1. HealthInfoNet’s Behavioral Health Information Technology Reimbursement Initiative May 13 th Kickoff Meeting Call In: +1-213-226-1066 Access Code: 972-350-411# 1

2. Agenda Introductions (20 min; Gemma Cannon) –HIN staff –Participants Review of Milestones (40 min; Katie Sendze) –Work detail and deadlines –Next steps –Reporting Implementation Basics (15 min; Katelyn Michaud) –Approach to the work –Staff engagement –Your feedback Questions and Wrap Up (15 min; Gemma Cannon) 2

3. HealthInfoNet Staff Program Team –Katie Sendze, Program Director –Gemma Cannon, MSW, Behavioral Health Coordinator –Katelyn Michaud, Program Analyst Leadership Sponsor –Shaun Alfreds, COO Communications Manager –Amy Landry Client Services& Implementation Team –Phil Profenno, Director Implementation and Client Services –Rob Cook, Project Coordinator –Sharon Bearor, RN Clinical Coordinator –Chris Closson, Sr. Integration Analyst Technical Team –Todd Rogow, CTO –Aaron Bentley, Lead Developer 3

4. The 20 Initiative Participants Aroostook Mental Health CenterMaine Behavioral Health Organization Assistance PlusNortheast Occupational Exchange Behavior Health Solutions for MEOHI Catholic Charities of MaineProvidence Human Services Charlotte White CenterSpurwink Community Health and Counseling ServicesSweetser Cornerstone Behavioral HealthcareThe Opportunity Alliance Crisis & Counseling CentersTri-County Mental Health Dirigo Counseling ClinicUnited Cerebral Palsy Kennebec Behavioral HealthWings for Children and Families 4 Note: This list is tentative as we have not received all contracts back at this time

5. Agenda Introductions (20 min; Gemma Cannon) –HIN Staff –Participants Review of Milestones (40 min; Katie Sendze) –Work detail and deadlines –Next steps –Reporting Implementation Basics (15 min; Katelyn Michaud) –Approach to the work –Staff engagement –Your feedback Questions and Wrap Up (15 min; Gemma Cannon) 5

6. Milestones and Payments Milestone Deadline Milestone Details Payment 1.15/9/2014HIN Contracts received 1.27/30/2014Bidirectional Participation Agreement with HIN’s HIE$10,000 1.39/30/2014Confirm plan and timeline for staff and client education 1.49/30/2014 Confirmation of data integration capabilities: -Interfaces are installed and ready to test - VPN connection in place over summer * Begin viewing the HIE Portal prior to milestone 2 is an ideal option* $25,000 2.111/30/2014 Complete HIN’s Staff and client education processes for HIE connection and participation. *If you go view only prior to bidirectional you must have this completed 2.24/1/2015HL7 data integration testing completed for ADT and CCD messages 2.39/30/2015 HL7 data is live in the HIE *normally this timeline moves more quickly $10,000 3.13/1/2016Quality Measure is selected for implementation 3.26/1/2016Quality Measure data has been tested in measure environment at HIN 3.38/1/2016Quality Measure is produced and reported by HIN to participants$25,000 6

7. Milestone 1.1 The Participant must complete and sign the HIN “initiative” contract as a selected participant in this SIM initiative. Next Step: Please contact HIN with any questions in order to complete this process. Deadline: 5/9/2014 7

8. Milestone 1.2 Complete HIN’s Bidirectional Participant Agreement for HIE services in order to receive the initial $10,000 payment. –From contract: “Participating in this initiative waives all of HIN’s standard HIE participant fees for the life of the grant. At which time the grant ends, the participant is not required to continue to participate with HIN, however the hope is to prove the value of such participation and continue the service relationship.” Next Step: Please contact HIN with any questions in order to move forward with this process. Deadline: 7/30/2014 8

9. Milestone 1.3 Confirm the staff and client HIE participation and consent education plan and timelines with HIN staff. Next steps: Attend the June webinar; review communications materials sent in advance of the June meeting to prepare questions. Consider implementing the staff education process earlier than November in order to access the “Portal” prior to milestone 2 HIN will be reaching out to meet with current active HIE user teams in this initiative to obtain specific feedback on your experience. Deadline: 9/30/2014 9

