PDMP & Health IT Integration Standards and Harmonization July 1 st, 2014

Agenda TopicTime Allotted General Announcements5 minutes PDMP & HITI Standards and Harmonization Summary of outcomes from Solution Planning Workgroup 6/26 Review wiki comment dispositions Introduce IG Development Process & Review Template and Introduction Content 50 minutes Next Steps/Questions5 minutes

PDMP Harmonization Timeline MarchAprilMayJuneJuly 3/25 Harmonization Kick-off Standards Evaluation Candidate Standards List UCR-Standards Mapping Gap Mitigation Plan Solution Planning IG Development Solution Plan Create IG Template IG Development End-to-end Review & Community Consensus (Today) 7/29 Harmonization Close

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 -4/22 Cancelled for National Rx Summit 54/29 Finalize: Outcome of UCR-Standards Mapping Introduce: Gap Mitigation Plan Review: Gap Mitigation Plan 65/6Review: Gap Mitigation Plan 75/13 Finalize: Gap Mitigation Plan Introduce: Solution Planning Workgroup Review: N/A 85/20 Review: Outcomes of Solution Planning Workgroup Introduce: Implementation Guide (IG) Template Review: Implementation Guide Template 95/27 Review: Outcomes of Solution Planning Workgroup Introduce: Minimum Dataset Requirements Review: Minimum Dataset Requirements & IG Template /3 – 6/10 Review: Outcomes of Solution Planning Workgroup & Minimum Dataset Requirements Review: Minimum Dataset Requirements 126/17 Review: Outcomes of Solution Planning Workgroup & Minimum Dataset Requirements Review: Minimum Dataset Requirements /24 – 7/8 Review: Dataset Requirements; Solution Plan Finalization; Implementation Guide Development Review: Minimum Dataset; Solution Plan; Implementation Guide Content /15 – 7/22End-to-End Community Review of Implementation GuideEnd-to-End Review of Implementation Guide 187/29Consensus Vote Harmonization Weekly Timeline

Review: Solution Planning Workgroup Session (6/26) Solution Plan Implementation Approach

Solution Planning Work Group Approach 1. Overlay standards currently in general use per transaction - focus on transactions for integrated solutions 3. For prioritized workflow, propose solutions for harmonizing standards in order to pull PDMP information into EHR or Pharm. IT Systems synchronously 2. Document pros and cons for each proposed solution and prioritize in terms of technical feasibility Develop Technical Architecture  Can EHRs and Pharmacy ITs handle proposed Standards? Report findings to Community

Solution Plan Finalization Implementation Approach Focus: Process: 1.Document PMIX payload + container data elements 2.Map HL7 V2, NCPDP SCRIPT Medication History, and ASAP Web Services message queries to PMIX Standard a.Detail required fields based on PMIX specification b.Identify gaps and optionality of request standards 3.Identify and document appropriate transport protocol that accommodates message content 4.Detail messaging schemas HL7 V2.7 Messaging NCPDP SCRIPT ASAP Web Services V1.R1 PMIX NIEM XML GRA Hub-to-Hub

Begin detailing solution and technical details (standards) Prioritize EHR/Pharm  Hub Solution Prioritize EHR/Pharm  Hub Solution Develop holistic solutions for Hub, Intermediary, and Direct workflows Leverage Hub Solution for EHR/Pharm  Intermediary workflow guidance Defer direct connection workflow model due to limited scalability and restriction of interstate data sharing Develop IG content based on PDMP Hub solution Develop IG content based on PDMP Intermediary solution Develop IG content based on PDMP Direct solution Deferment does not equate to elimination of workflows from inclusion in future solution plans and iterations/updates to the Implementation Guide

Use of an Intermediary: An entity or service that accepts an electronic transaction from another organization and electronically routes the transaction to a receiving entity. A switch/intermediary may perform value added services including detailed editing/messaging of input/output of data for validity and accuracy and translating data from one format to another. Intermediary Model EHR  HIE / Pharm. Intermediary / Switch / Clinical Exchange Network  In-State PDMP EHR  HIE / Pham. Intermediary / Switch/ Clinical Exchange Network  PDMP Hub  PDMPs Pharmacy  Pharm Int. / Switch / Clinical Exchange Network  In-State PDMP Pharmacy  Pharm Int. / Switch / Clinical Exchange Network  PDMP Hub  PDMPs Intermediaries EHR  Intermediary EHR  Intermediary  In-state PDMP EHR  Intermediary  Hub  PDMPs EHR  Intermediary Pharmacy  Intermediary  In-state PDMP Pharmacy  Intermediary  Hub  PDMPs

Implementation Guide Development Process & Template Review

IG Document Review –Weekly Activities MondayTuesdayWednesdayThursdayFriday Review and provide disposition for comments; Completed IG sections internally All-Hands: Review updates to IG and comments disposition; Review new section(s) Publish updated IG; Send out community recap announcement IG Development: Community Working Session (Transitioned from SPWG)Due COB: Community Feedback/ comments on IG Community Activity Support Team Responsibility

PDMP & Health IT IG Template The S&I Framework Implementation Guide (IG) template was created to help with development of relevant sections, provide organization, and document needed pieces for S&I. 1.Introduction 2.Implementation Approach 3.Suggested Enhancements 4.Appendices

Implementation Approach Outline 2Implementation Approach 2.1Overview 2.2Solution Plan Solution Plan details Standards Selected 2.3EHR Workflow Transactions EHR Request – EHR to PDMP – PDMP Hub to PDMP PDMP Response – PDMP to PDMP Hub – PDMP Hub to EHR 2.4 Pharmacy Workflow Transactions 2.4.1Pharmacy Request – Pharmacy to PDMP – PDMP Hub to PDMP 2.4.2PDMP Response – PDMP to PDMP Hub – PDMP Hub to Pharmacy 2.5Data Elements (DEs) and Attributes 2.6 Transport and Security Guidance

PDMP IG Community Review Comment/Feedback are due COB Friday Comments/feedback can be provided using one of the two ways: –Use online comment form –Option to download latest version of IG document to add comments using track changes. If so… Save file retaining the file name and simply add your initials at the end of the file name – For example, PMDP_IG_Template_DRAFT 05_ rt.docx your document to Rita Torkzadeh at

Next Steps Review: IG Template & Introduction Content Next Solution Planning WG meeting is Thursday, July 3 from 12:00pm – 1:00pm ET Next All Hands meeting is Tuesday, July 8 from 12:00pm - 1:00pm ET 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 Implementation Guide Development: Rita Torkzadeh Vijay Shah Vocabulary and Terminology Subject Matter Expert: Mark Roche For questions, please feel free to contact your support leads: