Automate Blue Button Initiative Push Workgroup Meeting November 19, 2012

Meeting Etiquette Remember: If you are not speaking, please 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 o Hold = Elevator Music = frustrated speakers and participants This meeting is being recorded o Another reason to keep your phone on mute when not speaking Use the “Chat” feature for questions, comments and items you would like the moderator or other participants to know. o Send comments to All Panelists so they can be addressed publically in the chat, or discussed in the meeting (as appropriate). From S&I Framework to Participants: Hi everyone: remember to keep your phone on mute All Panelists 2

Agenda TopicTime Allotted Welcome and Announcements5 minutes Timeline, Status, Deliverables, Dashboard5 minutes Review Draft Implementation Guides45 minutes Next Steps / Reminders5 minutes 3

Announcements and Reminders 4 Meeting Reminders – Push Workgroup Meetings are Mondays from 2:00 – 3:00 pm Eastern. – The next Community Meeting will be held as needed. – Direct Connect-a-Thon (December 6, 2012) – ABBI Face to Face (December 11, 2012 from 2:30-4 pm) – Meeting information is on the Automate Blue Button Wiki Page: Community Homework – Provide comments and feedback on the Push Implementation Guides: Feedback

Looking Forward ABBI Schedule November – October 22- November 19: Drafting and comment period on ABBI Implementation Guide (Part 1: Send via Direct + Content) – Nov 19 th : BEGIN Comment Period Round 2 on ABBI Implementation Guide (Part 1: Send via Direct, Content) – 26 th : Discuss Comments in workgroup calls – 28 th : END Comment Period on ABBI IG (Part 1) December – 3 rd : Review Implementation Guide Comments in Workgroup Calls and Finalize Guide – 6 th : ABBI Participates in Connect-a-thon – 10 th : “Public Release” of ABBI Implementation Guide (Part 1) – 11 th : ABBI Participates in Town ONC Annual Meeting – 21 st : BEGIN Comment Period on ABBI Implementation Guide (Part 2: Send via , Payer Content, and Developer Toolkit) January – ~ 10 th : END Comment Period on ABBI Implementation Guide (Part 2) – ~ 15 th : Release ABBI Implementation Guide (Part 2) – All of January: Testing Period; Identify and Respond to Reference Implementations February – Testing Period; Identify and Respond to Reference Implementations March – Complete Testing Period – HIMSS: Showcase ABBI Implementations – Release Final Automate Blue Button v2 Implementation Guide (Part 1 and Part 2 listed above)

Pre- Discovery Discovery Reference Implementations  Agreed and voted on charter, including  Scope  Timeline  Deliverables  Identified priority implementation options:  Transmit requirement of MU Stage 2 (from V/D/T requirement) + automation  + file encryption also discussed as option for PUSH  Wrote draft use case for two V/D/T + automation  Write draft use case for (and/or Payer) option  Identified issues related to V/D/T + automation  Write policy FAQ document to support PUSH options  Write draft implementation guide for V/D/T + automation  Write draft implementation guide for  Identify 1-2 V/D/T implementations that can serve as reference implementations for our group  Identify 1-2 vendors / data holders willing to work on Automated Push reference implementations Implementation Guidance Implementations  Refine use cases based on reference implementations  Refine implementation guide based on reference implementations  3-6 full implementations that reflect implementation guidance PUSH Current Status 6

WG Launch (09/17) Nov-12 Discovery S&I Framework Lifecycle Sep-12Mar-13 Pilot & Implementation Guidance Implementation Oct-12 Dec-12 Jan-13Feb-13 Finalize Implementation Guidance for Direct Use Case 1 Definition Physician’s Office) Use Case 2 Definition (DIRECT via Patient Portal) Use Case 3 Definition ( ) UC3 Implementation Guidance for Full implementations with providers / Payers Timeline Outstanding Issues Pilots Identified & On Track Next StepsStatus PUSH Dashboard Draft Implemen tation Guidance Reference Implementations using Direct Reference Implementations using Push Workgroup 7  Write policy FAQ document to support PUSH options  Write draft implementation guide for V/D/T + automation  Write draft implementation guide for  Identify V/D/T implementations that can serve as reference implementations for our group  Identify vendors / dataholders willing to work on Automated Push reference implementations

PUSH Current Deliverables Implementation Guide Push Workgroup 8 IG+- +Transmitting+Data+Using+the+Direct+Prot ocol docx IG+- +Receiving+Health+Data+Using+the+Direct+ Protocol docx

Outstanding Questions Publically Discovered Certificates - DEFER How can we ensure patients will be able to send to “any” address? How can we ensure a minimal level of trust?

Flow 1: Patient Portal 1. Patient logs into portal

Flow 1: Patient Portal 2. Patient clicks on “Share with Direct”

Flow 1: Patient Portal 3. Patient reads and accepts transmit terms

Flow 1: Patient Portal 4. Patient enters Direct address and selects transmit frequency

Flow 1: Patient Portal 5. Flow Complete

Flow 1: Patient Portal 1. Patient logs into portal2. Patient clicks on “Share with Direct” 3. Patient reads and accepts transmit terms 4. Patient enters Direct address and selects transmit frequency

Flow 2: Provider

Next Steps / Reminders 20 Next Steps – Provide Feedback to revised Implementation Guide – Focus on Workflow Meeting Reminders – Next PUSH Workgroup Meeting is Monday, November 26 th, 2:00 pm Eastern. – The next Community Meeting will be held as needed. – Upcoming Face-to-Face Opportunities: – Dec 6 th – Direct Connect-a-thon which will include an ABBI opportunity – Dec 11th – ONC Annual Meeting – ABBI Town Hall For questions, please contact your support leads – Initiative Coordinator: Pierce Graham-Jones – Presidential Innovation Fellow: Ryan Panchadsaram – Project Manager: Jennifer Brush – S&I Admin: Apurva Dharia