10. Milestone 1.4 Confirm EHR’s technical capabilities: 1.Interfaces are installed and ready to test 2.VPN connection in place over summer 3.* Begin viewing the HIE Portal prior to milestone 2 is an ideal option* 4.HL7 interoperability standards for: -Admission, Discharge, Transfer messages [ADT]; -Continuity of Care Document [CCD/CDA] -Data categories examples: Diagnosis codes, procedures codes. (see next slide for next steps….) Deadline: 9/30/2014 10

11. Milestone 1.4 - continued Next Steps: 1.We will schedule one phone meeting with you by June 30 th to begin a technical assessment with your IT leadership and EHR vendor (if you have one). –We will reach out to you via email this week offering times to meet with your organization and your EHR vendor –Assessment forms will be sent with this email 11

12. Milestone 2.1 Complete HIN’s “onboarding” and education processes with staff for HIE connection and participation, including legal rules for “opt-in” “opt-out” client consent education. Deadline: 11/30/2014 12

13. Milestone 2.2 HL7 Data Integration Testing Completed for ADT and CCD messages: –Complete data validation scenarios in the HealthInfoNet Test environment. This involves creating a Test patient in your EHR, updating the record according to the data validation scenario, and verifying that the data has populated correctly within the HealthInfoNet Test environment. Completing the above step in HealthInfoNet Test will prepare for the Milestone 3 requirement of quality measurement via the HIE with the following Milestone 2 obligations: –Test initial HL-7 data (unique to each organization) –Test remaining HL-7 integration capabilities (for example, diagnosis codes, problem lists, medications, ORU [Unsolicited Transmission of Observation Message such as transcribed documents, test results, office notes]) Deadline: 4/1/2015 13

14. Milestone 2.3 HIE Bidirectional Connection Go-Live: –Complete data validation scenarios in the HealthInfoNet Production environment. This involves creating a Test patient in your EHR, updating the record according to the data validation scenario, and verifying that the data has populated correctly within the HealthInfoNet Production environment. –Complete executive sign off sheet. Completing the above step in HealthInfoNet Test will prepare for the Milestone 3 requirement of quality measurement via the HIE with the following Milestone 2 obligations: –Fully implement initial HL-7 data (unique to each organization) –Fully implement remaining HL-7 integration capabilities (for example, diagnosis codes, problem lists, medications, ORU [Unsolicited Transmission of Observation Message such as transcribed documents, test results, office notes]) Deadline: 9/30/2015 14

15. Milestone 3.1 - Quality Measurement Integrate data with the HIE that can be used for quality measurement and reporting for a minimum of one measure. SIM alignment for us to assess: –What do you already measure? –Clinical measures required under Health Homes –BH Pathways to Excellence measure (initial pilot to be implemented 1/2015) –Clinical data used for State required data reporting required by DHHS (APS, EIS?) Deadline: 3/1/2016 15

16. Introducing: Quality Measurement Phases You will be learning about the data sets that are able to be integrated into the HIE. This will prepare you for your first phase in quality measurement. Phase 1: Assessment –What data you will be sending to HIN’s HIE? –What of this data do you currently measure? –What of this data could you use to meet the needs of your organization? –Do you want to and/or can you change what data you send to HIN based on this assessment? Phase 2: Selection and Testing –Select measures to test (2-4) –Work with HIN staff to determine measure specifications –HIN implementation –Testing & QA –Report findings and recommendation for implementation Phase 3: Implementation 16

17. FYI: Pathways to Excellence (PTE) BH Committee Discussion…. Public reporting measure criteria ideas discussed at Pathways to Excellence, Behavioral Health Steering Committee meeting held on April 23, 2014. Measure ideas discussed indicated that people want the measure(s) to be: free/public domain minimal/no cost training already existing (or required) (don’t create something) not tied to funding Some want a qualitative measure that captures client perspective. Qualitative info may be available in an existing Likert scale assessment and something like that would pair nicely with a more standardized measure administered by the clinician. 17

