1. Longitudinal Coordination of Care (LCC) Workgroup (WG) LCC All Hands Meeting April 4, 2013 1

2. Meeting Etiquette Remember: If you are not speaking, please 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 o Hold = Elevator Music = frustrated speakers and participants This meeting is being recorded o Another reason to keep your phone on mute when not speaking Use the “Chat” feature for questions, comments and items you would like the moderator or other participants to know. o Send comments to All Participants so they can be addressed publically in the chat, or discussed in the meeting (as appropriate). From S&I Framework to Participants: Hi everyone: remember to keep your phone on mute All Participants

3. Agenda Summary of LCC WG Accomplishments for March 2013 LCC WG Timeline LCC Use Case 2.0 Overview Call For Participation: HL7 Ballot Tiger Team Next Steps Revised LCC WG Meeting Schedule 3

4. Summary of LCC WG Accomplishments Kicked off development of LCC Use Case 2.0 focused on Interoperable Care Plan Exchange Presented at the FACA HITSC meeting on 3/27 and the HITPC meeting on 4/3 Kicked off the LCC Outreach and Stakeholder Engagement Plan –CMS Care Tool Team –CMS esMD (integration of esMD digital signature standard for Home Health Plan of Care digital signature requirement) –NY Downstate Care Coordination group –HL7 Patient Care WG IMPACT Project completed development of high-level Transition of Care Implementation Guide

5. LCC WG Timeline: Mar 2013 – Dec 2013 Mar 13Apr 13May 13Jun 13Jul 13Aug 13Sep 13Oct 13Dec 13 Milestones Pilot Identification & Engagement Care Plan IGs Complete Lantana Contract Awarded HL7 Project Scope Statement Due HL7 Intent to Ballot Due HL7 Fall Ballot Open NY Pilots Monitoring LCC Care Plan Use Case 2.0 Development & Consensus IMPACT ToC Pilot Monitoring IMPACT Care Plan Pilot Monitoring HL7 Ballot Publication ToC IGs Development (Transfer Summary, Referral Note, Consult Note) ToC IGs Complete HL7 Final Ballot Due LCC Stakeholder Engagement: Lantana, IMPACT, ASPE, NY, CMS Care Plan/ Home Health Plan of Care IG Development HL7 Ballot Package Development HL7 Ballot & Reconciliation FACA LCC WG Briefings LCC & HL7 Care Plan Coordination IMPACT Go-Live NY Care Coordination Go-Live

6. LCC Use Case 2.0 – Interoperable Care Plan Exchange

7. Use Case 2.0 – Interoperable Care Plan Exchange Focus on the functional requirements for an Interoperable Care Plan exchange LCC Use Case 2.0 Wiki Page (http://wiki.siframework.org/LCC+WG+Use+Case+2.0)http://wiki.siframework.org/LCC+WG+Use+Case+2.0 –We have a comment form to provide feedback on UC sections (http://wiki.siframework.org/LCC+Use+Case+2.0+Commen ts)http://wiki.siframework.org/LCC+Use+Case+2.0+Commen ts 7

8. DateItemHomework (Due Friday COB) 3/11 - 3/18/13 10.0 Scenario (User Stories, Base/Alternate Flow, Functional Requirements, Activity Diagram, Sequence Diagram) Review: User Stories, Base Flows 3/25/133.0 Use Case Scope (Background, In / Out of Scope, Communities of Interest) Finalize: User Stories, Base Flows Review: In / Out of Scope, Communities of Interest 3/26/133.0 Use Case Scope (In / Out of Scope, Communities of Interest) Finalize: In Scope, Out of Scope Review: Communities of Interest, Assumptions 4/1/133.0 Use Case Scope Communities of Interest Finalize: Communities of Interest Review: Assumptions, Pre-Conditions, Post- Conditions 5.0 Use Case Assumptions 4/2/135.0 Use Case AssumptionsFinalize: Assumptions, Pre / Post-Conditions Review: Actors and Roles 6.0 / 7.0 Pre-Conditions, Post- Conditions 4/8/138.0 Actors and RolesReview: Actors and Roles 4/9/138.0 Actors and RolesFinalize: Actors and Roles Review: Risks, Issues and Obstacles; Dataset Requirements 4/15/1311.0 Risks, Issues, and ObstaclesFinalize: Risks, Issues and Obstacles; Dataset Requirements 12.0 Dataset Requirements 4/16/13AppendicesFinalize: Appendices, Use Case Diagram, Value Statement 9.0 Use Case Diagrams 4.0 Value Statement LCC Use Case 2 Development Schedule Items in italics will drawn directly from the LCC Project Charter or created offline directly from other sections and will be included in the end-to-end review

9. Use Case Outline 1.0 Preface and Introduction** 2.0 Initiative Overview –2.1 Initiative Challenge Statement** 3.0 Use Case Scope –3.1 Background** –3.2 In Scope –3.3 Out of Scope –3.4 Communities of Interest 4.0 Value Statement** 5.0 Use Case Assumptions 6.0 Pre-Conditions 7.0 Post Conditions 8.0 Actors and Roles 9.0 Use Case Diagram 9 10.0 Scenario: Generic Provider Workflow –10.1 User Stories –10.2 Activity Diagram o 10.2.1 Base Flow o 10.2.2 Alternate Flow –10.3 Functional Requirements o 10.3.1 Information Interchange Requirements o 10.3.2 System Requirements –10.4 Sequence Diagram 11.0 Dataset Requirements 12.0 Risks, Issues and Obstacles Appendices –Related Use Cases –Previous Work Efforts –References ** Leverage content from Charter Draft sections complete Content available for review

