1. © 2012 Lantana Consulting Group, www.lantanagroup.com 1 Analysis Process

2. © 2012 Lantana Consulting Group, www.lantanagroup.com 2 Background Analysis Identify templates in document types (Transfer Summary, Consult Note, Referral Summary) that closely align with data elements Analyze selected templates o What templates will have widest common use across the health care industry? o What templates best fit the concept? o Does the template use industry standard terminology codes? o Does the template fully represent all the needed parts?

3. © 2012 Lantana Consulting Group, www.lantanagroup.com 3 Background Analysis Determine if a template needs an update or if a new template is needed Evaluation includes but is not limited to items such as: o Determination if specific coded terms are needed (value sets of standard codes) o Assessment for temporal component requirements o Need for specifying participants or number of participants ( i.e. providers, care team members, health care agents).

4. © 2012 Lantana Consulting Group, www.lantanagroup.com 4 Example:Common Template and Further Constraints Widely Used Concept: Advance Directive Observation Additional Constraints needed: Health Care Agent(s) Patient affirmation Expiration date (start/stop time) Verification (MD, RN) Versioning Forms – MOLST/POLST

5. © 2012 Lantana Consulting Group, www.lantanagroup.com 5 NEXT STEPS: DESIGN These steps are iterative: Create an XML example conforming to the harmonized Consolidation Template re- using and updating the pre-existing work Enter the template into the template library database (Trifolia) Export the human readable word template Review with templates with S&I (stakeholders) Review with HL7 structured documents work Group (SDWG) Make design edits as needed Integrate into C-CDA guide

6. © 2012 Lantana Consulting Group, www.lantanagroup.com 6 Example:Sample File Artifact entry> Cardiopulmonary resuscitation: for a patient in cardiac or respiratory arrest Yes.........

7. © 2012 Lantana Consulting Group, www.lantanagroup.com 7 Questions