cs.CLMar 9, 2026

Automated Thematic Analysis for Clinical Qualitative Data: Iterative Codebook Refinement with Full Provenance

Authors: Seungjun Yi, Joakim Nguyen, Huimin Xu, Terence Lim, Joseph Skrovan, Mehak Beri, Hitakshi Modi, Andrew Well, +4 more

Organizations: Department of Biomedical Engineering, University of Texas at Austin, Austin, TX, USA · Department of Computer Science, University of Texas at Austin, Austin, TX, USA · School of Information, University of Texas at Austin, Austin, TX, USA · College of Natural Sciences, University of Texas at Austin, Austin, TX, USA · Graphen, Inc., New York, NY, USA · Department of Pediatrics, University of Texas at Austin, Austin, TX, USA · Department of Cardiac Surgery, Division of Pediatric Cardiac Surgery, Vanderbilt University School of Medicine, Nashville, TN, USA · Pediatric Heart Institute, Monroe Carell Jr. Children’s Hospital at Vanderbilt, Nashville, TN, USA · Department of Population Health, Dell Medical School, University of Texas at Austin, Austin, TX, USA

Abstract

Thematic analysis (TA) is widely used in health research to extract patterns from patient interviews, yet manual TA faces challenges in scalability and reproducibility. LLM-based automation can help, but existing approaches produce codebooks with limited generalizability and lack analytic auditability. We present an automated TA framework combining iterative codebook refinement with full provenance tracking. Evaluated on five corpora spanning clinical interviews, social media, and public transcripts, the framework achieves the highest composite quality score on four of five datasets compared to six baselines. Iterative refinement yields statistically significant improvements on four datasets with large effect sizes, driven by gains in code reusability and distributional consistency while preserving descriptive quality. On two clinical corpora (pediatric cardiology), generated themes align with expert-annotated themes.

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