1. Local Data Access User Story Sub Workgroup Thursday September 12 th, 2013

2. Today’s Agenda : 2 Discussion TopicPresenterEstimated Time Review revised User Stories based on SWG and All Hands community feedback UC Team35 minutes Select Key User Stories for ConsiderationCommunity Members 20 Minutes Next StepsUC Team5 minutes

3. Proposed Local Data Access User Story SWG Timeline 3 WeekTarget DateAll Hands WG Meeting Tasks Review & Comments due Monday COB 1 Thursday 8/29 Launch Local Data Access User Story Standard Sub Work Group Review: Drafted User Stories on DAF Wikipage, provide comments & revisions Draft and Identify: New User Stories/Begin prioritizing User Stories Identify: SWG Lead 2 Thursday 9/5 Review and Prioritize: Newly developed user stories and revised draft user stories Identify and Finalize: Priority User Stories Review: Priority User Stories and provide comments & revisions 3 Wednesday 9/11 Present User Story recommendations to larger DAF Community Present findings to larger DAF Community Review: Recommendations from larger DAF Community and revise user stories 4 Thursday 9/12 Review and Revise: User Stories based on community feedback Select Key DAF Local Access User Stories Upload revised document on Wiki Site **Final Recommendations to All Hands on Wednesday 9/18**

4. User Stories 4 Currently there are 10 user stories for the 3 categories identified below: 1.Document Metadata Based (3)—reviewed during 9/11 All Hands 2.Data Element Based (5) 3.Quality Measures Based (2) Goal for 9/12: 1.Continue review of data element based and quality measures based user stories 2.Identify key user stories for each of the categories identified above

5. Document Metadata Based 5 Patient or Population Level Query Brief DescriptionSelect to present at All Hands 9/18 (Yes/No)? Patient Level Query 1. A Provider accesses clinical summary documents on an ad hoc basis for a new diabetic patient with documented poor glucose control Population Level Query 2. A provider needs to access information for one of his patients’ who recently moved to a new state and that has a new care team (patient portability) Population Level Query 3. PCP searches for office visit summaries in local EHR system to further analyze them using 3 rd party software system (external to EHR) to understand severity of illness in patient population (analytics)

6. Data Element Based 6 Patient or Population Level Query Select to present at All Hands 9/18 (Yes/No)? Population Level Query 1. PCP searches for office visit summaries in local EHR system to further analyze them using 3 rd party software system (external to EHR) to understand severity of illness in patient population (analytics) Patient Level Query 2. PCP querying lab data results over past 12 months for a patient whose HbA1c is >7 Patient Level Query 3. Two applications share data during a hospital visit to coordinate information about diagnoses, medications and treatments and queuing of appropriate patient education and instruction material. (Debbie Foss Submitted on Wednesday September 5 th, 2013) Population Level Query 4. Physician conducts ad hoc query to determine percent of Hepatitis C patients under treatment with no fasting glucose lab tests Patient Level Query 5. Physician referral to Endocrinologist within the same organization using a different EHR with system alerts for patient protected information

7. Quality Measures Based 7 Patient or Population Level Query Brief DescriptionSelect to present at All Hands 9/18 (Yes/No)? Population Level Query 1. A pediatrician queries for immunization reports within his local EHR system to ensure the completeness of his patients vaccination schedules across his patient population based on Quality Measures. Population Level Query 2. A pediatrician queries for immunization reports within his local EHR system to identify patients with missing vaccinations based on Quality Measures.