Data Access Framework All Hands Community Meeting

1. Data Access Framework All Hands Community Meeting December 11th, 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. From S&I Framework to Participants: Hi everyone: remember to keep your phone on mute  NOTE: This meeting is being recorded and will be posted on the Wikipage, under “Past Meetings” after the meeting

3. Agenda

4. General Announcements • Consensus Update • Yes (4) • Yes w/comments (3) • Formal Objection with comments (0) • Abstain (0) • All Hands Community Meeting Holiday Schedule • Wednesday, December 18th (Regular Schedule) • Wednesday, December 25th(Cancelled) • Wednesday, January 1st(Cancelled) • Wednesday, January 8th (Regular Schedule) • All DAF meeting artifacts (presentations, videos and reference materials) can be found by visiting: http://wiki.siframework.org/Data+Access+Framework+Meeting+Artifacts

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

6. Local Data Access Framework Use Case December 11th, 2013

7. Agenda

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

9. DAF IHE/S&I Joint Work Group • Goal: to help support the advancement of the whitepaper to the overall DAF Framework technical solution • Reoccurring every Monday at 10:00 am (EST) • 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+Harmonization+and+Implementation

10. DAF IHE/S&I Joint Work Group • To join IHE as a member, visit: http://www.ihe.net/Join_IHE_Application/ IHE/S&I Joint DAF Technical Workgroup Dial In Information: Every week on Monday at 10:00AM EST [IHE International PCC Domain] Data Access Framework (DAF) Disc. Call Meeting Number: 921 745 495 Meeting Password: meeting ------------------------------------------------------- To join this meeting ------------------------------------------------------- 1. Go to https://himss.webex.com/himss/j.php?J=921745495&PW=NYjU3ODhkOGM1 2. Enter the meeting password: meeting 3. Click "Join Now". 4. Follow the instructions that appear on your screen to join the teleconference. ------------------------------------------------------- To only join the teleconference ------------------------------------------------------- To receive a call back, provide your phone number when you join the meeting, or call the number below and enter the access code. Call-in toll-free number (US/Canada): 1-866-469-3239 Call-in toll number (US/Canada): 1-650-429-3300 Access code:921 745 495

11. Proposed Use Case Development Timeline

12. Local DAF Use Case 1 Section Review • Discuss and review comments from consensus voting • Conduct consensus round robin to gather final votes and comments for Local DAF Use Case 1

13. Local DAF Use Case 1Voting Options • Yes • A Yes vote does not necessarily mean that the deliverable is the ideal one from the perspective of the Initiative Member, but that it is better to move forward than to block the deliverable. • Yes with comments • If a Consensus Process attracts significant comments (through Yes with comment votes), it is expected that the comments be addressed in a future revision of the deliverable. • Formal Objection with comments • Indicating a path to address the objection in a way that meets the known concerns of other members of the Community of Interest. Should a Consensus Process attract even one "Formal Objection" vote with comments from an Initiative Member, the deliverable must be revised to address the "Formal Objection" vote (unless an exceptional process is declared). "Formal Objection" vote without such comments will be considered Abstain votes. • Abstain (decline to vote) NOTE: Only one vote will be counted per committed organization no matter how many individuals from that organization are committed members. If committed members of an organization have conflicting votes, those votes will need to be reconciled to the vote that best represents the committed organization. For example, if one member of ACME Corp. votes "Yes (with comment)" another member from ACME Corp. cannot vote "Object (with comment)." Since ACME Corp. gets one vote per organization the member's votes would need to be reconciled to one vote.

14. Targeted Data Access Framework Use Case December 11th, 2013

15. Targeted DAF Use Case 2Proposed Use Case Development Timeline

16. Targeted DAF Use Case 2 Section Review Note- Below sections will be reviewed within the separate Use Case word document: 1. Review the following sections for the Targeted DAF Use Case: • In/Out of Scope • Assumptions

17. DAF Scope Current Focus: Targeted Data Access Data AccessFramework Local Access via Intra-Organization Query (Complete) Multiple Data Source Access via Distributed Query (Query Health) – Completed Initiative Targeted Access via Inter-Organization Query (In Progress) • Create and disseminate queries to external • organization • Query Structure Layer • Transport Layer • Authentication/Authorization Layer • Receive standardized responses from external orgs • Query Results Layer • Create and disseminate queries to multiple orgs • Governed by a network • Receive aggregated or de-identified responses • Focus on Information Model for the network and • leverage standards from earlier phases. • Create and disseminate queries internal to • organization • Query Structure Layer • APIs • Receive standardized responses • Query Results Layer Organization X Organization Y Data Source Data Source Data Source Organization X Query Request Query Response Standards based approach to enable access at all levels: Local, Targeted, and Distributed Note: An organization can be a hospital that is part of a larger organization and can also include HIEs, RIOs, other types of organizations etc.

18. 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.

19. Next Steps • Provide comments and feedback on the In/Out of Scope & Assumption sections for the Targeted DAF use case here. • Attend our next All Hands call on Wednesday 12/18 12:00 PM EST where we will be: • Finalizing In/Out of Scope & Assumptions Sections • Introducing and discussing Pre/Post Conditions & User Stories

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

21. Data Access Framework 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

22. Appendix B: Additional Use Case Reference Material

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

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