1. EHR-S Reconciliation Worksheet Instructions

2. The spreadsheet is an extract from the EHR-S Database. Each column is Filterable by click- ing on the header. Cell A1 counts the Number of line Items at any given Filter. Column C will Filter by Function Chapter. The spreadsheet is an extract from the EHR-S Database. Each column is Filterable by click- ing on the header. Cell A1 counts the Number of line Items at any given Filter. Column C will Filter by Function Chapter.

3. A1 counts the # Of filtered line items. This changes When you apply a Filter. A1 counts the # Of filtered line items. This changes When you apply a Filter.

4. Click on the Filter Arrow to the right Of the header and Select the function That you would Like to filter on. Click on the Filter Arrow to the right Of the header and Select the function That you would Like to filter on.

5. In this example, there are 5 line item comments for DC.1.

6. Filters are inclusive. Notice that the Submitted By filter identifies the three people submitting comments for the DC.1 function. This feature can be used to drill down and evaluate the comments. Filters are inclusive. Notice that the Submitted By filter identifies the three people submitting comments for the DC.1 function. This feature can be used to drill down and evaluate the comments.

7. Make sure you clear out all other filters before attempting another filter, unless, you want to execute complex filters. Select the (All) option to remove the filter. Notice that you may also sort from the Filter drop- down. Make sure you clear out all other filters before attempting another filter, unless, you want to execute complex filters. Select the (All) option to remove the filter. Notice that you may also sort from the Filter drop- down.

8. In this example, Cindy Wenger is selected as the filter for the Submitted By column.

9. Cindy has submitted 18 comments. They can be reviewed, or further filtered based on another column, like the Sort by Chapter column, to be further evaluated.

10. Again, you can always clear a filter by clicking on the (All) function.

11. In this example, we selected the Sort by Chapter filter and are filtering out the D or Direct Care Functions.

12. Here we see that there are 450 line items in the DC Chapter. Please note that the line items in this database may contain duplicates or inconsistencies including BLANK entries. Here we see that there are 450 line items in the DC Chapter. Please note that the line items in this database may contain duplicates or inconsistencies including BLANK entries.

13. In this example, we can filter out a single function for review. This compound or complex filter will be applied on the 450 DC functions, but could also be focused on the Submitter. Section or Vote Type... In this example, we can filter out a single function for review. This compound or complex filter will be applied on the 450 DC functions, but could also be focused on the Submitter. Section or Vote Type...

14. The filter returned 14 functions that have received comments.

15. After reviewing the function and comment from the balloter, move down the Spreadsheet by sliding the nav bar on the lower right. The set of columns labeled Your recommended disposition on the Comment are populated with a series of canned disposition reasons. After reviewing the function and comment from the balloter, move down the Spreadsheet by sliding the nav bar on the lower right. The set of columns labeled Your recommended disposition on the Comment are populated with a series of canned disposition reasons.

16. Note that the Function Column is frozen as you scale across the spreadsheet to help you keep track of the items.

17. The Priority is a judgment of the order in which the comment should be reviewed. Select one of the Disposition Recommendations that applies to the function. A drop down box will offer you several options. The Priority is a judgment of the order in which the comment should be reviewed. Select one of the Disposition Recommendations that applies to the function. A drop down box will offer you several options.

18. Not Related is the first of the Disposition Recommendations to be filled out. Please note that only one of the disposition recommendations should be assigned. Not Related is the first of the Disposition Recommendations to be filled out. Please note that only one of the disposition recommendations should be assigned.

19. Review the Reconciliation Process document for more information on each of the disposition types...

23. The Considered disposition is for Affirmative votes only… Review the Reconciliation Process document for more information on each of the disposition types... The Considered disposition is for Affirmative votes only…

24. The last part of the spreadsheet is the narrative part of the document.

25. First, your opinion as to the Substantive nature of the comment is requested...

26. Next, construct a rationale for the disposition that you recommend. The notes section may be used to add additional comments or an example of what text to use in future correspondence. Examples of stock responses are forthcoming... Next, construct a rationale for the disposition that you recommend. The notes section may be used to add additional comments or an example of what text to use in future correspondence. Examples of stock responses are forthcoming...

27. 1. We need this general language to cover the desired scope of this function. Your recommended wording narrows the scope too much. 2. Your recommended additional wording is just one many comparable other examples that could be added with little added benefit and much added confusion. Once you add a specific example, you must add all similar examples. 3. You suggest that these two functions cover the same scope, and you suggest that we combine them. We separated these functions specifically so that we can distinguish between what is feasible today and what is really for the future. Please go read about profiles again. 4. It appears to us that you want this function gone because it will impose an unreasonable burden on the way you practice or write software. You may have missed the point of profiles. This is a shopping list - not a list of required burdens on care givers and vendors. Nothing in this DSTU and it's documented use says that you have to implement this. 5. Maybe this sounds far out to you today, but so did humans on the moon in 1960. In the Profiles, you are free to identify this function as optional or essential future. 6. This wording is meant to be technology-irrelevant. Your suggested wording implies something too technology-specific. 7. Don't forget that you only practice in a particular domain of healthcare. This function is here for other care settings. 8. For the DS subsection. Yes this matches that other function in direct or supportive. That function is about delivering the care or directly supporting the delivery of the care. This function is about supporting the clinical decision making that must happen first. 9. We appreciate that there are privacy issues. However, almost every one of these functions may have privacy issues. Thank you for reminding us. 10. Maybe you're right - perhaps not. Who is to say? The group consensus is to try it as is, we will we test your opinion in the real world? 11. A good idea. Really! OK if we park this change until the next version? 1. We need this general language to cover the desired scope of this function. Your recommended wording narrows the scope too much. 2. Your recommended additional wording is just one many comparable other examples that could be added with little added benefit and much added confusion. Once you add a specific example, you must add all similar examples. 3. You suggest that these two functions cover the same scope, and you suggest that we combine them. We separated these functions specifically so that we can distinguish between what is feasible today and what is really for the future. Please go read about profiles again. 4. It appears to us that you want this function gone because it will impose an unreasonable burden on the way you practice or write software. You may have missed the point of profiles. This is a shopping list - not a list of required burdens on care givers and vendors. Nothing in this DSTU and it's documented use says that you have to implement this. 5. Maybe this sounds far out to you today, but so did humans on the moon in 1960. In the Profiles, you are free to identify this function as optional or essential future. 6. This wording is meant to be technology-irrelevant. Your suggested wording implies something too technology-specific. 7. Don't forget that you only practice in a particular domain of healthcare. This function is here for other care settings. 8. For the DS subsection. Yes this matches that other function in direct or supportive. That function is about delivering the care or directly supporting the delivery of the care. This function is about supporting the clinical decision making that must happen first. 9. We appreciate that there are privacy issues. However, almost every one of these functions may have privacy issues. Thank you for reminding us. 10. Maybe you're right - perhaps not. Who is to say? The group consensus is to try it as is, we will we test your opinion in the real world? 11. A good idea. Really! OK if we park this change until the next version? Preliminary boilerplate ideas

28. To assist with research of the comments, the Functional Descriptors have been included on the Functions tab.

29. The Contacts tab includes the contact information, including email addresses, of those submitting comments.

30. You can click on an email address to send a message to a balloter. Be sure to reference the comment in the body of the email. You can click on an email address to send a message to a balloter. Be sure to reference the comment in the body of the email.