1. PDMP & Health IT Integration Standards and Harmonization Aug 12, 2014

2. Meeting Etiquette Remember: If you are not speaking keep your phone on mute Do not put your phone on hold – if you need to take a call, hang up and dial in again when finished with your other call – Hold = Elevator Music = very frustrated speakers and participants This meeting, like all of our meeting is being recorded – Another reason to keep your phone on mute when not speaking Feel free to use the “Chat” feature for questions, comments or any items you would like the moderator or participants to know. NOTE: This meeting is being recorded and will be posted on the Meeting Artifacts Wiki page after the meeting From S&I Framework to Participants: Hi everyone: remember to keep your phone on mute 2

3. Agenda TopicTime Allotted General Announcements Timeline Meeting time 5 minutes PDMP & HITI Standards and Harmonization Disposition comments Recap IG Development Activities Continue IG content review Request Transformations/Response Mapping gap identification/mitigation 40 minutes Next Steps/Questions5 minutes

4. General Announcements To join our weekly webinars, visit the PDMP & Health IT Integration initiative Homepage for the latest meeting information: http://wiki.siframework.org/PDMP+%26+Health+IT+Integration +Homepage http://wiki.siframework.org/PDMP+%26+Health+IT+Integration +Homepage 4 To subscribe to our mailing list, simply complete the PDMP & Health IT Project Signup Form: http://wiki.siframework.org/PDMP+%26+Health+IT+Inte gration+Join+the+Initiative http://wiki.siframework.org/PDMP+%26+Health+IT+Inte gration+Join+the+Initiative To access current and archived meeting materials, visit the Project Meeting Artifacts section: http://wiki.siframework.org/PDMP+% 26+Health+IT+Integration+Meeting+Art ifacts http://wiki.siframework.org/PDMP+% 26+Health+IT+Integration+Meeting+Art ifacts Note: Please check the meeting schedule weekly to get the most up-to-date meeting information

5. PDMP & Health IT Integration Standards and Harmonization Aug 12, 2014

6. PDMP Harmonization Timeline MarchAprilMayJuneJulyAugust 3/25 Harmonization Kick-off Standards Evaluation Candidate Standards List UCR-Standards Mapping Gap Mitigation Plan Solution Planning IG Development Solution Plan Create IG Template IG Development End-to-end Review & Community Consensus (Today) 8/26 Harmonization Close

7. Harmonization Weekly Timeline (cont’d) Week Target Date (2014) All Hands + IG WG Meeting Tasks Review & Comments from Community via Wiki page (Due End of Week on Friday) 1-153/25-7/8Completed Harmonization Kick-off through Solution Planning 167/15 Finalize: Introduction of IG (Section 1) Introduce: Pre-conditions/Post-conditions (Section 1.6) & Implementation Approach Solution Plan (2.1) Review: Pre-conditions/Post-Conditions; Solution Plan (Overview and Standards) Review: Data Element Request/Response Mappings to PMIX-NIEM 177/22 Finalize: Request Data Element Mappings Introduce: Standards and Request Transactions Review: Response Data Element Mappings & supporting IG content Request Details 187/29 Review: Request Transaction Details in IG & Response Data Element Mappings Introduce: Response Transaction Details Review: Response Transaction Details 198/5 Finalize: Request details /Response Data Elements Introduce: Transformation Details (Request) Review: Request Transformation Details between NCPDP, HL7 V2.0, ASAP to PMIX-NIEM; Identify/document gaps 208/12 Finalize: Request Transformation Details Review: Response Mappings & Transformation details Review: Response Mappings/Transformation Details 218/19 Introduce: Conformance Statements Introduce: Transport/Security Introduce : Suggested Enhancements (Section 3) Review: Conformance Statements, Transport/Security, & Suggested Enhancements 228/26Begin: End-to-End Community Review of Implementation GuideReview: Implementation Guide (End-to-End)

8. Implementation Guide Content Review

9. Comments/Feedback on Response Data Elements Lynne Gilbertson: –Comment: Patient identifiers cannot be required because a patient may not have particular forms of identification. –Disposition: Make patient identification elements (SSN, License, State of License, Passport ID, Military ID, Tribal ID, Patient Identification Qualifier) Conditionally Required Carl Flansbaum: –Comment: “Pickup Person for Prescription” and “Pickup Person Relationship to Patient” not required. –Disposition: Both data elements made Optional Arnold Bilansky: –Provided clarity on Drug Strength and Dosage Form descriptions –Descriptions updated Patient Identification Qualifier

10. Comments/Feedback on Mapping and Pharmacy Data Elements Carl Flansbaum: –Comment: “Regarding the Request Prescription Date Range Fields -- I wasn't involved with the HL7 mapping but this field is the range of the PMP data request - the HL7 fields "DispenseDate" doesn't seem to match this” –Disposition: Support team following up on where HL7 uses DispenseDate Carl Flansbaum: –Question: Is 2.2.2.2.2 (Pharmacy Data Elements) basically going to be a copy of what's agreed upon for 2.2.1.1.5 (EHR Data Elements)? We shouldn't have to go through each field yet again, maybe just point out differences (if any) –Disposition: We should not have to go through each field of what was identified as required for the EHR request and response data elements if there is no difference in what Pharmacy transactions should contain for in the request and response.

