1. Updated September 30, 2010 Open Health Tools (OHT) Strategic Plan

2. Updated September 30, 2010 OHT’s Mission Our mission is to significantly contribute to the health and well-being of individuals and communities around the world by improving their ability to access, share, manage, and effectively use health-related information. 1 October 2010 2

3. Updated September 30, 2010 OHT’s Vision …to enable a ubiquitous ecosystem where members of the Health and IT professions can collaborate to build interoperable systems that enable patients and their care providers to have access to vital and reliable medical information at the time and place it is needed [from the OHT Membership Agreement] 1 October 2010 3

4. Updated September 30, 2010 OHT’s Primary Goal To facilitate the creation of solutions that meet health and health care needs more easily, quickly, and affordably than is possible with existing health information technology (health IT) products and services 1 October 2010 4

5. Updated September 30, 2010 Core Principles Focus on person-centered health and health care Develop and use processes that are open, transparent, and egalitarian Serve the needs of diverse populations around the globe Honor, support, and enable individual privacy preferences Enable high quality, reliable, trusted, and secure health information and information systems 1 October 2010 5

6. Updated September 30, 2010 Health IT Domains 1 October 2010 6

7. Updated September 30, 2010 Health IT Domains There are three health-information domains: Personal Health domain Health Care Delivery domain Population Health domain Activities in each complementary to one another and are designed to improve and maintain the health and well-being of individuals and communities. 1 October 2010 7

8. Updated September 30, 2010 Health IT Domains 1 October 2010 8

9. Updated September 30, 2010 Health IT Users 1 October 2010 9

10. Updated September 30, 2010 Health IT Users There are different primary users for each health IT domain: Personal Health domain: Individuals and their Caretakers are the primary users Health Care Delivery domain: Health Care Providers are the primary users Population Health domain: Public Health Officials, Researchers, Quality Monitoring Organizations, and Emergency “First Responders” are among the primary users The primary users in each domain have different requirements. All users need to be able to communicate and exchange information across domains to achieve their common goal. 1 October 2010 10

11. Updated September 30, 2010 OHT View – 100,000 Feet 1 October 2010 11

12. Updated September 30, 2010 OHT View – 50,000 Feet 1 October 2010 12

13. Updated September 30, 2010 OHT At-A-Glance (v1) 1 October 2010 13

14. Updated September 30, 2010 DESCRIBING THE DIAGRAMS AND ELEMENTS 1 October 2010 14

15. Updated September 30, 2010 OHT View – 50,000 Feet 1 October 2010 15

16. Updated September 30, 2010 OHT’s Approach (Conceptual 50,000 Feet) OHT significantly contributes to the health and well-being of individuals and communities by transforming the health IT industry to be able to quickly deliver high quality products and services that are easier, safer, cheaper, and more responsive to user needs. 1 October 2010 16

17. Updated September 30, 2010 OHT’s Approach (Conceptual 50,000 Feet) OHT significantly contributes to the health and well-being of individuals and communities by transforming the health IT industry to be able to quickly deliver high quality products and services that are easier, safer, cheaper, and more responsive to user needs. OHT accomplishes this by forging a trusted, self-sustaining Collaborative Community of Diverse Participants who self- organize around new and emerging Innovative Business Models. Community members use, support, and add value to a core set of shared, open source, “industrial strength” Software Platforms, Tools, and Exemplary Applications, which they have created and delivered as planned using Proven Processes. This software is reliable, scalable, and extensible and designed to maximize User Choice. 1 October 2010 17

18. Updated September 30, 2010 OHT’s Approach (Conceptual 25,000 Feet) …forging a trusted, self-sustaining Collaborative Community of Diverse Participants who self-organize around new and emerging Innovative Business Models Enable Collaborative Communities to: form, communicate, cooperate, and contribute to a private public collective for mutual gain and service. Diverse Participants collaborate and self-organize to develop communities and software that is for the common good and is free. Innovative Business Models used are self-sustaining, persist over time and across geographic borders, and transcend partisan initiatives. 1 October 2010 18

19. Updated September 30, 2010 Element #1: Diverse Participants (Conceptual 10,000 Feet) We seek diversity in the participants throughout the ecosystem. Diversity manifests itself in: economic, (resource rich to resource constrained), geographic, (large to small areas, urban to rural, centralized to decentralized) cultural, (preserve and protect the cultural diversity) technology adoption (Early adopters to laggard) vocational (highly skilled and literate to no skills and illiterate Membership: The initial community of diverse member organizations includes: national, regional, and local health provider organizations; health professional organizations public health organizations academicians, informaticians, researchers open standards organizations product and service vendors consultants consumers/patients and consumers/patients advocate organizations (pending) OHT will add organizations and individuals from both current and new health interest groups 1 October 2010 19 OHT’s role: Balance the diversity and turn competitors into collaborators

