Near/far matching: a study design approach to instrumental variables

Health Serv Outcomes Res Methodol. 2012 Dec;12(4):237-253. doi: 10.1007/s10742-012-0091-0. Epub 2012 Jun 9.

Abstract

Classic instrumental variable techniques involve the use of structural equation modeling or other forms of parameterized modeling. In this paper we use a nonparametric, matching-based instrumental variable methodology that is based on a study design approach. Similar to propensity score matching, though unlike classic instrumental variable approaches, near/far matching is capable of estimating causal effects when the outcome is not continuous. Unlike propensity score matching, though similar to instrumental variable techniques, near/far matching is also capable of estimating causal effects even when unmeasured covariates produce selection bias. We illustrate near/far matching by using Medicare data to compare the effectiveness of carotid arterial stents with cerebral protection versus carotid endarterectomy for the treatment of carotid stenosis.

Keywords: Binary outcomes; Comparative effectiveness; Instrumental variables; Matching; Medicare data; Study design.