1. CONNECT 4.0 July 26, 2012

2. Webinar Technical Details 2 Type questions in advance; click sendQuestions + answers appear in chat window During discussion time, “raise hand” to speak I’ve written a hook to a major EMR. Can I contribute the code?

3. Introduction Brian Humphrey CONNECT Architect Greg Turner CONNECT Product Manager 3

4. What is CONNECT? 4

5. CONNECT is an open-source solution to support health information exchange (HIE). CONNECT uses Nationwide Health Information Network standards to ensure HIEs interoperate with other current and future exchanges. CONNECT can be used to: Set up a HIE within an organization. Tie a health information exchange into other HIEs including the Exchange. 5

6. CONNECT Building Blocks CONNECT sits between the HIE implementation system and can interface with the NwHIN Exchange. CONNECT sends messages to the Exchange or any user of the NwHIN specs, and receives messages from the network on behalf of the adopter. A CONNECT adopter is required to create or implement services called adapter services that allow for processing the messages to and from CONNECT. This includes error handling where necessary. CONNECT provides reference adapters that include sample code on how to connect back-end systems to CONNECT using adapter services. 6

7. CONNECT Building Blocks 7 CONNECT BUILDING BLOCKS Master Patient Index System (MPI) Document Registry Document Repository Policy Engine EHR/HIE Implementation System System that wishes to CONNECT to Nationwide Health Information Network CONNECT EHR/HIE Implementation Adapter Service Creates/sends messages to CONNECT and receives/processes and responds to messages from CONNECT. Nationwide Health Information Network Regional Health Information Organizations Government sponsored facilities Disease-oriented care networks Federation of enterprises (hospitals and care providers) Other Communities of Care

8. CONNECT is Open Source Software Open source license Open release planning, sprint review and planning sessions Community contributions welcomed -Bug reports + fixes -Features requests + implementations FHA-sponsored Product Management, Curation, + Development Transitioning to community-managed open-source project model 8

9. CONNECT 4.0 9

10. CONNECT 4.0 Approved Features 1) CONNECT adopters shall have the ability to increase throughput targeting increased numbers of PD, QD, RD, AD and DS transactions (GW-451) 2) CONNECT adopters shall have the ability to exchange and process large payload sizes of up to 1 GB (GW-473) 3) CONNECT adopters shall have the ability to run on additional application servers such as WebSphere and WebLogic to meet their environment needs (GW-2402) 4) CONNECT adopters shall have the ability to get more comprehensive event logging and metric data (counts and duration) using improved logging in CONNECT (GW-2260 and GW-1252) 5) CONNECT adopters shall be able to determine the state of a transaction across messages in order to better troubleshoot and analyze the operation of CONNECT and their trading partners (GW-2259) 6) CONNECT adopters shall have the ability to minimize deployment load by supporting a lightweight gateway which allows smaller server footprint and use of system resources and allows the federal partners to maximize the use of their custom-built adapters (GW-1593) 7) CONNECT adopters shall have the ability to support Direct messages to allow for greater adoption and exchange. (GW-860) 10

11. #1 – Increase Throughput for CONNECT FEATURE CONNECT adopters shall have the ability to increase throughput targeting increased numbers of PD, QD, RD, AD and DS transactions BENEFITS More efficiency of gateway at higher volumes Support more widespread or national rollout plans for health data exchange Better utilization of adopter infrastructure 11

12. #2 – Large Payload Support CONNECT adopters shall have the ability to exchange and process large payload sizes of up to 1 GB BENEFITS Increased ability to support the data exchange needs of more adopters Enable additional use cases that require the exchange of larger file sizes Positive impact on performance of gateway when handling larger payloads 12 FEATURE

13. #3 – Support for Multiple App Servers CONNECT adopters shall have the ability to run on additional application servers such as WebSphere and WebLogic to meet their environment needs BENEFITS More deployment options Model for the community to add support for other app servers Adopters can use their preferred app servers and take advantage of internal sysadmin expertise for things like security, scalability, etc. 13 FEATURE

14. CONNECT Messaging Component Diagram 14

15. DS Deployment Diagram 15

16. CONNECT Client Class Diagram 16 = other JAX-WS options (community or future development

17. #4 – Event Logging CONNECT adopters shall have the ability to get more comprehensive event logging and metric data (counts and duration) using improved logging in CONNECT BENEFITS Allows adopters to better understand usage and performance Supports better planning and management of deployment Provides opportunity for automated monitoring Provides opportunity for dynamic scaling based on load 17 FEATURE

