1. Joint Exchange / Interop Work Group Test Workgroup John Donnelly/Judith Huntman/Joe Lamy Aug 15, 2012

2. Roll 2 NameOrganizationRepresentation Nick VanDuyneNYeC State Ivan HandlerIL John DonnellyNJTask Group Co-Chair - IWG Marty PrahlSSA Federal agency Dennis Peterson, Curtus Browning, Elaine Hunolt, Taimur Aslam, Willie Singletary, Monica VanDykeVHA Kevin BradyNIST David Tao, Dan HuberSiemens EHR Vendor Dave Cassel, Rob KlootwykEpic Bill Howard, Charles ParisotGE Jeff Cunningham, Tim DunningtonICA HIE vendor Mike LaRoccaIntersystems Vladi Reznikov, Jennifer PuyenbroekCONNECT PMO Matt Bell, Tom Wilson, Kathy LinAxolotl Teddy GedamuMedfx Melissa OwensMarshfield ClinicHealth System Steve LeightyMedVirginia Regional HIE Brian Bonnington, Dave Trepanier, Dave Smith, Steve MichaelIHIE Anuj DesaiInterop WG Eric HeflinTHSATask Group Co-Chair - Exchange Mariann YeagerExchange Ed O'Connor, Judith HutmanNitorONC Testing Contractor Dennis Wilson, Alisa Ray, Sue Rieber CCHIT ATCBs and Testing SMEs Jim St. Clair IHE USA Amit Trivedi, Kevin Brown, Michella Knighton ICSA Labs Traci Mapps SLI Global Solutions Kyle Meadors, Timothy Bennett Drummond Group Milton Padilla, Steve Wilson, Mark Shin, Doublas Biggs, Les Biggs InfoGuard

3. Roll Call – Cayla Announcements – Eric Review of Phases – Judith (10 mins) Vote on Harmonized Phase I Test Cases – John (10 mins) Execution of Test Cases – Judith/Joe (10 mins) Test Case Metrics – Judith/Joe (7 mins) Open Discussion – All Wrap Up - John Schedule Review - John Agenda 3

4. Harmonized PD/QD/RD/MP/AF (aka Patient Record Lookup) Tests Are Ready for Vote! Future changes are possible, but will be incorporated into the next phase of test cases design and implementation (post Oct 2012) RFP Has 5 respondents Contracting is expected to begin this week Announcements 4

5. Harmonization Phases Phase 1 – SOAP Send/Receive Phase 2 – Direct Send/Receive Phase 3 – Secondary Methods, Service Discovery, & Provider Directories Parent Use Cases (Done) Test Case harmonization (Done) Tests: Mess & Auth Framework (Done) Tests: Patient Discovery (XCPD, PIX, PDQ), Query for Documents, Retrieve Documents (Done) Test Execution Guides (Done) Parent Use Cases Test Case harmonization Tests: Direct Applicability Statement (Done) Tests: Direct XDM/XDR-Bridge (Done) Tests: Direct Certificate Discovery (Done) Test Execution Guide Parent Use Cases Test case harmonization Tests: Web Services Registry (Done) Tests: HPD+ Tests: Document Submission (Done) Tests: Administrative Distribution (Done) Test Execution Guides Unified Test Process – Has Been Proposed

6. Vote on Harmonized Artifacts PD, QD, RD, Messaging & Auth (Phase I) Vote to ratify this workgroups decision that the current written test cases for PD, QD, RD, MP, AF (aka Patient Record Lookup) are in “final” status ‘round-the-room vote: Approve Abstain – with reason stated Do not approve Artifacts may be found at: http://exchange- iwg.wikispaces.com/Test+Artifacts+Harmonizationhttp://exchange- iwg.wikispaces.com/Test+Artifacts+Harmonization

7. Harmonization Activity Status

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10. Direct Harmonization: Deployment Models Deployment models: EHR-HIE Test Spec identifies actors: assumes specific deployment models ONC Test package: agnostic Direct Project specifications do not specify a model Issues: Specifying a deployment model may restrict testing or add requirements outside the scope of the specs Solution: Present EHR-HIE Test Spec deployment models and actors as examples of implementation models Map EHR-HIE Test Spec deployment models to our use cases Show the outliers (what they are testing that is not in our scope)

11. Harmonization: Modular Approach (PD-QD-RD) End User Auth TC 1 TC 2 TC 3 PD PD 1 PD 2 PD 3 QD QD 1 QD 2 QD 3 RD RD 1 RD 2 RD 3 Messag e Render MR1 MR2 MR3 EHR-HIE Applicant  Production Participant Messagin g & Auth TC 1 TC 2 TC 3 Event-Based Interop Testing TC 1 TC 2 TC 3 PD 1 PD 2 QD 1 RD 2 TC 1 TC 2 MR1 MR3 MR2

12. Harmonization: Modular Approach (Direct) End User Auth TC 1 TC 2 TC 3 Direct Messagi ng DM1 DM2 DM3 Cert Discove ry CD 1 CD 2 CD 3 Messag e Render MR1 MR2 MR3 EHR-HIE Applicant  Production Participant Deplmnt A Reqts A1 A2 A3 Event-Based Interop Testing TC 1 TC 2 TC 3 DM1 DM2 CD 1 CD 2 A1 A2 MR1 MR3 MR2 Deplmnt B Reqts B1 B2 B3 DM3 CD 3 A3 Deplmnt X Reqts X1 X2 X3

13. Automating Test Case Execution Messaging & Auth Modular: New scripts for each web service Some test cases implicitly covered by test cases in core specs Testing invalid SAML assertions Critical to exchange security Probably can’t be executed using CONNECT as test tool

14. Automating Test Case Execution Direct NIST: Direct messaging tool in development ONC Test: Prototype Direct Cert Discovery tool September 2012: Incorporated into NIST/ONC-Cert MU2 Test Procedures

15. Automating Test Case Execution: soapUI scripts complete

16. ‘round-the-room What risks or other concerns do you have at this point in the process related to the harmonized test cases or automation approach?

17. Open Discussion

18. RFP released — July 2nd Questions received by 6 organizations Answers distributed — July 13th Bids due — July 20th Expected award — August 15th Contract start — TBD Schedule Review 18 We are here