PDMP & Health IT Integration Use Case & Functional Requirements March 11,

PDMP & HIT Integration Initiative Proposed Use Case & Functional Requirements Development Timeline Week Target Date (2014) All Hands WG Meeting Tasks Review & Comments from Community via Wiki page due following 12 noon 11/7 Use Case Kick-Off & UC Process Overview Introduce: In/Out of Scope, Context Diagram and Scenario Concert Series Presentation: ASAP Review: In/Out of Scope, Assumptions, and Context Diagram 21/14 Review: In/Out of Scope, Context Diagram, Assumptions, Scenario Introduce: User Stories Review: User Stories, In/Out of Scope, Assumptions, and Context Diagram 31/21 Review: In/Out of Scope, Context Diagram, Assumptions, Scenario Introduce: User Stories Review: User Stories, In/Out of Scope, Assumptions, and Context Diagram 41/28 Review: Context Diagram and User Stories Introduce: Pre/Post Conditions, Actor and Roles Concert Series Presentation: OneHealthPort & WADOH Review: Pre/Post Conditions, Actors and Roles, and User Stories 52/4 Review: Context Diagram and User Stories Introduce: Pre/Post Conditions, Actor and Roles Review: Pre/Post Conditions, Actors and Roles, and User Stories 62/11Review: Pre/Post Conditions, Actors and Roles, and User Stories 72/21 Review: User Stories, Post Conditions, Actors and Roles, Activity Diagram and Base Flow Review: Activity Diagram and Base Flow 82/25 Review: Activity Diagrams, Base Flows, Functional Requirements and Sequence Diagrams Review: Functional Requirements and Sequence Diagrams 93/4 Review Scenario #2 (HIT to Hub) and Scenario #3 (HIT to HIE/Ph. Intermediary) Introduce: Data Requirements Review components of User Scenarios 103/11 Full review of Data Requirements, Risks & Issues, and Use Case Document Begin End-to-End Review End-to-End Review by community 113/18End-to-End Comments Review & dispositionConsensus vote 123/25Review Comments & Consensus voteConclude casting Consensus vote

Agenda 3 TopicTime Allotted General Announcements5 minutes PDMP & HITI Use Case Development Full Review of Data Requirements and Issues & Risks Begin End to End Review 80 minutes Next Steps/Questions5 minutes

Note- Below sections will be reviewed within the separate Use Case word document: Discuss and review the following sections: 1.Data Requirements 2.Issues & Risks Section Review 4 Click the icon to open the Word Document

1.0 Preface and Introduction 2.0 Initiative Overview –2.1 Initiative Challenge Statement** 3.0 Use Case Scope –3.1 Background** –3.2 In Scope –3.2 Out of Scope –3.3 Communities of Interest (Stakeholders)** 4.0 Value Statement** 5.0 Use Case Assumptions 6.0 Pre-Conditions 7.0 Post Conditions 8.0 Actors and Roles 9.0 Use Case Diagram Use Case Outline Tailored for each Initiative 10.0 Scenario: Workflow –10.1 User Story 1, 2, x, … –10.2 Activity Diagram o Base Flow o Alternate Flow (if needed) –10.3 Functional Requirements o Information Interchange Requirements o System Requirements –10.4 Sequence Diagram 11.0 Dataset Requirements 12.0 Risks, Issues and Obstacles Appendices –Privacy and Security Considerations –Related Use Cases –Previous Work Efforts –References ** Leverage content from Charter 5

Next Steps Review: End to End Review – End to End Review comment period will end on March 17, 2014 at 5 P.M. EST Next Meeting is March 18, 2014 from 12:00 - 1:30 P.M. EST Reminder: All PDMP & HIT Integration Announcements, Meeting Schedules, Agendas, Minutes, Reference Materials, Use Case, Project Charter and general information will be posted on the PDMP Wiki page – +Homepage +Homepage 6

Contact Information For questions, please feel free to contact your support leads: – Initiative Coordinators: Johnathan Coleman Sherry Green – ONC Leads: Mera Choi Jennifer Frazier Helen Caton-Peters – SAMHSA Leads Jinhee Lee Kate Tipping – Support Team: Project Management: – Jamie Parker – Ali Khan Use Case Development: – Ahsin Azim – Presha Patel Vocabulary and Terminology Subject Matter Expert: – Mark Roche 7