Beacon Community Program Build and Strengthen – Improve – Test innovation

1. Beacon Community ProgramBuild and Strengthen – Improve – Test innovation Beacon-EHR Vendor Full Affinity Group September 20, 2013

2. Today’s Goals • Roll call – Lynda Rowe • Affinity Group Next Steps – How to Sustain the Group After the Beacon Period Closes – Chuck Tryon • Leadership • Facilitation • ONC/CMS Participation • Goals • MU 2 ToC Query/Retrieve Pertinent Questions for ONC/CMS and EHR/HIE Vendors Review – Chuck Tryon/Lynda Rowe • Are these the right questions to move forward? • What are the best next steps to move forward? • What is the ideal forum for these discussions? • Beacon Pilot Updates – Lynda Rowe/Beacon Communities • Wrap Up/Next Steps – Chuck Tryon/Adele Allison

3. MU 2 ToC Numerator Denominator Questions for ONC/CMS • 1. Will the CHPL list out what certifications and types of transports each Vendor is certified in? • Paul Tuten –Yes • 2. In the following scenario, how do we count the referral: Provider A refers a patient to provider B, provider B receives the referral order but cannot accept the patient for any number of reasons. The patient is referred then to provider C by provider A, provider C receives and accepts the referral, and ultimately treats the patient. Does this referral count twice in the numerator and denominator for provider A since each referral was sent and received in the specified manner, even though the patient was not seen by provider B? • 3. Would a referral count that was sent from Provider A to a specific provider (B), but provider B was not able to treat the patient, so the referral was forwarded (by provider B) to another provider (C) which is within the HIE network count in provider A’s numerator? • In other words, if a patient is referred to a specific doctor by their PCP but choose to go to another specialist, who is part of the HIE, and that specialist pulls the most up to date information from the HIE, does this ToC still count in the numerator of the referring PCP? • 4. Can the types of transfers for ToC be better defined? Meaning, do transfers such as from an ICU to an inpatient hospital bed count in the ToC measures? A transition from a PCP to a physical therapist?

4. MU 2 ToC Numerator Denominator Questions for EHR/HIE Vendors • 1. What is the specific data available which can be used for numerator/denominator calculations? • 2. Who will do the numerator/denominator calculation, and when will this calculation occur? • 3. When does a ToC order get calculated in the numerator? When it is placed, or when the ToC is sent to an HIE/another party? • 4. What can your specific EHR/HIE software produce in respect to an audit log? Can you produce an excel spreadsheet listing the ToCs that occurred and when they occurred? Can you intake an excel spreadsheet listing the ToCs and when they occurred? • 5. How do you identify the providers internally? NPID? Proprietary Solution? Tax ID? • How can this identification system be used to help track ToCs made by each specific EP or EH? • 6. How do you identify patients for which a ToC was created? • 7. How do you define who the recipient of a ToC is, and what counts as a ToC as related to MU 2 measures?

5. Possible Pilot Scenarios 1 - 5

6. Possible Pilot Scenarios 6 - 10

7. ToC Measure 2 Query Pull Method for EPs, EHs, and CAHs

8. Numerator Denominator Deep Dive • Deep Dive Numerator/Denominator Calculations • Technical Scenarios and Permutations of eHealth Exchange/Query Retrieve • Push from sender to receiver through eHE/HIE/HISP (no N/D issue) • Push to eHE/HIE/HISP from single provider, only content contributor • Push to eHE/HIE/HISP from single provider – multiple contributors to C-CDA • Push to eHE/HIE/HISP – stored as single document • Push to eHE/HIE/HISP – stored as longitudinal record (multiple providers contribute) • Query by recipient – no electronic notification • Query by recipient – electronic notification from HIE • Requirements from CEHRT for denominator – Measure 1, Measure 2 • Requirements from HIE to be able to calculate eHE/HIE/HISP numerator contribution • Exchange of information between CEHRT and HIE/HIO required for Numerator and Denominator Calculation

9. MU 2 Numerator Denominator Discussion - Questions • How will a CEHRT distinguish a CCD that is tied to the ONC definition of a TOC. For CEHRTs that trigger a CCD to the local exchange based on some trigger event, how will the system determine that a CCD is part of the TOC denominator vs. other reasons (lab data, update registry, immunization, ED discharge without follow-up, etc.) • How will the CEHRT “count” the denominator based on the TOC definition as well as the time frame for reporting the measure • Option 1 – HIE will calculate numerator and denominator (CEHRT passing the denominator) • How will the CEHRT export to an HIE/HIO the patient, sending provider, intended recipient, and date stamp for referral, transition or discharge (or DOS) to an HIE? • What format would be used to provide that to the HIE? • How might the CEHRT time bound denominator information to be sent based on the providers preference for their 90 day reporting period? • The assumption is that if the CEHRT provides this information to the HIE, the HIE could then match to “receipt/view/query” of TOC which would count as the numerator • Option 2 – HIE will send CEHRT the numerator. CEHRT will calculate the measure and will already have documented patient transitions in the denominator • If an HIE/HIO sends to the CEHRT a numerator file, what will be needed at a minimum to count the numerator – how will patient and provider matching happen? • If more than one provider views the TOC as a recipient is there a mechanism to account for that? • What does the CEHRT need for date/time stamp to match to the denominator reporting window? • How will the CEHRT system determine if an EP/EH TOC denominator counts toward more than one sending provider (i.e. in a multi specialty practice both the PCP and a specialist contributed to the CCD that will be sent to the receiver)

10. Wrap Up/Next Steps • Final comments • All attendees • Co-Chairs: Chuck Tryon and Adele Allison • Next steps • Conclusion