1. Data Access Framework All Hands Community Meeting January 22, 2014

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 Wikipage, under “Past Meetings” after the meeting From S&I Framework to Participants: Hi everyone: remember to keep your phone on mute 2

3. Agenda TopicEstimated Time General Announcements Preparing for Consensus 10 minutes DAF IHE/S&I Joint Work Group Update10 minutes Finalize Functional Requirements, Sequence Diagram and Draft Data Set Requirements 30 minutes Introduce End-to-End Review Process5 minutes Next Steps/Questions5 minutes 3

4. All Hands Community Meeting – Next week’s All Hands meeting will take place on Tuesday, January 28 th, from 3:00-4:00 pm (ET). Updates have been made to the DAF Wikipage and S&I Calendar DAF IHE/S&I Joint Work Group – The Work Group will be cancelled on Monday, January 27 th due to the IHE Connectathon. The meeting will resume on Monday, February 3 rd at 10:00 am (ET) Updates have been made to the DAF Wikipage and S&I Calendar All DAF meeting artifacts can be found by visiting: http://wiki.siframework.org/Data+Access+Framework+Meeting+Artifacts http://wiki.siframework.org/Data+Access+Framework+Meeting+Artifacts – All 2013 meeting artifacts have been archived General Announcements 4

5. Notional Project Timeline DAF Initiative Kickoff (7/16) Discovery (Use Case 1) S&I Lifecycle (Discovery  Pilot & Evaluation) Today 1/22 September March June 2014 Define Use Case & Functional Requirements Define Use Case & Functional Requirements Sub- Work Group Signifies milestone or deliverable July 2013 November JanuaryMay UC 1 Kickoff (8/14) Project Charter Consensus (8/28) UC 2 Kickoff (12/11) UC 1 Consensus (12/11) UC 1: Local Data Access: Intra- Organizational Query Pre- Discovery Development of Charter Define Use Case & Functional Requirements Define Use Case & Functional Requirements Implementation (S&I Community) Standards Gap Analysis Harmonize Specifications Technology Evaluations Implementation (DAF/IHE Community) Draft IHE/DAF White Paper (WP) for Review 2/3/14 IHE Vienna Meeting present WP 2/10-2/14 IHE Vienna Meeting present WP 2/10-2/14 IHE Public Comment Meeting 4/28-5/2 DAF IHE/ S&I Joint Work Group Publish WP to PCC Domain Resources Public Comment Period: 60 Day Discovery (Use Case 2) UC 2: Targeted Data Access: Inter- Organizational Query UC 2 Consensus (2/5) Draft DAF/IHE White Paper Complete(2/3) IHE DAF White Paper Published Sub- Work Group

6. Targeted DAF Use Case 2 Consensus Process Timeline Wednesday, January 22 nd (TODAY) – End-to-End Review Process Begins – Comments due by 5:00 pm (EST) on Monday, January 27 th Tuesday, January 28 th – Review Comment Dispositions during All Hands Community Meeting – Introduce Consensus Voting Process Wednesday, January 29 th – Formal Consensus Voting Begins Community notified via the DAF listserv – Voting closes at 5:00 pm (EST) on Monday, February 3 rd Wednesday, February 5 th – Targeted DAF Use Case 2 CONSENSUS! 6

7. Targeted DAF Use Case 2 Preparing for Consensus As we prepare for consensus on Use Case 2, please make sure the following steps are complete in order to formally submit a vote: 1.“Register” for the DAF initiative; AND 2.Become a “Committed Member.” Only “committed members” can cast a vote – those registered as “Other Interested Party” may still provide comments as a part of the End-to-End Review Process – when the consensus voting period officially opens, only “one” vote per committed organization will be counted 7

8. Targeted DAF Use Case 2 Verify Your Commitment Level 1.To verify you are a committed member, visit the Use Case 2 Targeted Data Access Consensus Wikipage: http://wiki.siframework.org/Use+Case+2+Tar geted+Data+Access+Consensus http://wiki.siframework.org/Use+Case+2+Tar geted+Data+Access+Consensus 2.Search for your name – Verify your “Role” 3.If you are registered and would like to be updated as a “Committed Member,” please e- mail a “Statement of Commitment” to Gayathri.Jayawardena@esacinc.com Gayathri.Jayawardena@esacinc.com 4.If you are not on the list, please register for the DAF initiative by visiting: http://wiki.siframework.org/Data+Access+Fra mework+Join+the+Initiative http://wiki.siframework.org/Data+Access+Fra mework+Join+the+Initiative 8

9. DAF IHE/S&I Joint Work Group Update

10. DAF IHE/S&I Joint Work Group Recap 10 Goal: To help support the advancement of the White Paper to the overall DAF technical solution to be presented at the IHE Domain One meeting on 2/10/14 in Vienna, Austria. 1/13/14 meeting recap: – Review drafted content starting with section 5.Platform Independent Level, 5.1 Business Dimension, 5.2 Information Dimension, 5.2.1 Document Metadata, 5.2.2 Data Elements to be used for Queries, 5.2.3 – Data Elements to be included in the Query response Meeting on Monday, 1/27/14 is CANCELLED due to IHE Connectathon Next meeting will be on Monday, February 3, 2014 at 10:00 am (ET) – Agenda: ITI domain members will be joining call to review drafted content for their feedback and expertise

