Comorbidity Algorithms

There are three comorbidity algorithms, each with several variants, implemented in the medicalcoder package:

Pediatric Complex Chronic Condition System (PCCC)
1. Version 2.0 (Feudtner et al. 2014)
  1. pccc_v2.0 is consistent with the older R package pccc (v1.0.6) (DeWitt, Feinstein, and Russell 2025).
  2. pccc_v2.1 modifies the set of ICD codes to be more consistent with documentation and other implementations of v2.0.
2. Version 3.0 (Feinstein et al. 2024)
  1. pccc_v3.0 is consistent with the SAS software published on the Children’s Hospital Association website in conjunction with Feinstein et al. (2024).
  2. pccc_v3.1 modifies the set of ICD codes to be more consistent with documentation.
Charlson
1. charslon_deyo1992: Deyo’s original set of codes (Deyo, Cherkin, and Ciol 1992; Quan et al. 2005)
2. charlson_quan2005 and charlson_quan2011: Codes and index scoring (Quan et al. 2005, 2011)
3. charlson_cdmf2019: (Glasheen et al. 2019)
Elixhauser
1. Based on codes provided by the Agency for Healthcare Research and Quality (AHRQ) for fiscal years 2022 through 2025 (Healthcare Research and (AHRQ) 2025)
  1. elixhauser_ahrq2022
  2. elixhauser_ahrq2023
  3. elixhauser_ahrq2024
  4. elixhauser_ahrq2025
2. Codes from Table 2 of Quan et al. (2005)
  1. elixhauser_elixhauser1988: (Elixhauser et al. 1998; Quan et al. 2005)
  2. elixhauser_ahrq_web: (Quan et al. 2005; Cost and (HCUP) 2017)
  3. elixhauser_quan2005: (Quan et al. 2005)

IMPORTANT NOTE: Elixhauser 1998 and AHRQ Web used diagnostic related group (DRG) codes as part of the methods. The medicalcoder package does not use DRG codes. This is consistent with the way these methods were implemented in Quan et al. (2005).

A list of the valid methods for the package can be accessed via a non-exported function. In general, the methods are listed in the form of <algorithm>_<version>.

medicalcoder:::comorbidities_methods()
##  [1] "pccc_v2.0"                 "pccc_v2.1"                
##  [3] "pccc_v3.0"                 "pccc_v3.1"                
##  [5] "charlson_deyo1992"         "charlson_quan2011"        
##  [7] "charlson_quan2005"         "charlson_cdmf2019"        
##  [9] "elixhauser_elixhauser1988" "elixhauser_ahrq_web"      
## [11] "elixhauser_quan2005"       "elixhauser_ahrq2022"      
## [13] "elixhauser_ahrq2023"       "elixhauser_ahrq2024"      
## [15] "elixhauser_ahrq2025"

Vignettes for each of the major methods are available.

vignette(topic = "pccc", package = "medicalcoder")
vignette(topic = "charlson", package = "medicalcoder")
vignette(topic = "elixhauser", package = "medicalcoder")

The focus of this vignette is to highlight the general use of the comorbidities function.

Details of the function arguments call are in the manual.

help(topic = "comorbidities", package = "medicalcoder")

args(comorbidities)
## function (data, icd.codes, method, id.vars = NULL, icdv.var = NULL, 
##     icdv = NULL, dx.var = NULL, dx = NULL, poa.var = NULL, poa = NULL, 
##     age.var = NULL, primarydx.var = NULL, primarydx = NULL, flag.method = c("current", 
##         "cumulative"), full.codes = TRUE, compact.codes = TRUE, 
##     subconditions = FALSE) 
## NULL

We highlight a general concept for the arguments. Note that several arguments are in pairs, e.g., dx.var and dx (used for denoting if codes are diagnostic or procedural), or poa.var and poa (used for denoting if a codes are present on admission). The .var version is the name of a variable within the data.frame passed into the data argument. The version without .var is a default value to be applied to the entirety of data. We will see some examples where this is useful.

