1. Query Health Operations Workgroup Standards & Interoperability (S&I) Framework March 22, 2012 11:00am – 12:00am ET

2. Agenda HIE Policy Sandbox Implications Revised Policy Sandbox Language

3. Context for HIE Policy Sandbox Discussion The Query Health Policy Sandbox was originally written under the assumption that EHRs, providers, and other clinical data sources would be the acting Data Sources. However, there may be situations in which a HIE plays the role of a data source. Does having a HIE act as a data source, rather than a provider organization have any implications on the Policy Sandbox? The current policy language is based on the patient-provider relationship, not a patient-HIE relationship or provider-HIE relationship. Does additional language or guidance need to be put in place? Or is the Policy Sandbox clear enough as it stands to encompass HIEs? Note: The Operations Workgroup will not be changing the Policy Sandbox, rather we will be creating extra guidelines (if needed) to be used when HIEs are a data source.

4. Policy Sandbox Query Health Policy Sandbox

5. Policy #1 of the Policy Sandbox is the most affected by this stakeholder change: Policy #1: Disclosing Entity: Whether or not to run a particular query, and to release any results, will be under the control of the disclosing entity/data holder. Recommended Language: In the event that a disclosing entity is a health information exchange (HIE) rather than a provider, we recommend that the data use agreements that the HIE has with various provider entities reflect this provider accountability, as well as making clear the HIE’s corresponding privacy, security and confidentiality obligations for its own uses and disclosures. Proposed Policy Sandbox Supplement

6. S&I Framework F2F April 11 th – April 13 th Alexandria, Virginia 6

7. Basic Information Dates: Wednesday 4/11 – Friday 4/13 Alexandria Westin: – Address: 400 Courthouse Square, Alexandria, VA, 22314 – Phone: 703-253-8600 – Website: www.westin.com/alexandriawww.westin.com/alexandria – Public Transportation: King Street Metro (Blue/Yellow Lines) – 3 Blocks Ronald Reagan Airport (DCA) – 6 miles Booking Accommodations: –See F2F Logistics page on wiki for detailsF2F Logistics – Phone: 1-866-837-4210 – Rate: $169/night (excluding tax) This rate is only available through 5pm ET on April 2 Group rate includes free wireless in all guest rooms 7

8. Tentative Schedule 8 Wednesday April 11th: 9:00 AM – 12:00 PM: Workgroup Leads Meeting (Workgroup Leads and Initiative Coordinators Only) 1:00PM – 2:30 PM: All Hands Session 3:00 PM – 6:00 PM: Initiative Working Sessions Thursday April 12th: 8:00AM – 6:00PM: Initiative Working Sessions 6:00PM – 8:00PM: Networking Happy Hour Friday, April 13th: 8:00 AM – 12:00 PM: Initiative Working Sessions 12:30 PM – 3:00 PM: All Hands Session

9. Next Steps for Community Members Reserve guest rooms at Westin and make travel plans –On Wednesday 4/11 Workgroup Leads Meeting starts at 9:00am, All-Hands Kickoff Session starts at 1:00pm –Event concludes at 3:00pm on Friday 4/13 –Information on booking the hotel is available on the Logistics pageLogistics page F2F Registration is now open –Use the Registration page to indicate whether you are attending or notRegistration page –Registration form allows you to select which specific workgroup sessions you will attend F2F is entirely in person – no phones or WebExs will be provided. Notes will be taken at breakout sessions and posted to the wiki. For more information, visit the F2F Wiki or email the F2F planning committee at F2F@siframework.org.F2F Wiki F2F@siframework.org 9