan
                                                        Workflow
                                                8
miércoles 6 de julio de 2011
ASBRU
            •    It is an XML-based, time-oriented, CIG language, used to embody CPGʼs and
                 protocols as skeletal plans.

            •     Each one of these skeletal plans consists of a plan-body that can be
                 composed of:

                  •   subplans (set of steps in parallel or sequentially),

                  •   cyclical-plans (repeated several times),

                  •   plan-activations (a call to another plan) or

                  •   user-performed steps (a specific action performed by the user).

            •    In addition, time-annotated conditions can be attached for the selection of
                 plans

                                                           9
miércoles 6 de julio de 2011
HTN PLANNING
          •   HTN planning has shown to be very useful on practical human-centric domains, for the
              generation of customized plans (tourism, e-learning, emergencies, ...).

          •   HPDL: It is HTN extension of PDDL language (derived from first-order logic), organized as:

                               planning domain                               planning problem

                                              compound tasks
                       hierarchy of                                              objects
                                              primitive actions


                   decomposition
                     methods
                                                preconditions                  initial state

                        predicates,
                         functions                                            set of goals

                                                        10
miércoles 6 de julio de 2011
Computer Interpretable Guidelines are very good for

                               Representation of actions and decisions in Clinical

                               Processes, but they need a counterpart Knowledge

                               Reasoning step to be used as a basis for obtaining

                                                 Care Pathways




                                                       11
miércoles 6 de julio de 2011
WHAT TO DO?

   •   Temporal HTN planning is appropriate for the aim of generating care pathways
        •    J. Fdez-Olivares et al. Supporting clinical processes and decisions by hierarchical planning and
             scheduling Computational Intelligence, 2011

   •   But : modeling HTN domains directly can be really complex.
       Sometimes, an Art!

   •   We need a higher level language for representation of the guideline:

        •    Let use Asbru

   •   Then what?

   •   We need some Knowledge Engineering



                                                           12
miércoles 6 de julio de 2011
WHAT TO DO?

   •   Temporal HTN planning is appropriate for the aim of generating care pathways
        •    J. Fdez-Olivares et al. Supporting clinical processes and decisions by hierarchical planning and
             scheduling Computational Intelligence, 2011

   •   But : modeling HTN domains directly can be really complex.
       Sometimes, an Art!

   •   We need a higher level language for representation of the guideline:

        •    Let use Asbru                                                                 Asbru to HPDL?

   •   Then what?

   •   We need some Knowledge Engineering



                                                           12
miércoles 6 de julio de 2011
What is the most
            important aim of
               Knowledge
              Engineering?

       Turning the process of constructing
           Knowledge Based Systems
        from an Art into an Engineering
            Discipline, using better
          methodological approaches
               [Studer et. al, 1998]

                                             13

miércoles 6 de julio de 2011
METHODOLOGICAL APPROACH
       •    Experts describe the CPG in text
            format

       •    Knowledge Engineers model it using a
            CIG language (e.g. Asbru)




                                                   14
miércoles 6 de julio de 2011
METHODOLOGICAL APPROACH
       •    Experts describe the CPG in text
            format

       •    Knowledge Engineers model it using a
            CIG language (e.g. Asbru)

       •    Automatically transform the
            Asbru representation into an
            HTN planning domain model,
            considering time constraints




                                                   14
miércoles 6 de julio de 2011
METHODOLOGICAL APPROACH
       •    Experts describe the CPG in text
            format

       •    Knowledge Engineers model it using a
            CIG language (e.g. Asbru)

       •    Automatically transform the
            Asbru representation into an
            HTN planning domain model,
            considering time constraints

       •    Interprete the domain to
            obtain a Care Pathway for a
            patient, using the available
            resources




                                                   14
miércoles 6 de julio de 2011
METHODOLOGICAL APPROACH
       •    Experts describe the CPG in text
            format

       •    Knowledge Engineers model it using a
            CIG language (e.g. Asbru)

       •    Automatically transform the
            Asbru representation into an
            HTN planning domain model,
            considering time constraints

       •    Interprete the domain to
            obtain a Care Pathway for a
            patient, using the available
            resources

       •    Deploy the Care Pathway
            obtained into a BPM engine for
            ubiquitous execution.




