1. Longitudinal Coordination of Care Pilots WG Monday, November 4, 2013

2. Meeting Etiquette Remember: If you are not speaking, please 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 o Hold = Elevator Music = frustrated speakers and participants This meeting is being recorded o Another reason to keep your phone on mute when not speaking Use the Chat feature for questions, comments and items you would like the moderator or other participants to know. o Send comments to All Panelists so they can be addressed publically in the chat, or discussed in the meeting (as appropriate). From S&I Framework to Participants: Hi everyone: remember to keep your phone on mute All Panelists

3. http://wiki.siframework.org/Longitudinal+CC+WG+Committed+Member+Guidance http://wiki.siframework.org/LCC+Pilots+WG 3 Reminder Join the LCC WG & Complete Pilot Survey ** If your contact information has recently changed, please send your updated information to Becky Angeles at becky.angeles@esacinc.com

4. TopicPresenter Welcome & AnnouncementsLynette Recap: LCC Pilot OptionsEvelyn Meaningful Use Mapping to LCC Pilot OptionsEvelyn Meaningful Use Matrix ReviewSue IMPACT Project Go-Live UpdateLarry/ Terry Next StepsLynette Agenda 4

5. Meeting Reminders S&I Framework Hosted Meetings: http://wiki.siframework.org/Longitudinal+Coordination+of+Care http://wiki.siframework.org/Longitudinal+Coordination+of+Care LCC Pilot WG meetings are Mondays from 11:00– 12:00 pm Eastern –Focus on validation and testing of LCC Standards for Transitions of Care & Care Plan exchange LCC All Hands WG meetings are Mondays & Thursdays from 5:00– 6:00 pm Eastern –These meetings are facilitated in partnership with Lantana and will focus on discussion and review of HL7 C-CDA R2 Ballot Comments HL7 Structured Documents WG Meetings Wednesdays from 10:00 – 11:00am Eastern WebEx: https://www3.gotomeeting.com/join/216542046https://www3.gotomeeting.com/join/216542046 Dial In: +1 770-657-9270; Access Code: 310940 Focus on ballot reconciliation of HL7 C-CDA R2 Ballot comments Thursdays from 10:00 – 12:00pm Eastern –WebEx: https://iatric.webex.com/iatric/j.php?ED=211779172&UID=0&RT=MiMxMQ%3D%3D –Dial In: 770-657-9270; Access Code: 310940 –Focus on block voting of HL7 C-CDA R2 Ballot comments

6. Meeting Reminders HL7 Patient Care WG Meetings Care Plan every 2 nd Wednesday from 4:00 – 5:00pm ET Focus on Care Plan DAM Ballot Reconciliation –Next meeting scheduled for Nov. 13 th –Phone: +1 770-657-9270, Participant Code: 943377 NEW* Patient Care Health Concern Topic Meetings every 2 nd Thursday from 4:00 – 5:00pm ET Next meeting scheduled for Nov. 7th Phone: +1 770-657-9270, Participant Code: 943377 Care Coordination Service Meetings every Tuesday 4:00 - 5:00 pm ET CCS ballot reconciliation, new CCS ballot for Jan 2014

7. FACA Meeting Reminders HIT Policy Committee Next meeting scheduled for Nov. 6 th from 9:30 – 3:00pm ET Update from CAW re: Care Planning & voluntary LTPAC certification http://www.healthit.gov/facas/calendar/2013/11/06/hit-policy-committee HITPC Meaningful Use WG Next meeting scheduled for Nov. 7th from 10:00 – 11:30am ET Update on MU3 Recommandations http://www.healthit.gov/facas/calendar/2013/11/07/policy-meaningful-use-workgroup HIT Standards Committee Next meeting scheduled for Nov. 13th from 9:00 – 3:00pm ET http://www.healthit.gov/facas/calendar/2013/11/13/hit-standards-committee

8. LCC Pilot WG Timeline: Aug 2013 – Sept 2014 Aug-Sept 13Nov 13Dec- Jan 14Feb- Mar 14Apr- May 14Jun- Jul 14Aug- Sep 14 Milestones Updated HL7 C- CDA IG Complete HL7 Fall Ballot Close LCC Pilot Monitoring & Evaluation LCC Pilot Proposal Review HL7 Ballot Publication LCC Pilots Close HL7 Ballot & Reconciliation LCC Pilot WG Launch IMPACT Go-Live NY Care Coordination Go-Live HL7 C-CDA IG Revisions LCC Pilot Wrap-Up LCC Pilot Test Spec. Complete HL7 Ballot LCC Pilot WG

