<?xml version="1.0" encoding="utf-8"?>
<!DOCTYPE article PUBLIC "-//NLM//DTD JATS (Z39.96) Journal Publishing DTD v1.3 20210610//EN" "https://jats.nlm.nih.gov/publishing/1.3/JATS-journalpublishing1-3.dtd">
<article article-type="research-article" dtd-version="1.3" xml:lang="ru">
  <front xmlns:xlink="http://www.w3.org/1999/xlink">
    <journal-meta>
      <journal-title-group>
        <journal-title>Technoeconomics</journal-title>
        <trans-title-group xml:lang="ru">
          <trans-title>Technoeconomics</trans-title>
        </trans-title-group>
      </journal-title-group>
      <issn pub-type="epub">2949-1290</issn>
    </journal-meta>
    <article-meta xmlns:xlink="http://www.w3.org/1999/xlink">
      <article-id pub-id-type="publisher-id">7</article-id>
      <article-id pub-id-type="doi">10.57809/2026.5.2.17.6</article-id>
      <title-group>
        <article-title>Patient Data Management In A Commercial Clinic: Audit, Segmentation, And Data Strategy</article-title>
        <trans-title-group xml:lang="ru">
          <trans-title>Управление данными о пациентах в коммерческой клинике: аудит, сегментация и стратегия обработки данных</trans-title>
        </trans-title-group>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <name>
            <surname>Osipov</surname>
            <given-names>Gleb</given-names>
          </name>
          <xref ref-type="aff" rid="aff1"/>
        </contrib>
      </contrib-group>
      <aff id="aff1">Peter the Great St.Petersburg Polytechnic University</aff>
      <pub-date publication-format="electronic" date-type="pub" iso-8601-date="2026-06-30">
        <day>30</day>
        <month>06</month>
        <year>2026</year>
      </pub-date>
      <volume>5</volume>
      <issue>2</issue>
      <issue-id pub-id-type="publisher-id">17</issue-id>
      <fpage>72</fpage>
      <lpage>85</lpage>
      <self-uri xmlns:xlink="http://www.w3.org/1999/xlink" content-type="pdf" xlink:href="https://technoeconomics.spbstu.ru/userfiles/files/Issues/17/6_osipov.pdf"/>
      <abstract xml:lang="en">
        <p>This article examines data management methods in a commercial medical organization. Based on an audit of the information infrastructure of a multidisciplinary clinic, the study describes procedures for patient data profiling and deduplication, develops a KPI system using the Balanced Scorecard methodology, constructs an RFM segmentation model to identify patients at high risk of churn, and proposes a phased data strategy for transitioning toward data-driven management. The paper also provides a systematic review of Data Governance frameworks and digital transformation practices in healthcare, contextualizing the clinic-level findings within broader trends in health data management.</p>
      </abstract>
      <kwd-group xml:lang="en">
        <kwd>data management</kwd>
        <kwd>Data Governance</kwd>
        <kwd>data audit</kwd>
        <kwd>data profiling</kwd>
        <kwd>deduplication</kwd>
        <kwd>ETL</kwd>
        <kwd>RFM segmentation</kwd>
        <kwd>patient churn</kwd>
        <kwd>KPI</kwd>
        <kwd>Balanced Scorecard</kwd>
        <kwd>digital transformation</kwd>
        <kwd>healthcare analytics</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <back>
    <ref-list>
      <title>References</title>
      <ref id="ref1">
        <mixed-citation publication-type="journal">Abraham R., Schneider J., vom Brocke J. 2019. Data Governance: A Conceptual Framework, Structured Review, and Research Agenda. International Journal of Information Management 49, 424–438.</mixed-citation>
      </ref>
      <ref id="ref2">
        <mixed-citation publication-type="journal">Adler-Milstein J., Everson J., Lee S. D. 2015. EHR Adoption and Hospital Performance: Time-related Effects. Health Services Research 50 (6), 1751–1771.</mixed-citation>
      </ref>
      <ref id="ref3">
        <mixed-citation publication-type="journal">Bates D. W., Saria S., Ohno-Machado L., Shah A., Escobar G. 2014. Big Data in Health Care: Using Analytics to Identify and Manage High-risk and High-cost Patients. Health Affairs 33 (7), 1123–1131.</mixed-citation>
      </ref>
      <ref id="ref4">
        <mixed-citation publication-type="journal">Boonstra A., Versluis A., Vos J. F. J. 2014. Implementing Electronic Health Records in Hospitals: A Systematic Literature Review. BMC Health Services Research 14 (1), 370.</mixed-citation>
      </ref>
      <ref id="ref5">
        <mixed-citation publication-type="journal">Chemeris O. S., Dubgorn A. S., Tick J. 2023. Development of a Methodology for Integral Assessment of the Effectiveness of Medical Organizations Under Conditions of Changes in the Main Business Processes in the Health Care System. In: Ilin I. et al. (eds.) Digital Technologies in Logistics and Infrastructure (DTLI 2023). Lecture Notes in Networks and Systems 703, 467–478. Springer, Cham. DOI: 10.1007/978-3-031-32719-3_46.</mixed-citation>
      </ref>
      <ref id="ref6">
        <mixed-citation publication-type="journal">Christen P. 2012. Data Matching: Concepts and Techniques for Record Linkage, Entity Resolution, and Duplicate Detection. Berlin: Springer.</mixed-citation>
      </ref>
      <ref id="ref7">
        <mixed-citation publication-type="journal">DAMA International. 2017. DAMA-DMBOK: Data Management Body of Knowledge. 2nd ed. Technics Publications.</mixed-citation>
      </ref>
      <ref id="ref8">
        <mixed-citation publication-type="journal">Fader P. S., Hardie B. G. S., Lee K. L. 2005. RFM and CLV: Using Iso-value Curves for Customer Base Analysis. Journal of Marketing Research 42 (4), 415–430.</mixed-citation>
      </ref>
      <ref id="ref9">
        <mixed-citation publication-type="journal">Gichko V. I., Chemeris O. S. 2025. Analysis of IT Infrastructure Disaster Recovery Statistics: Focus on Data Preservation and Data Management. In: Modern Issues of Sustainable Development in the Era of Transformation Processes, 295–301.</mixed-citation>
      </ref>
      <ref id="ref10">
        <mixed-citation publication-type="journal">Hughes A. M. 2000. Strategic Database Marketing. New York: McGraw-Hill.</mixed-citation>
      </ref>
      <ref id="ref11">
        <mixed-citation publication-type="journal">Iliashenko O.Y., Iliashenko V.M., Dubgorn A. 2020. IT-architecture development approach in implementing BI-systems in medicine. Lecture Notes in Networks and Systems, 95, 692-700.</mixed-citation>
      </ref>
      <ref id="ref12">
        <mixed-citation publication-type="journal">Ilin I., Levina A., Frolov K., Borremans A., Ershova A., Tick A., Averina M. 2022. Life-cycle contract as an innovative business model for high-tech medical organizations. Journal of Open Innovation: Technology, Market, and Complexity, 8, 4, 207.</mixed-citation>
      </ref>
      <ref id="ref13">
        <mixed-citation publication-type="journal">Ilyin A. Y., Chemeris O. S. 2026. Methodology for Identifying Problem Areas in Business Processes Based on Content Analysis of Corporate Reporting: Indicator Calculation and Empirical Testing. Vestnik of Russian New University. Series “Man and Society” 2, 26–34. DOI:10.18137/RNU.V9276.26.02.P.026.</mixed-citation>
      </ref>
      <ref id="ref14">
        <mixed-citation publication-type="journal">Inamdar N., Kaplan R. S. 2002. Applying the Balanced Scorecard in Healthcare Provider Organizations. Journal of Healthcare Management 47 (3), 179–195.</mixed-citation>
      </ref>
      <ref id="ref15">
        <mixed-citation publication-type="journal">Kaplan R. S., Norton D. P. 1996. The Balanced Scorecard: Translating Strategy into Action. Boston: Harvard Business School Press.</mixed-citation>
      </ref>
      <ref id="ref16">
        <mixed-citation publication-type="journal">Khatri V., Brown C. V. 2010. Designing Data Governance. Communications of the ACM 53 (1), 148–152.</mixed-citation>
      </ref>