10. LCC HL7 Tiger Team Overview Lead: Dr. Russ Leftwich

11. Overview HL7 Tiger Team Issues/Topics –Tiger Team Objectives –Importance of LCC Engagement with HL7 Care Coordination Service (CCS) May Ballot (sponsored by HL7 Patient Care WG, co-sponsors Clinical Decision Support WG, Service Oriented Architecture WG) Care Plan Domain Analysis Model (DAM) September Ballot (sponsored by HL7 Patient Care WG, co sponsored by Structured Documents WG) Structured Documents WG –Establish artifacts and ballot comments –Harmonize Care Plan DAM –Schedule

12. Tiger Team Objectives Educate the LCC Community on the HL7 processes and framework Educate the LCC Community on the HL7 Ballots relevant to LCC Generate comments to the Care Coordination Service and Care Plan Domain Analysis Model (DAM) Ballots for May and September 2013 to align LCC Objectives with HL7 Work Products

13. Importance of LCC and HL7 Coordination Care Coordination Service May Comment Ballot (HL7 Patient Care and Service Oriented Architecture WGs) –This is being balloted separately from the Care Plan DAM, so LCC comment is necessary to harmonize the two work products Care Plan Domain Analysis Model September Ballot (HL7 Patient Care WG) –Shared glossary of terms –Alignment of the various care plan components between LCC and HL7 (Risks, Barriers, Relationships, Prioritization, etc)

14. Establish Tiger Team Artifacts and Ballot Comments Comments in MS Excel Ballot Package Presentations for updates to HL7 Workgroups

15. Schedule – April 2013 SUNDAYMONDAYTUESDAYWEDNESDAYTHURSDAYFRIDAYSATURDAY 123456 78910111213 11 AM ET: HL7 Care Coordination Services Overview to LCC 14151617181920 11 AM ET: LCC Tiger Team Meeting for CCS Ballot Preliminary CCS Ballot Comments Due 21222324252627 11 AM ET: Final LCC CCS Ballot Review Meeting Final CCS Ballot Comments Due 282930 LCC CCS Ballot Comments Due to HL7

16. Schedule – May 2013 SUNDAYMONDAYTUESDAYWEDNESDAYTHURSDAYFRIDAYSATURDAY 1234 11 AM ET: HL7 DAM Overview and Comment Outline 567891011 11 AM ET: HL7 DAM Tiger Team Presentation by Larry Garber to HL7 Patient Care WG 12131415161718 11 AM ET: HL7 DAM Tiger Team 19202122232425 11 AM ET: HL7 DAM Tiger Team Preliminary DAM Ballot Comments Due 262728293031 11 AM ET: HL7 DAM Tiger Team -- DAM Ballot Preliminary Comments Presentation to HL7

17. Schedule – June 2013 SUNDAYMONDAYTUESDAYWEDNESDAYTHURSDAYFRIDAYSATURDAY 1 2345678 11 AM ET: HL7 DAM Tiger Team 9101112131415 11 AM ET: HL7 DAM Tiger Team 16171819202122 11 AM ET: HL7 DAM Tiger Team Final DAM Ballot Comments Due 23242526272829 11 AM ET: Final HL7 DAM Tiger Team Meeting -- DAM Final Comments Presentation to HL7 30

18. Sign-up for the Tiger Team If you are interested in joining the LCC HL7 Ballot Tiger Team, please: –Email Becky Angeles at becky.angeles@esacinc.combecky.angeles@esacinc.com –Participate in the Wednesday, April 10 th meeting at 11:00am EST We will setup the HL7 Tiger Team SWG and wiki page in the next few days HL7 Care Coordination Services will be giving a presentation of their ballot content as part of the April 10 th Launch Meeting –https://siframework2.webex.com/siframework2/onstage/g.php?t= a&d=660274192https://siframework2.webex.com/siframework2/onstage/g.php?t= a&d=660274192 –Dial In: +1-650-479-3208 –Access code: 660 274 192

19. Next Steps Lantana developing scope statement for ToC and Care Plan/HHPoC Implementation Guide development –ToC IG development scheduled to start next week –Care Plan/HHPoC IG development scheduled to start in May Monitor IMPACT Project Go-Live in May Continue outreach to key LCC Stakeholder groups –Professional Associations, EHR vendors, CMS Care Planning Programs Develop/Execute on Pilot Engagement Plan –MA and NY entities have committed to pilot pre-balloted LCC standards before end of year Develop and submit Tiger Team Recommendations to HL7 WGs 19

20. LCC WG Revised Meeting Schedule 20 LCP SWG will move to Thursdays at 11am EST starting next week –This would give everyone more time to process Monday’s meeting artifacts and review artifacts for the Thursday meeting Monthly LCC Meetings –All Hands will meet this Thursday at 9am, will move to the first Tuesday of the Month starting May 7 th at 10am EST –LCC Leads will meet the second Tuesday of the Month – next meeting is Tuesday, April 9 th at 10am EST