                                                   14
miércoles 6 de julio de 2011
METHODOLOGICAL APPROACH
       •    Experts describe the CPG in text
            format

       •    Knowledge Engineers model it using a
            CIG language (e.g. Asbru)

       •    Automatically transform the
            Asbru representation into an
            HTN planning domain model,
            considering time constraints

       •    Interprete the domain to
            obtain a Care Pathway for a
            patient, using the available
            resources

       •    Deploy the Care Pathway
            obtained into a BPM engine for
            ubiquitous execution.




                                                   14
miércoles 6 de julio de 2011
METHODOLOGICAL APPROACH
       •    Experts describe the CPG in text
            format

       •    Knowledge Engineers model it using a
            CIG language (e.g. Asbru)

       •    Automatically transform the
            Asbru representation into an
            HTN planning domain model,
            considering time constraints

       •    Interprete the domain to
            obtain a Care Pathway for a
            patient, using the available
            resources

       •    Deploy the Care Pathway
            obtained into a BPM engine for
            ubiquitous execution.


             already done (see bibliography)

                                                   14
miércoles 6 de julio de 2011
METHODOLOGICAL APPROACH
       •    Experts describe the CPG in text
            format

       •    Knowledge Engineers model it using a
            CIG language (e.g. Asbru)

       •    Automatically transform the
            Asbru representation into an
            HTN planning domain model,
            considering time constraints

       •    Interprete the domain to
            obtain a Care Pathway for a
            patient, using the available
            resources

       •    Deploy the Care Pathway
            obtained into a BPM engine for
            ubiquitous execution.


             already done (see bibliography)
              work in progress
                                                   14
miércoles 6 de julio de 2011
MAPPING ASBRU TO HPDL
       • Why               is this useful?
             •   HTN planning is capable to represent clinical protocols and
                 reason to obtain a pathway:

                  •    not only representing, but also managing complex temporal patterns

                  •    representing custom constraints (e.g. resources) and reasoning about them

                  •    adapted to the specific conditions of the patient profile

                  •    very useful in low-frequency scenarios, where BPM tools could be interesting

             •   CIG languages more user-friendly for knowledge representation
                  •    not only for humans, also for managing them in a computer
                  •    some of them use graphical notations, that are underneath stored as XML
                                                              15
miércoles 6 de julio de 2011
HIGH OR LOW FREQUENCY DOMAIN?
               ❖     Traditional use of Asbru in high-frequency domains (e.g. intensive care units)




                                                    Asbru
                                                   Guideline




                                    Time-
                                                      Asbru
                                  annotated
                                                   Interpreter
                                  input data



                                                  What to do
                                                   for every
                                                                             ICU
                                                      input
                                                    variable?



                                                                 16
miércoles 6 de julio de 2011
HIGH OR LOW FREQUENCY DOMAIN?
                ❖     We want to use it for low-frequency domains (long/medium-term care plans)



                                                      Asbru
                                                     Guideline




                                                     Translator




                                        Patient
                                       Conditions                                      Long-term
                                                    Guideline in        IACTIVE
                                                                                         Care
                                        Hospital      HPDL               planner
                                                                                        Pathway
                                       Resources


                                                                        Deliberative
                                                                         Reasoning


                                                                   17
miércoles 6 de julio de 2011
ASBRU & HPDL: SIMILARITIES
              • Both           follow a similar Task Network Model (TNM)
                   •    This is also valid for other CIG languages (not only Asbru)



                                                              • Asbru skeletal plans similar to HTN
                                                                compound/primitive operators.


