1. electronic Long-Term Services & Supports (eLTSS) Initiative All-Hands Workgroup Meeting July 16, 2015 1

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). o Please DO NOT use the Q&A—only the presenter sees Q&A, not necessarily the person facilitating the discussion From S&I Framework to Participants: Hi everyone: remember to keep your phone on mute All Panelists 2

3. 3 Agenda TopicPresenterTimeframe Welcome Announcements eLTSS Roadmap Lynette Elliott10 mins eLTSS Plan Content SWG DebriefGrant Kovich5 mins Discussion: eLTSS Pilot Options/Tiered Approach Grant Kovich45 mins

4. Announcements, cont’d… Draft report on Advancing Person-Centered Care for Dual Eligible Beneficiaries – Open for comment through July 27, 6pm ET – http://www.qualityforum.org/MAP_Dual_Eligible_Beneficiaries _Workgroup.aspx http://www.qualityforum.org/MAP_Dual_Eligible_Beneficiaries _Workgroup.aspx 4

5. Announcements, cont’d… National Association of States United for Aging and Disabilities (NASUAD) “National Home and Community Based Services (HCBS) Conference” – What: The conference always sees a strong presence from U.S. Health and Human Services ranging from the Administration for Community Living including AoA, Office of Disability and IADD to CMS, HRSA, SAMHSA, Office of Developmental Disabilities, and other federal agencies. – When: August 31 – September 3, 2015 (Note: eLTSS and S&I specific workshops are Sept. 2 from 4:15-5:30pm ET) – Where: Washington Hilton ~ Washington, D.C. – To register: https://www.hcbsconference.org/ehome/index.php?eventid=1 13072& https://www.hcbsconference.org/ehome/index.php?eventid=1 13072& 5

6. Announcements, cont’d… mHealth Summit – What: The 2015 mHealth Summit explores what is new in mobile, telehealth and connected health—from the impact on healthcare delivery, clinical care and patient/consumer engagement to new technologies, research, investment activities, policy and shifts in the business environment. – When: December 8 – December 11, 2015 – Where: Gaylord National Resort and Convention Center ~ Washington, D.C. – To register: http://www.mhealthsummit.org/registrationhttp://www.mhealthsummit.org/registration 6

7. Announcements, cont’d… CSAC Recommendations on Person and Family Centered Care Phase 2 Measures finalized – More information: http://www.qualityforum.org/ProjectMaterials.aspx?proje ctID=73867 http://www.qualityforum.org/ProjectMaterials.aspx?proje ctID=73867 – Access Final Report: http://www.qualityforum.org/Publications/2015/03/Perso n-_and_Family-Centered_Care_Final_Report_- _Phase_1.aspx http://www.qualityforum.org/Publications/2015/03/Perso n-_and_Family-Centered_Care_Final_Report_- _Phase_1.aspx 7

8. Announcements, cont’d… Draft summary document from the Health IT Policy Committee Advanced Health Models Hearing on June 2nd and 3rd – Audio Recording: https://www.healthit.gov/facas/calendar/2015/06/02/poli cy-advanced-health-models-and-meaningful-use- workgroup-public-hearing https://www.healthit.gov/facas/calendar/2015/06/02/poli cy-advanced-health-models-and-meaningful-use- workgroup-public-hearing – HIT Policy Committee meeting 30Jun15 with Advanced Health Model recommendations: https://www.healthit.gov/FACAS/calendar/2015/06/30/vir tual-hit-policy-committee https://www.healthit.gov/FACAS/calendar/2015/06/30/vir tual-hit-policy-committee 8

9. Timelines for Consideration: Two Pilot Phases, SDO Ballot Cycles eLTSS Initiative Roadmap Q3 ‘14Q4 ‘14Q1 ‘15Q2 ‘15Q3 ‘15Q4 ‘15Q4 ‘17 Phase 4: Pilots & Testing Pilot site readiness Implementation of solution Test User Stories and Scenarios Monitor Progress & Outcomes Utilize Requirements Traceability Matrix Phase 5: Evaluation Evaluate outcomes against Success Metrics and Criteria Update Implementation Guidance Develop, review, and finalize the Use Case and Functional Requirements Pre-Planning Call for Participation Conduct Environmental Scan Success Criteria Stakeholder Engagement Finalize Candidate Standards Standards Gap Analysis Technical & Standards Design Develop Requirements Traceability Matrix Develop Implementation Guide Launch initiative Review and Finalize Charter Review initial Candidate Standards 9 Initiative Kick Off: 11/06/14 Phase 1: Pre-Discovery Phase 2: Use Case Development & Functional Requirements Phase 3: Standards & Harmonization

10. eLTSS Artifacts Final published Project Charter is located here: http://wiki.siframework.org/electronic+Long- Term+Services+and+Supports+%28eLTSS%29+Charter http://wiki.siframework.org/electronic+Long- Term+Services+and+Supports+%28eLTSS%29+Charter eLTSS Glossary posted here: http://wiki.siframework.org/eLTSS+Glossaryhttp://wiki.siframework.org/eLTSS+Glossary – The eLTSS Glossary is a working document containing eLTSS-relevant terms, abbreviations and definitions as defined by stakeholders – We are looking for your feedback and comments Discussion Thread available Submit any change requests via the Change Request Form located on the wiki Final published Use Case document is located here: – http://wiki.siframework.org/electronic+Long- Term+Services+and+Supports+%28eLTSS%29+Use+Case http://wiki.siframework.org/electronic+Long- Term+Services+and+Supports+%28eLTSS%29+Use+Case 10

