HL7 Implementation Guide for CDA Release 2: Consolidated CDA Templates for Clinical Notes, Release 2 – US Realm HL7 Balloting Process August 12, 2013.

HL7 Implementation Guide for CDA Release 2: Consolidated CDA Templates for Clinical Notes,

Release 2 – US Realm

HL7 Balloting Process

August 12, 2013

Meeting Agenda

• Timeline

• Package Contents

• Commenting Process

• Joining Pool/Voting

Timeline

• Aug 8: Post to C-CDA to HL7 List-Serv for review (HL7)*• *Focused review on quality criteria vs. content

criteria• Aug 15: Approval to go to ballot (HL7)• Aug 16: Ballot cycle opens(HL7)

Project ObjectiveUpdate Consolidated CDA Implementation Guide (IG) with:

Transition of Care focus• Consult Note (update)• Referral Note (NEW)• Transfer Summary (NEW)Longitudinal Care Planning Focus• Care Plan (NEW)SMART • Changes to decrease ambiguity in Demographic Data, Results,

Medications, Problems, Vital Signs, Allergies and Smoking StatusErrata fixes and small enhancements • Global corrections as approved by the SDWG committee

Project Timeline

May Jun Jul-Aug 15Aug 16-Sep 16

Sep 17-30 Oct Nov Dec Jan

HL7 Implementation Guide

(IG) Development

Ballot Period

HL7 Ballot Reconciliation

Implementation Artifact

Development

IG Publication

User Group Support for IG

Opportunities to Engage in HL7 Balloting

Ballot Period

Fall 2013 CDA Implementation Guide Ballot Cycle:• Ballot Pool Sign-up: July 25, 2013 through Sept 9,

2013 • Must join the ballot pool before Sept 9.• Ballot Opens: Aug 16, 2013 • Ballot closed: Sept 16, 2013

HL7 Ballot Website: http://www.hl7.org/participate/onlineballoting.cfm?ref=nav

HL7 Ballot Information Page

Hl7 Balloting Home Page

Contains:

• Sept 2013 ballot calendar

• Non-Member balloting participation instructions

• Participation in balloting is available for HL7 Members and Non-Members (any interested party)– For Non-Members, there is a small administrative fee ($50)

to participate

Access the HL7 Ballot WebsiteInstructions and all links needed are on the homepage:

Members and Non-Members must sign in to access the ballot desktop:

Non-Members will need to create a profile to participate

Join the Ballot PoolAfter logging in, you will see a list of the available ballots on your Ballot Desktop:

Select “Join Ballot Pools” from the menu on the right side of the screen:

• Select ballot(s)to join from the left column:

Join the Ballot Pool

Review Ballot Packages• Ballot desktop includes ballot pools that you

joined:

• Understand ballot documents

• Review ballot comment spreadsheet and instructions

Joining Ballot Demo

http://www.hl7.org/participate/onlineballoting.cfm

Comment Spreadsheet

Be specific about location Copy and paste from IG

You don’t have to have proposed wordingbut specificity clarifies

Tell us what you think is wrong or could be better

Be sure to indicate if you want to be present during resolution of any/all comments

Vote Types- Affirmative• Affirmative Vote with Comment- Suggestion (A-S)

– Use this if the committee is to consider a suggestion such as additional background information or justification for a particular solution

• Affirmative Vote with Comment – Typo (A-T) – If the material contains a typo such as misspelled words, enter A-T

• Affirmative Vote with Question (A-Q)

• Affirmative Vote with Comment (A-C)

Vote Types- Affirmative• Examples of affirmative votes:

Vote Types- Negative• Negative Vote with reason, Major (Neg-Mj)

– Use this in the situation where the content of the material is non-functional, incomplete or requires correction before final publication.

– All Neg-Mj votes must be resolved by committee.

• Negative Vote with reason, Minor (Neg-Mi)– Use this when the comment needs to be resolved, but is

not as significant as a negative major.

Vote Types- Negative• Examples of negative votes:

Cast Your Vote

• Cast your overall vote• Affirmative votes must have comments of an affirmative nature

(Comment, Suggestion, Typo or Questions)• Negative votes must have one or more negative comments

(Negative Vote with Reason – Major or Minor)

• Attach the comment spreadsheet

• Submit your comments by the ballot close date: Monday, Sept 16, 2013

• Select the “Vote” tab:

Following the Comment Period• Reconciliation:

– Starts during the working group meeting (Sept 22-27)– Continues during scheduled conference calls

• Overall committee vote– Incorporate changes and publish– Incorporate changes and back to ballot– Withdrawal of negatives

Questions/Discussion