18. Milestone 3.2- Be Involved! Participate in: –future workgroup that will shape the scope and implementation for Behavioral Health quality measures and reporting processes with HIN and/or; –within the scope of the SIM projects –Other? What else are you doing we should know? 18

19. Milestone 3.3 Phase 3 Implementation Phase 3: –Measure reporting verification; QA –Measure report display and access Deadline: 8/1/2016 19

20. Initiative Reporting Organizations are required to report to HIN on project progress and milestone achievement: –Short 2-page report format (see meeting materials “draft report”). –Finished reports are due a week after the quarter/milestone ends. –Finished reports will be sent to Katelyn Michaud (kmichaud@hinfonet.org) 20

21. Agenda Introductions (20 min; Gemma Cannon) –HIN Staff –Participants Review of Milestones (40 min; Katie Sendze) –Work detail and deadlines –Next steps –Reporting Implementation Basics (15 min; Katelyn Michaud) –Approach to the work –Staff engagement –Your feedback Questions and Wrap Up (15 min; Gemma Cannon) 21

22. Collaboration- This is a Partnership! Throughout the communication process we will be: Building relationships -Establish points of contacts Reviewing plans and gathering feedback about needs *Learning about your operations* 22

23. Communication Strategy Monthly meetings scheduled on the 3 rd Tuesday of every month from 12p-1:30p –Invites through December 2014 have been sent –Invites for 2015 will be sent later this Summer Some components of the initiative may require workgroups in the future –Communication materials –Quality measurement Staff Engagement –Who should be involved? –How much time should we spend on this? HIN will participate in the BHHO Learning Sessions 23

24. Monthly Meeting Agenda Meeting DateTopic June 17 th Leadership Education: 1.About HIN’s HIE & Clinical Portal Demo 2.Client consent 3.Education planning for your staff *View only access 4. Who can be users? July 15 th Technical Elements of HIE Connection & Quality Measurement August 19 th Preparing for “Onboarding” September 16 th TBD October 21 st TBD November 18 th TBD 24 Next up!

25. Potential Workgroups Staff/Client Communications: assess needs specific to the behavioral health environment of care Quality measurement Other? (please provide your feedback) 25

26. Areas of Staff Engagement Leadership Team- define and engage your team of champions (align with BHHO champions) Technical Team (will include EHR vendor) Providers; Care/Case Managers Intake staff Client scheduling/registration staff Others? 26

27. Staff Level of Effort To help you define your internal resource allocation to this initiative: 1.Define your team of champions (align with BHHO+) 2.Engage them to determine hours required to perform the work: -Staff categories: IT leadership and technical, Operations management, Legal, Compliance -Your internal Quality Measurement experts -Front line staff champions -Staff training hours: initial training, follow up workflow training, post implementation feedback 27

28. Staff and Client Education We will be providing: -Technical & legal data structure education for staff: -How data is shared with HIN -What data is shared with HIN -Legal framework of sharing with a HIE -Client consent communications -Consent options (clear tools, client friendly) -Established vs. new client workflows 28

29. Other FAQ Follow-Up Press Release Guidance: –There are State requirements related to any “press” announcements/releases etc. Those standards at this time are: You must reference that this “initiative” is funded by the State of Maine department of DHHS as part of the SIM (State Innovation Model) Grant. Reference the state web page for this grant to give people access to further information: http://www.maine.gov/dhhs/sim/index.shtml http://www.maine.gov/dhhs/sim/index.shtml Please communicate with Amy Landry alandry@hinfonet.org any time you publish such information so that HIN is part of the approval process. alandry@hinfonet.org 29

30. Homework Provide HIN with: –Vendor contact information –Organization timeline for EHR technical updates, module changes, EHR software changes, etc. as they apply to you Due Date: June 17th 30

31. Questions? Thank you! 31

32. Contact If you have additional questions please contact: –Katie Sendze – ksendze@hinfonet.orgksendze@hinfonet.org –Gemma Cannon – gcannon@hinfonet.orggcannon@hinfonet.org –Katelyn Michaud – kmichaud@hinfonet.orgkmichaud@hinfonet.org 32