1. Joint Exchange / Interop Work Group Test Workgroup Joe Lamy/Judith Hutman/Eric Heflin Sept 19, 2012

2. Roll 2 NameOrganizationRepresentation Nick VanDuyneNYeC State Ivan HandlerIL John DonnellyNJTask Group Co-Chair - IWG Marty PrahlSSA Federal agency Dennis Peterson, Curtus Browning, Elaine Hunolt, Taimur Aslam, Willie Singletary, Monica VanDykeVHA Kevin BradyNIST David Tao, Dan HuberSiemens EHR Vendor Dave Cassel, Rob KlootwykEpic Bill Howard, Charles ParisotGE Jeff Cunningham, Tim DunningtonICA HIE vendor Mike LaRoccaIntersystems Vladi Reznikov, Jennifer PuyenbroekCONNECT Matt Bell, Tom Wilson, Kathy LinAxolotl Teddy GedamuMedfx Melissa OwensMarshfield ClinicHealth System Steve LeightyMedVirginia Regional HIE Brian Bonnington, Dave Trepanier, Dave Smith, Steve MichaelIHIE Anuj DesaiInterop WG Eric HeflinTHSATask Group Co-Chair - Exchange Mariann YeagerExchange Ed O'Connor, Judith HutmanNitorONC Testing Contractor Dennis Wilson, Alisa Ray, Sue Rieber CCHIT ATCBs and Testing SMEs Jim St. Clair IHE USA Amit Trivedi, Kevin Brown, Michella Knighton ICSA Labs Traci Mapps SLI Global Solutions Kyle Meadors, Timothy Bennett Drummond Group Milton Padilla, Steve Wilson, Mark Shin, Doublas Biggs, Les Biggs InfoGuard

3. Roll Call – Cayla Announcements – Eric Pilot Results Review – Eric Direct Harmonized Artifacts Intro – Joe/Judith Direct Optionality Discussion – Joe/Eric Open Discussion on Direction Optionality – All Direct Cert Discovery Review/Head’s Up – Judith Wrap Up/Schedule Review - Eric Agenda 3

4. Announcements Eric Heflin

5. Harmonized PD/QD/RD/MP/AF (aka Patient Record Lookup) Tests Were Ratified Last Week http://exchange-iwg.wikispaces.com/Test+Artifacts+Harmonization Pilot is complete (just for the pre-pilot process!) Received good feedback on the checklist and overall process and limited feedback on test cases Announcements 5

6. Pilot Results Eric Heflin

7. Harmonization Phases Phase 1 – SOAP Query/Retrieve Phase 2 – Direct Send/Receive Phase 3 – Secondary Methods, Service Discovery, & Provider Directories Parent Use Cases (Done) Test Case harmonization (Done) Tests: Mess & Auth Framework (Done) Tests: Patient Discovery (XCPD, PIX, PDQ), Query for Documents, Retrieve Documents (Done) Test Execution Guides (Done) Parent Use Cases Test Case harmonization Tests: Direct Applicability Statement (Done) Tests: Direct XDM/XDR-Bridge (Done) Tests: Direct Certificate Discovery (Done) Test Execution Guide Parent Use Cases Test case harmonization Tests: Web Services Registry (Done) Tests: HPD+ Tests: Document Submission (Done) Tests: Administrative Distribution (Done) Test Execution Guides Unified Test Process – Has Been Proposed

8. Timeline 8

9. Basic Tests Coverage 9

10. All Tests Coverage 10

11. BIG THANKS to Pilot Participants! Send your Logo/Text for the Healtheway web site!

12. Direct Harmonized Artifacts Intro Joe Lamy/Judith Hutman

13. Overview Check Lists Drill Down One representative example Test Cases Drill Down One representative example Our “Ask” Direct Harmonized Artifacts Introduction 13

14. Direct Optionality Discussion Joe Lamy/Eric Heflin

15. Encoding Content types Signature algorithms (level of encryption) Use of XDM zip files XD* (conversion) Optional additional wrapping of internal message (RFC822) Possible Approaches Establish a base? Require more robust capabilities for receiver and strict for sender? Other? Optional Direct Features 15

16. ‘round-the-room Will it cause Direct interop challenges if we DO NOT nail- down the prior optionality? Will it be viable for Direct tests to have the approach of “send strictly and accept broadly”

17. Direct Cert Discovery Review/Head’s Up Judith Hutman

18. Open Discussion

19. RFP released — July 2nd Questions received by 6 organizations Answers distributed — July 13th Bids due — July 20th Evaluating Expected award — “Any day now” Contract start — TBD Schedule Review 19 We are here (running late)