1. EU-US eHealth/Health IT Cooperation Initiative Workforce Development Work Group November 7, 2013 0

2. Meeting Etiquette Participants automatically enter the webinar in “listen only” mode. The organizer will then unmute all participants. We ask if you are not speaking to manually mute yourself NOTE: VoIP participants have the ability to “Mute” themselves by clicking on the green microphone. However, if you would like to speak, only you can unmute yourself. If you are dialing in using a telephone and NOT using the VoIP you MUST dial the audio pin in order for the organizer to unmute you – if you do not use the audio pin and just push # when prompted the Organizer cannot unmute you

3. Meeting Etiquette CONTINUED If you are calling from a telephone, please do not put your phone on hold. If you need to take a call, hang up and dial in again when you have completed your other call This meeting is being recorded Another reason to keep your phone or your VoIP on mute when not speaking Use the “Chat” or “Question” feature for questions, comments and items you would like the moderator or other panelists to know. 2

4. Meeting Times 3 Washington, DC 10:00am (ET) Washington, DC 10:00am (ET) London 3:00pm/15:00 (GMT) London 3:00pm/15:00 (GMT) Germany 4:00pm/16:00 (CET) Germany 4:00pm/16:00 (CET) Athens 5:00pm/17:00 (EET) Athens 5:00pm/17:00 (EET) Interoperability of EHR Work Group meets every Wednesday Due to the federal U.S. holiday (Thanksgiving Day), we will re-schedule our Thursday, November 28th webinar for Monday, November 25 th from 10:00am - 11:00am (ET)/3:00pm - 4:00pm (GMT)/4:00pm - 5:00pm (CET)/ 5:00pm - 6:00pm (EET).

5. Agenda TopicTime Allotted General Announcements5 minutes Review Timeline5 minutes Recap of Goals and Objectives5 minutes Review Work Plan and Modify if Necessary10 minutes Establishing Definitions for Various Skill Levels10 minutes Next Steps/Questions5 minutes 4

6. General Announcements The Workforce Development Work Group continues to meet every Thursday from 10:00am - 11:00am (ET)/3:00pm - 4:00pm (GMT)/4:00pm - 5:00pm (CET)/ 5:00pm - 6:00pm (EET). To participate in our weekly webinars, please visit the EU-US eHealth Collaboration Wiki Homepage: http://wiki.siframework.org/EU- US+eHealth+Cooperation+Initiativehttp://wiki.siframework.org/EU- US+eHealth+Cooperation+Initiative 5 Note: Please check the meeting schedule weekly to get the most up-to-date meeting information

7. Join the EU-US eHealth/Health IT Cooperation Initiative 6 We encourage all members to “sign up” for the initiative. By joining, this ensures you stay up-to-date with the work being done, communications and any initiative activities Simply complete the EU-US MOU Project Signup Form on the Wiki Page: http://wiki.siframework.org/EU- US+MOU+Roadmap+Project+Sign+U p http://wiki.siframework.org/EU- US+MOU+Roadmap+Project+Sign+U p

8. Archived Meeting Materials 7 If you miss a meeting, please review all archived meeting materials prior to the next webinar Visit the “Materials” tab and select “Past Meetings” from the drop down menu to access all archived meeting materials http://wiki.siframework.org/Project+Meeting+Artifacts. http://wiki.siframework.org/Project+Meeting+Artifacts

9. Submit Your Bio We will be creating a repository of bios to post onto the Wikipage and need your help! Please submit a brief biography of yourself (150 words or less) that outlines your: – current professional responsibilities; – most recent projects in relation to the EU-US work stream and/or interest to work with the EU-US initiative; – areas of interest and/or expertise; – any relevant credentials and/or professional appointments; and – a photo (optional). Please e-mail your bio and photo (optional) to Gayathri Jayawardena at gayathri.jayawardena@esacinc.comgayathri.jayawardena@esacinc.com 8

10. Workforce Development Timeline DateMeeting Topics Sept. 19 th, 2013 Continued review of competency materials Sept. 26 th, 2013 Define skill levels EU Update: Jean Roberts Oct. 31 st, 2013 Recap of goals and objectives Discuss work plan, timeline and make any modifications if necessary Nov. 7 th, 2013 EU Update: Stathis Konstantinidis Review Department of Labor classifications and map them to our identified Skill Levels Nov. 14 th, 2013 Identify Roles Map Roles Between EU and US Nov. 21 st, 2013 Map Competencies to Roles 9

