1. electronic Long-Term Services & Supports (eLTSS) Initiative All-Hands Workgroup Meeting March 3, 2016 1

2. 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

3. 3 Agenda TopicPresenterTimeframe Welcome Announcements Lynette Elliott10 mins eLTSS Pilots Checklist and Status UpdatesBecky Angeles50 mins

4. Announcements State Medicaid Director Letter on HITECH Administrative Matching Funds Updated – What: CMS is expanding the interpretation of the scope of State expenditures eligible for the 90 percent HITECH match, given the greater importance of coordination of care across providers and transitions of care in Meaningful Use modified Stage 2 and Stage 3 – Subject to CMS prior approval, States may thus be able to claim 90 percent HITECH match for expenditures related to connecting Eligible Providers to other Medicaid providers, including community-based Medicaid providers. – For more Information: http://www.medicaid.gov/federal- policy-guidance/downloads/SMD16003.pdfhttp://www.medicaid.gov/federal- policy-guidance/downloads/SMD16003.pdf 4

5. Announcements, cont’d… ONC Introduces the ONC Tech Lab – What: ONC Tech Lab is an organizing structure to help focus on what can be contributed to improve existing standards and build consensus around those that best serve specific interoperability needs, as recently outlined in the 2016 Interoperability Standards Advisory. Consists of four components: Standards Coordination, Testing and Utilities, Pilots and Innovation with the goal of seeing standards in use that have been rigorously tested and consistently implemented. – For more information: https://www.healthit.gov/buzz- blog/interoperability/our-next-chapter-for-standards-and- technology-introducing-the-onc-tech-lab/https://www.healthit.gov/buzz- blog/interoperability/our-next-chapter-for-standards-and- technology-introducing-the-onc-tech-lab/ – To access the ONC Tech Lab: https://www.healthit.gov/techlab/https://www.healthit.gov/techlab/ 5

6. Announcements, cont’d… ONC Introduces the Interoperability Proving Ground – What: The IPG is an open, community platform to share, learn, and be inspired by interoperability projects taking place across the nation. It provides a simple way to share a succinct set of basics about projects (e.g., title, description, hyperlink to your project website) and “tag” it with any standards or keywords that may be associated with it (e.g., C-CDA, FHIR, PDMP, ADT). The data shared populates the main IPG home page so anyone can easily filter and search across the entire interoperability project database or view interoperability projects nationwide on an interactive map. – For more information: https://www.healthit.gov/buzz- blog/interoperability/interoperability-proving-ground/https://www.healthit.gov/buzz- blog/interoperability/interoperability-proving-ground/ – To access the IPG: https://www.healthit.gov/techlab/ipg/https://www.healthit.gov/techlab/ipg/ 6

7. Announcements, cont’d… CMS Accountable Health Communities Model Call for Grant Funding Applications – What: Over a five-year period, CMS will implement and test a three-track Accountable Health Communities Model (Track 1 Awareness, Track 2 Assistance and Track 3 Alignment) based on promising service delivery approaches. Each track features interventions of varying intensity that link beneficiaries with community services. CMS will award, through a competitive process, renewable one-year cooperative agreements to successful applicants (award recipients). – When: Application deadline March 31, 2016 – To submit Letter of Intent (due by Feb. 8, 2016): http://innovationgov.force.com/ahc http://innovationgov.force.com/ahc – To apply (must include LOI confirmation number): http://www.grants.gov/view-opportunity.html?oppId=280812 http://www.grants.gov/view-opportunity.html?oppId=280812 – For more information: https://innovation.cms.gov/initiatives/ahcmhttps://innovation.cms.gov/initiatives/ahcm 7

8. Announcements, cont’d… HL7 C-CDA Rendering Tool Challenge call for participation – What: The ONC and HL7 challenge the community to develop a viewer that enables clinicians to more efficiently review clinically relevant patient data from C-CDA documents. Cash prizes for winning submissions: 1 st Place Prize $15,000, 2 nd Place Prize $5,000. – When: Submission deadline is May 31, 2016 – To review the rules: http://www.hl7.org/events/toolingchallenge.cfm#rules http://www.hl7.org/events/toolingchallenge.cfm#rules – To submit: http://www.hl7.org/events/toolingchallenge.cfmhttp://www.hl7.org/events/toolingchallenge.cfm 8

9. Announcements, cont’d... Call for Participation: Help HL7 Help You Reduce C-CDA Implementation Inconsistencies – What: HL7 invites C-CDA users to complete a survey that will help clarify the inconsistencies and pain points encountered when sending and/or receiving CCDs, Discharge Summaries and/or Referral Notes. Collection of data on these three document types will continue for several months. Results will be shared via webinar once results are compiled. Respondents should have direct experience sending and/or receiving the document types noted above. – When: Survey available until March 2016 – Survey link: https://www.surveymonkey.com/r/C- CDA21Contenthttps://www.surveymonkey.com/r/C- CDA21Content 9

