1. HL7 Implementation Guide for CDA Release 2: Consolidated CDA Templates for Clinical Notes, Release 2 – US Realm HL7 Balloting Process August 12, 2013

2. Meeting Agenda Timeline Package Contents Commenting Process Joining Pool/Voting

3. Timeline Aug 8: Post to C-CDA to HL7 List-Serv for review (HL7)* *Focused review on quality criteria vs. content criteria Aug 15: Approval to go to ballot (HL7) Aug 16: Ballot cycle opens(HL7)

4. Project Objective Update Consolidated CDA Implementation Guide (IG) with: Transition of Care focus Consult Note (update) Referral Note (NEW) Transfer Summary (NEW) Longitudinal Care Planning Focus Care Plan (NEW) SMART Changes to decrease ambiguity in Demographic Data, Results, Medications, Problems, Vital Signs, Allergies and Smoking Status Errata fixes and small enhancements Global corrections as approved by the SDWG committee

5. Project Timeline MayJunJul-Aug 15 Aug 16- Sep 16 Sep 17- 30OctNovDecJan HL7 Implementation Guide (IG) Development Ballot Period HL7 Ballot Reconciliation Implementation Artifact Development IG Publication User Group Support for IG

6. Opportunities to Engage in HL7 Balloting

7. Ballot Period Fall 2013 CDA Implementation Guide Ballot Cycle: Ballot Pool Sign-up: July 25, 2013 through Sept 9, 2013 Must join the ballot pool before Sept 9. Ballot Opens: Aug 16, 2013 Ballot closed: Sept 16, 2013 HL7 Ballot Website: http://www.hl7.org/participate/onlineballoting.cfm?ref=nav http://www.hl7.org/participate/onlineballoting.cfm?ref=nav

8. HL7 Ballot Information Page Hl7 Balloting Home Page Contains: Sept 2013 ballot calendar Non-Member balloting participation instructions Participation in balloting is available for HL7 Members and Non-Members (any interested party) – For Non-Members, there is a small administrative fee ($50) to participate

9. Access the HL7 Ballot Website Instructions and all links needed are on the homepage: Members and Non-Members must sign in to access the ballot desktop: Non-Members will need to create a profile to participate

10. Join the Ballot Pool After logging in, you will see a list of the available ballots on your Ballot Desktop: Select “Join Ballot Pools” from the menu on the right side of the screen:

11. Select ballot(s)to join from the left column: Join the Ballot Pool

12. Review Ballot Packages Ballot desktop includes ballot pools that you joined: Understand ballot documents Review ballot comment spreadsheet and instructions

13. Joining Ballot Demo http://www.hl7.org/participate/onlineballoting.cfm

14. Comment Spreadsheet Be specific about locationCopy and paste from IG You don’t have to have proposed wording but specificity clarifies Tell us what you think is wrong or could be better Be sure to indicate if you want to be present during resolution of any/all comments

15. Vote Types- Affirmative Affirmative Vote with Comment- Suggestion (A-S) – Use this if the committee is to consider a suggestion such as additional background information or justification for a particular solution Affirmative Vote with Comment – Typo (A-T) – If the material contains a typo such as misspelled words, enter A-T Affirmative Vote with Question (A-Q) Affirmative Vote with Comment (A-C)

16. Vote Types- Affirmative Examples of affirmative votes:

17. Vote Types- Negative Negative Vote with reason, Major (Neg-Mj) – Use this in the situation where the content of the material is non- functional, incomplete or requires correction before final publication. – All Neg-Mj votes must be resolved by committee. Negative Vote with reason, Minor (Neg-Mi) – Use this when the comment needs to be resolved, but is not as significant as a negative major.

18. Vote Types- Negative Examples of negative votes:

19. Cast Your Vote Cast your overall vote Affirmative votes must have comments of an affirmative nature (Comment, Suggestion, Typo or Questions) Negative votes must have one or more negative comments (Negative Vote with Reason – Major or Minor) Attach the comment spreadsheet Submit your comments by the ballot close date: Monday, Sept 16, 2013 Select the “Vote” tab:

20. Following the Comment Period Reconciliation: – Starts during the working group meeting (Sept 22-27) – Continues during scheduled conference calls Overall committee vote – Incorporate changes and publish – Incorporate changes and back to ballot – Withdrawal of negatives

21. Questions/Discussion