J.3.C UPIC Data Matching Protocol.docx

Attachment J.3.C HHSM-500-2015-RFP-0122 UPIC Medicare-Medicaid (Medi-Medi)

DATA MATCHING PROTOCOL

Contractor:

Jurisdiction:

STATE Medicaid Agency:

Date:

Italicized information should either be replaced with customized language or should be deleted.

Section 1. Introduction Data matching is the process of creating state-specific cross-reference files that link beneficiaries, providers, and codes (such as drug codes) between datasets. This report describes the methodology for developing the cross-reference files.

Section 2. Beneficiary Matching Protocol [Describe the purpose of the match]

2.1 Source Files

[Describe the files and elements that will be matched. Describe the time frames the data cover.]

2.2 Tools

[Describe the software or analytical tools that will be used to match the data.]

2.3 Methodology

[Describe the methodology for determining a match. Describe how often the cross-reference tables will be re-analyzed.]

2.4 Output

[Describe the reports/tables/files that will be generated. Describe the format/variables for the output.]

2.5 Support

[Describe the support that is needed to carry out the match, e.g. statistician, physician, nurse.]

2.6 Quality Control

[Describe the process for verifying match with existing information. Describe process of reviewing output/results with the state Medicaid agency program lead and/or data workgroup.]

2.7 Results

[Once the match is conducted (after the protocol is approved), the summary of results should be included, such as the numbers that matched.] Section 3. Provider Matching Protocol [Describe the purpose of the match]

3.1 Source Files

[Describe the files and elements that will be matched. Describe the time frames the data cover.]

3.2 Tools

[Describe the software or analytical tools that will be used to match the data.]

3.3 Methodology

[Describe the methodology for determining a match. Describe how often the cross-reference tables will be re-analyzed.]

3.4 Output

[Describe the reports/tables/files that will be generated.

Describe the format/variables for the output.]

3.5 Support

[Describe the support that is needed to carry out the match, e.g. statistician, physician, nurse.]

3.6 Quality Control

[Describe the process for verifying match with existing information. Describe process of reviewing output/results with the state Medicaid agency program lead and/or data workgroup.]

3.7 Results

[Once the match is conducted (after the protocol is approved), the summary of results should be included, such as the numbers that matched.] Section 4. [Insert] Matching Protocol [Describe the purpose of the match]

4.1 Source Files

[Describe the files and elements that will be matched. Describe the time frames the data cover.]

4.2 Tools

[Describe the software or analytical tools that will be used to match the data.]

4.3 Methodology

[Describe the methodology for determining a match. Describe how often the cross-reference tables will be re-analyzed.]

4.4 Output

[Describe the reports/tables/files that will be generated. Describe the format/variables for the output.]

4.5 Support

[Describe the support that is needed to carry out the match, e.g. statistician, physician, nurse.]

4.6 Quality Control

[Describe the process for verifying match with existing information. Describe process of reviewing output/results with the state Medicaid agency program lead and/or data workgroup.]

4.7 Results

[Once the match is conducted (after the protocol is approved), the summary of results should be included, such as the numbers that matched.] [Add additional sections as needed] UPIC Medi-Medi Data Matching Protocol