1. PeerPlace Networks LLC 1 November 12, 2015

2. Agenda Introduction Goal of Pilot Tier Piloting Activity to Pilot Role of PeerPlace in the pilot Standards and Technologies Under Consideration Logistics Ecosystem Defining Success Resources/References

3. Introduction: Pilot Team NameRoleEmail Eric FreySenior Analystefrey@peerplace.com Steve VogtProject Managersvogt@peerplace.com Katie ThomasProject Coordinator/Traine r kthomas@peerplace.com Chris DeweyCIOcdewey@peerplace.com Mark MaimoneSenior Architectmmaimone@peerplace.com Paul BrunswickSolution Development pbrunswick@peerplace.com

4. Introduction: Organization Eric Frey Senior Partner, PeerPlace Networks LLC PeerPlace is a software system that supports collaboration among organizations that deliver long-term services and supports The strength of the PeerPlace platform is connecting multiple agencies together across a community of interest, allowing them to collaborate and share information in a secure web-based system.

5. Pilot Introduction: Business Drivers Providing Communities of Interest (COI’s) workflow systems that enable sharing information Welcome Kit Engagement Process Use Cases: –Custom Workflow Configurations –System Interfaces –Business Analytics –SSAE16 Security Compliance 5

6. Goals of the Pilot User Story 1 Case Management

7. User Story 2 7 Case Management Service Providers

8. Pilot Workflow User Story 1 – IA Record Pre-screening Form - Track Services Prior to Enrollment, Risk Assessments (i.e. PHQ, GAD7), Risk Stratification, View History – Case File Case Monitor, Assessment Tools, Care Plan Tools (Goals, Objectives & Service Authorizations) User Story 2 – Case File On-Line Provider Search & Referrals, Care Plan Changes, Case Management – Provider Portal Referral Queue, Care Plan Access & Changes, Service Tracking 8

9. Which Tier are you piloting? Focus will be on Tier 2 in Round 1 Tier 3 in later Rounds

10. What are you intending to pilot The Following Apply: – Create Plan – Approve/Authorize Plan/Services – Access, View, Review Plan – Update Plan Have you identified a Service provider with which to work, if so who? No Do you know which sub-domains from the FR document will you pilot? Any of the Domains Desired by Partner Site

11. What role do you play in the pilot PeerPlace will Support the Following Roles in a Pilot as Technology Vendor: CB-LTSS Provider Clinical and Institutional based provider Eligibility Determination Form Submitter eLTSS plan developer eLTSS plan facilitator/steward LTSS/case management info LTSS/Service Provider System

12. Standards Under Consideration: Tier 2: – HL7 v.2,3 – CCDA Tier 3: – HL7 v.2,3 – E.g. CCDA

13. Pilot Logistics: Timeline – (April 2016 is end date for round one pilots) : – Identification of Partners/Providers- November 2015 – Kick off: December 2015 – JAD Sessions: December/January 2016 – Completion of RTM: January/February 2016 – Completion of Pilots: April 2016 Challenges: – Finding partner willing to pilot; – Availability of technical staff; – Provider participation

14. Pilot Ecosystem Current: Single Agencies, Multi-Service Providers Lead Agencies, Provider Network of Multiple Agencies Area Agencies on Aging, Direct Services and/or Provider Network of Contracted Agencies State Units on Aging, Contracted State-Wide Network of Area Agencies on Aging Regional Health Information Organizations (RHIO’s) Desired: Expanded Use of RHIO’s (Structured Data Standards) Healthcare Systems Managed Care Organizations Health Homes & DSRIP/PPS’s. Service Provider Customers – Home & Community Based Service Providers:

15. How do you define success Establish Pilot Agencies to Participate in Initial Network (CM & Providers) Identify Domains to include in Pilot Care Plan Implement all Forms and Reports for Pilot Care Plan Enable Security and Sharing Protocols for Case Management Collaboration with Service Providers Identify Partners for Future Interfaces (State Eligibility, Payer, EHR & Beneficiary Systems), with involvement in Initial Pilot Project for Planning Purposes

16. Helpful References State-Level No Wrong Door Deployments State-Level Health Information Exchange Deployments State Level Conflict-Free Case Management