18. Inbound Life Cycle Event State Diagram 18

19. Event Logging Sequence Diagram 19

20. #5 – Transaction Logging CONNECT adopters shall be able to determine the state of a transaction across messages in order to better troubleshoot and analyze the operation of CONNECT and their trading partners BENEFITS Provides a more holistic view of a complete transaction with any given exchange partner Increased insight for troubleshooting and issue resolution More input for transaction management and planning 20 FEATURE

21. #6 – Lightweight Gateway CONNECT adopters shall have the ability to minimize deployment load by supporting a lightweight gateway which allows smaller server footprint and use of system resources and allows the federal partners to maximize the use of their custom-built adapters BENEFITS Adopters with capable back-end systems can have a more lightweight deployment footprint Allows for more economical allocation and use of infrastructure resources Paves ground for community- contributed adapter layers – to EMRs & etc. 21 FEATURE

22. Path to a Lightweight Gateway 22 Adapter Current Functionality Gateway Current Functionality Gateway Lighter Gateway Adapter Current Functionality Adapter Migrated Gateway Functionality Gateway Lighter Gateway Adapter Current & Migrated Functionality

23. #7 – Direct Integration with CONNECT CONNECT adopters shall have the ability to support Direct messages to allow for greater adoption and exchange BENEFITS Fulfills Meaningful Use (Stage 2) Provides a means to support both NwHIN Exchange and Direct transactions through one deployment Offers a built-in growth or migration path for additional use cases Supports expanding federal, commercial, and state and regional HIE needs 23 FEATURE

24. More Details on CONNECT 4.0 https://developer.connectopensource.org/display/CON NECTWIKI/Release+4.0+-+In+Progress https://developer.connectopensource.org/display/CON NECTWIKI/Requirements+Artifacts https://developer.connectopensource.org/display/CON NECTWIKI/CONNECT+4.0+Design+Approaches http://issues.connectopensource.org http://www.connectopensource.org/developer- resources/forums/developer-forum 24 Release info: Requirements artifacts: Design approach documents: JIRA: Forums:

25. Product Roadmap – Getting There 25

26. CONNECT 4.0 Development Timeline 26 Transaction & Event Logging 4) Direct (2) Lightweight Gateway (2) 3.3.1 Release (3) Remove Metro Dependency (3) Large Payload (3) WebSphere (2) WebLogic (2) Open Source App Server (1) Alpha 1 July 16Aug 13Sep 10Oct 9Nov 5 June 18 Program Release Support (1) Direct (2) 4.0 IV&V (2) Lightweight Gateway (2) 4.0 Support & Transition (3 ½) CONNECT 4.0 Alpha 2 Nov 5Dec 10Jan 14Feb 11Mar 11Mar 31 Beta 4.0 Release Testing P1 & P2 (3) = 1 sprint (2 weeks)

27. Useful Links www.connectopensource.org https://developer.connectopensource.org https://github.com/CONNECT-Solution/CONNECT mailto:connect@hhs.gov Contributing code: https://developer.connectopensource.org/display/CONNECTWIKI/Contr ibuting+Code Sprint info: https://developer.connectopensource.org/display/NHINProgress/Progre ss+Summary+Page 27

28. Join Us for Sprint Review/Planning 28 Join us for sprint review and planning sessions, every other Monday, 10am-noon ET beginning July 16. The Connect product team will share the work of the last sprint for community review and feedback. We’ll then transition into a high-level planning session to set the themes for the coming sprint, in the context of the product roadmap. Community input and insights are welcome, so please join us! The approximate timeframe is a review between 10am and 11:30, followed by a half hour planning discussion, but we will not hold fast to that time frame; instead we’ll flow from one to the other based on content and conversation. Sprint Review + Planning: Every other Monday (July 30, 2012) 10am-12pm ET Tel: 646-216-4772 866-946-0485 Participant Code 922 914 63 Web: https://arkadin.webex.com/arkadin/j.php?J=703876882 (meeting id 703 876 882)

29. Upcoming Community Events July 26, 2012 (11am ET) Webinar on CONNECT 4.0 July 30, 2012 (10am ET) Next sprint review/planning meeting August 1, 2012 CONNECT Release 3.3.1 August 16-17, 2012 CONNECT Code-a-Thon 29

30. Questions and Discussion 30

31. Webinar Technical Details 31 Type questions in advance; click sendQuestions + answers appear in chat window During discussion time, “raise hand” to speak Can I upgrade to CONNECT 3.3 without changing any current CONNECT hooks?