1. Data Access Framework (DAF) All Community Meeting September 4th, 2013

2. 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 Meeting Minutes Wiki page after the meeting From S&I Framework to Participants: Hi everyone: remember to keep your phone on mute 2

3. Agenda TopicTime Allotted General Announcements5 minutes Timeline discussion5 minutes Review: Project Charter Consensus5 minutes Update: Local DAF User Story SWG Meeting5 minutes Use Case Development Review and Discussion35 minutes Next Steps/Questions5 minutes 3

4. General Announcements We reached Consensus on the Project Charter We launched the Use Case subwork group starting last Thursday – We will continue the work tomorrow September 5 th, 2013 – Meeting details can be found on the DAF wiki homepage: http://wiki.siframework.org/Data+Access+Framework+Homepage http://wiki.siframework.org/Data+Access+Framework+Homepage All DAF Materials are posted on the DAF (video of meetings, materials, reference materials from the meeting) – http://wiki.siframework.org/Data+Access+Framework+Meeting+Artifacts http://wiki.siframework.org/Data+Access+Framework+Meeting+Artifacts 4

5. S&I Framework Phases & Data Access Framework Activities 5 We are Here

6. Notional Project Timeline Kick-off (7/16) Pre-Discovery, Call for Participation Jan 2014 Nov Discovery S&I Lifecycle (Discovery  Pilot & Evaluation) 6 July 2013Sept Implementation Define Use Case & Functional Requirements Standards Gap Analysis Harmonized Specifications Technology Evaluations Technical Project Outline (11/14) Use Case 1 Consented 10/29 UC 1: Local Data Access : Intra- Organizational Query UC 2: Targeted Data Access : Inter- Organizational Query Discovery Define Use Case & Functional Requirements Implementation Standards Gap Analysis Use Case 2 Consented 11/29 Charter Review & Consensus Today 9/4 6 Local Data Access User Story SWG (8/29)

7. Project Charter consented!!!! We have successfully reached our first milestone: –Consensus on the Project Charter –Updating Charter with final comments received during consensus voting –Final charter and comments are posted 7

8. Local Data Access Framework (LDAF) Use Case 8

9. Today’s Agenda : 9 Discussion TopicEstimated Time Update: Local DAF User Story SWG Meeting5 minutes Review and Discussion: Pre and Post Conditions Actors & Roles Activity Diagram Base Flow 35 minutes Next Steps5 Minutes

10. Proposed Use Case Development Timeline 10 Week Target Date All Hands WG Meeting Tasks Review & Comments due Monday COB 18/14Use Case Kick-Off & UC Process Overview Review: 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: Base Flow, Activity Diagram Review: User Stories, Pre/Post Conditions, Base Flow and Activity Diagram 59/11Functional Requirements Finalize: User Stories, Base Flow, Activity Diagram Review: Functional Requirements 69/18 Functional Requirements, Sequence Diagram Review: Functional Requirements, Sequence Diagram 79/25Data Requirements Finalize: Functional Requirements, Sequence Diagram Review: Data Requirements 810/2Data RequirementsFinalize: Data RequirementsReview: Data Requirements 910/9Full Review & Finalize Data RequirementsEnd-to-End Review (10/9-10/16) 1010/16End-to-End Review (10/9-10/16) End-to-End Review comments due 10/15 1110/23Consensus Review (10/17-10/22)Cast consensus vote FINAL CONSENSUS (10/23)

11. Local DAF User Story SWG Update—Diana Warner 11 1. Community members can: – Provide User Story Feedback – Find updates on the Local DAF User Story SWG at the following link: http://wiki.siframework.org/Use+Case+1+Local+Data+Access+User +Story+Sub+Workgroup http://wiki.siframework.org/Use+Case+1+Local+Data+Access+User +Story+Sub+Workgroup 2. Tomorrow, Thursday September 5th, 2013 the 2 nd Local DAF User Story SWG will take place from 1:00 PM-2:00 PM EST. To join the SWG click here.here

12. Local Data Access Use Case Section Review 12 1. Introduce and Discuss: – Pre and Post Conditions – Actors and Roles 2. Time permitting begin reviewing: – Activity Diagram – Base Flow

13. Next Steps Join us for the Local Data Access User Story Sub Workgroup call tomorrow Thursday September 5 th, 2013 from 1:00 PM-2:00 PM (EST) Attend our next session on Wednesday 09/11 at 12:00 PM EST to discuss... Functional Requirements 13

14. Initiative Support Leads For questions, please feel free to contact your support leads: – Initiative Coordinator: John Feikema john.feikema@siframework.orgjohn.feikema@siframework.org – ONC Sponsors: Mera Choi mera.choi@hhs.govmera.choi@hhs.gov – Support Team: Project Management: – Jamie Parker jamie.parker@esacinc.comjamie.parker@esacinc.com Technical Support: – Dragon (Nagesh) Bashyam nagesh.bashyam@drajer.comnagesh.bashyam@drajer.com Use Case Development: – Presha Patel presha.patel@accenture.compresha.patel@accenture.com Vocabulary and Terminology Subject Matter Expert: – Mark Roche mrochemd@gmail.commrochemd@gmail.com Project Support – Gayathri Jayawardena gayathri.jayawardena@esacinc.comgayathri.jayawardena@esacinc.com 14

15. Questions 15

16. Data Access Framework (DAF) Resources DAF Wiki Homepage – http://wiki.siframework.org/Data+Access+Framework+Homepage http://wiki.siframework.org/Data+Access+Framework+Homepage Become a Community Member – http://wiki.siframework.org/Data+Access+Framework+Join+the+Initia tive http://wiki.siframework.org/Data+Access+Framework+Join+the+Initia tive DAF Charter – http://wiki.siframework.org/Data+Access+Framework+Charter+and+M embers http://wiki.siframework.org/Data+Access+Framework+Charter+and+M embers Standards and Interoperability(S&I) Framework – http://wiki.siframework.org/Introduction+and+Overview http://wiki.siframework.org/Introduction+and+Overview S & I Calendar of Events – http://wiki.siframework.org/Calendar http://wiki.siframework.org/Calendar 16

17. Appendix B: Additional Use Case Reference Material

18. S&I Community Enabling Toolkit (CET) Use Case Overview 18

19. Some Previous and Ongoing S&I Use Cases (not a complete list) 19 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