PDMP & Health IT Integration All-Hands Meeting April 1 st, 2014

Meeting Etiquette 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 meeting is being recorded – Another reason to keep your phone on mute when not speaking Feel free to use the “Chat” feature for questions, comments or any items you would like the moderator or participants to know. NOTE: This meeting is being recorded and will be posted on the Meeting Artifacts Wiki page after the meeting From S&I Framework to Participants: Hi everyone: remember to keep your phone on mute 2

Agenda TopicTime Allotted General Announcements5 minutes PDMP & HITI Standards and Harmonization Recap of Harmonization process Review: Standards Evaluation process – UCR Crosswalk Introduce: Candidate Standards List 80 minutes Next Steps/Questions5 minutes

General Announcements… We achieved consensus on our Use Case March 25 th, – Thank you all for your contributions to achieving this milestone! 4

General Announcements continued To join our weekly webinars, visit the PDMP & Health IT Integration initiative Homepage for the latest meeting information: +Homepage +Homepage 5 To subscribe to our mailing list, simply complete the PDMP & Health IT Project Signup Form: gration+Join+the+Initiative gration+Join+the+Initiative To access current and archived meeting materials, visit the Project Meeting Artifacts section: 26+Health+IT+Integration+Meeting+Art ifacts 26+Health+IT+Integration+Meeting+Art ifacts Note: Please check the meeting schedule weekly to get the most up-to-date meeting information

PDMP & Health IT Integration Standards and Harmonization April 1 st,

Harmonization Weekly Timeline Week Target Date (2014) All Hands WG Meeting Tasks Review & Comments from Community via Wiki page due following 12 noon 13/25 Harmonization Kick-Off & Process Overview Introduce: Overview of UCR-Standards Mapping Review: N/A 24/1Introduce: Candidate Standards List & UCR-Standards MappingReview: Candidate Standards List 34/8 Finalize: Candidate Standards List Review: UCR-Standards Mapping 44/15Review: UCR-Standards Mapping 54/22 Finalize: Outcome of UCR-Standards Mapping Introduce: Gap Mitigation Plan Review: Gap Mitigation Plan 64/29 Finalize: Gap Mitigation Plan Introduce: HITSC Evaluation Review: HITSC Evaluation 75/6Review: HITSC Evaluation 85/13 Finalize: Full Review of HITSC Evaluation, Total Ratings, List of Final Standards for Solution Plan Introduce: Solution Plan Review: Solution Plan 95/20Review: Solution Plan 105/27 Finalize: Solution Plan Introduce: Implementation Guide (IG) Template Review: Implementation Guide Template /3 – 7/8Review: Implementation Guide /15 – 7/22End-to-End Community Review of Implementation GuideEnd-to-End Review of Implementation Guide 197/29Consensus Vote

Standardization Development & Harmonization: Workflow Outputs 1.Validate candidate standards list 2.Map UCR to candidate standards 3.Analyze mapped standards per HITSC criteria to narrow down any conflicting standards resulting from the UCR- Standards mapping 4.Perform technical feasibility of analysis 5.Review with community Use Case Requirements Crosswalk 1.Develop gap mitigation plan 2.Draft Solution diagram 3.Validate solution plan 2.Confirm data model approach 4.Modify/harmonize existing standard(s) to produce final standards 5.Achieve community consensus or agreement Final standards 1.Using final standards, develop Implementation Guide document 2.Document IG Conformance Statements in a Requirements Traceability Matrix 3.Develop Examples to inform implementers 4.Validate examples 5.Achieve community consensus or agreement Implementation Guide 1.Survey SDO or standards organization options 2.Select balloting approach 3.Align timeline with ballot cycles 4.Submit documents informing SDO of intent to ballot 5.Submit content to SDO 6.Conduct balloting cycle & reconciliation per SDO guidelines Balloted standards Evaluate Standards Plan for Solution and Final standards Develop Implementation Guide *SDO Balloting 8 *Depending on the initiative the SDO Balloting, RI & Pilot activities may occur prior to the recommending a harmonized standard, this also means that ongoing pilots can provide feedback to draft standards or specifications; May not be applicable to the PDMP & HIT Integration Initiative