The data element is expected to be a data.frame, or at least something that inherits the data.frame class. The format is expected to be a ‘long’ format. One row per code. Two example data sets in the package show the general expected form of the data.

head(mdcr)
##   patid icdv  code dx
## 1 71412    9 99931  1
## 2 71412    9 75169  1
## 3 71412    9 99591  1
## 4 71412    9 V5865  1
## 5 71412    9  V427  1
## 6 17087   10  V441  1
head(mdcr_longitudinal)
##     patid       date icdv     code
## 1 9663901 2016-03-18   10   Z77.22
## 2 9663901 2016-03-24   10  IMO0002
## 3 9663901 2016-03-24   10 V87.7XXA
## 4 9663901 2016-03-25   10  J95.851
## 5 9663901 2016-03-30   10  IMO0002
## 6 9663901 2016-03-30   10    Z93.0

A great level of detail for each of the comorbidity algorithms are provided in dedicated vignettes:

vignette(package = "medicalcoder")$results

When are conditions flag?

Whether or not the code is present on admission (POA) is useful when applying the comorbidity algorithms and considering if the patient has a comorbidity at time of encounter start of if the condition is a result of the current hospitalization.

Implementation of Elixhauser comorbidities for 2022 and beyond (Healthcare Research and (AHRQ) 2025) explicitly define the use of present on admission flags for specific conditions (see the poa_required flag reported in the data set returned by get_elixhauser_poa).

str(get_elixhauser_poa())
## 'data.frame':    43 obs. of  7 variables:
##  $ condition          : chr  "AIDS" "ALCOHOL" "ANEMDEF" "ANEMDEF" ...
##  $ desc               : chr  "Acquired immune deficiency syndrome" "Alcohol abuse" "Anemias due to other nutritional deficiencies" "Deficiency anemias" ...
##  $ poa_required       : int  0 0 1 1 0 1 1 0 0 0 ...
##  $ elixhauser_ahrq2022: int  1 1 NA 1 1 NA 1 1 1 1 ...
##  $ elixhauser_ahrq2023: int  1 1 1 NA 1 1 NA 1 1 1 ...
##  $ elixhauser_ahrq2024: int  1 1 1 NA 1 1 NA 1 1 1 ...
##  $ elixhauser_ahrq2025: int  1 1 1 NA 1 1 NA 1 1 1 ...

For Charlson comorbidities, from Quan et al. (2011):

We defined comorbidities in the previous admissions using major and secondary diagnoses, without consideration of diagnosis type. The presence of a comorbid condition was assigned to a patient when it was present in index or previous admission records. Otherwise, the absence of the condition was assigned to the patient.

From Quan et al. (2005):

The decision of whether to include or exclude specific codes or conditions from a coding algorithm depends to a large extent on a given study’s objectives. The original Charlson index used conditions present in hospitalized medical patients (regardless of whether the condition was present at baseline or arose after admission) to predict survival over an ensuing year. For such a study, a decision to exclude conditions arising after admission would not be ideal, as it would result in a loss of prognostic information relevant to long-term survival, and an ‘under-adjustment’ in risk-adjusted survival analyses. In contrast, in the context of studying in-hospital outcomes of a surgical procedure, researchers would be best advised to confine their risk adjustment to variables that are predominantly present at baseline. In jurisdictions that have diagnosis type indicators, the methodological decision is simply one of deciding, based on study objectives, whether to use or not use the indicators. In regions or countries without diagnosis type indicators, meanwhile, the data that we present … can help researchers make decisions on a condition-by-condition basis of whether to include particular variables, depending on their study objectives.

PCCC does not explicitly note the if POA is required.

medicalcoder has been built to consider POA for all comorbidity algorithms.

End users can use a 0/1 indicator variable in the data set to report which codes are POA via the function argument poa.var. If all the codes are to be considered POA or not, the functional argument poa can be used to set a common status without adding a column to the input data set.

Additionally, medicalcoder provides a flag.method argument for longitudinal data sets.