11. Finalized Response Data Elements RequiredConditionally RequiredOptional Response Date/Timestamp (1 field) Prescription Response Data Begin Date Prescription Response Data End Date Requested States Responding States Request ID Patient First Name Patient Last Name Patient Date of Birth Patient Sex Patient Street Address Patient City Address Patient Zip Code Prescription Filled Date Prescription Written Date Prescription Number Drug Name (Product ID Qualifier + Product ID; NDC Code?) Drug Strength (consumed within NDC Code?) Dosage Form Drug Quantity Days of Supply Refill Number Refills Authorized Partial Fill Indicator Method of Payment Dispenser Organization Name Dispenser Organization Street Address Dispenser Organization City Address Dispenser Organization State Code Dispenser Organization Zip Code Dispenser Organization Phone Number Prescriber First Name Prescriber Last Name Prescriber Street Address Prescriber City Address Prescriber State Code Prescriber Zip Code Patient Identification SSN License State of License Passport ID Military ID Tribal ID Pharmacy Identification DEA Number NCPDP Number NPI Prescriber Identification DEA Number NPI License State of License Requestor Requestor Role Patient Phone Number ID Qualifier RxNorm Vocab ID ePrescription Reference Number ePrescription Order Number Prescription Sold Date Pickup Person for Prescription Pickup Person Relationship to Patient Pharmacist First Name Pharmacist Last Name Dispenser License Identifier Dispenser State of License Free Text Message Summary of Response

12. Gap Mitigation for Request Transformation Mappings StandardGaps Identified ASAP Web Services Requestor Requestor Role Disclosing State Requesting State Request ID NCPDP SCRIPT Requestor Requestor Role Disclosing State Requesting State Request ID Facility Name State code of Facility HL7 V2 Requestor Requestor Role Disclosing State Requesting State Request ID Facility NPI Number PMIX-NIEM N/A

13. Gap Mitigation for Response Transformation Mappings StandardGaps Identified ASAP Web Services ID Qualifier Refills Authorized Requested States NCPDP SCRIPT ID Qualifier Patient ID (State of License, Passport, Military, Tribal) Partial Fill Indicator Method of Payment Prescription Serial Number ID Pickup Person for Prescription Pickup Personal Relationship to Patient HL7 V2 Military ID Prescription Fill Date Prescription Written Date Prescription Number Dosage Form Method of Payment Pickup Person Pickup Person Relationship Pharmacy NPI Number Prescriber NPI Number Response Date/Timestamp Requested States Responding States Request ID PMIX-NIEM ID Qualifier Drug Name API RxNorm Vocab ID

14. PDMP & Health IT Implementation Guide The S&I Framework Implementation Guide (IG) document was created to help with development of relevant sections, provide organization, and document needed pieces for S&I. 1.Introduction 2.Implementation Approach 3.Suggested Enhancements 4.Appendices

15. PDMP IG Community Review Comment/Feedback are due EOD Friday Comments/feedback can be provided using one of the two ways: –Use online comment form* (preferred) –Option to download latest version of IG document to add comments using track changes. If so… Save file retaining the file name and simply add your initials at the end of the file name – For example, PMDP_IG_Template_DRAFT 05_20-2014-rt.docx E-mail your document to Rita Torkzadeh at rtorkzadeh@jbsinternational.com rtorkzadeh@jbsinternational.com

16. Next Steps Review: Implementation Approach (Transaction Details) Next Implementation Guide Development Workgroup meeting is Thursday, Aug 14 th from 12:00pm – 1:30pm ET Next All Hands meeting is Tuesday, Aug 19 from 12:00pm - 1:30pm ET Reminder: All PDMP & HIT Integration Announcements, Meeting Schedules, Agendas, Minutes, Reference Materials, Harmonization materials, Use Case, Project Charter and general information will be posted on the PDMP Wiki page – http://wiki.siframework.org/PDMP+%26+Health+IT+Integration +Homepage http://wiki.siframework.org/PDMP+%26+Health+IT+Integration +Homepage

17. Contact Information – Initiative Coordinators: Johnathan Coleman jc@securityrs.comjc@securityrs.com Sherry Green sgreen@namsdl.orgsgreen@namsdl.org – ONC Leads: Mera Choi mera.choi@hhs.govmera.choi@hhs.gov Jennifer Frazier Jennifer.Frazier@hhs.govJennifer.Frazier@hhs.gov Helen Caton-Peters Helen.Caton- Peters@hhs.govHelen.Caton- Peters@hhs.gov – SAMHSA Leads Jinhee Lee Jinhee.Lee@samhsa.hhs.govJinhee.Lee@samhsa.hhs.gov Kate Tipping Kate.Tipping@samhsa.hhs.govKate.Tipping@samhsa.hhs.gov – Support Team: Project Management: Jamie Parker jamie.parker@esacinc.com jamie.parker@esacinc.com Ali Khan Ali.Khan@esacinc.com (Support)Ali.Khan@esacinc.com Use Case Development: Ahsin Azim Ahsin.Azim@accenturefederal.com Ahsin.Azim@accenturefederal.com Presha Patel presha.patel@accenture.com presha.patel@accenture.com Standards Development Support: Alex Lowitt alexander.s.lowitt@accenturefederal.com alexander.s.lowitt@accenturefederal.com Harmonization Support: Divya Raghavachari divya.raghavachari@accenturefederal.com divya.raghavachari@accenturefederal.com Atanu Sen atanu.sen@accenture.comatanu.sen@accenture.com Implementation Guide Development: Rita Torkzadeh rtorkzadeh@jbsinternational.com rtorkzadeh@jbsinternational.com Vijay Shah vshah@jbsinternational.comvshah@jbsinternational.com Vocabulary and Terminology Subject Matter Expert: Mark Roche mrochemd@gmail.commrochemd@gmail.com For questions, please feel free to contact your support leads: