1. esMD Pilots Workgroup May 15, 2014

2. Meeting Etiquette Please announce your name each time prior to making comments or suggestions during the call 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 meetings, is being recorded –Another reason to keep your phone on mute when not speaking! Feel free to use the “Chat” or “Q&A” feature for questions or comments NOTE: This meeting is being recorded and will be posted on the esMD Wiki page after the meeting From S&I Framework to Participants: Hi everyone: remember to keep your phone on mute 2

3. Agenda 3 TopicPresenter AnnouncementsNadia Ramey StatusNadia Ramey / Pilot Sites UpdatesNadia Ramey / Pilot Sites DocumentationNadia Ramey/ Pilot Sites Discussion / Next StepsNadia Ramey

4. Announcements Potential new pilot site: -qliqSoft

5. Pilot Sites Pilot SiteProvider Registration Digital Signatures E-Clinical Template for PMD E-Clinical Template for LLP 1Secure Exchange SolutionsXX 2PAHISP LLC & NHDSXXX 3IBEZA LLCX 4MEAXX 5InprivaXX 6MaxMDXXX 7eSolutions, Inc.XXX 8MRO Corporation & DigiCertXX 9Strategic Healthcare SolutionsXXX 10NumotionX 11University of PittsburghX 12Colonial MedicalX 13Monroe WheelchairX 14MedStar National Rehabilitation HospitalX 15MedAZ.Net, LLCXX 16Opie SoftwareX 17Quality OutcomesX

6. Pilot Sites OrganizationPOCEmailPilot Work StreamsType of Organization Provider Profiles Authentication Digital Signatures E-Clinical Template for PMD E-Clinical Template for LLP HIEHIHRHIOHISPEHRPHR CMS Contract or DME/ Suppli er Provid er Org Secure Exchange SolutionDan Kazzaz dkazzaz@secureexsolutions.com XX XXX PAHISP LLC & NHDSPeter Bachman peterb@pahisp.org XXX XXX IBEZA LLCVictor Berajavictor@ibeza.net X XX MEAVijay Patelvijay.patel@mea-fast.com XX XXXX Inpriva Ginna Yost Don Jorgenson gyost@inpriva.com djorgenson@inpriva.com XX X MaxMDBruce Schreiberbschreiber@max.mdXXX X eSolutions, Inc.Greg Beechgbeech@esolutionsinc.comXXX XXX MRO Corporation & DigiCert David Borden Scott Rea dborden@mrocorp.com scott@digicert.com XX XXX Strategic Healthcare Solutions Dr. Mark Pilleym.pilley@strategichs.comXXX X NumotionMike Gohrmichael.gohr@numotion.com X X University of PittsburghBrad Diciannodicianno@pitt.edu X X Colonial MedicalDavid Bruinsmadavid@colonialmed.com X X Monroe Wheelchair Doug Westerdahl dwesterdahl@monroewheelchair.com X X MedStar National Rehabilitation Hospital Ginger Wallsvirginia.st.walls@medstar.net X X Med A-Z Gita Reddy Vijaya Vasu gita@medaz.net vasu@medaz.net XX X Opie SoftwareSean Doddssean@oandp.com XXX Quality Outcomes X

7. esMD Benefits Saving time, money and resources for CMS/Payers and Providers Eliminates print/mail operations required for sending or processing medical documentation request letters Eliminates need for postage costs Increases the accuracy of the information requested and received Improved receipt time for both providers and payers Improved timeliness results in improved accounts receivable cycle for provider, so payments are received sooner Reduced staff time spent handling paper

8. Documentation Overview of esMD Pilot Site wiki sections: Overview -Technical Approach Objectives Stakeholders and Points of Contact Demonstrated Standards Ecosystem Diagram Pilot Project Timeline Anticipated Resources Success Metrics Reference Materials

9. Overview Provide short summary Identify organization’s capabilities Plan for participation in the pilot process Technical Approach -Include summary of the technical specifications that will be implemented -How pilot will be accomplished (i.e. developing a portal, creating templates). -Document which parts of the Implementation Guide will be implemented Please be as specific as possible

10. Objectives Goals of the pilot Include what you intend to show, prove, or support for the pilot Should be an actionable statement with specifics Also include description of what you hope to gain from this pilot

11. Stakeholders and Points of Contact Identify members of each organization supporting the pilot Also provide the organizations and appropriate contact information for organizations you have decided to partner with. Indicate partnerships with other organizations Key items: o Name o Role o Email Address Additional items: o Phone number o Company website

12. Demonstrated Standards Specify the standards utilized as part the pilot ecosystem, e.g.- o HL7 C-CDA Structured Documents o ASC X12 278 o CONNECT o HL7 Digital Signatures DSTU o IHE DSG

13. Ecosystem Diagram A visual representation of pilots ecosystem Could be a diagram or flow chart Should include: o Stakeholders and partnerships o Transfer of pertinent documentation o Overall work flow of pilot process Helps us to understand the partnerships and roles each organization plays, as well as the basic technical infrastructure of the pilot

14. PMD eClinical Template Ecosystem Payer Patient LCMP DME Supplier Physicians Content Transport Services ECM CMS Private Network Medicare Administrative Contractors 14 HIH eClinical Template Pilot Site Clinical PDF Bundled PDF Detailed Product Description Clinical PDF + LCMP Evaluation

15. Ecosystem Diagram Diagram by PAHISP/NHDS

16. Pilot Project Timeline Indicate proposed timeline for conducting the pilot Can be as simple as a dashboard of milestones, e.g. - August ‘13April ‘13June ‘13 Harmonization L2 AoR L1/L2 Pilots eDoC Use Case and Requirements eDoC Harmonization and Structured Data PMD User Story October ‘13December ‘13February ‘14April ‘14June ‘14August ‘14 HL7 Ballot for L2 IG PMD e-Clinical Template Pilots LLP User Story eDoC Administrative Documents Templates IG for HL7 Ballot We are here HL7 Ballot Reconciliation Electronic Determination of Coverage WG Author of Record WG Provider Registration Pilots Overall S&I Framework Project Management and Support Home Health User Story AoR L2 S&I IG

17. Anticipated Resources Current resources Resources needed to conduct pilot process: o Technical o Organizational o Human Resources

18. Success Metrics How will success of the pilot be determined? Should be quantitative and not subjective (as much as possible) Example: o Successfully review and sign bundled documents for determination of Coverage for PMD, and submit to online CMS Portal

19. Reference Materials Include documentation developed for the pilot Include documents relevant to your pilot ecosystem Can include: o esMD Pilot Project Profile o Process documents o Templates o Screen shots

20. Discussion / Next Steps Lessons Learned Questions