                                                              • Both are able to represent multiple task
                                                                ordering schemas


                                                              • Both are able to represent multiple
                                                                temporal patterns (e.g. Allen’s T.L. )



                                                            18
miércoles 6 de julio de 2011
MAPPING ASBRU TO HPDL
                               Asbru        HPDL




                                       19
miércoles 6 de julio de 2011
MAPPING ASBRU TO HPDL
                               Asbru                          HPDL



                     plan-activations     A               B   task calls
                                        activate B




                                                     19
miércoles 6 de julio de 2011
MAPPING ASBRU TO HPDL
                               Asbru                                                          HPDL



                     plan-activations           A                            B                task calls
                                             activate B




                                             A1                     cond 1      A1
                      subplans              parallel                         conditional   compound tasks
                                        A                  A
                                             A2                     cond 2      A2

                    if-then-else                                                            task methods
                                            A             A1          A2
                                                           sequence




                                                               19
miércoles 6 de julio de 2011
MAPPING ASBRU TO HPDL
                               Asbru                                                          HPDL



                     plan-activations           A                            B                task calls
                                             activate B




                                             A1                     cond 1      A1
                      subplans              parallel                         conditional   compound tasks
                                        A                  A
                                             A2                     cond 2      A2

                    if-then-else                                                            task methods
                                            A             A1          A2
                                                           sequence




                    user-performed                             A                           durative-action

                                                               19
miércoles 6 de julio de 2011
MAPPING ASBRU TO HPDL
                           Asbru        HPDL




                                   20
miércoles 6 de julio de 2011
MAPPING ASBRU TO HPDL
                           Asbru                                        HPDL
                                               duration

                                                 A               ?start, ?end, ?duration
                    time annotations
                                       start               end        <,>,<=,>=




                                                      20
miércoles 6 de julio de 2011
MAPPING ASBRU TO HPDL
                           Asbru                                                     HPDL
                                                   duration

                                                      A                      ?start, ?end, ?duration
                    time annotations
                                           start                   end             <,>,<=,>=

                      time-annotated
                   references to plans             28 days after
                    (ref. points as plan   A                             B   temporal landmarks
                          pointers)                                           (all allen’s relations)




                                                           20
miércoles 6 de julio de 2011
MAPPING ASBRU TO HPDL
                           Asbru                                                         HPDL
                                                     duration

                                                        A                         ?start, ?end, ?duration
                    time annotations
                                           start                     end               <,>,<=,>=

                      time-annotated
                   references to plans               28 days after
                    (ref. points as plan   A                               B     temporal landmarks
                          pointers)                                               (all allen’s relations)

                                                   repeat 5 times
                       cyclical plans                                             recursive cyclical task
                                                                               (based on temporal formalism
                                                       A        frequency            of Anselma et. al)
                                                   offset



                                                             20
miércoles 6 de julio de 2011
RESULTS
            •    Proof of concept: We focused in the protocol for the Hodgkin’s disease.




                  •   around 70 text pages

                  •   We modeled it with a subset of the Asbru language (using DELT/A)
                                                     21
miércoles 6 de julio de 2011
RESULTS
              •   We have developed a KE tool for the translation (Asbru2HPDL)

              •   We identified and translated different patterns, not only the hierarchy of tasks:




                                                        22
miércoles 6 de julio de 2011
RESULTS
           •    The translation only cover the workflow of the care process, but not the
                modeling of patient profiles and hospital resources
                                                                                                            Patient Profile
                                                            ;;definition of predicates in the domain
                                                            (sex ?patient ?s - gender)
                                                            (group ?patient ?g - group)


                                                            ;; instances for patient Alice in the problem
                                                            (sex Alice M)
                                                            (group Alice Group3)
                                                            ;;start date for treatment
                                                            (startdate Alice "07/11/2011 08:00:00")
            Resource
           Constraints
                               (between "07/11/2011 00:00:00" and "07/12/2011 00:00:00" (available John))
                               (between "07/12/2011 00:00:00" and "07/01/2011 00:00:00" (available Paul))
                               (between "07/01/2012 00:00:00" and "07/02/2012 00:00:00" (available John))
                               (between "07/02/2012 00:00:00" and "07/03/2012 00:00:00" (available Paul))
                               (between "07/03/2012 00:00:00" and "07/04/2012 00:00:00" (available John))

                                                                  23
miércoles 6 de julio de 2011
RESULTS
              •   A fragment of the generated pathway:




