S&I Framework Initiative Provider Directories Project Plan and Timeline Certificate Discovery for Directed Exchange June 20, 2011

High Level Project Plan and Timeline 1. Certificate discovery for directed exchange with a known end-point address (e.g., Direct address) 2. Electronic Address discovery PriorityMust-have UrgencyVery High:  Real-world usefulness  Mandated: recommendation to HITSC by mid-July for IFR  Use Case & Analysis doable within ~6 weeks  Prototypes/Reference Implementation to be completed by fall, in time for MU2 Final Rule Very High:  Real-world usefulness: Need to have standard as soon as possible, but may not be feasible by July 15 th  Not certain about inclusion into regulation at this point (MU2) or later (other rule-making, MU3, etc.)  Important not to rush a short-term solution that impedes a good long-term solution. High-level Project Plan & Timeline a)Use Case and Standards Analysis - by July 15 th b)Prototypes/RI: by mid-September a)Use Case + Standards Analysis – by end of August or earlier (tentative) b)Prototypes/RI: by mid-September Timeline for Use Case and Standards Analysis June 3 rd to July 15 th (6 weeks)June 3 rd to August 26 th (12 weeks)

Provider Directories: Milestones and Timeline Certificate Discovery for Directed Exchange Apr /3 – 6/10: Use case development – user stories, scenarios, context diagrams; 6/13 – 6/17: Use case development – scenarios, data flows, sequence and activity diagrams, data elements, functional requirements May 2011 June 2011 July 2011 Aug 2011 Sept /20 – 6/24: Use case development – policy and regulatory issues, and other introductory sections 6/27 – 7/1: Use case development – final consensus 6/27 – 7/1: Standards Analysis 7/4 – 7/8: Standards Analysis 7/11 – 7/15: Standards Analysis 7/20: HIT Standards Committee Review 8/03: HIT Policy Committee Review Use Case Standards Revised

Certificate Discovery: Consensus Process and Timeline Following June 24 th PD Sprint Team meeting, Use Case package to be submitted for formal consensus with one week period Each Committed member will review the full Use Case package and then vote “Yes” or “No” on the Wiki –Any “No” votes should be accompanied with actionable feedback which will be addressed –PD - Query for Destination Digital Certificate Use Case Consensus Page: +Query+for+Destination+Digital+Certificate+Use+Case+Consensus+Page +Query+for+Destination+Digital+Certificate+Use+Case+Consensus+Page Address all comments received and present disposition If time permits, gather verbal consensus on 6/20 SWG meeting and 6/24 Sprint Team and turn those votes into formal votes Consensus to be completed by 7/1 and handoff to Harmonization on 7/1 meeting

Certificate Discovery for Directed Exchange Work Stream Milestones 5 Mon 6/20 Tues 6/21 Wed 6/22 Thurs 6/23 Address parking lot items & unresolved comments on Use Case Present and discuss consensus process Present next steps on Harmonization work Each Committed Member will review Use Case and then provide comment (if any) to be addressed on 6/24 meeting OR vote “Yes” or “No” towards consensus (NOTE: Only comments received on Wiki by 6/23 COB will be addressed during 6/24 meeting) Each Committed Member will review Use Case and then provide comment (if any) to be addressed on 6/24 meeting OR vote “Yes” or “No” towards consensus (NOTE: Only comment received on Wiki by 6/23 COB will be addressed during 6/24 meeting) Each Committed Member will review Use Case and then provide comment (if any) by COB to be addressed on 6/24 meeting OR vote “Yes” or “No” towards consensus Analyze comments and assemble unresolved comments to discuss during Friday PD Sprint Team meeting Fri 6/24 Post disposition of comments on Wiki for review Address any unresolved comments Gather verbal votes (if time permits) Post full Use Case to Wiki for formal consensus (1 week period) The schedule below shows milestones for week 6/20 – 6/24 …

Certificate Discovery for Directed Exchange Work Stream Milestones 6 Mon 6/27 Tues 6/28 Wed 6/29 Thurs 6/30 Each Committed Member will review Use Case and vote “Yes” or “No” towards consensus Continue Harmonization work during SWG meeting Each Committed Member will review Use Case and vote “Yes” or “No” towards consensus Each Committed Member will review Use Case and vote “Yes” or “No” towards consensus by COB Consensus Fri 7/1 Handoff final Use Case package to Harmonization Team The schedule below shows milestones planned for week 6/27 – 7/1

Sample Consensus Page

Sample Consensus Page (With Actionable Feedback)

PD Query for Destination Digital Certificate Use Case Consensus List of Committed Members and space for consensus voting is available via: +Query+for+Destination+Digital+Certificate+Use +Case+Consensus+Page +Query+for+Destination+Digital+Certificate+Use +Case+Consensus+Page A link to the consensus page is available from the Sprint Team Wiki Page:

ORIGINAL WORK STREAM TIMELINES APPENDIX

Provider Directories: Milestones and Timeline Certificate Discovery for Directed Exchange Apr /3 – 6/10: Use case development – user stories, scenarios, context diagrams; 6/13 – 6/17: Use case development – scenarios, data flows, sequence diagrams, and activity diagrams May 2011 June 2011 July 2011 Aug 2011 Sept /20 – 6/24: Use case development -- data elements and functional requirements 6/27 – 7/1: Standards Analysis 7/4 – 7/8: Standards Analysis 7/11 – 7/15: Standards Analysis 7/20: HIT Standards Committee Review 8/03: HIT Policy Committee Review Use Case Standards