1. Electronic Submission of Medical Documentation (esMD) Electronic Determination of Coverage PMD User Story & Harmonization August 7, 2013

2. Meeting Etiquette Please announce your name each time prior to making comments or suggestions during the call 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 meetings, is being recorded –Another reason to keep your phone on mute when not speaking! Feel free to use the “Chat” or “Q&A” feature for questions or comments NOTE: This meeting is being recorded and will be posted on the esMD Wiki page after the meeting From S&I Framework to Participants: Hi everyone: remember to keep your phone on mute 2

3. Agenda 3 TopicPresenter Announcements and Administrative ItemsZach May eDoC PMD User Story Review PMD User Story changes Jenny Brush Bob Dieterle eDoC Harmonization Kick-off eDoC Summary Harmonization/Standards Overview Zach May Bob Dieterle

4. Wednesdays, 1 - 3 PM ET: eDoC Workgroup meeting –1 - 2 PM ET: eDoC Power Mobility Devices Meeting –2 - 3 PM ET: eDoC Harmonization Meeting Fridays, 2 - 3 PM: eDoC Structured Data SWG Meeting Schedule

5. esMD Initiative Timeline Author of Record WG SDS 11/30-12/7 Charter Consensus Oct ‘11 Kick-Off/ F2F October‘13 April ‘12Oct ‘12 April ‘13 Jan ‘12July ‘12 Jan ‘13July ‘13 Use Case and Requirements L1 Pre-Discovery AoR Workgroup Through April 2014 AoR L1 SWGs Use Case and Requirements L2 Harmonization L2 Pilots (TBD) Implementati on Guide for AoR L1 Electronic Determination of Coverage eDoC Use Case and Requirements eDoC Harmonization Pilots (TBD) Today 8/7/13 PMD User Story

6. Switch to Word file… PMD User Story

7. esMD Initiative Timeline Author of Record WG SDS 11/30-12/7 Charter Consensus Oct ‘11 Kick-Off/ F2F October‘13 April ‘12Oct ‘12 April ‘13 Jan ‘12July ‘12 Jan ‘13July ‘13 Use Case and Requirements L1 Pre-Discovery AoR Workgroup Through April 2014 AoR L1 SWGs Use Case and Requirements L2 Harmonization L2 Pilots (TBD) Implementati on Guide for AoR L1 Electronic Determination of Coverage eDoC Use Case and Requirements eDoC Harmonization Pilots (TBD) Today 8/7/13 PMD User Story

8. Electronic Determination of Coverage Summary Underlying Challenge: Enable provider capture of documentation and benefit determination based on payer rules Secure exchange of templates, decision support, and documentation between payers, providers, service suppliers and beneficiary Scope: Focus on defining the use case, user stories and requirements supporting a standards-based architecture Reuse of existing S&I Initiative efforts where possible Creation of structured data capture templates and supporting exchange standards Power Mobility Device as initial User Story

9. Electronic Determination of Coverage Summary Outcome: Successful pilot of templates, decision support, information exchange standards over standard secure transactions for the purpose of determining coverage Validation with initial user story for Power Mobility Device

10. eDoC General Workflow Payer Patient LCMP Specialist / Service Provider Physician Templates and Rules

11. eDoC PMD Workflow Payer Patient LCMP DME Supplier Physician 1 5 4 3 2 6 7 8 Payer Templates and Rules 10b 10a 9a 11 9b 10c Signed Document

12. Scope In Scope – Phase 1 Structured and unstructured data requirements Exchange standards Digital signature requirements In Scope – Phase 2 Templates for Structured Data Capture (SDC) Decision Support (rules, data capture, order sentences and behaviors) (HeD) Out of Scope Specific provider service implementations EHR implementations Provision of Information exchange services (e.g. HISPs for Direct)

13. Summary eDoC workgroup identifies Best Practice for: 1)Payer interaction with providers for determination of coverage 2)Developing, delivering and using structured documentation templates to support coverage determination 3)Developing and instantiating decision support rules to facilitate provider decision making in light of payer standards 4)Addressing Author of Record requirements 5)Secure electronic communication between payers, provider, suppliers and beneficiaries 6)Creating implementation guides for payers and providers (usually via HIT vendors) for all required eDoC processes and transactions 13

14. The S&I Framework Standards Evaluation Process Goal of the S&I Framework Standards Evaluation Process: To achieve consensus on applicable and relevant standards to be modified or further developed as a resolution to the health information exchange challenge addressed by the Initiative. The process narrows the initial Candidate Standards List toward Selected Standards to be included in the Initiative’s Recommended Standards consensus statement

15. The S&I Framework Standards Evaluation Process 1.Discuss esMD-specific harmonization issues Code sets, vocabularies, and security, and signature standards will be discussed in future meetings 2.Evaluate and analyze standards Use Standards Analysis Workbook to capture findings and rate applicability of each standard to esMD 3.Select standards for further development within esMD initiative Choose standards based on use case and data model requirements and community expertise 4.Draft Standards Recommendation Consensus Statement