1. Community Business Intelligence Project Full Roll-Out Implementation Kick-Off HSPs with Validated Vendors December 2013

2. Agenda 2 Introductions CBI Project Overview, Objectives, and Scope Technical Overview Privacy and Security Overview Implementation Overview Questions Next steps

3. 3 CBI Project Team NameOrganizationRole Mohamed BadshaReconnect Mental Health Services Project Sponsor Jennifer WilkieReconnect Mental Health Services Director of I.T. and Shared Services Shane NewmanReconnect Mental Health Services Project Coordinator Sarah KuntzReconnect Mental Health Services Assistant Project Manager Marvin WeekesReconnect Mental Health Services Assistant Project Manager

4. 4 CBI Working Group NameHSP NameCommunity Sub-sector Elizabeth BirchallCOPACommunity Addictions Jasmin EarleCRCTCommunity Mental Health Lana FradoSound TimesCommunity Mental Health Colleen FranklinTransition HouseCommunity Addictions Nathan FriasToronto Central LHIN Sujata GanguliSt. Clair West Services for Seniors Community Support Services Deborah PalMarch of DimesCommunity Support Services Yeehua PengToronto Central LHIN Claudio RoccaDATISCommunity Addictions Charles ShamessFife HouseCommunity Support Services Noel SimpsonRegeneration CSCommunity Mental Health

5. CBI Overview and Background

6. CBI Project Background 6 In 2012, the Toronto Central LHIN determined the need for a business intelligence solution The CBI Reference Group was formed to: Recommend the scope of the CBI Tool Identify the required data elements Determine an appropriate tiered approach The TC LHIN supported the recommendations

7. CBI Project Objective 7 Improved data quality and reporting will: Increase decision support capabilities Enhance key functions of planning and system management Serve as a foundation for organization, sector and system planning and performance Provide benchmark reporting to Community Health Service Providers (HSPs ) The Community Business Intelligence (CBI) Project will enhance Community Sector data quality and reporting

8. CBI Project Scope 8 Community Support Service (CSS) Community Mental Health (CMH) Community Addictions (CA) Central Data Repository Reporting Tool Standardized Report and Query Tool for TC LHIN and HSPs Individual health records and viewing of personal health information In Scope Out of Scope

9. CBI Tiered Approach 9 Demographic (Name, DOB, Age, Gender, etc) FC (Referral, Admission, Initiation, Discharge dates, etc) Existing data in client management system and as reported in MIS/OHRS, CDS, and DATIS only Community Sector demographic and service utilization data by functional centre (FC) CBI data elements linked to hospitalization records (ICES, CIHI, etc) Hospital utilization data CSS – interRAI preliminary screener, interRAI CHA CMH – OCAN Addictions – ADAT Access hubs – Access 1, CASH, RM&R Common assessment and access hubs data Additional data elements identified as required through sector consultation Additional data elements

10. Current State 10 Community Support Service (CSS) Community Mental Health (CMH) Community Addictions (CA) HSP 1 HSP 2 HSP 1 HSP 2 HSP 1 HSP 2 Reporting (OHRS/MIS, CDS, DATIS, TC LHIN, etc) Client A Limited capacity for analysis and reporting No ability to track client(s) within or between sectors Inconsistent data quality Duplicate reporting

11. Future State 11 Client A Community Support Service (CSS) Community Mental Health (CMH) Community Addictions (CA) HSP Ability to track client(s) through the system Understand service utilization and capacity across sectors Enhanced data quality based on consistent definitions and fields

12. CBI vs. IAR 12 CBI Tool is an aggregate reporting tool that : – Collects demographic information (IAR shows assessment record data) – Is for use at the HSP and LHIN level (IAR is for use at the client level) – Has cross sector and query reporting capabilities – Will ultimately link to other data sets

13. Technology Overview

14. Central Data Repository 14 DATIS was endorsed by the CBI Working Group to be the central data repository because it: – Holds Community Addictions data already – Is a non-profit (provincially funded) – Meets project privacy and security requirements – Has an existing relationship with ICES – Already has infrastructure in place (repository, dashboard for reporting, etc)

15. Data Elements 15 Data elements collected for CBI Tier 1 include: Demographic information Functional Centre information Admission information No additional elements are required to be collected by HSPs in order to participate

16. Movement of Data 16

17. What about Community Addictions (CA) HSPs? 17 Being that data from CA HSPs already resides within DATIS, the CBI Project looks different for them: For CMH and CSS HSPs, data is transferred directly from your CMS to the CBI database using CBI web service client For CA HSPs, data is transferred from the Catalyst database within DATIS to the CBI database Both collect the same data and adhere to the same privacy and security requirements for data transfer

18. Privacy and Security Overview

19. Privacy and Security 19 Privacy and security measures include: DATIS is a Health Information Network Provider Privacy Impact Assessment (PIA) and Threat Risk Assessment (TRA) on the DATIS physical environment Privacy and Data Access sub-group to oversee HSP sharing agreement, privacy & security and appropriate policies 3 rd party legal review of HSP and vendor agreements

20. Implementation Overview

21. 21 CBI Test Group HSP NameVendorCommunity Sub-sector COPADATISCommunity Addiction CRCTRoxy SoftwareCommunity Mental Health CTYSComputing DesireCommunity Mental Health Les Centres d’Accueil Heritages Nesda TechnologiesCommunity Support Services Reconnect Mental HealthRoxy SoftwareCommunity Mental Health Regeneration CSOSCAR - CAISICommunity Mental Health St. Clair West Services for Seniors CanestoCommunity Support Services Transition HouseDATISCommunity Addiction WoodGreen Community Services CanestoCommunity Mental Health and Community Support Services

22. Timeline –HSPs with pilot vendors 22

23. HSP Activity 23 Review ESPA signing guide and sign ESPA Review Implementation Checklist and Activity TrackerImplementation Checklist Activity Tracker Review HSP Testing and Validation GuideHSP Testing and Validation Guide Complete HSP Testing Complete HSP Go Live

24. Vendor Activity 24 Ensure build CBI XML schema according to specifications is complete Complete Vendor Testing and Validation Support HSP Testing and Validation Support HSP Go Live

25. 25 CBI Support Website tcii.reconnect.on.catcii.reconnect.on.ca – FAQ document, testing and validation documents, agreements, etc Single point of contact CBISupport@reconnect.on.ca

26. 26 Questions?

27. Appendix

28. 28 Tier 1 Data Elements ItemDefinition First NameFirst name provided by client Last Name at BirthLast name on birth certificate Last Name currentLast name provided by client Middle Name Date of Birth AgeClient provided age GenderClient provided gender Org IDConnex ID provided by the ministry Client ID The value that uniquely identifies a client within a software and agency records Health Card Number Address

29. 29 Tier 1 Data Elements (con’t) ItemDefinition Phone Number Postal CodeCanadian postal code of residence LHIN of Residence providedLHIN in which the client resides Functional CentreMIS Definitions Date of referral into a functional centre The date the HSP is aware of a client referral into a functional centre. Date of admission into a functional centre The date the HSP registers a client into a functional centre. Date of service initiation into a functional centre Service delivery start date within a functional centre. Date of discharge from a functional centre The date the HSP deregisters a client from a functional centre.