      <ref id="ref17">
        <mixed-citation publication-type="journal">Krokhina V. 2024. Application of data management tools to improve efficiency of a biotechnology company. Technoeconomics 3, 3 (10), 72–82. DOI: https://doi.org/10.57809/2024.3.3.10.7</mixed-citation>
      </ref>
      <ref id="ref18">
        <mixed-citation publication-type="journal">Kruse C. S., Kristof C., Jones B., Mitchell E., Martinez A. 2016. Barriers to Electronic Health Record Adoption: a Systematic Literature Review. Journal of Medical Systems 40 (12), 252.</mixed-citation>
      </ref>
      <ref id="ref19">
        <mixed-citation publication-type="journal">Lamotkin A. I., Korabelnikov D. I., Lamotkin I. A. 2022. Application of Artificial Intelligence in Medical Diagnostics. Digital Healthcare 4, 44–52.</mixed-citation>
      </ref>
      <ref id="ref20">
        <mixed-citation publication-type="journal">Lepekhin A.A,, Iliashenko O.Yu., Gugutishvili D.M., Ershova A.S. 2022. Analysis of healthcare IT solutions within value-based and personalized medicine paradigms. Technoeconomics 1 (1), 33–42. DOI: https://doi.org/10.57809/2022.1.1.3</mixed-citation>
      </ref>
      <ref id="ref21">
        <mixed-citation publication-type="journal">Matyushok V. M., Krasavina V. A., Matyushok S. V. 2023. Analysis of the Artificial Intelligence Market in the Russian Federation. RUDN Journal of Economics 31 (2), 154–169.</mixed-citation>
      </ref>
      <ref id="ref22">
        <mixed-citation publication-type="journal">Moosavi S. H. S., Haeri A., Rezaei M. 2022. A Two-stage Model of Customer Segmentation in the Presence of Missing Values. Information Systems Frontiers 24, 1989–2005.</mixed-citation>
      </ref>
      <ref id="ref23">
        <mixed-citation publication-type="journal">Otto B. 2011. Who’s in Charge of Corporate Data? Chief Data Officer, Data Governance, and Data Management. ERCIM News 85, 31–32.</mixed-citation>
      </ref>
      <ref id="ref24">
        <mixed-citation publication-type="journal">Russian Federation Federal Law No. 152-FZ “On Personal Data,” dated July 27, 2006.</mixed-citation>
      </ref>
      <ref id="ref25">
        <mixed-citation publication-type="journal">Thimbleby H. 2013. Technology and the Future of Healthcare. Journal of Public Health Research 2 (3), 160–167.</mixed-citation>
      </ref>
      <ref id="ref26">
        <mixed-citation publication-type="journal">Topol E. J. 2019. High-performance Medicine: the Convergence of Human and Artificial Intelligence. Nature Medicine 25 (1), 44–56.</mixed-citation>
      </ref>
      <ref id="ref27">
        <mixed-citation publication-type="journal">Verbeke W., Dejaeger K., Martens D., Hur J., Baesens B. 2012. New Insights into Churn Prediction in the Telecommunication Sector: A Profit Driven Data Mining Approach. European Journal of Operational Research 218 (1), 211–229.</mixed-citation>
      </ref>
      <ref id="ref28">
        <mixed-citation publication-type="journal">Wang R. Y., Strong D. M. 1996. Beyond Accuracy: What Data Quality Means to Data Consumers. Journal of Management Information Systems 12 (4), 5–33.</mixed-citation>
      </ref>
      <ref id="ref29">
        <mixed-citation publication-type="journal">Wei J.-T., Lin S.-Y., Wu H.-H. 2010. A Review of the Application of RFM Model. African Journal of Business Management 4 (19), 4199–4206.</mixed-citation>
      </ref>
      <ref id="ref30">
        <mixed-citation publication-type="journal">Yeh I.-C., Chiu Y.-P. 2009. Applying RFM Model and K-means Method in Customer Value Analysis of a Finance Company. Expert Systems with Applications 36 (10), 14659–14667.</mixed-citation>
      </ref>
      <ref id="ref31">
        <mixed-citation publication-type="journal">Zelman W. N., Pink G. H., Matthias C. B. 2003. Use of the Balanced Scorecard in Health Care. Journal of Health Care Finance 29 (4), 1–16.</mixed-citation>
      </ref>
    </ref-list>
  </back>
</article>