Key Tasks & Work Outputs 1.UCR-Standards Crosswalk –Evaluation of Candidate Standards List –Sub-workgroup meetings to evaluate Content & Structure, Vocabulary & Codeset Standards –Mitigate any gaps within existing standards 2.HITSC Evaluation –Quantitative analysis of evaluated standards resulting from UCR- Standards Crosswalk 3.Solution Plan –Final layered solution of standards across all standards categories and requirements used for implementation guidance 4.Initiative Deliverable: Implementation Guidance

UCR Crosswalk Review Note- Below artifact will be reviewed within the separate UCR Crosswalk document: I.Introduce and review the following at a high level: 1.Purpose of document 2.How standards will be evaluated Click the icon to open the Excel file

Candidate Standards List S&I Support Staff gathers list of initial standards within the Candidate Standards List and the community further narrows down the standards Standard PDMP & HIT Integration Candidate Standards StandardSDO DescriptionReference LinksNotes C32HITSP | HL7 The Summary Documents Using HL7 Continuity of Care Document (CCD) Component describes the document content summarizing a consumer's medical status for the purpose of information exchange. The content may include administrative (e.g., registration, demographics, insurance, etc.) and clinical (problem list, medication list, allergies, test results, etc) information. This Component defines content in order to promote interoperability between participating systems such as Personal Health Record Systems (PHRs), Electronic Health Record Systems (EHRs), Practice Management Applications and others. Describes the document content (e.g., demographics, problem, medication list, test results, etc.) for the purpose of exchange. Type of CDA. Supports MU Stage 1. Designed to provide a clinical summary of patient information. CDA R2HL7 First ANSI-accredited, XML-based standard in healthcare industry. It has human-interpretative text (without requiring additional software) and structured content. Part of the HL7 version 3 standard and based on the RIM. CDA R2 provides for specific implementation guidance across a variety of health IT and clinical areas. ds/product_brief.cfm?product_id=35 There are 26 CDA R2-related implementation guides spanning across a variety of clinical areas. HL7 V.2.XHL7 Defines a series of electronic messages to support administrative, logistical, financial as well as clinical processes. Messaging standard that supports human readable, non-XML electronic messages based on segments (lines) and one- character delimiters. ds/product_brief.cfm?product_id=148 An HL7 V2.x Message Profile is a precise and unambiguous specification of a standard HL7 message that has been analyzed for use within a particular set of requirements. It is a particular style or usage of a standard HL7 message, driven by use case analysis and interaction modeling. One worksheet per Standards Category (4 total) Standard Standards Development Organization Description Reference Links Notes Note: This is a snapshot, not the comprehensive Candidate Standards List **All standards listed include the standards mentioned in the PDMP & HITI Charter as well as other additional, relevant standards UCR MappingStandards EvaluationSolution PlanIG Development

Candidate Standards Review Note- Below artifact will be reviewed within the separate Candidate Standards List document: I.Introduce and review the following: 1.Purpose of document 2.Content & Structure Standards 3.Terminology & Code Values 4.Point of Contact Assignments Click the icon to open the Excel file

Wiki Overview PDMP & HITI Standards and Harmonization page: – Standards+and+Harmonizationhttp://wiki.siframework.org/PDMP+%26+Health+IT+Integration+ Standards+and+Harmonization Comments are due at 12pm on the Monday preceding the Tuesday All Hands call

Next Steps Review: Candidate Standards List Next Meeting is Tuesday, April 8 from 12:00pm - 1:30pm EST Reminder: All PDMP & HIT Integration Announcements, Meeting Schedules, Agendas, Minutes, Reference Materials, Harmonization materials, Use Case, Project Charter and general information will be posted on the PDMP Wiki page – +Homepage +Homepage

Contact Information – Initiative Coordinators: Johnathan Coleman Sherry Green – ONC Leads: Mera Choi Jennifer Frazier Helen Caton-Peters Helen.Caton- – SAMHSA Leads Jinhee Lee Kate Tipping – Support Team: Project Management: Jamie Parker Ali Khan Use Case Development: Ahsin Azim Presha Patel Standards Development Support Alex Lowitt Harmonization Support Divya Raghavachari Atanu Sen Vocabulary and Terminology Subject Matter Expert: Mark Roche For questions, please feel free to contact your support leads: