Data Access Framework (DAF) All Community Meeting October 23rd, 2013.

Data Access Framework (DAF) All Community

Meeting October 23rd, 2013

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 Meeting Minutes Wiki page after

the meeting

From S&I Framework to Participants:Hi everyone: remember to keep your phone on mute

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Agenda

Topic Time Allotted

General Announcements 5 minutes

Timeline discussion 5 minutes

Review IHE Submission of DAF project 5 minutes

Review what we have accomplished and what we need to do 5 minutes

Discuss Patient Portability User Story 10 minutes

Continue Discussion of User Stories 25 minutes

Next Steps/Questions 5 minutes

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General Announcements• We are resuming our DAF meetings as planned going

forward– We meet every Wednesday from 12:00 -1:00 pm ET

• For meeting details see the DAF wiki page at: http://wiki.siframework.org/Data+Access+Framework+Homepage

• All DAF Materials are posted on the DAF (video of meetings, materials, reference materials from the meeting)– http://

wiki.siframework.org/Data+Access+Framework+Meeting+Artifacts

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S&I Framework Phases & Data Access Framework Activities

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We are Here

Notional Project Timeline

Kick-off (7/16)Pre-Discovery,

Call for Participation

Jan 2014

Nov

Discovery

S&I Lifecycle(Discovery Pilot & Evaluation)

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July 2013 Sept

Implementation

Define Use Case & Functional Requirements

Standards Gap Analysis

Harmonized Specifications

Use Case 1 Consented 11/20

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Discovery

Define Use Case & Functional Requirements

Charter Review & Consensus

Today 10/23

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User Story SWG (8/29)

Meetings cancelled due to HL7 and Govt.

Shutdown

Local Data Access Framework Use Case

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October 23rd, 2013

Today’s Agenda:

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Discussion Topic Estimated Time

• Timeline Check 1 minute

• Update on Standards Development Organization Engagement – HL7 & IHE

5 minutes

• Initiative and Use Case Recap (as of 9/18 meeting) 10 minutes

• Inclusion of User Story 3 – Patient Portability 10 minutes

• Continue Use Case Discussion 20 minutes

• Next Steps 4 minutes

Proposed Use Case Development Timeline

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Week Target Date All Hands WG Meeting Tasks Review & Comments

due Monday COB

1 8/14 Use Case Kick-Off & UC Process Overview Review: In/Out of Scope and Assumptions sections

2 8/21 Review: In/Out of Scope and Assumptions Review: In/Out of Scope and Assumptions Review: In/Out of Scope and Assumptions

Sections, User Stories

3 8/28Review: In/Out of Scope and Assumptions, Context Diagram, User Stories

Finalize: In/Out of Scope and Assumptions, Context DiagramReview: Pre/Post Conditions

Review: User Stories, Context Diagram, Pre/Post ConditionsNote- Separate User Story SWG will launch on 8/29

4 9/4 Review: Pre/Post Conditions, Actor and Roles

Review: Pre and Post Conditions and Actors & Roles

Review: User Stories, Pre/Post Conditions, Base Flow and Activity Diagram

5 9/11 Review: Activity Diagram and Base Flow

Review: Base Flow, Activity DiagramFinalize: Pre and Post Conditions and Actors & Roles

Review: Activity Diagram, Base Flow and Functional Requirements

6 9/18 Functional Requirements,Sequence Diagram

Finalize: User StoriesReview: Functional Requirements, Sequence Diagram

Review: Functional Requirements, Sequence Diagram

9/25- 10/16 Meetings cancelled due to HL7 WGM & Govt. Shutdown

7 10/23Use Case Recap, Review of editorial updates,Data Requirements

Finalize: Functional Requirements, Sequence Diagram Review: Data Requirements

8 10/30 Data Requirements Finalize: Data Requirements Review: Data Requirements

9 11/6 Full Review & Finalize Data Requirements End-to-End Review (11/6-11/12)

10 11/13 End-to-End Comments Review End-to-End Review comments due 11/11

11 11/20 Consensus Voting 11/20– 11/27 Cast consensus vote

FINAL CONSENSUS completed prior to 11/27 (Thanksgiving )

SDO Engagement

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1. HL7 Workgroup Meeting - September 23rd-27th

• Informative presentations about DAF to various workgroups to spread awareness of this initiative

2. IHE Planning Meetings – October 8th – 9th

• DAF was presented as a project at IHE Planning committee• Proposal accepted by Patient Care Coordination (PCC)

committee to develop a white paper that provides guidance on the DAF Framework. Further collaboration with IHE will be conducted to determine next steps

3. Conduct additional outreach and engagement with SDOs

Local Data Access Use Case Quick Recap

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As of the 9/18 meeting, the following sections had been reviewed• Generic Scenario*• Generic Assumptions• Generic Pre & Post conditions*• User Stories – Finalized 2 User Stories for inclusion

– Patient Level Document Metadata based access • A Provider accesses clinical summary documents on an ad hoc basis for a new

diabetic patient with documented poor glucose control – Patient Level - Data Element based access

• Physician referral to Endocrinologist within the same organization using different EHRs with system alerts for patient protected information

• Activity diagram & Base flow*• Began initial discussions on the Functional Requirements

Note* – Sections noted with an asterisk above have been updated with feedback and will be reviewed today

Local Data Access Use Case Quick Recap (cont.)

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Sections to be further discussed in the next few weeks• New User Story ( Patient Portability)• Draft Functional Requirements

– Information Interchange, System Requirements, & Sequence Diagram• Draft Data Requirements for the following

– Document Metadata based access – Querying for document metadata– Data Element based access – Querying for specific clinical value(s)

Patient Portability User Story (#3)

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A provider needs to access information for one of his patients’ who recently moved to a new state and that has a new care team.  A patient is moving from Michigan to Florida for retirement. The patient has diabetes and has also undergone multiple open heart surgeries to correct irregular heartbeats and other ailments related to the heart. His new care team in Florida is preparing for an initial visit and has requested the patient to retrieve his medical history from as many sources as possible. The patient approaches the Michigan hospital, the PCP and the cardiologist office who are part of the current care team and where he has received treatment before. He requests each one to provide his medical records (clinical documents) to date. The providers query each of their local EHR systems to obtain the clinical documents, requested by the patient. Now that the patient has all necessary records, he can carry them with him on his initial visit to a new care team in Florida.

Use Case Discussion

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• Refer to Use Case document for discussion

Next Steps

• Attend our next All Hands call on Wednesday 10/30 12:00 PM EST to continue our discussion from today with Functional and Data Requirements

• The latest Use Case document will be posted to the wiki by COB Thursday for your reviews http://wiki.siframework.org/Use+Case+1+Local+Data+Access

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Initiative Support Leads

• For questions, please feel free to contact your support leads:

– Initiative Coordinator: John Feikema [email protected]– ONC Sponsors: Mera Choi [email protected]– Support Team:

• Project Management: – Jamie Parker [email protected]

• Technical Support: – Dragon (Nagesh) Bashyam [email protected]

• Use Case Development: – Presha Patel [email protected]

• Vocabulary and Terminology Subject Matter Expert: – Mark Roche [email protected]

• Project Support– Gayathri Jayawardena [email protected]

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Data Access Framework (DAF) Resources• DAF Wiki Homepage

– http://wiki.siframework.org/Data+Access+Framework+Homepage

• Become a Community Member– http://

wiki.siframework.org/Data+Access+Framework+Join+the+Initiative

• DAF Charter– http://

wiki.siframework.org/Data+Access+Framework+Charter+and+Members

• Standards and Interoperability(S&I) Framework– http://wiki.siframework.org/Introduction+and+Overview

• S & I Calendar of Events– http://wiki.siframework.org/Calendar

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Appendix B: Additional Use Case Reference Material

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

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Some Previous and Ongoing S&I Use Cases (not a complete list)

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Use Case Name (including links) StatusData Access Framework In ProgressTransitions of Care CompleteLab Results Interface CompleteProvider Directory - Certificate Discovery CompleteProvider Directory - Electronic Service Information Discovery CompleteQuery Health CompleteData Segmentation for Privacy CompleteesMD - PPA Provider Registration (UC 1) CompleteesMD - Secure sending and Structure of eMDR (UC 2) CompleteesMD - Author of Record Level 1 CompleteLab Orders Interface CompleteLab Orders Interface - eDOS CompleteHealth eDecisions CDS Artifact Sharing UC 1 CompleteHealth eDecisions CDS Guidance Service UC 2 CompleteStructured Data Capture CompleteLongitudinal Coordination of Care CompletePublic Health Reporting CompleteAutomate Blue Button Initiative CompletePrescription Drug Monitoring Program CompleteesMD – Author of Record Level 2 Complete