esMD PPA Use Case 1 Harmonization WG Meeting Wednesday, March 21 st, 2012

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 meetings, 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 esMD Wiki page after the meeting From S&I Framework to Participants: Hi everyone: remember to keep your phone on mute 2

Dates: Wednesday 4/11 – Friday 4/13 Alexandria Westin: – Address: 400 Courthouse Square, Alexandria, VA, – Phone: – Website: – Public Transportation: King Street Metro (Blue/Yellow Lines) – 3 Blocks Ronald Reagan National Airport (DCA) – 6 miles Booking Accommodations: –See F2F Logistics page on wiki for detailsF2F Logistics – Phone: – Rate: $169/night (excluding tax) This rate is only available through 5pm ET on Monday, April 2 nd, 2012 Group rate includes free wireless in all guest rooms S&I Face-to-Face: Basic Information 3

S&I Face-to-Face: esMD Tentative Schedule 4 DateTimeAgenda 4/11 (Wed) 3:00 PM - 6:00 PMPPA Use Case 2 and Structured Content Discussion 4/12 (Thurs) 8:00 AM - 10:00 AMPPA Use Case 2 and Structured Content Discussion 10:30 AM - 12:00 PMPPA Use Case 2 and Structured Content Discussion 1:30 PM - 3:30 PM Harmonization of PPA UC 1 (and UC 2/Structured Content, if applicable) 4:00 PM - 6:00 PM Harmonization of PPA UC 1 (and UC 2/Structured Content, if applicable) 4/13 (Fri) 8:00 AM - 10:00 AM Author of Record (HL7 RMES group presentation on current AoR to date) 10:30 AM - 12:00 PM Author of Record (HL7 RMES group presentation on current AoR to date); Continue discussions from previous sessions, if necessary

S&I Face-to-Face: Draft Agenda: Kick-off Session (4/11) 5 Wednesday, 4/11 from 1:00 PM – 2:30 PM ONC Leadership to be speaking at the Kickoff: Farzad Mostashari, MD, ScM (National Coordinator for Health IT) David Muntz, MBA (Principal Deputy National Coordinator) Judy Murphy, RN, FACMI, FHIMSS, FAAN (Deputy National Coordinator for Programs and Policy) Doug Fridsma, M.D., Ph.D. (Director, Office of Standards and Interoperability) Kick-off Topics will include: Thoughts from ONC Leadership Meaningful Use Stage 2 Status of each S&I Initiative and plans at the F2F S&I Announcements

S&I Face-to-Face: Potential Brown Bag Topics 6 During Thursday’s lunch break, brown bag sessions will be offered for interested participants. Each brown bag will run for approximately 30 minutes. Potential topics include: Demo of the S&I Repository/Browser Data Segmentation for Privacy 101

S&I Face-to-Face: Draft Agenda: All Hands Session (4/13) 7 Friday 4/13, 12:30 pm – 3:00 Cross Initiative Updates: This session is intended to give the audience an overview of what is going on with all S&I Initiatives, and recap what took place in each S&I F2F breakout session. Each Initiative (Initiative Coordinators/Workgroup leads) will recap what was accomplished at the F2F and what next steps are Other topics to be covered include: ToC Demonstration Update on Cross-Initiative Coordination efforts Overview of Provider Directories Overview of Mod Specs/Direct efforts Closing thoughts from Doug Fridsma NOTE: All activities will conclude at 3 pm

S&I Face-to-Face: Next Steps for Community Members Reserve guest rooms at the Westin and make travel plans –All-Hands Kickoff Session starts at 1:00 PM on Wednesday 4/11 –Event concludes at 3:00 PM on Friday 4/13 –Information on booking the hotel is available on the Logistics page on the F2F Wiki pageLogistics page F2F Registration is now open –Use the Registration page to indicate whether or not you are attendingRegistration page –Registration form allows you to select which specific workgroup sessions you will attend F2F is entirely in person – no phones or WebEx will be provided. Notes will be taken and posted to the wiki at the end of each day. For more information, visit the F2F Wiki or the F2F planning committee at Wiki 8

esMD Housekeeping Reorganization of the existing wiki site –Feedback appreciated –Contact support team if you’re having problems finding anything Are you receiving communications from the support team? –If not, please and we’ll get you on the mailing 9

Recap of Last Week Kicked off Harmonization of PPA Use Case 1 Delivered an overview of the harmonization process and timeline for esMD PPA Use Case 1overview of the harmonization –The workgroup will initially focus on expanding the data set requirements into a full data model Completed an overview of the PPA Data Model Spreadsheet and its componentsPPA Data Model Spreadsheet Workgroup commenced data model development efforts –Discussed and updated ‘Unique Transaction ID’ element –Discussed and updated Provider ‘Demographic’ elements 10

Next Steps Today’s agenda –Review updates to data model made offline by support staff –Review addition of ‘Agent’ elements –Discuss concept and use of Objects within data model –Continue with data model development 11

Adding Objects to the PPA Data Model Grouping certain elements together as a single object enables us to better represent the cardinality of those data elements Objects also enable us to easily represent more complex rules, such as: —This object is optional, but if it is included all of its member elements are required We added an additional tab to the data model entitled PPA Data Model Objects. It includes the following objects: ObjectMember Elements 1Provider OrganizationDemographics, NPI/ID, Contact Information 2Individual ProviderDemographics, NPI/ID, Contact Information 3AgentDemographics, OID, Contact Information 4Security InformationSignature Artifact, Public Digital Certificate The relevant object then replaces the list of member elements in the Request and Response tabs 12