Data Access Framework (DAF) All Community Meeting

1. Data Access Framework (DAF) All Community Meeting August 28th, 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 Meeting Minutes Wiki page after the meeting

3. Agenda

4. General Announcements • We reached Consensus on the Project Charter • We are launching the Use Case subwork group starting this Thursday (tomorrow) August 29th, 2013 from 1-2 pm EST • Meeting details can be found on the DAF wiki homepage: 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

5. S&I Framework Phases & Data Access Framework Activities We are Here

6. Notional Project Timeline S&I Lifecycle (Discovery  Pilot & Evaluation) Today 8/28 Jan 2014 July 2013 Sept Nov Pre-Discovery, Call for Participation Kick-off (7/16) Use Case 1 Consented 10/29 Technical Project Outline (11/14) UC 1: Local Data Access: Intra-Organizational Query Discovery Implementation Define Use Case & Functional Requirements Harmonized Specifications Standards Gap Analysis Charter Review & Consensus Technology Evaluations Local Data Access User Story SWG (8/29) Use Case 2 Consented 11/29 UC 2: Targeted Data Access: Inter-Organizational Query Implementation Discovery Define Use Case & Functional Requirements Standards Gap Analysis 6

7. Project Charter consented!!!! • We have successfully reached our first milestone: • Consensus on the Project Charter • Updating Charter with final comments received during consensus voting • Final charter and comments will be posted by August 30th, 2013

8. Local Data Access Framework (LDAF)Use Case August 28, 2013 8

9. Today’s Agenda:

10. DAF Scope – Current focus: Local Data Access Data AccessFramework Local Access via Intra-Organization Query Multiple Data Source Access via Distributed Query (Query Health) – Completed Initiative Targeted Access via Inter-Organization Query • 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 larger organization and can also include HIEs, RIOs, other types of organizations etc.

11. DAF - Local Data Access Workstream via Intra-Organizational Query Local Data Access Workstream Generic Scenario Example: A business user uses a query requesting application to access data from a query responding application within the same local Health IT system. The query responding application gathers the appropriate requested data and returns in the requested format to the query requesting application. Health Organization LDAF Scope Local Health IT System Pre-Step: Local Provider Enters Query 1. Sends: Data Query Query Requesting Application Query Responding Application API Requested information returned 2. Receives: Patient(s) Data or Document 11

12. Proposed Use Case Development Timeline

13. Local Data Access Use Case Section Review 1. Review the Local Data Access Framework: • In Scope (continue review from last week) • Out of Scope • Assumptions 2. Begin discussing Local Data Access draft User Stories 3. Introduce Pre and Post Conditions

14. SWG Goals & Objectives • Goal: • The goal of the Local Data Access User Story sub workgroup is to develop and prioritize real world examples best capturing the need for local data access. • Objectives: • Identify and prioritize user stories to support LDAF • Present final and selected user stories to the larger DAF community

15. DAF User Story SWG Schedule • Week 1- Thursday August 29th, 2013: Review User Story content on DAF Wiki page; potentially identify new user stories • Week 2- Thursday September 5th, 2013: Review updated/new User Stories and prioritize for inclusion in LDAF • Week 3 - • Wednesday September 11th, 2013: Present recommendations to the larger DAF community during All Hands • Thursday September 12th, 2013: Incorporate community feedback • Week 4Wednesday September 18th, 2013: Present final recommendations on select User Stories to the community Call for Participation email sent on 8/27

16. LDAF Sample User Story (Author - Rebecca Coelius, MD) User Story 1: Analytics Scenario where a primary care physician (PCP) is using Analytics Tool to access data in order to understand severity of illness in patient population within organization A primary care physician has a patient panel with a significant number of patients with cardiovascular disease and diabetes. She would like to use an analytics tool to break down cohorts of patients with mild, moderate, and severe disease, to determine who is missing recommended preventive and disease management services such as lab checks and diabetic foot exams, and highlight within these cohorts who has the most rapidly progressive disease over the past 5 years. She will also use the analytics on patients missing preventive and disease management services and those with the most rapidly progressive disease to allocate high priority clinic appointments. To run her third party software analysis tool (a function that is not currently provided in her EHR or exists but does not sufficiently meet her needs with respect to the types of questions she can design and ask), she needs to identify her diabetic and cardiovascular disease patients over the past 5 years, and retrieve the data that is relevant to the care these patients received. This includes data such as patient age, sex, weight, blood pressure, diagnoses, and dates of lab tests such as Hemoglobin A1c, lipid panels, etc. for each patient during that time period. The primary care physician envisions using DAF to access the required data for all patients using standards so that it enables the use of the third party analytics application. The use of DAF and its related standards will help individual and small practice providers to avoid custom solutions and its related costs. Wiki Page - http://wiki.siframework.org/Use+Case+1+Local+Data+Access+User+Stories

17. Next Steps • Join us for the Local Data Access User Story Sub Workgroup call tomorrow August 29th, 2013 from 1:00 PM-2:00 PM (EST) • Attend our next session on Wednesday 09/04 at 12:00 PM EST to discuss... • Defining Actors and Roles • Local Data Access User Stories

18. 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: • Jamie Parker jamie.parker@esacinc.com • Technical Support: • Dragon (Nagesh) Bashyam nagesh.bashyam@drajer.com • Use Case Development: • Presha Patel presha.patel@accenture.com • Vocabulary and Terminology Subject Matter Expert: • Mark Roche mrochemd@gmail.com • Project Support • GayathriJayawardenagayathri.jayawardena@esacinc.com

19. Questions

20. 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

21. Appendix B: Additional Use Case Reference Material

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

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