Example: Let’s assume we have a patient record for six encounters. We use ICD-10 diagnostic codes C78.4 and I50.40 which maps to a cancer and heart failure (cardiovascular disease) comorbidity respectively for PCCC, Charlson, and Elixhauser. For demonstration, we also flag POA with the second report of I50.40 intentionally marked as not present on admission.

lookup_icd_codes(c("C78.4", "I50.40"))
##   input_code match_type icdv dx full_code  code src known_start known_end
## 1      C78.4  full_code   10  1     C78.4  C784 cms        2014      2026
## 2      C78.4  full_code   10  1     C78.4  C784 cdc        2001      2025
## 3      C78.4  full_code   10  1     C78.4  C784 who        2008      2019
## 4     I50.40  full_code   10  1    I50.40 I5040 cms        2014      2026
##   assignable_start assignable_end
## 1             2014           2026
## 2             2001           2025
## 3             2008           2019
## 4             2014           2026

subset(get_pccc_codes(),
       subset = full_code %in% c("C78.4", "I50.40"),
       select = c("icdv", "dx", "code", "full_code", "condition", "pccc_v3.0"))
##      icdv dx  code full_code  condition pccc_v3.0
## 4523   10  1  C784     C78.4 malignancy         1
## 6570   10  1 I5040    I50.40        cvd         1

subset(get_charlson_codes(),
       subset = full_code %in% c("C78.4", "I50.40"),
       select = c("icdv", "dx", "code", "full_code", "condition", "charlson_quan2011"))
##      icdv dx  code full_code condition charlson_quan2011
## 3500   10  1  C784     C78.4       mst                 1
## 5776   10  1 I5040    I50.40       chf                 1

subset(get_elixhauser_codes(),
       subset = full_code %in% c("C78.4", "I50.40") & elixhauser_ahrq2025 == 1L,
       select = c("icdv", "dx", "code", "full_code", "condition", "elixhauser_ahrq2025"))
##      icdv dx  code full_code   condition elixhauser_ahrq2025
## 3394   10  1  C784     C78.4 CANCER_METS                   1
## 7647   10  1 I5040    I50.40          HF                   1

record <-
data.table::fread(text = "
patid | encid | code   | poa
A     | 1     | NA     | NA
A     | 2     | C78.4  | 0
A     | 3     | I50.40 | 1
A     | 4     | NA     | NA
A     | 5     | C78.4  | 1
A     | 5     | I50.40 | 0
A     | 6     | NA     | NA
")

We will call comorbidities for the three methods using static POA flags and dynamic POA flags, and both flag methods.

Indicators for when a comorbidity is flagged based on the algorithm, present on admission (poa), and flag.method. The two ICD codes,C78.4 and I50.40, map to cancer and cardiovascular disease respectively.
		POA = 0						POA = 1						poa.var = ‘poa’
		PCCC		Charlson		Elixhauser		PCCC		Charlson		Elixhauser		PCCC		Charlson		Elixhauser
encid	ICD	CVD	CANCER	CVD	CANCER	CVD	CANCER	CVD	CANCER	CVD	CANCER	CVD	CANCER	CVD	CANCER	CVD	CANCER	CVD	CANCER
flag.method = ‘current’
1		0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
2	C78.4	0	0	0	0	0	1	0	1	0	1	0	1	0	0	0	0	0	1
3	I50.40^*	0	0	0	0	0	0	1	0	1	0	1	0	1	0	1	0	1	0
4		0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
5	C78.4^*; I50.40	0	0	0	0	0	1	1	1	1	1	1	1	0	1	0	1	0	1
6		0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
flag.method = ‘cumulative’
1		0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
2	C78.4	0	0	0	0	0	1	0	1	0	1	0	1	0	0	0	0	0	1
3	I50.40^*	0	1	0	1	0	1	1	1	1	1	1	1	1	1	1	1	1	1
4		1	1	1	1	1	1	1	1	1	1	1	1	1	1	1	1	1	1
5	C78.4^*; I50.40	1	1	1	1	1	1	1	1	1	1	1	1	1	1	1	1	1	1
6		1	1	1	1	1	1	1	1	1	1	1	1	1	1	1	1	1	1
Note:
C78.4 does not need to be POA to count for Elixhauser. I50.40 does need to be POA to count for Elixhauser.
^* Present on Admission