11. Goals and Objectives Assessment of the scope, scale and characteristics of the healthcare workforce in the US and EU – current status and future trends in terms of eHealth capabilities. Assessment of healthcare settings in the US and EU – current status and future trends. o Role based competencies, curricula for chosen scenarios in the US and EU. o Perform analysis of competencies required by the diverse care workforce that include:  professionals in the field;  academic track for new professionals (pre-service) and those transitioning from other health disciplines and from mainstream ICT into the health sector;  all staff in healthcare delivery, management, administration and support;  allied healthcare teams; and  health IT professionals. Identify or align learning resources that promote competencies identified in the US and EU Identify or align educational needs and learning resources (including baseline competencies)  Create a needs analysis that examines the current curricula and training which exists, identify the gaps, and develop solutions to bridge the gap (e.g. plan to develop new curricula). Definition and agreement of common eHealth standards of competence and professionalism. 10

12. Out-of-Scope Developing curricula; instead the workforce development work group will provide recommendations based on GAP analysis Certifying health IT/eHealth workforce Consumer empowerment 11

13. Work Plan 12 Outline Scope Statements & Goals/Objectives Identify Setting (Acute Care Selected) Define Skills/Compete ncies and Map to Roles Examine Existing Learning Resources to Support Roles Gap Analysis Final recommen dation August 2013 TODAY September 2013

14. Skills and Competencies 13 Outline Scope Statements & Goals/Objectives Identify Setting (Acute Care Selected) Define Skills/Competencies and Map to Roles Examine Existing Learning Resources to Support Roles Gap Analysis Final recommendation TODAY After reviewing several resources from the UK, EU and US, the group created a matrix that enables us to define and agree among common standards of competence and professionalism – The matrix outlines 4 different skill levels and example careers for clinical and non-clinical professionals – It recognizes the non-academic experience in competence development Next steps – Develop a glossary of roles for EU and US

15. Basic Level The terms Health IT (HIT) and EHR are used interchangeably between the EU and US. We will examine and define the most appropriate terminology that encompasses the patient data accessed by clinical/non-clinical professionals in our upcoming webinar. 14 Skill Level Clinician / Non- Clinician Level DescriptionExample Careers BasicNon-Clinician Has familiarity with one or more modules of a system for patient or nonpatient care (HIT or IT) - Performs no to little documentation in the EHR record - Performs no to little decision making within the HIT environment - Majority of work in HIT applications does not directly impact patients - Job role is unregulated - license, certificate or degree not usually required Nutrition Aide Environmental Services Unit Clerk Admissions Clerk BasicClinician.- Has familiarity with one or more modules of a system for patient care (EHR) - Performs no to little decision making within the HIT environment - Performs no to little documentation in the EHR record - Some work in HIT applications may directly or indirectly impact patients or patient care - Job role is unregulated - license, certificate or degree not usually required Orderly Occupational Therapy Aide Patient Care Aide Nursing Aide

16. Intermediate Level The terms Health IT (HIT) and EHR are used interchangeably between the EU and US. We will examine and define the most appropriate terminology that encompasses the patient data accessed by clinical/non-clinical professionals in our upcoming webinar. 15 Skill Level Clinician / Non-Clinician Level DescriptionExample Careers IntermediateNon-Clinician.- Has operational knowledge of multiple modules of a system for patient or non- patient care (HIT or IT) - May perform some decision making within the HIT environment - Performs no to little documentation in the HIT record - Some work in HIT applications may indirectly impact patients or patient care - Job role may or may not be regulated - license, certificate or degree may be advised, but not required - Job role requires a low to medium level of security/patient record access (or back-end system access) Bereavement Counselor Transcriptionist IT Analyst Chaplain IntermediateClinician.- Has operational knowledge of multiple modules of a system for patient care (HIT) - Occasionally performs some decision making within the HIT environment - Performs some documentation in the HIT record - Some work in HIT applications may directly impact patients or patient care - Job role is regulated - license, certificate or degree is required - Job role requires a low to medium level of security/patient record access Nutritionist Physical/Respiratory Therapist LVN Medical Assistant Pharmacy/Radiology Tech

17. Advanced Level The terms Health IT (HIT) and EHR are used interchangeably between the EU and US. We will examine and define the most appropriate terminology that encompasses the patient data accessed by clinical/non-clinical professionals in our upcoming webinar. 16 Skill Level Clinician / Non-Clinician Level DescriptionExample Careers AdvancedNon-Clinician.- Has high level of operational knowledge of multiple modules of one or more systems for patient or nonpatient care (HIT or IT) - Performs decision making (non-clinical) within the HIT environment - Usually does not perform documentation in the HIT record - Work in HIT applications may directly or indirectly impact patients or patient care - Job role may be regulated - license, certificate or degree may be required - Job role requires a medium level of security/patient record access (or back-end system access) - Job role may involve building, testing or training others on the HIT and/or other IT systems Admissions Director Clinical Informaticist System Analyst IT Trainer AdvancedClinician.- Has high level of operational knowledge of multiple modules of one or more systems for patient care (HIT) - Frequently performs clinical decision-making within the HIT environment - The majority of work in HIT applications directly impacts patients or patient care - Performs regular documentation in the HIT record - Job role is regulated - license, certificate or degree is required - Job role requires a medium to high level of security/patient record access-- REMOVE - Job role may involve helping build, test or train others on the HIT system Charge Nurse Lab Manager Nurse Anesthetist Hospitalist Physician Surgeon Nurse Practitioner ICU Nurse RN-Med Surg Unit Pharmacist

18. Expert Level The terms Health IT (HIT) and EHR are used interchangeably between the EU and US. We will examine and define the most appropriate terminology that encompasses the patient data accessed by clinical/non-clinical professionals in our upcoming webinar. 17 Skill Level Clinician / Non- Clinician Level DescriptionExample Careers ExpertNon-Clinician.- Has the highest level of operational knowledge of two or more systems for patient or nonpatient care (HIT or IT) - Performs extensive decision-making (non-clinical) within the HIT environment - Usually performs no documentation in the HIT record - The majority of work in HIT applications directly or indirectly impact patients or patient care - Job role may be regulated - license, certificate or degree may be required - Job role is at supervisory, managerial or administration level - Job role requires a high level of security/patient record access (or back-end system access) - Job role may require runing/developing reports, performing audits or working extensively in the back end of the HIT system - Job role may require making complex downtime decisions Director of Clinical Information Services HIT System Architect Chief Financial Officer Chief Operating Officer Project Manager ExpertClinician.- Has the highest level of operational knowledge of two or more systems for patient care (HIT) - Performs extensive clinical decision-making within the HIT environment - The majority of work in HIT applications directly impact patients or patient care, or has high-level implications related to patient care (such as record interpretation) - Job role is regulated - license, certificate, degree or advanced training is required - Job role is at supervisory, managerial or administration level - Job role requires a high level of security/patient record access - Job role may require runing reports, interpreting HIT data or performing audits - Job role may require making complex downtime decisions Chief Medical Information Officer Quality Control Director Nurse Informatics Manager Physician peer-to-peer trainer Nursing Director Pharmacy Director

19. Feedback Please review the eight (8) levels of skills outlined for both clinical and non-clinical professionals and provide your feedback in the comment form located on the Wiki: http://wiki.siframework.org/Workforce+Development+Work+G roup http://wiki.siframework.org/Workforce+Development+Work+G roup 18 Click the spreadsheet to view the latest definitions

20. Next Steps 19 Review the eight (8) levels of skills and provide your feedback in the comment form located on the Wiki: http://wiki.siframework.org/Workforce+Development+Work +Group http://wiki.siframework.org/Workforce+Development+Work +Group Please e-mail your bio and photo (optional) to Gayathri Jayawardena at gayathri.jayawardena@esacinc.comgayathri.jayawardena@esacinc.com Workforce Development Work Group will continue to meet every Thursday from 10:00am - 11:00am (ET)/4:00pm - 5:00 pm (CET) Check the Workforce Development Wikipage regularly for updates: http://wiki.siframework.org/Workforce+Development+Work +Group http://wiki.siframework.org/Workforce+Development+Work +Group

21. Questions 20

22. Workforce Development Project Support Team 21 US Point of Contacts – Mera Choi, Mera.Choi@hhs.govMera.Choi@hhs.gov – Jamie Parker, jamie.parker@esacinc.comjamie.parker@esacinc.com – Gayathri Jayawardena, gayathri.jayawardena@esacinc.comgayathri.jayawardena@esacinc.com – Amanda Merrill, amanda.merrill@accenturefederal.comamanda.merrill@accenturefederal.com – Emily Mitchell, emily.d.mitchell@accenturefederal.comemily.d.mitchell@accenturefederal.com – Mark Roche, mrochemd@gmail.commrochemd@gmail.com – John Feikema, John.Feikema@hhs.govJohn.Feikema@hhs.gov EU Point of Contacts – Mary Cleary: mary@ics.ie mary@ics.ie – Benoit Abeloos, Benoit.ABELOOS@ec.europa.eu Benoit.ABELOOS@ec.europa.eu – Frank Cunningham, frank.cunningham@ec.europa.eufrank.cunningham@ec.europa.eu

23. Initiative Resources EU-US Wiki Homepage – http://wiki.siframework.org/EU- US+eHealth+Cooperation+Initiative http://wiki.siframework.org/EU- US+eHealth+Cooperation+Initiative Join the Initiative – http://wiki.siframework.org/EU- US+MOU+Roadmap+Project+Sign+Up http://wiki.siframework.org/EU- US+MOU+Roadmap+Project+Sign+Up EU-US Initiative Reference Materials – http://wiki.siframework.org/EU- US+MOU+Roadmap+Project+Reference+Materials http://wiki.siframework.org/EU- US+MOU+Roadmap+Project+Reference+Materials 22