1. eFolio Connector Update Christa Chaffinch National Board of Medical Examiners May 4, 2012

2. Todays presentation topics Concept for the eFolio Work done to date Report on focus groups Features for Version 1 Whats next

3. Career-long Seamless Transfer of Data Compile data sets on individual learners (students, residents, practicing MDs) across the learning- practice continuum for a variety of functions Up-to-date CV / transcript Enabling important transactions ERAS, licensure, credentialing, etc. Aggregate learning experiences, milestones, assessments, etc. Applications for grants, scholarships, etc. Enable movement of data to create a continuum of reusable information

4. Key Underlying Principles Easy, Efficient Education Management Learner-driven: No data access, movement, compilation, analysis or report without explicit authorization of the individual identified by the data State of the art security: Data compilations are expunged after they have been sent to authorized viewers, but can be recompiled as needed Data sources identified: as primary source verified vs. self-reported for credibility in reporting

5. Data Commons & eFolio An app that compiles data reports for the learner and/or other authorized viewers A collection of data repositories that can provide information for the eFolio

6. Data Commons Repositories Primary Source-Verified Information: AAMC NBME And eventually, other data repositories: Specialty Boards Med schools & residency programs Clinical and EHR databases And more…

7. Activity to Date 2004-2007: conceptual development 2007: Colloquium (sponsored by AAMC/ NBME) 2007: invitational conference (sponsored by AAMC, ACGME, FSMB and NBME) 2008: pilot organizational meeting; advisory group of medical educators established 2009-2010: feasibility pilot - Use cases generated, international technical specification built in collaboration with MedBiquitous for Educational Trajectory data set

8. Activity to Date 2010: focus groups (UME, GME, CME) 2011: eFolio Advisory Group (EAG) Formalized 2011: Educational Achievement technical specifications (still in progress) 2011: Focus Groups in conjunction with AAMC meeting 2012: Features identified for initial version Business Analysis began Name selection Base platform selection and customization 2013: Version 1 released – target audience is students & residents

9. eFolio Groups Advisory: Provide advice on the development of the eFolio to serve the needs of individual students and physicians, for the continued documentation of competency across the continuum of medical education, training and practice User: Users who help review prototypes and provide feedback on the development of specific features

10. Demo & Focus Groups 3 focus groups, led by a professional facilitator at the AAMC Annual Meeting: Curriculum Deans & Institution Officials Medical students Medical residents We asked about: Features Name Price Social interaction

11. Feedback from Focus Groups Want transaction capabilities most of all Also interested in case log and enhanced transcript management Not as interested in: Reflections Social Networking

12. Planned Features for Version 1 Biographical, education, research and work history, and immunization information Test Scores such as USMLE, MCAT and others Earned Certifications such as specialty board, advanced life support, etc. License History information Procedures or related info about achievement in medical school Export Data in a variety of formats, including: Resumes Information necessary for certification and credentialing Applications for ERAS and USMLE Custom exports for grants, scholarships, mentoring, etc. Manage debt information with a link to AAMCs debt services Enable display of Med Ed Portal & Academic Medicine resources and articles with a link to authored materials

13. Standards Support We are working with MedBiquitous to assess the ability to include the Educational Trajectory, Professional Profile, and other standards We are working with PESC to create a more widely- used electronic portfolio standard and include support for this standard in future versions of the eFolio

14. Next Steps Official name & website selected Pricing structure determined Business Analysis continues Version 1 design this fall/winter In parallel, planning for new, more learning- focused features will begin this fall Version 1 pilot release currently scheduled for March 2013 Additional features scheduled for 2014

15. For Further Information Contact project director Dana Bostrom @ AAMC dbostrom@aamc.org 202-741-6450 Or Christa Chaffinch @ NBME cchaffinch@nbme.org 215-590-9244 Or talk with Bob Galbraith, Christa Chaffinch, Kirke Lawton or Gabrielle Campbell at this conference