Mapping ICD Codes to Comorbidities

End users can quickly assess the lookup table for all the ICD codes associated with a comorbidity algorithm using the get_<comorbidity>_codes functions. Each data.frame has columns for the ICD version, diagnostic or procedure flag, the compact code, and the full code. A column for the condition and other method specific flags are provided. Lastly, there are indicator columns for the variant of each method

str(get_pccc_codes())
## 'data.frame':    7913 obs. of  12 variables:
##  $ icdv           : int  9 9 9 9 9 9 9 9 9 9 ...
##  $ dx             : int  0 0 0 0 0 0 0 0 0 0 ...
##  $ full_code      : chr  "00.10" "00.50" "00.51" "00.53" ...
##  $ code           : chr  "0010" "0050" "0051" "0053" ...
##  $ condition      : chr  "malignancy" "cvd" "cvd" "cvd" ...
##  $ subcondition   : chr  "neoplasms" "device_and_technology_use" "device_and_technology_use" "device_and_technology_use" ...
##  $ transplant_flag: int  0 0 0 0 0 0 0 1 1 1 ...
##  $ tech_dep_flag  : int  0 1 1 1 1 1 1 0 0 0 ...
##  $ pccc_v3.1      : int  1 1 1 1 1 1 1 1 1 1 ...
##  $ pccc_v3.0      : int  1 1 1 1 1 1 1 1 1 1 ...
##  $ pccc_v2.1      : int  1 1 1 1 1 1 1 1 1 1 ...
##  $ pccc_v2.0      : int  1 1 1 1 1 1 1 1 1 1 ...
str(get_charlson_codes())
## 'data.frame':    7410 obs. of  9 variables:
##  $ icdv             : int  9 9 9 9 9 9 9 9 9 9 ...
##  $ dx               : int  1 1 1 1 1 1 1 1 1 1 ...
##  $ full_code        : chr  "003.1" "007.2" "007.4" "010" ...
##  $ code             : chr  "0031" "0072" "0074" "010" ...
##  $ condition        : chr  "aids" "aids" "aids" "aids" ...
##  $ charlson_cdmf2019: int  1 1 1 1 1 1 1 1 1 1 ...
##  $ charlson_deyo1992: int  0 0 0 0 0 0 0 0 0 0 ...
##  $ charlson_quan2005: int  0 0 0 0 0 0 0 0 0 0 ...
##  $ charlson_quan2011: int  0 0 0 0 0 0 0 0 0 0 ...
str(get_elixhauser_codes())
## 'data.frame':    10679 obs. of  12 variables:
##  $ icdv                     : int  9 9 9 9 9 9 9 9 9 9 ...
##  $ dx                       : int  1 1 1 1 1 1 1 1 1 1 ...
##  $ full_code                : chr  "042" "070.22" "070.23" "070.32" ...
##  $ code                     : chr  "042" "07022" "07023" "07032" ...
##  $ condition                : chr  "AIDS" "LIVER" "LIVER" "LIVER" ...
##  $ elixhauser_ahrq_web      : int  1 1 1 1 1 1 1 0 0 0 ...
##  $ elixhauser_elixhauser1988: int  1 0 0 1 1 0 1 0 0 0 ...
##  $ elixhauser_quan2005      : int  1 1 1 1 1 1 1 1 1 1 ...
##  $ elixhauser_ahrq2022      : int  NA NA NA NA NA NA NA NA NA NA ...
##  $ elixhauser_ahrq2023      : int  NA NA NA NA NA NA NA NA NA NA ...
##  $ elixhauser_ahrq2024      : int  NA NA NA NA NA NA NA NA NA NA ...
##  $ elixhauser_ahrq2025      : int  NA NA NA NA NA NA NA NA NA NA ...

End users should be aware that just because an ICD code exists in a data set does not mean that the patient has the condition. For Elixhauser, the presence on admission is important to consider. For PCCC version 3.0 and 3.1, tech dependencies on their own are insufficient to flag a condition (see vignette(topic = "pccc", package = "medicalcoder")).

For the charlson_cdmf2019 method (Glasheen et al. 2019), the AIDS categories are defined by the presence of HIV and an opportunistic infection. In the following example, if only considering ICD codes which flag ‘aids’, there would be several thousand cases of AIDS, but only six cases of HIV.

cdmf_eg <-
  merge(x = mdcr,
        y = subset(get_charlson_codes(),
                   condition %in% c("aids", "hiv") &
                   charlson_cdmf2019 == 1),
        by = c("icdv", "dx", "code"))
data.table::setDT(cdmf_eg)

cdmf_eg <-
  data.table::dcast(data = cdmf_eg,
                    patid ~ condition,
                    value.var = "charlson_cdmf2019",
                    fun.aggregate = function(x) {as.integer(sum(x) > 0)})

cdmf_eg[, .N, keyby = .(hiv, aids)]
## Key: <hiv, aids>
##      hiv  aids     N
##    <int> <int> <int>
## 1:     0     1  2716
## 2:     1     0     6
## 3:     1     1     1