9. Purpose –Provide tools and guidance for managing and evaluating LCC pilot Projects –Create a forum to share lessons learned and best practices –Provide subject matter expertise –Leverage existing and new partnerships Goals –Bring awareness on available national standards for HIE and care coordination –Real world evaluation of parts of most recent HL7 C-CDA Revisions Implementation Guide (IG) –Validation of ToC and Care Plan/HHPoC datasets Pilot Work Group Purpose and Goals 9

10. Sample Pilot Options 10 User ScenarioS&I Use Case 1.Exchange of CCDToC Use Case 2.Exchange of Transfer Summary LCC Use Case 1.0 3.Exchange of Consultation Request LCC Use Case 1.0 4.Exchange of Consult Note LCC Use Case 1.0 5.Exchange of Test/Procedure Report LCC Use Case 1.0 6.Exchange of Test/Procedure Request LCC Use Case 1.0 7.Exchange of HHPoCLCC Use Case 2.0 8.Exchange of Care PlanLCC Use Case 2.0 9.Exchange of Patient Goals LCC Use Case 2.0 User ScenarioS&I Use Case 10.Exchange of Advance DirectivesLCC Use Case 1.0 11.Exchange of Pre-Test Screening Process LCC Use Case 1.0 12.Exchange of Care Plan components for Patient Centered Value Management LCC Use Case 2.0 13.Concordance- the extent to which the patients goals, interventions, concerns, outcomes match to the providers prioritization LCC Use Case 2.0 14.Exchange of Transfer of Care (Discharge and ED Consult request) LCC Use Case 2.0 15.Exchange of Instructions/ Interventions LCC Use Case 2.0

11. Sample Pilot Options mapped to MU2 11 User ScenarioMU Category 1.Exchange of CCD/Clinical Summary MU2: Summary of Care Record/ Clinical Summary 2.Exchange of Transfer Summary MU2: Summary of Care Record/ Clinical Summary 3.Exchange of Consultation Request 4.Exchange of Consult Note 5.Exchange of Test/Procedure Report MU2: Summary of Care Record/ Clinical Summary 6.Exchange of Test/Procedure Request MU2: Summary of Care Record/ Clinical Summary 7.Exchange of HHPoC 8.Exchange of Care Plan 9.Exchange of Patient Goals MU2: Summary of Care Record/ Clinical Summary User ScenarioMU Category 10.Exchange of Advance Directives MU2: Advance Directives 11.Exchange of Pre-Test Screening Process 12.Exchange of Care Plan components for Patient Centered Value Management MU2: VDT ambulatory or inpatient summary 13.Concordance- the extent to which the patients goals, interventions, concerns, outcomes match to the providers prioritization 14.Exchange of Transfer of Care (Discharge and ED Consult request) MU2: Summary of Care Record/ Clinical Summary 15.Exchange of Instructions/ Interventions MU2: Summary of Care Record/ Clinical Summary

12. Meaningful Use Matrix Review Sue Mitchell 12

13. 13 IMPACT Go-Live Update Larry Garber

14. Homework Assignments: –Complete Pilot Survey –Sign up as an LCC Committed Member –Submit Pilot Documentation Proposals Available on the LCC Pilot SWG Wiki: http://wiki.siframework.org/LCC+Pilots+WG http://wiki.siframework.org/LCC+Pilots+WG Email to Lynette Elliott (Lynette.elliott@esacinc.com)Lynette.elliott@esacinc.com Next Steps 14

15. LCC Leads –Dr. Larry Garber (Lawrence.Garber@reliantmedicalgroup.org) –Dr. Terry OMalley (tomalley@partners.org) –Dr. Bill Russell (drbruss@gmail.com) –Sue Mitchell (suemitchell@hotmail.com) LCC/HL7 Coordination Lead –Dr. Russ Leftwich (Russell.Leftwich@tn.gov) Federal Partner Lead –Jennie Harvell (jennie.harvell@hhs.gov) Initiative Coordinator –Evelyn Gallego (evelyn.gallego@siframework.org) Project Management –Pilots Lead: Lynette Elliott (lynette.elliott@esacinc.com) –Use Case Lead: Becky Angeles (becky.angeles@esacinc.com) LCC Initiative: Contact Information 15 LCC Wiki Site: http://wiki.siframework.org/Longitudinal+Coordination+of+Carehttp://wiki.siframework.org/Longitudinal+Coordination+of+Care