              •   This pathway can afterwards be translated into a representation
                  understandable by a BPM engine
                   •    González-Ferrer, A., Fdez-Olivares, J., Sánchez-Garzón, I., & Castillo, L. (2010).
                        Smart Process Management: Automated Generation of Adaptive Cases
                        based on Intelligent Planning Technologies. 8th BPM Conference, Demo Track

                                                           24
miércoles 6 de julio de 2011
RESULTS
               •   Personalized access for each doctor to his/her list of time-annotated tasks

               •   Patient’s follow-up procedure is supported by a BPM runtime console




                                                            25
miércoles 6 de julio de 2011
Conclusions
               •       We presented an AI-based methodology to model and
                       operationalize care pathways for oncology treatments
               •       The patterns commonly found in a CIG representation (concretely
                       Asbru) can be translated into a corresponding HTN representation.
                      •        The methodology could be used for other CIG languages as well
               •       This is interesting because
                      •        Adding patients and resources information, we can obtain a
                               customized care pathway that unfolds over time
                      •        CIGs are more user-friendly for the modeling than doing it
                               directly with cumbersome HTN planning languages
               •       We can finally deploy the care plan into a BPM execution engine

                                                          26
miércoles 6 de julio de 2011
FUTURE WORK
          • Use and evaluation in a real hospital scenario
          • Apply to other protocols, which patterns could be
                  also interesting?
          • Flexibility: we are progressing to include
                  monitoring, plan repair and replanning
          • Real integration with real HIS and EHR
                                         27
miércoles 6 de julio de 2011
see more at ...


                      •        presentation @ KR4HC workshop
                      •        Dr. Juan Fernández-Olivares
                      •        Task Network based modeling, dynamic generation and adaptive
                               execution of patient-tailored treatment plans based on Smart Process
                               Management technologies