When calling comorbidities we get the expected result.

cmdf_mdcr <-
  comorbidities(data = mdcr,
                icd.codes = "code",
                id.vars = "patid",
                icdv.var = "icdv",
                dx.var = "dx",
                method = "charlson_cdmf2019",
                flag.method = "current",
                poa = 1)
data.table::setDT(cmdf_mdcr)

cmdf_mdcr[, .N, keyby = .(hiv, aids)]
## Key: <hiv, aids>
##      hiv  aids     N
##    <int> <int> <int>
## 1:     0     0 38255
## 2:     1     0     6
## 3:     1     1     1

References

Cost, Healthcare, and Utilization Project (HCUP). 2017. “Elixhauser Comorbidity Software for ICD-9-CM.” https://hcup-us.ahrq.gov/toolssoftware/comorbidity/comorbidity.jsp.

DeWitt, Peter, James Feinstein, and Seth Russell. 2025. Pccc: Pediatric Complex Chronic Conditions. https://github.com/CUD2V/pccc.

Deyo, Richard A, Daniel C Cherkin, and Marcia A Ciol. 1992. “Adapting a Clinical Comorbidity Index for Use with ICD-9-CM Administrative Databases.” Journal of Clinical Epidemiology 45 (6): 613–19. https://doi.org/https://doi.org/10.1016/0895-4356(92)90133-8.

Elixhauser, Anne, Claudia Steiner, D Robert Harris, and Rosanna M Coffey. 1998. “Comorbidity Measures for Use with Administrative Data.” Medical Care 36 (1): 8–27. https://doi.org/10.1097/00005650-199801000-00004.

Feinstein, James A, Matt Hall, Amber Davidson, and Chris Feudtner. 2024. “Pediatric Complex Chronic Condition System Version 3.” JAMA Network Open 7 (7): e2420579–79. https://doi.org/10.1001/jamanetworkopen.2024.20579.

Feudtner, Chris, James A Feinstein, Wenjun Zhong, Matt Hall, and Dingwei Dai. 2014. “Pediatric Complex Chronic Conditions Classification System Version 2: Updated for ICD-10 and Complex Medical Technology Dependence and Transplantation.” BMC Pediatrics 14: 1–7. https://doi.org/10.1186/1471-2431-14-199.

Glasheen, William P, Tristan Cordier, Rajiv Gumpina, Gil Haugh, Jared Davis, and Andrew Renda. 2019. “Charlson Comorbidity Index: ICD-9 Update and ICD-10 Translation.” American Health & Drug Benefits 12 (4): 188. https://pubmed.ncbi.nlm.nih.gov/31428236/.

Healthcare Research, Agency for, and Quality (AHRQ). 2025. “Elixhauser Comorbidity Software Refined for ICD-10-CM Healthcare Cost and Utilization Project (HCUP).” https://hcup-us.ahrq.gov/toolssoftware/comorbidityicd10/comorbidity_icd10.jsp.

Quan, Hude, Bo Li, Colette M. Couris, Kiyohide Fushimi, Peter Graham, Philip Hider, Jean-Michel Januel, and Vijaya Sundararajan. 2011. “Updating and Validating the Charlson Comorbidity Index and Score for Risk Adjustment in Hospital Discharge Abstracts Using Data from 6 Countries.” American Journal of Epidemiology 173 (6): 676–82. https://doi.org/10.1093/aje/kwq433.

Quan, Hude, Vijaya Sundararajan, Patricia Halfon, Andrew Fong, Bernard Burnand, Jean-Christophe Luthi, L Duncan Saunders, Catherine A. Beck, Thomas E. Feasby, and William A. Ghali. 2005. “Coding Algorithms for Defining Comorbidities in ICD-9-CM and ICD-10 Administrative Data.” Medical Care 43 (11): 1130–39. https://doi.org/10.1097/01.mlr.0000182534.19832.83.