20. Updated September 30, 2010 DISCUSSION 1 October 2010 20

21. Updated September 30, 2010 BACK-UP SLIDES 1 October 2010 21

22. Updated September 30, 2010 Our Approach: Build a Health IT Ecosystem Facilitate the Diverse Participants to draw from and improve on Existing Health IT Solutions using Proven Processes to deliver on time Software Platforms, Tools, and Exemplary Applications that are high quality, reliable, scalable, and extensible and maximize User Choice Proven Processes of governance, software development, management and collaborative community building so that competitors collaborate and everyone benefits by optimizing to their self interest. Provide integration services to Existing Health IT Solutions to preserve, protect and grow existing investments while minimizing organizational and care disruptions. Software Platforms, Tools, and Exemplary Applications build interoperable systems that enable patients and their care providers to have access to vital and reliable medical information at the time and place it is needed. 1 October 2010 22

23. Updated September 30, 2010 Our Approach: Build a Health IT Ecosystem Enable Users Choice so the Outcomes of affordability, accessibility, simplicity, higher quality, safety, and lower costs can be realized. 1 October 2010 23

24. Updated September 30, 2010 Our Approach: Build a Health IT Ecosystem Create an open transparent collaborative environment where : Recruit Diverse Participants to work together using existing and emerging Innovative Business Models forge a Collaborative Community Diverse Participants collaborate to develop communities and software which is for the common good and is free. Innovative Business Models used are self sustaining, persist over time and across geographic borders, and transcend patrician [??] initiatives. Enable Collaborative Communities to: form, communicate, cooperate, and contribute to a private public collective for mutual gain and service. Facilitate the Diverse Participants to draw from and improve on Existing Health IT Solutions using Proven Processes to deliver on time Software Platforms, Tools, and Exemplary Applications that are high quality, reliable, scalable, and extensible and maximize User Choice Proven Processes of governance, software development, management and collaborative community building so that competitors collaborate and everyone benefits by optimizing to their self interest. Provide integration services to Existing Health IT Solutions to preserve, protect and grow existing investments while minimizing organizational and care disruptions. Software Platforms, Tools, and Exemplary Applications build interoperable systems that enable patients and their care providers to have access to vital and reliable medical information at the time and place it is needed. Enable Users Choice so the Outcomes of affordability, accessibility, simplicity, higher quality, safety, and lower costs can be realized. EXTRA SLIDE 1 October 2010 24

25. Updated September 30, 2010 Our Approach: Build a HealthIT Ecosystem Create an open transparent collaborative environment where : Diverse Participants are recruited, and collaborate to develop communities and software which is for the common good and is free. Utilize established and Proven Processes of governance, software development, management and collaborative community building so that competitors collaborate and everyone benefits by optimizing to their self interest. Develop Innovative Business Models that are self sustaining, that persist over time, persist across geographic borders, and transcend patrician initiatives. Provide integration services to Existing Health IT Solutions to preserve, protect and grow existing investments while minimizing organizational and care disruptions. Enable members to provide Software Platforms, Tools, and Exemplary Applications to build interoperable systems that enable patients and their care providers to have access to vital and reliable medical information at the time and place it is needed. Enable Collaborative Communities to: form, communicate, cooperate, and contribute to a private public collective for mutual gain and service. Enable Users Choice so the Outcomes of affordability, accessibility, simplicity, higher quality, safety, and lower costs can be realized. ORIGINAL SLIDE 1 October 2010 25

26. Updated September 30, 2010 Cornerstone #2: Proven Processes Community building process Project management process Development and delivery of software on time and within budget Open transparent management Directed open source software development process Established and accepted governance Established Intellectual Property protections and processes Technology harvesting process Integration of existing systems processes OHT role is to mobilize members to deliver outcomes on time within budget 1 October 2010 26

27. Updated September 30, 2010 Element #3: Business Model Innovations TBD 1 October 2010 27

28. Updated September 30, 2010 Element #4: Software Platforms, Tools, and Exemplary Applications 1 October 2010 28

29. Updated September 30, 2010 Element #5: Collaborative Community 1 October 2010 29

30. Updated September 30, 2010 Existing #6: Existing Health IT 1 October 2010 30

31. Updated September 30, 2010 ?????? Element?? #7: Outcomes 1 October 2010 31

32. Updated September 30, 2010 Our Approach: Enabling Users Choice so the Outcomes of affordability, accessibility, simplicity, higher quality, safety, and lower costs can be realized by: Recruiting Diverse Participants to work together using existing and emerging Innovative Business Models forge a Collaborative Community Facilitating the Diverse Participants to draw from and improve on Existing Health IT Solutions using Proven Processes to deliver on time Software Platforms, Tools, and Exemplary Applications that are high quality, reliable, scalable, and extensible and maximize User Choice 1 October 2010 32

33. Updated September 30, 2010 3 Health IT Dimensions Population Health Health Care Delivery Personal Health 1 October 201033

34. Updated September 30, 2010 3 Health IT Dimensions Public Health, Quality Improvement, & Research Staff Care Providers Individuals & Caretakers 1 October 201034

35. Updated September 30, 2010 3 Health IT User populations Public Health, Quality Improvement, & Research Staff Care Providers Individuals & Caretakers 1 October 201035