                                                             28
miércoles 6 de julio de 2011

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Presentation at AIME 2011

  • 1. Careflow Planning: From Time-annotated Clinical Guidelines to Temporal Hierarchical Task Networks Arturo González-Ferrer Annette ten Teije Juan Fdez-Olivares Krystyna Milian 1 miércoles 6 de julio de 2011
  • 2. MOTIVATION • Real requirements by doctors of 7 hospitals in our region (Andalucía) in project Oncotheraper: • Virgen del Rocío (Sevilla) • Virgen Macarena (Sevilla) • Carlos Haya (Málaga) • Torre Cárdenas (Almería) • Reina Sofía (Córdoba) • Complejo Hospitalario (Jaén) • Virgen de las Nieves (Granada) 2 miércoles 6 de julio de 2011
  • 3. MOTIVATION 3 miércoles 6 de julio de 2011
  • 4. MOTIVATION • Doctors in the project need IT support for planning, visualization and execution of a patient long-term treatment in pediatrics oncology 3 miércoles 6 de julio de 2011
  • 5. MOTIVATION • Doctors in the project need IT support for planning, visualization and execution of a patient long-term treatment in pediatrics oncology • They spend much time preparing the patient plan at hand 3 miércoles 6 de julio de 2011
  • 6. MOTIVATION • Doctors in the project need IT support for planning, visualization and execution of a patient long-term treatment in pediatrics oncology • They spend much time preparing the patient plan at hand • These protocols are very constrained by multiple temporal annotations (chemotherapy cycles, delayed synchronizations, ...). 3 miércoles 6 de julio de 2011
  • 7. MOTIVATION • Doctors in the project need IT support for planning, visualization and execution of a patient long-term treatment in pediatrics oncology • They spend much time preparing the patient plan at hand • These protocols are very constrained by multiple temporal annotations (chemotherapy cycles, delayed synchronizations, ...). • We did previous work where we used the BPMN graphical notation to model organizational processes and obtain process instances adapted to specific conditions 3 miércoles 6 de julio de 2011
  • 8. MOTIVATION • Doctors in the project need IT support for planning, visualization and execution of a patient long-term treatment in pediatrics oncology • They spend much time preparing the patient plan at hand • These protocols are very constrained by multiple temporal annotations (chemotherapy cycles, delayed synchronizations, ...). • We did previous work where we used the BPMN graphical notation to model organizational processes and obtain process instances adapted to specific conditions • we found that the capability of BPMN to represent complex temporal constraints is still confusing and incomplete 3 miércoles 6 de julio de 2011
  • 9. MOTIVATION • Doctors in the project need IT support for planning, visualization and execution of a patient long-term treatment in pediatrics oncology • They spend much time preparing the patient plan at hand • These protocols are very constrained by multiple temporal annotations (chemotherapy cycles, delayed synchronizations, ...). • We did previous work where we used the BPMN graphical notation to model organizational processes and obtain process instances adapted to specific conditions • we found that the capability of BPMN to represent complex temporal constraints is still confusing and incomplete • time-BPMN extension (Gagné & Trudel) is only theoretical, not practical 3 miércoles 6 de julio de 2011
  • 10. MOTIVATION • Doctors in the project need IT support for planning, visualization and execution of a patient long-term treatment in pediatrics oncology • They spend much time preparing the patient plan at hand • These protocols are very constrained by multiple temporal annotations (chemotherapy cycles, delayed synchronizations, ...). • We did previous work where we used the BPMN graphical notation to model organizational processes and obtain process instances adapted to specific conditions • we found that the capability of BPMN to represent complex temporal constraints is still confusing and incomplete • time-BPMN extension (Gagné & Trudel) is only theoretical, not practical • We decided to move the modeling stage to using Computer-interpretable Guidelines 3 miércoles 6 de julio de 2011
  • 11. “Hardly any of the existing Clinical Decision Support Systems (CDSS) appear to be aimed at supporting extended clinical workflows, management of information and decision-making in plans that unfold over time” J. Fox, D. Glasspool, V. Patkar, M. Austin, L. Black, M. South, D. Robertson, and C. Vincent. Delivering clinical decision support services: There is nothing as practical as a good theory. Journal of Biomedical Informatics, 43(5):831-843, 2010 4 miércoles 6 de julio de 2011
  • 12. MOTIVATION • We need to represent and reason about actions and decisions, different patient profiles, temporal patterns and scheduling of resources, in order to automatically generate personalized care plans • We need these plans to be visually atractive, and useful for the doctors • We want to deploy these plans for the patient treatment into a workflow engine (i.e. careflow) • This way, both the patients and doctors could follow the treatment using a more efficient, safe, and high-quality healthcare process 5 miércoles 6 de julio de 2011
  • 13. CLINICAL GUIDELINES • Clinical Practice Guidelines: Recommendations on the appropriate treatment and care of people with specific diseases and conditions, on the basis of the best available evidence. • Computer-interpretable Guidelines languages 6 miércoles 6 de julio de 2011
  • 14. CARE PATHWAYS Care Pathways: Aim to model a timed process of patient-focused care, by specifying key events, clinical exams and assessments to produce the best prescribed outcomes, within the limits of the resources available, for an appropriate episode of care • It aims to reduce the patient’s stay time in the hospital, delivering a more efficient care process 7 miércoles 6 de julio de 2011
  • 15. AIMS AND GOALS • Starting from the recommendations of a Computer Interpretable Guideline for a specific disease, we want to obtain a Care Pathway: Clinical Guidelines 8 miércoles 6 de julio de 2011
  • 16. AIMS AND GOALS • Starting from the recommendations of a Computer Interpretable Guideline for a specific disease, we want to obtain a Care Pathway: Clinical Guidelines ? 8 miércoles 6 de julio de 2011
  • 17. AIMS AND GOALS • Starting from the recommendations of a Computer Interpretable Guideline for a specific disease, we want to obtain a Care Pathway: Care Pathways Clinical Guidelines ? 8 miércoles 6 de julio de 2011
  • 18. AIMS AND GOALS • Starting from the recommendations of a Computer Interpretable Guideline for a specific disease, we want to obtain a Care Pathway: Care Pathways Patient Profile Clinical Guidelines ? 8 miércoles 6 de julio de 2011
  • 19. AIMS AND GOALS • Starting from the recommendations of a Computer Interpretable Guideline for a specific disease, we want to obtain a Care Pathway: Care Pathways Patient Profile Clinical Guidelines Temporal Patterns ? 8 miércoles 6 de julio de 2011
  • 20. AIMS AND GOALS • Starting from the recommendations of a Computer Interpretable Guideline for a specific disease, we want to obtain a Care Pathway: Care Pathways Patient Profile Clinical Guidelines Temporal Patterns ? Resources 8 miércoles 6 de julio de 2011
  • 21. AIMS AND GOALS • Starting from the recommendations of a Computer Interpretable Guideline for a specific disease, we want to obtain a Care Pathway: Care Pathways Patient Profile Clinical Guidelines Temporal Patterns ? Resources Visual Plan 8 miércoles 6 de julio de 2011
  • 22. AIMS AND GOALS • Starting from the recommendations of a Computer Interpretable Guideline for a specific disease, we want to obtain a Care Pathway: Care Pathways Patient Profile Clinical Guidelines Temporal Patterns ? Resources Visual Plan Workflow 8 miércoles 6 de julio de 2011
  • 23. ASBRU • It is an XML-based, time-oriented, CIG language, used to embody CPGʼs and protocols as skeletal plans. • Each one of these skeletal plans consists of a plan-body that can be composed of: • subplans (set of steps in parallel or sequentially), • cyclical-plans (repeated several times), • plan-activations (a call to another plan) or • user-performed steps (a specific action performed by the user). • In addition, time-annotated conditions can be attached for the selection of plans 9 miércoles 6 de julio de 2011
  • 24. HTN PLANNING • HTN planning has shown to be very useful on practical human-centric domains, for the generation of customized plans (tourism, e-learning, emergencies, ...). • HPDL: It is HTN extension of PDDL language (derived from first-order logic), organized as: planning domain planning problem compound tasks hierarchy of objects primitive actions decomposition methods preconditions initial state predicates, functions set of goals 10 miércoles 6 de julio de 2011
  • 25. Computer Interpretable Guidelines are very good for Representation of actions and decisions in Clinical Processes, but they need a counterpart Knowledge Reasoning step to be used as a basis for obtaining Care Pathways 11 miércoles 6 de julio de 2011
  • 26. WHAT TO DO? • Temporal HTN planning is appropriate for the aim of generating care pathways • J. Fdez-Olivares et al. Supporting clinical processes and decisions by hierarchical planning and scheduling Computational Intelligence, 2011 • But : modeling HTN domains directly can be really complex. Sometimes, an Art! • We need a higher level language for representation of the guideline: • Let use Asbru • Then what? • We need some Knowledge Engineering 12 miércoles 6 de julio de 2011