10. Timelines for Consideration: Two Pilot Phases, SDO Ballot Cycles eLTSS Initiative Roadmap Q3 ‘14Q4 ‘14Q1 ‘15 Q2 ‘15 Q3 ‘15Q4 ‘15Q4 ‘17 Phase 4: Pilots & Testing Pilot site readiness Implementation of solution Test User Stories and Scenarios Monitor Progress & Outcomes Utilize Requirements Traceability Matrix Phase 5: Evaluation Evaluate outcomes against Success Metrics and Criteria Update Implementation Guidance Develop, review, and finalize the Use Case and Functional Requirements Pre-Planning Call for Participation Conduct Environmental Scan Success Criteria Stakeholder Engagement Finalize Candidate Standards Standards Gap Analysis Technical & Standards Design Develop Requirements Traceability Matrix Develop Implementation Guide Launch initiative Review and Finalize Charter Review initial Candidate Standards 10 Initiative Kick Off: 11/06/14 Phase 1: Pre-Discovery Phase 2: Use Case Development & Functional Requirements Phase 3: Pilot Guide Development Q4 ‘16

11. Reminder: Join the eLTSS Initiative To join the electronic Long Term Services and Supports (eLTSS) Initiative, go here: http://wiki.siframework.org/eLTSS+Join+the+Initiative. http://wiki.siframework.org/eLTSS+Join+the+Initiative Registered Members are included on all initiative communications, updates and announcements. – You may join as an Interested Party or a Committed Member. (More information about these options on the Join page.) Thank you! Your commitment and participation are critical to the success of the eLTSS initiative. 11

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13. eLTSS Round 1 Pilot Artifact Checklist Please submit the following artifacts/items to the eLTSS Pilot Support Team (katiya.shell@esacinc.com). All items must be checked to complete the artifact submission phase for Round 1 Pilots.katiya.shell@esacinc.com ☐ Sample Plan(s) Please submit a sample plan for each waiver/population included in your specific pilot activity. This artifact gives us an idea of how your plan elements (questions) and values (answers) are displayed to users. Submissions can be of any format, but examples include: PDF, screen shots, MS Word. ☐ Plan Elements/Questions Submit the eLTSS Dataset Worksheet or similar artifact that includes all elements/questions that are displayed on your Plan(s). ☐ Expected value/answer format for each element/question on your Plan(s) Examples include, but not limited to: free text, date picker, date format (MM-DD-YYYY), radio button, drop down list, multi-select list, checkbox, etc.). Submit the eLTSS Dataset Worksheet or similar artifact. ☐ List of values/expected answers for applicable element(s) or question(s) on your Plan(s) For example, for the question/element of “Plan Status” an expected list of values may include: “Draft, Pending Review, Revisions Requested, Current”. Submit the eLTSS Dataset Worksheet or similar artifact. ☐ Identify the source (i.e. assessment form, intake form, provider directory, or plan) for each sample Plan element / value This information can be provided verbally on a one-on-one call if easiest. ☐ Schedule a one-on-one meeting with the eLTSS Pilot Team 13 This checklist has been uploaded to the Pilot Starter Kit on the eLTSS Pilots WikieLTSS Pilots Wiki

14. Kentucky Checklist ItemArtifact Type Submitted Sample Plan(s)PDF, Screen Shots Plan Elements/QuestionsCrosswalk PDF Value/Answer Format for each Element/QuestionCrosswalk PDF, Screen Shots List of Expected Values/AnswersCrosswalk PDF, Screen Shots Element SourceVerbally Schedule One-on-One Meeting 14 NEXT STEPS Be available to answer any questions from the ONC eLTSS Pilot Support Team Stay tuned for the element harmonization phase of Pilots

15. Minnesota 15 Checklist ItemArtifact Type Submitted Sample Plan(s)PDF Plan Elements/QuestionsPDF, Spreadsheet Value/Answer Format for each Element/QuestionSpreadsheet List of Expected Values/AnswersSpreadsheet Element SourceVerbally Schedule One-on-One Meeting NEXT STEPS Be available to answer any questions from the ONC eLTSS Pilot Support Team Stay tuned for the element harmonization phase of Pilots

16. Maryland 16 Checklist ItemArtifact Type Submitted Sample Plan(s)PDF Plan Elements/QuestionsPDF Value/Answer Format for each Element/Question List of Expected Values/Answers Element SourceVerbally Schedule One-on-One Meeting NEXT STEPS Provide Value/Answer Formats and List of Expected Values/Answers Be available to answer any questions from the ONC eLTSS Pilot Support Team Stay tuned for the element harmonization phase of Pilots

