Data ccess Framework All Hands Community Meeting November 26 th, 2013

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 Wikipage, under “Past Meetings” after the meeting From S&I Framework to Participants: Hi everyone: remember to keep your phone on mute 2

Agenda TopicEstimated Time General Announcements5 minutes Overview: Consensus Voting Process5 minutes Update: DAF IHE/S&I Joint Work Group10 minutes Review: S&I End-to-End Review Process5 minutes Recap: End-to-End Review for Use Case 130 minutes Next Steps/Questions5 minutes 3

General Announcements Next week we will resume our regular schedule and meet on Wednesday, December 4 th from 12:00pm-1:00pm (EST). Please note we will also switch back to our previous meeting call-in information – Dial In: – Access code: – a&d= a&d= Local DAF Use Case End-to-End Review Comments are due by 5:00 pm (EST) on Monday, December 2 nd to-End+Review to-End+Review All DAF meeting artifacts (presentations, videos and reference materials) can be found by visiting: 4

Notional Project Timeline Kick-off (7/16) Pre-Discovery, Call for Participation Jan 2014 Nov Discovery S&I Lifecycle (Discovery  Pilot & Evaluation) July 2013Sept Implementation Define Use Case & Functional Requirements Standards Gap Analysis Harmonized Specifications Use Case 1 Consented 12/11 UC 1: Local Data Access : Intra- Organizational Query UC 2: Targeted Data Access: Inter- Organizational Query Discovery Define UCR Charter Review & Consensus Today 11/26 User Story SWG (8/29) Meetings cancelled due to HL7 and Govt. Shutdown

Local DAF Use Case 1 Consensus Process Timeline Tuesday, November 26 th (TODAY) – End-to-End Review Process Continues – Comments due by 5:00 pm (EST) on Monday, December 2 nd Wednesday, December 4 th – Review Comment Dispositions – Consensus Voting Begins – Voting closes at 5:00 pm (EST) on Monday, December 9 th Wednesday, December 11 th – Local DAF Use Case 1 CONSENTED! 6

Local DAF Use Case 1 Preparing for Consensus As we prepare for consensus on Use Case 1, please make sure you are “Registered” for the DAF initiative AND are a “Committed Member” to make your vote count – only “committed members” can cast a vote – those registered as “Other Interested Party” may still provide comments as a part of the End-to-End Review Process – when the consensus voting period officially opens, only “one” vote per committed organization will be counted 7

Local DAF Use Case 1 Verify Your Commitment Level 1.To verify you are a committed member, visit the Use Case 1 Local Data Access Consensus Wikipage: al+Data+Access+Consensus al+Data+Access+Consensus 2.Search for your name – Verify your “Role” 3.If you are registered and would like to be updated as a “Committed Member,” please e- mail a “Statement of Commitment” to 4.If you are not on the list, please register for the DAF initiative by visiting: mework+Join+the+Initiative mework+Join+the+Initiative 8

Local Data ccess Framework Use Case November 26 th, 2013

Local DAF Use Case 1 Agenda 10 Discussion TopicEstimated Time DAF IHE/S&I Joint Work Group Update10 minutes Review S&I End-to-End Review Process5 minutes Review comments from end-to-end review process30 minutes Next Steps5 minutes

DAF IHE/S&I Joint Work Group Update

DAF IHE/S&I Joint Work Group 12 Goal: to help support the advancement of the whitepaper to the overall DAF Framework technical solution Reoccurring every Monday at 10:00 am (EST) To access meeting materials and to track the project activities, please visit the Standards, Harmonization and Implementation section of the DAF Wikipage located at: onization+and+Implementation onization+and+Implementation

DAF IHE/S&I Joint Work Group 13 To join IHE as a member, visit: IHE/S&I Joint DAF Technical Workgroup Dial In Information: Every week on Monday at 10:00AM EST [IHE International PCC Domain] Data Access Framework (DAF) Disc. Call Meeting Number: Meeting Password: meeting To join this meeting Go to 2. Enter the meeting password: meeting 3. Click "Join Now". 4. Follow the instructions that appear on your screen to join the teleconference To only join the teleconference To receive a call back, provide your phone number when you join the meeting, or call the number below and enter the access code. Call-in toll-free number (US/Canada): Call-in toll number (US/Canada): Access code:

