Structured Data Capture (SDC) All Hands Meeting

1. Structured Data Capture (SDC)All Hands Meeting March 21, 2013

2. Meeting Etiquette From S&I Framework to Participants: Hi everyone: remember to keep your phone on mute  All Panelists • Remember: If you are not speaking, please 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 = frustrated speakers and participants • This meeting is being recorded • Another reason to keep your phone on mute when not speaking • Use the “Chat” feature for questions, comments and items you would like the moderator or other participants to know. • Send comments to All Panelists so they can be addressed publically in the chat, or discussed in the meeting (as appropriate).

3. Agenda

4. Meeting Reminders & Announcements Please check the meeting schedule weekly as the meeting link and call in numbers will change. • Structured Data Capture (SDC) Initiative holds weekly community meetings on Thursdays at 3:25 pm EST. • Next meeting is scheduled for March 28, 2013 from 3:25 pm – 5:00 pm Eastern. • Please see the SDC Wiki Page for meeting information • http://wiki.siframework.org/Structured+Data+Capture+Initiative

5. All Hands Meetings Extended • Spring Concert Series will kickoff March 28, 2013 • Demonstrations by SDC relevant community members and stakeholders • All Hands Meetings will be extended by ½ hour to accommodate these presentations. • 3:25 to 4:30 pm Eastern: All Hands Community Working Meeting • 4:30 to 5:00 pm Eastern: Scheduled Presentation • Upcoming Presentations • 28MAR13: Purple Button Challenge Award winner, Team90/ KBSuite (confirmed) • 04APR13: ASTER-D Presentation (confirmed) • 11APR13: Candidate Standards Presentation (confirmed)

6. SDC Project CharterConsensus Is Complete! • The final version of the Project Charter has been made available on the SDC Wiki. • http://wiki.siframework.org/Structured+Data+Capture+Charter+and+Members • Final Vote Count • Yes [10] • Yes (with comments) [9] • Abstain [0] • Object [0] • Thank you to everyone who voted and commented.

7. Structured Data Capture (SDC) Initiative:Proposed Standards & Harmonization WGs and Timeline Dec ‘12 Jan ‘13 Feb ‘13 Mar ‘13 Apr ‘13 May ‘13 Jun ‘13 Jul ‘13 Aug ‘13 Sept ‘13 Initiative Kick Off: 1/23/13 Pilots & Testing Pilots & Evaluation after September Use Case & Functional Requirements Pre-Planning Evaluation Standards & Harmonization Pre-Discovery SDC All-Hands WG Use Case WG Standards & Harmonization WG Form SWG - (1) CDE Standard - (2) Structure Standard Standards SWG - (3) EHR Interaction Standard - (4) Auto-populate standard Technical Work stream Common Formats SWG… AHRQ Lead Content Work stream PCOR Content SWG… NLM Lead

8. Structured Data Capture InitiativeProposed Use Case & Functional Requirements Development Timeline

9. SDC Use Case Approach Use Case Scope • The full diagram below highlights an overall picture of the full SDC workflow • The SDC Use Case itself will only focus on generic functionality outlined below and the exchanges in scope for standardization

10. Use Case Outline • 10.0 Scenario: Generic Provider Workflow • 10.1 User Story 1, 2, x, … • 10.2 Activity Diagram • 10.2.1 Base Flow • 10.2.2 Alternate Flow • 10.3 Functional Requirements • 10.3.1 Information Interchange Requirements • 10.3.2 System Requirements • 10.4 Sequence Diagram • 11.0 Dataset Requirements • 12.0 Risks, Issues and Obstacles • Appendices • Related Use Cases • Previous Work Efforts • References • 1.0 Preface and Introduction** • 2.0 Initiative Overview • 2.1 Initiative Challenge Statement** • 3.0 Use Case Scope • 3.1 Background** • 3.2 In Scope • 3.2 Out of Scope • 3.3 Stakeholders** • 4.0 Value Statement** • 5.0 Use Case Assumptions • 6.0 Pre-Conditions • 7.0 Post Conditions • 8.0 Actors and Roles • 9.0 Use Case Diagram ** Leverage content from Charter

11. Status of current Use Case draft sections • 9.0 Context Diagram:Complete draft • 5.0 Assumptions: Complete draft • 10.1 User Stories: One comment to dispose today • 8.0 Actors & Roles: Review today • 6.0 Pre/ 7.0 Post Conditions: Review today

12. SDC Use Case Context DiagramComplete draft EHR System I. Requests Form/Template II. Requests Form/Template Provider III. Sends Form/Template IV. Displays Form/Template V. Inputs Form /Template Data VI. Sends Form /Template Data External Data Form/Template Repository Repository 9.0 Use Case Diagram Section Description:This section conceptually represents the Business Actors interacting with the Use Case and the User Stories. These diagrams characterize the types of interactions that an actor has with a specific system. The section can include a Use Case Diagram and, if applicable, a Context Diagram.

13. SDC Use Case AssumptionsComplete draft 5.0 Use Case Assumptions Section Description: The Use Case Assumptions section outlines what needs to be in place to meet or realize the requirements of the Use Case (i.e. the necessary privacy and security framework). These points are more functional in nature and state the broad overarching concepts related to the Initiative. The Use Case assumptions will serve as a starting point for subsequent harmonization activities. Assumptions are separate than Pre & Post conditions, which are addressed in subsequent sections and focus on the necessary state of the system before & after the exchange from a technical perspective. • The Provider shall have an EHR system in place. • The Provider has an understanding of available forms/templates to choose from. • The Provider knows how to select the necessary form/template to be completed. • The CDE / Form / Template Development process has been defined & standardized. • The External Data Repository exists and is available to store cached and saved data • Only appropriate End Users will have access to extract stored data in External Data Repository. • Security and privacy policies to support acceptable levels of patient privacy and security; i.e., HIPAA, HITECH and EHR certification criteria have been implemented. • The necessary access and entry authorization protocols, for any of the systems or users described, are in place • Ensure relevant clinical form/template information can be accessed and retrieved in the SDC structure format

14. SDC Use Case User StoriesComment disposition - Word doc

15. SDC Use Case Actors & RolesReview & finalize draft - Word doc

16. SDC Use Case Pre/Post ConditionsReview & finalize draft - Word doc

17. Discussion: potential Scenarios A B

18. Next Steps • HOMEWORK • Provide comments to finalize User stories & all posted content on wiki • http://wiki.siframework.org/Structured+Data+Capture+Use+Case+Comments • Next Work Group Meeting • Next Meeting is Thursday, March 28, 2013 from 3:30pm – 5:00pm Eastern • http://wiki.siframework.org/Structured+Data+Capture+Initiative • Reminder: All SDC Announcements, Meeting Schedules, Agendas, Minutes, Reference Materials, Use Case, Project Charter and general information will be posted on the SDC Wiki page • http://wiki.siframework.org/Structured+Data+Capture+Initiative

19. Contact Information • For questions, please contact your support leads • Initiative Coordinator: Evelyn Gallego (evelyn.gallego@siframework.org) • Project Manager: Jenny Brush (jenny.brush@esacinc.com) • PM Support: Zachary May (zachary.may@esacinc.com) • Use Case/Requirements Lead: Jennifer Sisto (jennifer.t.sisto@accenturefederal.com) • Standards Development Lead: Caryn Just (caryn.k.just@accenturefederal.com)