17. Colorado 17 Checklist ItemArtifact Type Submitted Sample Plan(s) Plan Elements/Questions Value/Answer Format for each Element/Question List of Expected Values/Answers Element Source Schedule One-on-One Meeting NEXT STEPS Provide Plan, Element/Questions, Value/Answer Formats, List of Expected Values/Answers, and Element Source Be available to answer any questions from the ONC eLTSS Pilot Support Team Stay tuned for the element harmonization phase of Pilots

18. Connecticut 18 Checklist ItemArtifact Type Submitted Sample Plan(s)Word Doc Plan Elements/QuestionsWord Doc Value/Answer Format for each Element/Question List of Expected Values/Answers Element Source Schedule One-on-One Meeting NEXT STEPS Provide Value/Answer Formats, List of Expected Values/Answers, and Element Source Be available to answer any questions from the ONC eLTSS Pilot Support Team Stay tuned for the element harmonization phase of Pilots

19. Georgia 19 Checklist ItemArtifact Type Submitted Sample Plan(s) Plan Elements/Questions Value/Answer Format for each Element/Question List of Expected Values/Answers Element Source Schedule One-on-One Meeting NEXT STEPS Provide Plan(s), Element/Questions, Value/Answer Formats, List of Expected Values/Answers, and Element Source Be available to answer any questions from the ONC eLTSS Pilot Support Team Stay tuned for the element harmonization phase of Pilots

20. Non-TEFT Pilot Status Updates Open floor discussion for any Non-TEFT Pilots on the call 20

21. Next Steps If you are interested in piloting for round 2, please express your interest using the Pilot Interest Survey form: – http://wiki.siframework.org/electronic+Long+Term+Services+and+Supports+Pilot+Interest+Survey http://wiki.siframework.org/electronic+Long+Term+Services+and+Supports+Pilot+Interest+Survey 21 DateRTM Meeting TopicParties of InterestTip for Preparation February 11, 2016 Update the Plan Section a.Beneficiary/Advocate b.eLTSS Plan Facilitator/Steward KY, MN, All vendors Review or attempt to fill out this out section of the RTM February 18, 2016 Review/Questions regarding RTM, updated RTM worksheet and data elements All members Confirm selected subdomains Begin identifying questions you want to ask based on sub domains February 25, 2016 Review/Questions regarding RTM, updated RTM worksheet and data elements All members Confirm selected subdomains Begin identifying questions you want to ask based on sub domains MarchReview eLTSS Plans to align plan-specific components and data elements All members Submit your eLTSS Plan if you have not already done so AprilPilot Completion ActivitiesAll members Provide feedback and findings on pilot

22. FACA Meetings (Federal Advisory Committees) Upcoming FACA Meetings Joint API Task Force – March 8 Joint Interoperability Experience Task Force – March 8 Joint HIT Committee Virtual Meeting – March 10 Precision Medicine Task Force – March 16 Joint API Task Force – March 22 Joint Interoperability Experience Task Force – March 23 Precision Medicine Task Force – March 30 Public attendance is encouraged https://www.healthit.gov/facas/calendar/2016/1 22

23. eLTSS Initiative: Project Team Leads ONC Leadership – Mera Choi (mera.choi@hhs.gov)mera.choi@hhs.gov – Elizabeth Palena-Hall (elizabeth.palenahall@hhs.gov)elizabeth.palenahall@hhs.gov CMS Leadership – Kerry Lida (Kerry.Lida@cms.hhs.gov)Kerry.Lida@cms.hhs.gov Community Leadership – Mary Sowers (msowers@nasddds.org)msowers@nasddds.org – Terry O’Malley (tomalley@mgh.harvard.edu)tomalley@mgh.harvard.edu Initiative Coordinator – Evelyn Gallego-Haag (evelyn.gallego@emiadvisors.net)evelyn.gallego@emiadvisors.net Project Management – Lynette Elliott (lynette.elliott@esacinc.com)lynette.elliott@esacinc.com Use Case & Functional Requirements Development – Becky Angeles (becky.angeles@esacinc.com)becky.angeles@esacinc.com Pilot Guide Development – Grant Kovich (grant.kovich@accenture.com)grant.kovich@accenture.com Pilots Management – Jamie Parker (jamie.parker@esacinc.com)jamie.parker@esacinc.com Standards and Technologies Identification – Angelique Cortez (Angelique.j.cortez@accenturefederal.com)Angelique.j.cortez@accenturefederal.com 23