EPPC-OASIS: Ontology-Aware Adaptation and Structured Inference Refinement for Electronic Patient-Provider Communication Mining in Secure Messages

Secure patient-provider messages contain clinically important communication behaviors that are difficult to characterize manually at scale. The Electronic Patient-Provider Communication (EPPC) framework provides an ontology for coding these behaviors, but automated extraction remains challenging because predictions must preserve fine-grained code/sub-code structure while grounding annotations in message text. We developed EPPC-OASIS, an ontology-aware adaptation approach for structured EPPC extraction, and combined it with deployable inference-refinement procedures designed to improve the coherence of final annotations. EPPC-OASIS augments supervised fine-tuning with a Wasserstein alignment objective that encourages alignment between model representation neighborhoods and EPPC ontology-derived neighborhoods, while inference refinement uses verification, self-consistency, hybrid correction, and selection or ensembling to address residual prediction errors. We evaluated the framework on a de-identified corpus of secure patient-provider messages against prompting, supervised fine-tuning, preference-based, and robustness-oriented baselines across multiple open-weight language models. Across model families, the best deployable pipeline achieved 77.13% Code+Sub-code F1 and 63.83% Triplet F1, corresponding to modest but consistent absolute gains of +1.39 and +2.12 F1 points over the strongest supervised fine-tuning baseline. These results suggest that ontology-aware adaptation with structured inference refinement can support scalable retrospective EPPC mining, although external validation is needed before operational use.

STaR-DRO: Stateful Tsallis Reweighting for Group-Robust Structured Prediction

Structured prediction requires models to generate ontology-constrained labels, grounded evidence, and valid structure under ambiguity, label skew, and heterogeneous group difficulty. We present a two-part framework for controllable inference and robust fine-tuning. First, we introduce a task-agnostic prompting strategy that combines XML-based instruction structure, disambiguation rules, verification-style reasoning, schema constraints, and self-validation to address format drift, label ambiguity, evidence hallucination, and metadata-conditioned confusion in in-context structured generation. Second, we introduce STaR-DRO, a stateful robust optimization method for group heterogeneity. It combines Tsallis mirror descent with momentum-smoothed, centered group-loss signals and bounded excess-only multipliers so that only persistently hard groups above a neutral baseline are upweighted, concentrating learning where it is most needed while avoiding volatile, dense exponentiated-gradient reweighting and unnecessary loss from downweighting easier groups. We evaluate the combined framework on EPPC Miner, a benchmark for extracting hierarchical labels and evidence spans from patient-provider secure messages. Prompt engineering improves zero-shot by +15.44 average F1 across Code, Sub-code, and Span over four Llama models. Building on supervised fine-tuning, STaR-DRO further improves the hardest semantic decisions: on Llama-3.3-70B-Instruct, Code F1 rises from 79.24 to 81.47 and Sub-code F1 from 67.78 to 69.30, while preserving Span performance and reducing group-wise validation cross-entropy by up to 29.6% on the most difficult clinical categories. Because these rare and difficult groups correspond to clinically consequential communication behaviors, these gains are not merely statistical improvements: they directly strengthen communication mining reliability for patient-centered care analysis.

PVminer: A Domain-Specific Tool to Detect the Patient Voice in Patient Generated Data

Patient-generated text such as secure messages, surveys, and interviews contains rich expressions of the patient voice (PV), reflecting communicative behaviors and social determinants of health (SDoH). Traditional qualitative coding frameworks are labor intensive and do not scale to large volumes of patient-authored messages across health systems. Existing machine learning (ML) and natural language processing (NLP) approaches provide partial solutions but often treat patient-centered communication (PCC) and SDoH as separate tasks or rely on models not well suited to patient-facing language. We introduce PVminer, a domain-adapted NLP framework for structuring patient voice in secure patient-provider communication. PVminer formulates PV detection as a multi-label, multi-class prediction task integrating patient-specific BERT encoders (PV-BERT-base and PV-BERT-large), unsupervised topic modeling for thematic augmentation (PV-Topic-BERT), and fine-tuned classifiers for Code, Subcode, and Combo-level labels. Topic representations are incorporated during fine-tuning and inference to enrich semantic inputs. PVminer achieves strong performance across hierarchical tasks and outperforms biomedical and clinical pre-trained baselines, achieving F1 scores of 82.25% (Code), 80.14% (Subcode), and up to 77.87% (Combo). An ablation study further shows that author identity and topic-based augmentation each contribute meaningful gains. Pre-trained models, source code, and documentation will be publicly released, with annotated datasets available upon request for research use.