1. Data ccess Framework All Hands Community Meeting December 18 th, 2013

2. Meeting Etiquette Remember: If you are not speaking, 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 – Hold = Elevator Music = very frustrated speakers and participants This meeting, like all of our meeting is being recorded – Another reason to keep your phone on mute when not speaking Feel free to use the “Chat” feature for questions, comments or any items you would like the moderator or participants to know. NOTE: This meeting is being recorded and will be posted on the Wikipage, under “Past Meetings” after the meeting From S&I Framework to Participants: Hi everyone: remember to keep your phone on mute 2

3. Agenda TopicEstimated Time General Announcements5 minutes DAF IHE/S&I Joint Work Group Update5 minutes Finalize Targeted DAF In/Out of Scope and Assumptions Sections 15 minutes Introduce and Discuss Pre/Post Conditions, Actors & Roles & Draft User Stories 30 minutes Next Steps/Questions5 minutes 3

4. All Hands Community Meeting Holiday Schedule – We will resume our community meeting on Wednesday, January 8 th 2014! DAF IHE/S&I Joint Work Group – The meeting on Monday, December 23 rd, will be cancelled. All DAF meeting artifacts (presentations, videos and reference materials) can be found by visiting: http://wiki.siframework.org/Data+Access+Framework+Meeting+Ar tifacts. http://wiki.siframework.org/Data+Access+Framework+Meeting+Ar tifacts – All 2013 meeting artifacts will be archived here: http://wiki.siframework.org/Data+Access+Framework+Meeting +Artifacts+2013+Archive. Link will be posted in “Past Meetings” section. http://wiki.siframework.org/Data+Access+Framework+Meeting +Artifacts+2013+Archive General Announcements 4

5. Notional Project Timeline DAF Initiative Kickoff (7/16) Discovery (Use Case 1) S&I Lifecycle (Discovery  Pilot & Evaluation) Today 12/18 September March June 2014 Define Use Case & Functional Requirements Define Use Case & Functional Requirements Sub- Work Group Signifies milestone or deliverable July 2013 November JanuaryMay UC 1 Kickoff (8/14) Project Charter Consented (8/28) UC 2 Kickoff (12/11) UC 1 Consented (12/11) UC 1: Local Data Access: Intra- Organizational Query Pre- Discovery Development of Charter Define Use Case & Functional Requirements Define Use Case & Functional Requirements Implementation (S&I Community) Standards Gap Analysis Harmonize Specifications Technology Evaluations Implementation (DAF/IHE Community) Draft IHE/DAF White Paper (WP) for Review 2/3/14 IHE Vienna Meeting present WP 2/10-2/14 IHE Vienna Meeting present WP 2/10-2/14 IHE Public Comment Meeting 4/28-5/2 DAF IHE/ S&I Joint Work Group Publish WP to PCC Domain Resources Public Comment Period: 60 Day Discovery (Use Case 2) UC 2: Targeted Data Access: Inter- Organizational Query UC 2 Consented (2/5) Draft DAF/IHE White Paper Complete(2/3) IHE DAF White Paper Published

6. Targeted Data ccess Framework December 18 th, 2013

7. Agenda 7 TopicEstimated Time DAF IHE/S&I Joint Work Group Update5 minutes Finalize Targeted DAF In/Out of Scope and Assumptions Sections 15 minutes Introduce and Discuss Pre/Post Conditions, Actors & Roles & Draft User Stories 30 minutes Next Steps/Questions5 minutes

8. DAF IHE/S&I Joint Work Group Update

9. DAF IHE/S&I Joint Work Group 9 Goal: to help support the advancement of the whitepaper to the overall DAF Framework technical solution The meeting on Monday, December 23rd, will be cancelled. December 30 th TBD, any changes will be posted on DAF Wiki homepage. To access meeting materials and to track the project activities, please visit the Standards, Harmonization and Implementation section of the DAF Wikipage located at: http://wiki.siframework.org/DAF+Standards+Harmoni zation+and+Implementation http://wiki.siframework.org/DAF+Standards+Harmoni zation+and+Implementation

10. Targeted DAF Use Case 2 Proposed Timeline 10 Week Target Date All Hands WG Meeting Tasks Community Review & Comments due Monday COB 112/11 Targeted DAF Work Stream Use Case Kick-Off and Introduce In/Out of Scope and Assumptions sections Review: In/Out of Scope and Assumptions sections 212/18 Introduce: Pre/post conditions, Actors and Roles, Generic scenario and User Stories Finalize: In/Out of Scope and Assumptions Review: Pre/Post Conditions, Actors & Roles, Generic Scenario and User Stories 312/25CHRISTMAS HOLIDAY 4 1/1/201 4 NEW YEARS HOLDAY 51/8/14 Review: User Stories Introduce: Activity Diagram, Base Flow and Functional Requirements Finalize: Pre/post conditions, Actors & Roles, Generic Scenario Review: User Stories, Activity Diagram, Base flow and Functional Requirements 61/15/14 Introduce: Sequence Diagram and Dataset Requirements HL7 Meetings (1/18-1/24) Finalize: User Stories, Activity Diagram, Base Flow and Functional Requirements Review: Sequence Diagram and Dataset Requirements 71/22/14Finalize Sequence Diagram and Data RequirementsLaunch Consensus Process (1/22-1/27) 81/29/14Review and Finalize Comments from Consensus ProcessCast consensus vote (1/29-2/3) 92/5/14FINAL CONSENSUS (2/5) 102/12/14 IHE MEETINGS (2/10/14-2/14/14)

11. Targeted DAF Use Case 2 Section Review 11 Note- Below sections will be reviewed within the separate Use Case word document: 1. Finalize the following sections: a.In/Out of Scope b.Assumptions 2. Introduce and review the following sections: a.Pre/Post Conditions b.Actors & Roles c.Generic Scenario d.Draft User Stories

12. Targeted DAF Use Case 2 Workstream The scope of the Targeted Data Access Use Case is to define the requirements for inter-organizational access to individual patient data. The requirements in this use case will focus on the interchange between applications across two trusted healthcare organizations willing to exchange data. The diagram below illustrates the scope within the larger workflow of a user (e.g. Healthcare Professional) accessing patient data from a trusted external healthcare organization. 12

13. Next Steps Provide comments and feedback on the Pre/Post Conditions, Actors & Roles & Draft User Stories for the Targeted DAF use case here.here Attend our next All Hands call on Wednesday, January 8 th, 2014 at 12:00 PM (EST) where we will be: – Continuing to review Pre/Post Conditions, Actors & Roles & Draft User Stories – Introducing and discussing Activity Diagram, Base Flow & Functional Requirements 13

14. Initiative Support Leads For questions, please feel free to contact your support leads: – Initiative Coordinator: John Feikema john.feikema@siframework.orgjohn.feikema@siframework.org – ONC Sponsors: Mera Choi mera.choi@hhs.govmera.choi@hhs.gov – Support Team: Project Management: – Gayathri Jayawardena gayathri.jayawardena@esacinc.comgayathri.jayawardena@esacinc.com Technical Support: – Dragon (Nagesh) Bashyam nagesh.bashyam@drajer.comnagesh.bashyam@drajer.com Use Case Development: – Presha Patel presha.patel@accenture.compresha.patel@accenture.com – Hema Patel hema.patel@accenture.comhema.patel@accenture.com Standards Support: – Angelique Cortez angelique.j.cortez@accenture.comangelique.j.cortez@accenture.com Vocabulary and Terminology Subject Matter Expert: – Mark Roche mrochemd@gmail.commrochemd@gmail.com 14

15. Data Access Framework Resources DAF Wiki Homepage – http://wiki.siframework.org/Data+Access+Framework+Homepage http://wiki.siframework.org/Data+Access+Framework+Homepage Become a Community Member – http://wiki.siframework.org/Data+Access+Framework+Join+the+Initia tive http://wiki.siframework.org/Data+Access+Framework+Join+the+Initia tive DAF Charter – http://wiki.siframework.org/Data+Access+Framework+Charter+and+M embers http://wiki.siframework.org/Data+Access+Framework+Charter+and+M embers Standards and Interoperability(S&I) Framework – http://wiki.siframework.org/Introduction+and+Overview http://wiki.siframework.org/Introduction+and+Overview S & I Calendar of Events – http://wiki.siframework.org/Calendar http://wiki.siframework.org/Calendar 15

16. Appendix B: Additional Use Case Reference Material

17. S&I Community Enabling Toolkit (CET) Use Case Overview 17

18. Previous and Ongoing S&I Use Cases (not a complete list) 18 Use Case Name (including links)Status Data Access FrameworkIn Progress Transitions of CareComplete Lab Results InterfaceComplete Provider Directory - Certificate DiscoveryComplete Provider Directory - Electronic Service Information DiscoveryComplete Query HealthComplete Data Segmentation for PrivacyComplete esMD - PPA Provider Registration (UC 1)Complete esMD - Secure sending and Structure of eMDR (UC 2)Complete esMD - Author of Record Level 1Complete Lab Orders InterfaceComplete Lab Orders Interface - eDOSComplete Health eDecisions CDS Artifact Sharing UC 1Complete Health eDecisions CDS Guidance Service UC 2Complete Structured Data CaptureComplete Longitudinal Coordination of CareComplete Public Health ReportingComplete Automate Blue Button InitiativeComplete Prescription Drug Monitoring ProgramComplete esMD – Author of Record Level 2Complete