esMD PPA Use Case 1 Harmonization WG Meeting Wednesday, March 28 th, 2012

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 meetings, is being recorded –Another reason to keep your phone on mute when not speaking! Feel free to use the “Chat” or “Q&A” feature for questions or comments NOTE: This meeting is being recorded and will be posted on the esMD Wiki page after the meeting From S&I Framework to Participants: Hi everyone: remember to keep your phone on mute 2

S&I Face-to-Face: Basic Information When: Wednesday 4/11 – Friday 4/13 Where: Alexandria Westin (400 Courthouse Square, Alexandria, VA, 22314) –Public Transportation: King Street Metro (Blue/Yellow Lines) – 3 Blocks Ronald Reagan National Airport (DCA) – 6 miles Booking Accommodations: –See F2F Logistics page on wiki for detailsF2F Logistics – Phone: – Rate: $169/night (excluding tax) This rate is only available through 5pm ET on Monday, April 2 nd, 2012 Group rate includes free wireless in all guest rooms 3

S&I Face-to-Face: Basic Information 4

S&I Face-to-Face Basic Information 5

S&I Face-to-Face: esMD Tentative Schedule 6 DateTimeAgenda 4/11 (Wed) 3:00 PM - 6:00 PMPPA Use Case 2 and Structured Content Discussion 4/12 (Thurs) 8:00 AM - 10:00 AMPPA Use Case 2 and Structured Content Discussion 10:30 AM - 12:00 PMPPA Use Case 2 and Structured Content Discussion 1:30 PM - 3:30 PMHarmonization of PPA UC 1 (and UC 2/Structured Content, if applicable) 4:00 PM - 6:00 PMHarmonization of PPA UC 1 (and UC 2/Structured Content, if applicable) 4/13 (Fri) 8:00 AM - 10:00 AMAuthor of Record (HL7 RMES group presentation on current AoR to date) 10:30 AM - 11:00 AM Author of Record (HL7 RMES group presentation on current AoR to date) Continue discussions from previous sessions, if necessary 11:00 AM – 12:00 PM Presentation from Melanie Combs-Dyer ( Deputy Director, Provider Compliance Group, Office of Financial Management, Centers for Medicare & Medicaid Services)

S&I Face-to-Face: Kick-off Session (4/11) Wednesday, 4/11 from 1:00 PM – 2:30 PM ONC Leadership will provide their thoughts on the S&I Framework, Meaningful Use Stage 2, and the status of each S&I Initiative, in addition to plans for the F2F: Farzad Mostashari, MD, ScM (National Coordinator for Health IT) David Muntz, MBA (Principal Deputy National Coordinator) Judy Murphy, RN, FACMI, FHIMSS, FAAN (Deputy National Coordinator for Programs and Policy) Doug Fridsma, M.D., Ph.D. (Director, Office of Standards and Interoperability) 7

S&I Face-to-Face: Potential Brown Bag Sessions Thursday, 4/12 from 12:00 PM – 1:30 PM (lunch) Open to anyone who’s interested Each session will run for approximately 30 minutes. Potential topics include: Demo of the S&I Repository/Browser Data Segmentation for Privacy 101 8

S&I Face-to-Face: Draft Agenda: All Hands Session (4/13) Friday, 4/13 from 12:30 PM – 3:00 PM Cross Initiative Updates: Recap, current state, and next steps report from each initiative Other topics to be covered include: ToC Demonstration Update on Cross-Initiative Coordination efforts Overview of Provider Directories Overview of Mod Specs/Direct efforts Closing thoughts from Dr. Doug Fridsma NOTE: All activities will conclude at 3 pm 9

S&I Face-to-Face: Next Steps for Community Members Reserve guest rooms at the Westin and make travel plans –Information on booking the hotel is available on the Logistics page on the F2F Wiki pageLogistics page F2F Registration is now open –Use the Registration page to indicate whether or not you are attendingRegistration page –Registration form allows you to select which specific workgroup sessions you will attend F2F is entirely in person – no phones or WebEx will be provided. –For esMD, notes will be taken and posted to the wiki at the end of each day. For more information, visit the F2F Wiki or the F2F planning committee at Wiki 10

Recap of Last Week Reviewed the use of Objects in the data model –Decided to align esMD Objects to PD Objects Continued data model development efforts –Discussed ‘Security Information’ elements Support staff moved these elements into the two Provider Objects and the Agent Objects –Discussed and updated cardinality of NPI and Alternate ID elements 11 esMD Data ObjectsMember Elements 1Provider OrganizationDemographics, NPI/ID, Security & Contact Information 2Individual ProviderDemographics, NPI/ID, Security & Contact Information 3AgentDemographics, OID, Security & Contact Information 5Individual NameFirst name, Middle Name, Last name, Prefix, Suffix 6AddressAddress Line, City, State, ZIP code

Today’s Agenda Review updates to data model made offline by support staff Review and refine integration of PD Objects into the data model Continue with data model development 12

Adding Objects to the PPA Data Model Grouping certain elements together as a single object enables us to better represent the cardinality of those data elements Objects also enable us to easily represent more complex rules, such as: —This object is optional, but if it is included all of its member elements are required We added an additional tab to the data model entitled PPA Data Model Objects. It includes the following objects: esMD Data ObjectsMember Elements 1Provider OrganizationDemographics, NPI/ID, Security &Contact Information 2Individual ProviderDemographics, NPI/ID, Security & Contact Information 3AgentDemographics, OID, Security & Contact Information 5Individual NameFirst name, Middle Name, Last name, Prefix, Suffix 6AddressAddress Line, City, State, ZIP code The relevant object then replaces the list of member elements in the Request and Response tabs 13