11. Goals for the eLTSS Initiative Identify key assessment domains and associated data elements to include in an electronic Long-term Services & Supports (eLTSS) plan Create a structured, longitudinal, person-centered eLTSS plan that can be exchanged electronically across and between community-based information systems, clinical care systems and personal health record systems. 11

12. eLTSS Plan Content SWG Timeline 12 Week Target Date eLTSS Plan Content SWG Meeting Tasks Homework due Fridays 12pm Eastern 96/30 Continue Domain Definition Harmonization Continue Exemplar Data Element Identification Each state to comment on domain mapping 107/7 Continue Domain Definition Harmonization Continue Exemplar Data Element Identification Each state to comment on domain mapping 117/14 Continue Domain Definition Harmonization Continue Exemplar Data Element Identification Each state to provide feedback on domains, sub- domain definitions, and exemplar data elements 127/21 FINAL MEETING Complete Domain Definition Harmonization Complete Exemplar Data Element Identification None The final meeting of the Plan Content SWG will be 7/21 Exemplar data elements will be aligned to identified candidate standards during eLTSS All-Hands Meetings

13. eLTSS Plan Content SWG Next Steps Sign up for the eLTSS Plan Content SWG on the Wiki – http://wiki.siframework.org/eLTSS+Plan+Content+SWG http://wiki.siframework.org/eLTSS+Plan+Content+SWG – Joining the eLTSS Plan Content SWG ensures that you are included on workgroup communications and announcements. Homework – Provide final feedback on sub-domain definitions and exemplar data elements. – Due Monday, July 20 by 12:00pm Eastern Final eLTSS Plan Content SWG Meeting – Tuesday, July 21 from 11:00am – 12:00pm Eastern http://wiki.siframework.org/electronic+Long- Term+Services+and+Supports+%28eLTSS%29 http://wiki.siframework.org/electronic+Long- Term+Services+and+Supports+%28eLTSS%29 Thank you! Your commitment and participation are critical to our success. 13

14. eLTSS Plan Content SWG Contact Information For questions, please contact your support leads: – eLTSS Plan Content SWG Lead: Grant Kovich, grant.kovich@accenture.comgrant.kovich@accenture.com – eLTSS Plan Content SWG Co-Lead (Arizona): Lauren Wiggins-Prole, lauren.wiggins@azahcccs.gov lauren.wiggins@azahcccs.gov – eLTSS Plan Content SWG Co-Lead (Colorado): Pam Russell, prussell@corhio.org prussell@corhio.org – eLTSS Plan Content SWG Co-Lead (Connecticut): Dr. Minakshi Tikoo, tikoo@uchc.edu tikoo@uchc.edu – eLTSS Plan Content SWG Co-Lead (Georgia): Irina Connelly, irina.connelly@gtri.gatech.edu irina.connelly@gtri.gatech.edu – eLTSS Plan Content SWG Co-Lead (Kentucky): Sheena Batts, sheena.batts@ky.gov sheena.batts@ky.gov – eLTSS Plan Content SWG Co-Lead (Maryland): David Wertheimer, david.wertheimer@Maryland.gov david.wertheimer@Maryland.gov – eLTSS Plan Content SWG Co-Lead (Minnesota): Tom Gossett, tom.l.gossett@state.mn.us tom.l.gossett@state.mn.us – Initiative Coordinator: Evelyn Gallego, evelyn.gallego@siframework.orgevelyn.gallego@siframework.org – Project Manager: Lynette Elliott, lynette.elliott@esacinc.comlynette.elliott@esacinc.com 14

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16. Next Steps HOMEWORK: Complete eLTSS Pilot Interest Survey http://wiki.siframework.org/electronic+Long+Term+Services+and+Support s+Pilot+Interest+Survey http://wiki.siframework.org/electronic+Long+Term+Services+and+Support s+Pilot+Interest+Survey –We are actively seeking organizations to pilot the eLTSS Plan using the candidate technologies and standards that will be identified in the eLTSS Pilot Guide 16

17. eLTSS Initiative: Project Team Leads ONC Leads – Elizabeth Palena-Hall (elizabeth.palenahall@hhs.gov)elizabeth.palenahall@hhs.gov – Patricia Greim (Patricia.Greim@hhs.gov)Patricia.Greim@hhs.gov CMS Lead – Kerry Lida (Kerry.Lida@cms.hhs.gov)Kerry.Lida@cms.hhs.gov Federal Lead – Jennie Harvell (jennie.harvell@hhs.gov)jennie.harvell@hhs.gov Community Leads – Andrey Ostrovsky (andrey@careathand.com)andrey@careathand.com – Nancy Thaler (nthaler@nasddds.org)nthaler@nasddds.org – Terry O’Malley (tomalley@mgh.harvard.edu)tomalley@mgh.harvard.edu Initiative Coordinator – Evelyn Gallego-Haag (evelyn.gallego@siframework.org)evelyn.gallego@siframework.org Project Management & Pilots Lead – Lynette Elliott (lynette.elliott@esacinc.com)lynette.elliott@esacinc.com Use Case & Functional Requirements Development – Becky Angeles (becky.angeles@esacinc.com)becky.angeles@esacinc.com eLTSS Plan Content SWG Lead – Grant Kovich (grant.kovich@accenture.com)grant.kovich@accenture.com Standards Development Support – Angelique Cortez (angelique.j.cortez@accenture.com)angelique.j.cortez@accenture.com Harmonization – Atanu Sen (atanu.sen@accenture.com)atanu.sen@accenture.com 17