1. Welcome ONC/IWG/IHE-USA/eHEX HPD Providers Directory Task Group Call for Participation December 09, 2013

2. Agenda 1.Introductions 2.Problem Statement and Objectives 3.ONC Modular Specification (Mod Spec) Process 4.Provider Directory Mod Spec Technical Approach 5.Testing: The Connectathon New Directions Program 6.Benefits of Participation 7.Roadmap/Timelines 8.Call for Participation 9.References – For More Information

3. ONC Office of Science and Technology Matthew Rahn Dragon (Nagesh) Bashyam (Drajer) IHE Eric Heflin (Healtheway, Texas Health Services Authority) John Donnelly (IntePro Soln / EHR|HIE Interoperability WG) Alex Lippitt (HIMSS) 1. Introductions

4. ONC has been gathering industry feedback on Provider Directories from sponsored pilots, environment scans, communities of practice and standards activities over the past couple of years. These activities have identified the following areas where IHE HPD can be improved Federation Facilitation Absence of a centralized authoritative provider directory requires federation capability (within and across organizations) to use existing authoritative directories so that electronic addresses of providers and their systems can be discovered during workflows Error Handling Provide ability for a client to implement local policies and workflows based on complete/incomplete responses received Objective is to develop a workable approach that is broadly supported and testable by the industry as soon as possible. 2. Problem Statement and Objectives

5. Mod Spec efforts are aimed at identifying existing specifications for a particular area of interest and improving/documenting/testing/promoting existing specifications. Have successfully followed the process and improved Direct specifications and SOAP Transport specifications both of which are part of the MU2 certification rule. Follows an Open process with regularly scheduled public calls to gather input and feedback as artifacts are developed. Provider Directory Mod Spec was developed under this process where the IHE HPD specification was identified as the candidate specification for Provider Directories based on industry feedback. Created an Advisory group consisting of real-world Provider Directory Implementers Robert M. Cothren Technical Director, California Health eQuality Institute for Population Health Improvement | UC Davis Health System Walter Sujansky Independent Consultant, Health Information Technology and Clinical Data Integration and Interoperability Vince Lewis Principal Architect at GSI Health Gary Tiechrow Co-Founder, Chief Architect at Mirth Corporation John Donnelly President, IntePro Solutions Inc 3. ONC Modular Specification (Mod Spec) Process

6. Artifacts created and documented as part of the project can be accessed at http://modularspecs.siframework.org/Provider+Directories+Artifacts Developed Implementable, Testable, Certifiable Requirements Traceability Matrix (RTM) Implementation Guide (IG) based on the RTM Created a Test Implementation (TI) based on RTM Available for public download. https://github.com/siteadmin/pdti Created platform independent test cases. Available for download. Basic conformance test tool is in process, based on the RTM In limited release status (Jan 2014). 3. ONC Modular Specification (Mod Spec) Process – Artifacts Generated

7. Enhance IHE HPD with a “wrapper” around the DSML payload to convey federation requests and metadata for error handling. Allow Provider Information Consumers (requestors) to indicate to a Provider Information Directory that a request needs to be federated to other known directories. Allow Provider Information Consumers (requestors) to receive responses that clearly identify the Provider Information Directory that produced the result and/or errors. Allow Provider Information Consumers (requestors) to specifically target a Provider Information Directory for subsequent queries based on initial query results. 4. Provider Directory Mod Spec Technical Approach

8. Allow for clear distinctions for errors that occur due to web service failures versus errors that occur due to data related issues at the Provider Information Directory. This improves the error handling and also debugging and implementation of the specification in the real world. Provider Information Consumers will be able to detect partial versus complete responses based on the improved error handling and packaging of federated requests and responses. Provider Information Consumers will be able to identify the authority of the source so that they can log the information for HIPAA and other compliance issues. 4. Provider Directory Mod Spec Technical Approach (cntd.)