11. DAF IHE/S&I Joint Work Group Information 11 To access meeting information, visit the DAF Homepage: http://wiki.siframework.org/Data+Access+Framework+Homepa ge http://wiki.siframework.org/Data+Access+Framework+Homepa ge To become a voting member of IHE visit: http://www.ihe.net/Join_IHE_Application/ http://www.ihe.net/Join_IHE_Application/ To access meeting materials and to track the project activities, visit the Standards, Harmonization and Implementation section of the DAF Wikipage: http://wiki.siframework.org/DAF+Standards+Harmonization+an d+Implementation http://wiki.siframework.org/DAF+Standards+Harmonization+an d+Implementation

12. Targeted Data Access Framework January 22, 2014

13. Agenda TopicEstimated Time Finalize Functional Requirements, Sequence Diagram and Draft Data Set Requirements 30 minutes Introduce End-to-End Review Process5 minutes Next Steps/Questions5 minutes 13

14. Targeted DAF Use Case 2 Proposed Timeline 14 Week Target Date All Hands WG Meeting Tasks Community Review & Comments due Monday COB 112/11 Targeted DAF Work Stream Use Case Kick-Off and Introduce In/Out of Scope and Assumptions sections Review: In/Out of Scope and Assumptions sections 212/18 Introduce: Pre/post conditions, Actors and Roles, Generic scenario and User Stories Finalize: In/Out of Scope and Assumptions Review: Pre/Post Conditions, Actors & Roles, Generic Scenario and User Stories 312/25DAF ALL HANDS CANCELLED FOR CHRISTMAS HOLIDAY 41/1/2014DAF ALL HANDS CANCELLED FOR NEW YEARS HOLDAY 51/8/14 Review: Pre/Post Conditions, Actors & Roles and Generic Scenario Introduce: User Stories Activity Diagram, Base Flow Finalize: Pre/Post Conditions, Actors & Roles, Generic Scenario Review: User Stories, Activity Diagram, and Base flow 61/15/14 Review: User Stories, Activity Diagram and Base Flow Introduce: Functional Requirements, Sequence Diagram and Dataset Requirements HL7 Meetings (1/18-1/24) Finalize: User Stories, Activity Diagram and Base Flow Review: Functional Requirements, Sequence Diagram and Dataset Requirements 71/22/14 Finalize Functional Requirements, Sequence Diagram and Dataset Requirements HL7 Meetings (1/18-1/24) Launch End to End Review Process (1/22-1/27) 81/29/14 Review and Finalize Comments from End to End Review IHE Connectathon (1/27-1/31) Cast consensus vote (1/29-2/3) 92/5/14FINAL CONSENSUS (2/5) 102/12/14 IHE MEETINGS (2/10/14-2/14/14)

15. Targeted DAF Use Case 2 Section Review 15 Note- Below sections will be reviewed within the separate Use Case word document: 1.Finalize the following sections: 1.Functional Requirements 2.Sequence Diagram 3.Draft Data Set Requirements 2.Introduce the End-to-End Review Process

16. Targeted DAF Use Case 2 End-to-End Review Process 1.Review the final Word document of Use Case 2 listed on the DAF Wiki: http://wiki.siframework.org/Use +Case+2+Targeted+Data+Access+ End-to-End+Review http://wiki.siframework.org/Use +Case+2+Targeted+Data+Access+ End-to-End+Review 2.Complete the Comment Form All four fields are required 3.Submit Your Comments 4.Submission Verified A message is displayed verifying your comment was submitted 16

17. End-to-End Review Process 17 Wikipage for Use Case 2 End-to-End Review: http://wiki.siframework.org/Use+Case+2+Targeted+Data+Access+End-to- End+Review

18. Next Steps Provide comments and feedback on the Targeted DAF use case document during the end-to-end review process here.here Note: The end-to-end review process is open from Wednesday, January 22 nd, 2014 and will conclude on Monday January 27 th, 2014 at 5:00 PM EST. Attend our next All Hands call on Tuesday, January 28 th, 2014 3:00 PM (EST) where we will be: – Reviewing and discussing comments from the end-to-end review process – Verify your commitment level – Launching and discussing the Targeted DAF Use Case consensus voting process 18

19. 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: – Gayathri Jayawardena gayathri.jayawardena@esacinc.comgayathri.jayawardena@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 – Hema Patel hema.patel@accenture.comhema.patel@accenture.com Standards Support: – Angelique Cortez angelique.j.cortez@accenture.comangelique.j.cortez@accenture.com Vocabulary and Terminology Subject Matter Expert: – Mark Roche mrochemd@gmail.commrochemd@gmail.com 19

20. Data Access Framework 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 20

21. Appendix B: Additional Use Case Reference Material

22. S&I Community Enabling Toolkit (CET) Use Case Overview 22

23. Previous and Ongoing S&I Use Cases (not a complete list) 23 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