Proposed Use Case Development Timeline 14 Week Target Date All Hands WG Meeting Tasks Review & Comments due Monday COB 18/14Use Case Kick-Off & UC Process OverviewReview: In/Out of Scope and Assumptions sections 28/21 Review: In/Out of Scope and Assumptions Review: In/Out of Scope and Assumptions Sections, User Stories 38/28 Review: In/Out of Scope and Assumptions, Context Diagram, User Stories Finalize: In/Out of Scope and Assumptions, Context Diagram Review: Pre/Post Conditions Review: User Stories, Context Diagram, Pre/Post Conditions Note- Separate User Story SWG will launch on 8/29 49/4 Review: Pre/Post Conditions, Actor and Roles Review: Pre and Post Conditions and Actors & Roles Review: User Stories, Pre/Post Conditions, Base Flow and Activity Diagram 59/11 Review: Activity Diagram and Base Flow Review: Base Flow, Activity Diagram Finalize: Pre and Post Conditions and Actors & Roles Review: Activity Diagram, Base Flow and Functional Requirements 69/18 Functional Requirements, Sequence Diagram Finalize: User Stories Review: Functional Requirements, Sequence Diagram 9/25- 10/16 Meetings cancelled due to HL7 WGM & Govt. Shutdown 710/23 Use Case Recap, Review of editorial updates, Data Requirements Finalize: Functional Requirements, Sequence Diagram Review: Data Requirements 810/30Data RequirementsFinalize: Data RequirementsReview: Data Requirements 911/6Data RequirementsReview: Data Requirements 1011/13Data Requirements (IHE Meeting)Final Dataset Requirement comments due 11/ /20End-to-End ReviewEnd-to-End Review comments (11/20-12/2) 1211/26Review End-to-End Comments ReviewEnd-to-End Review ends 12/2 1312/4Finalize End-to-End Review CommentsBegin casting consensus vote (12/4-12/9) 1412/11Consensus VoteConclude consensus voting (12/2) FINAL CONSENSUS completed 12/11

Local DAF Use Case 1 Section Review 15 1.Review End-To-End Review process 2.Begin discussing comments from end-to-end review process

Local DAF Use Case 1 End-to-End Review Process 1.Review the final Word document of Use Case 1 listed on the DAF Wiki: +Case+1+Local+Data+Access+End- to-End+Review +Case+1+Local+Data+Access+End- to-End+Review 2.Complete the Comment Form All four fields are required 3.Submit Your Comments 4.Submission Verified A message is displayed verifying your comment was submitted 16

Local DAF Use Case 1 End-to-End Review Process 17 Wiki Page for Use Case 1 End-to-End Review: End+Review

Next Steps Provide comments on the full use case document for end-to- end review here.here Attend our next All Hands call on Wednesday, 12/4 12:00 PM EST where we will be: – Finalizing comments from the End-To-End review – Please note we will also switch back to our previous meeting call-in information The latest Use Case documentation has been posted to the wiki for your feedback and review:

Initiative Support Leads For questions, please feel free to contact your support leads: – Initiative Coordinator: John Feikema – ONC Sponsors: Mera Choi – Support Team: Project Management: – Gayathri Jayawardena Technical Support: – Dragon (Nagesh) Bashyam Use Case Development: – Presha Patel – Hema Patel Standards Support: – Angelique Cortez Vocabulary and Terminology Subject Matter Expert: – Mark Roche 19

Data Access Framework Resources DAF Wiki Homepage – Become a Community Member – tive tive DAF Charter – embers embers Standards and Interoperability(S&I) Framework – S & I Calendar of Events –

Appendix B: Additional Use Case Reference Material

S&I Community Enabling Toolkit (CET) Use Case Overview 22

Previous and Ongoing S&I Use Cases (not a complete list) 23 Use Case Name (including links)Status Data Access FrameworkIn Progress Transitions of CareComplete Lab Results InterfaceComplete Provider Directory - Certificate DiscoveryComplete Provider Directory - Electronic Service Information DiscoveryComplete Query HealthComplete Data Segmentation for PrivacyComplete esMD - PPA Provider Registration (UC 1)Complete esMD - Secure sending and Structure of eMDR (UC 2)Complete esMD - Author of Record Level 1Complete Lab Orders InterfaceComplete Lab Orders Interface - eDOSComplete Health eDecisions CDS Artifact Sharing UC 1Complete Health eDecisions CDS Guidance Service UC 2Complete Structured Data CaptureComplete Longitudinal Coordination of CareComplete Public Health ReportingComplete Automate Blue Button InitiativeComplete Prescription Drug Monitoring ProgramComplete esMD – Author of Record Level 2Complete