  • 27. WHAT TO DO? • Temporal HTN planning is appropriate for the aim of generating care pathways • J. Fdez-Olivares et al. Supporting clinical processes and decisions by hierarchical planning and scheduling Computational Intelligence, 2011 • But : modeling HTN domains directly can be really complex. Sometimes, an Art! • We need a higher level language for representation of the guideline: • Let use Asbru Asbru to HPDL? • Then what? • We need some Knowledge Engineering 12 miércoles 6 de julio de 2011
  • 28. What is the most important aim of Knowledge Engineering? Turning the process of constructing Knowledge Based Systems from an Art into an Engineering Discipline, using better methodological approaches [Studer et. al, 1998] 13 miércoles 6 de julio de 2011
  • 29. METHODOLOGICAL APPROACH • Experts describe the CPG in text format • Knowledge Engineers model it using a CIG language (e.g. Asbru) 14 miércoles 6 de julio de 2011
  • 30. METHODOLOGICAL APPROACH • Experts describe the CPG in text format • Knowledge Engineers model it using a CIG language (e.g. Asbru) • Automatically transform the Asbru representation into an HTN planning domain model, considering time constraints 14 miércoles 6 de julio de 2011
  • 31. METHODOLOGICAL APPROACH • Experts describe the CPG in text format • Knowledge Engineers model it using a CIG language (e.g. Asbru) • Automatically transform the Asbru representation into an HTN planning domain model, considering time constraints • Interprete the domain to obtain a Care Pathway for a patient, using the available resources 14 miércoles 6 de julio de 2011
  • 32. METHODOLOGICAL APPROACH • Experts describe the CPG in text format • Knowledge Engineers model it using a CIG language (e.g. Asbru) • Automatically transform the Asbru representation into an HTN planning domain model, considering time constraints • Interprete the domain to obtain a Care Pathway for a patient, using the available resources • Deploy the Care Pathway obtained into a BPM engine for ubiquitous execution. 14 miércoles 6 de julio de 2011
  • 33. METHODOLOGICAL APPROACH • Experts describe the CPG in text format • Knowledge Engineers model it using a CIG language (e.g. Asbru) • Automatically transform the Asbru representation into an HTN planning domain model, considering time constraints • Interprete the domain to obtain a Care Pathway for a patient, using the available resources • Deploy the Care Pathway obtained into a BPM engine for ubiquitous execution. 14 miércoles 6 de julio de 2011
  • 34. METHODOLOGICAL APPROACH • Experts describe the CPG in text format • Knowledge Engineers model it using a CIG language (e.g. Asbru) • Automatically transform the Asbru representation into an HTN planning domain model, considering time constraints • Interprete the domain to obtain a Care Pathway for a patient, using the available resources • Deploy the Care Pathway obtained into a BPM engine for ubiquitous execution. already done (see bibliography) 14 miércoles 6 de julio de 2011
  • 35. METHODOLOGICAL APPROACH • Experts describe the CPG in text format • Knowledge Engineers model it using a CIG language (e.g. Asbru) • Automatically transform the Asbru representation into an HTN planning domain model, considering time constraints • Interprete the domain to obtain a Care Pathway for a patient, using the available resources • Deploy the Care Pathway obtained into a BPM engine for ubiquitous execution. already done (see bibliography) work in progress 14 miércoles 6 de julio de 2011
  • 36. MAPPING ASBRU TO HPDL • Why is this useful? • HTN planning is capable to represent clinical protocols and reason to obtain a pathway: • not only representing, but also managing complex temporal patterns • representing custom constraints (e.g. resources) and reasoning about them • adapted to the specific conditions of the patient profile • very useful in low-frequency scenarios, where BPM tools could be interesting • CIG languages more user-friendly for knowledge representation • not only for humans, also for managing them in a computer • some of them use graphical notations, that are underneath stored as XML 15 miércoles 6 de julio de 2011
  • 37. HIGH OR LOW FREQUENCY DOMAIN? ❖ Traditional use of Asbru in high-frequency domains (e.g. intensive care units) Asbru Guideline Time- Asbru annotated Interpreter input data What to do for every ICU input variable? 16 miércoles 6 de julio de 2011
  • 38. HIGH OR LOW FREQUENCY DOMAIN? ❖ We want to use it for low-frequency domains (long/medium-term care plans) Asbru Guideline Translator Patient Conditions Long-term Guideline in IACTIVE Care Hospital HPDL planner Pathway Resources Deliberative Reasoning 17 miércoles 6 de julio de 2011
  • 39. ASBRU & HPDL: SIMILARITIES • Both follow a similar Task Network Model (TNM) • This is also valid for other CIG languages (not only Asbru) • Asbru skeletal plans similar to HTN compound/primitive operators. • Both are able to represent multiple task ordering schemas • Both are able to represent multiple temporal patterns (e.g. Allen’s T.L. ) 18 miércoles 6 de julio de 2011
  • 40. MAPPING ASBRU TO HPDL Asbru HPDL 19 miércoles 6 de julio de 2011
  • 41. MAPPING ASBRU TO HPDL Asbru HPDL plan-activations A B task calls activate B 19 miércoles 6 de julio de 2011
  • 42. MAPPING ASBRU TO HPDL Asbru HPDL plan-activations A B task calls activate B A1 cond 1 A1 subplans parallel conditional compound tasks A A A2 cond 2 A2 if-then-else task methods A A1 A2 sequence 19 miércoles 6 de julio de 2011
  • 43. MAPPING ASBRU TO HPDL Asbru HPDL plan-activations A B task calls activate B A1 cond 1 A1 subplans parallel conditional compound tasks A A A2 cond 2 A2 if-then-else task methods A A1 A2 sequence user-performed A durative-action 19 miércoles 6 de julio de 2011
  • 44. MAPPING ASBRU TO HPDL Asbru HPDL 20 miércoles 6 de julio de 2011
  • 45. MAPPING ASBRU TO HPDL Asbru HPDL duration A ?start, ?end, ?duration time annotations start end <,>,<=,>= 20 miércoles 6 de julio de 2011
  • 46. MAPPING ASBRU TO HPDL Asbru HPDL duration A ?start, ?end, ?duration time annotations start end <,>,<=,>= time-annotated references to plans 28 days after (ref. points as plan A B temporal landmarks pointers) (all allen’s relations) 20 miércoles 6 de julio de 2011
  • 47. MAPPING ASBRU TO HPDL Asbru HPDL duration A ?start, ?end, ?duration time annotations start end <,>,<=,>= time-annotated references to plans 28 days after (ref. points as plan A B temporal landmarks pointers) (all allen’s relations) repeat 5 times cyclical plans recursive cyclical task (based on temporal formalism A frequency of Anselma et. al) offset 20 miércoles 6 de julio de 2011
  • 48. RESULTS • Proof of concept: We focused in the protocol for the Hodgkin’s disease. • around 70 text pages • We modeled it with a subset of the Asbru language (using DELT/A) 21 miércoles 6 de julio de 2011
  • 49. RESULTS • We have developed a KE tool for the translation (Asbru2HPDL) • We identified and translated different patterns, not only the hierarchy of tasks: 22 miércoles 6 de julio de 2011
  • 50. RESULTS • The translation only cover the workflow of the care process, but not the modeling of patient profiles and hospital resources Patient Profile ;;definition of predicates in the domain (sex ?patient ?s - gender) (group ?patient ?g - group) ;; instances for patient Alice in the problem (sex Alice M) (group Alice Group3) ;;start date for treatment (startdate Alice "07/11/2011 08:00:00") Resource Constraints (between "07/11/2011 00:00:00" and "07/12/2011 00:00:00" (available John)) (between "07/12/2011 00:00:00" and "07/01/2011 00:00:00" (available Paul)) (between "07/01/2012 00:00:00" and "07/02/2012 00:00:00" (available John)) (between "07/02/2012 00:00:00" and "07/03/2012 00:00:00" (available Paul)) (between "07/03/2012 00:00:00" and "07/04/2012 00:00:00" (available John)) 23 miércoles 6 de julio de 2011
  • 51. RESULTS • A fragment of the generated pathway: • This pathway can afterwards be translated into a representation understandable by a BPM engine • González-Ferrer, A., Fdez-Olivares, J., Sánchez-Garzón, I., & Castillo, L. (2010). Smart Process Management: Automated Generation of Adaptive Cases based on Intelligent Planning Technologies. 8th BPM Conference, Demo Track 24 miércoles 6 de julio de 2011
  • 52. RESULTS • Personalized access for each doctor to his/her list of time-annotated tasks • Patient’s follow-up procedure is supported by a BPM runtime console 25 miércoles 6 de julio de 2011
  • 53. Conclusions • We presented an AI-based methodology to model and operationalize care pathways for oncology treatments • The patterns commonly found in a CIG representation (concretely Asbru) can be translated into a corresponding HTN representation. • The methodology could be used for other CIG languages as well • This is interesting because • Adding patients and resources information, we can obtain a customized care pathway that unfolds over time • CIGs are more user-friendly for the modeling than doing it directly with cumbersome HTN planning languages • We can finally deploy the care plan into a BPM execution engine 26 miércoles 6 de julio de 2011
  • 54. FUTURE WORK • Use and evaluation in a real hospital scenario • Apply to other protocols, which patterns could be also interesting? • Flexibility: we are progressing to include monitoring, plan repair and replanning • Real integration with real HIS and EHR 27 miércoles 6 de julio de 2011
  • 55. see more at ... • presentation @ KR4HC workshop • Dr. Juan Fernández-Olivares • Task Network based modeling, dynamic generation and adaptive execution of patient-tailored treatment plans based on Smart Process Management technologies 28 miércoles 6 de julio de 2011