9. Provider Information Consumer Provider Information Directory A Provider Information Directory 1 Provider Information Directory B Provider Information Directory 2 Provider Information Directory 3 1 2a 2b 2c Workflow 1b. Healthcare provider uses their HealthIT system to locate a provider 2a. The Provider Information Consumer (the HealthIT system) sends the request to a Provider Information Directory A which federates multiple directory sources as shown in the diagram 2b. The Provider Information Consumer (the HealthIT system) can also send a request to a Provider Information Directory B that does not federate the request to any other directory sources. 2c. The Provider Information Directory A federates the request to a set of known additional Provider Information Directories (1, 2, and 3). 3# Provider Information Directories provide a complete response, an error, or an incomplete response. 4. Provider Information Provider A aggregates responses (including complete responses, errors, and incomplete responses) back to the Provider Information Consumer. 5. The Provider Information Consumer (the HealthIT system) receives the responses, including incomplete and error responses, and presents the data to the user. 3a 3b 3c 3d 4 5 Requests Aggregate or regular responses Incomplete or error responses 4. Provider Directory Mod Spec Technical Approach – Architecture Diagram e.g. Health IT system (EHR) (Acting as an aggregator)

10. New for 2014, New Direction testing leverages the NA Connectathon environment and infrastructure to enable testing of new and emerging health IT applications. New Directions is composed of a number of independent groups, or cohorts, each hosted by a New Directions Sponsor, and focused on providing a unique environment that facilitates structured testing among participating solution providers. Jointly hosted by ONC and IHE USA, Federated HPD testing. Exact schedule is TBD. The current default is Wednesday and Thursday, January 29 and 30, 2014. If this does not work for solution providers we can also consider Tuesday and Wednesday, January 28 and 29, 2014. Solution providers (vendors and organizations) are invited to register for this unique New Directions opportunity. Those who are already registered in the NA Connectathon “Classic” testing track can also participate, at no additional cost. Link for New Directions program registration to be included by Friday December 13. 5. Testing: The NA Connectathon New Directions Program

11. 5. Testing: The NA Connectathon New Directions Program - Pricing Registration by…System Fee*Additional Badge < December 20, 2013 @ 11:59pm ET $250 per system per day$75 per person per day Effective December 21, 2013 $250 per system per day$150 per person per day *includes two (2) complimentary daily badges NA Connectathon Classic Certification New Directions

12. 6. Benefits of Participation Discounts for Connectathon and HIMSS Showcase New Directions Ability to influence and impact an emerging national standard Jump start to providing this functionality to clients and prospects True interoperability proof through the Connectathon and Ability to demonstrate your solution at the HIMSS Interoperability Showcase

13. 7. Roadmap / Timeline MilestoneDate Vendor Product DevelopmentNow Registration for Connectathon New DirectionsAs per the 5. Testing: The NA Connectathon New Directions Program slide Registration for Showcase New DirectionsTBD Support and Preparation (ONC & IHE USA)12/20/2013 – 01/28/2014 ConnectathonWed 01/29 and Thur 01/30/2014 Showcase Setup / PrepSat 02/22 and Sun 02/23/2014 ShowcaseMon 02/24 thru Wed 02/26 2014 Publication in IHE HPD TF SupplementMar – June 2014 Available for Deployment to Customers2014

14. All PD Service Provider System Vendors  Register for NA Connectathon testing before 12/20 (preferred)  High Interest - PD Vendors Currently Registered for IHE HPD in Connectathon Classic EMR System Vendors Using a PD as Part of Their DIRECT Solution  High Interest - EMR Vendors Currently Registered for IHE HPD in Connectathon Classic  Register for NA Connectathon testing Contact Matt Rahn (Matthew.Rahn@hhs.gov) or Alex Lippitt (alippitt@himss.org) in the event of questionsMatthew.Rahn@hhs.govalippitt@himss.org 8. Call for Participation

15. Q+A

16. ONC MSPD project created a solution and vetted with community members in the US to address federation and error handling ONC Solution is available to jump start activities http://modularspecs.siframework.org/Provider+Directories+Artifacts Matthew.rahn@hhs.gov References