Care Plan (CP) Meeting 90 minutes

1. With meeting notes To join the meeting: Phone Number: +1 770-657-9270Participant Passcode: 943377# WebExlink (thanks to Canada Health Infoway): https://infoway-inforoute.webex.com/infoway-inforoute/j.php?ED=168011982&UID=494535562&RT=NCMxMQ%3D%3D Care Plan (CP) Meeting 90 minutes André Boudreau (a.boudreau@boroan.ca) Laura Heermann Langford (Laura.Heermann@imail.org) Stephen Chu (stephen.chu@nehta.gov.au) 2012-02-29 André to lead *Care Plan wiki:http://wiki.hl7.org/index.php?title=Care_Plan_Initiative_project_2011 HL7 Patient Care Work Group

2. Agenda- Feb 29th (Lead: André) • Agree on approach for modeling (Luigi) • Pediatric Allergy SB (20120201-RS on wiki) (Susan) • Review coordination of  care section- Postponed • Stay Healthy SB - (final version 20120214 plus Appendix B on wiki) (Carolyn) • Pediatric immunization (Susan)- next meeting • Perinatology SB - (complete version to be provided by Laura) (Laura) • Home Care SB - (2011-02-28 final version on wiki) (André) • Acute Care SB - (complete version to be provided by Kevin) (Kevin) • Postponed • Action plan to finalize SBs • Decide on consolidated format for SBs- Postponed • Review and augment draft of requirements (André) • Update work plan • Next meeting agenda

3. Participants- Meetg of 2012-02-29 p1

4. Participants- Meetg of 2012-02-29 p2

5. Care Plan DAM Modeling Approach

6. Updated Proposed Modeling Approach • Two streams of parallel modeling • From Storyboards to Business Process Modeling (BPM) • One single model, using the chronic care SB • Modeling focused on Patient movement and interchange of care plan data • No details on care activities at a given site (e.g. hospital, physician office, etc.) • From Storyboards to UML Class Model / Entity-Relationship Diagram) • Focused on care plan information • Identification of other relevant information without detailed modeling (e.g. patient demographics, local organization policies and rules) • Include good definitions of concepts • Tie to the PC data element specifications • Take advantage to existing definitions • e.g. ISO CONTSYS model • HL7 Vocabulary: patient, care plan, • Build definitions as we move forward • Laura: How will we capture different coordination of care processes: care manager, primary care physician; simple vs complex care

7. BPM Example (from EA)

8. Class Model Example (from EA) Without the green part and without data types Key: have good definitions

9. Class Diagram Example (from EA) • The Class diagram captures the logical structure of the system - the Classes - and things that make up the model. It is a static model, describing what exists and what attributes and behavior it has, rather than how something is done.

10. Review of Storyboards • Reference file from the wiki: Chronic-Conditions_Care-Plan-Storyboard_V0-5_Revised_2012-01-06.docx

11. Updated Pediatric Allergy SB- Coordination of care (Susan) • See • Pediatric Allergy Care Plan Storyboard 20120229-RS_SEC.doc • Pediatric Allergy Care Plan Storyboard 20120228- References SEC.docx • See new doc by Susan • Postpone the discussion to next meeting • Also send the list of sources.

12. Updated Stay Healthy SB (Carolyn) • See • Stay_Healthy_Health_Promotion-_Care_Plan_SB-_final 20120214.docx • Stay Healthy Health Promotion Appendix B info exchanged- 20120214.docx • Updated version • Need clear links inside the SB to Appendix B

13. Updated Perinatology CP SB (Laura) • Complete version provided by Laura • See new version. • Consider complete!!

14. Updated Home Care SB (André) • See • Home Care Care Plan Storyboard V0_4a- Final- 2012-02-28a.docx • Review add-ons • Ask permission to load NYeHC doc to wiki (André)

15. New York eHealth Collaborative • Extract from Developing Interoperability Standards for Homecare Plan of Care: Use Case • Version F1 - December 21, 2011

16. Not done Acute Care SB (Kevin) • Previous notes • 2 encounters to document at the end: ICU, psychiatry • Also key thoughts on coordination of care in this case should be added • Complete version to be provided by Kevin • Postpone? • We have enough to start modeling

17. Status and Plan for all Storyboards

18. Updated Status of 7 SBs – 2012-02-29

19. Care Plan Requirements

20. Updated Discussion- Requirements Structure/Approach • See new structure • EHR-S FM R2 contents integrated • For EHR-S FM R2 December 2011 ballot package, see EHR WG wiki • http://wiki.hl7.org/index.php?title=EHR • Agree that it will become a collector of all our thoughts regarding the care plan • We will take a bit if time at each meeting to review notes from the past and enrich the requirements

21. Forward Plan • See Spreadsheet

22. Last updated: 2011-02-09 HDF- Domain Analysis Overview Source: HDF_1.5.doc, page 37

23. Forward Plan Discussion Notes 2012-01-19 WGM • Suggestion from William – WRT HDF processes: good to follow • But do not use glossary • Capture data definitions/metadata as data element specification • William to send standard examples of data element specification to the group- André to follow-up • Work plan discussed as per work plan excel file contents: • Itemised deliverable components, need to work on and agree on deliverable dates • Target DAM ballot date: possible September 2012 • To be discussed and confirmed in next conf calls Feb 1 • Good storyboards will make the mapping and modelling of process flows a lot easier

24. Future Meetings • Conference calls between now and May 2012 – see wiki 90 min., Wednesday 5-6:30pm US Eastern, fortnightly (every 2 weeks) Starting Feb. 1st Webex supplied by Canada Health Infoway

25. Next meeting Agenda- March 14th (Lead: André) • Pediatric immunization SB (Susan)- was forgotten on Feb. 29th • Review Coordination of care concepts (Susan) • Review Care Plan BPMN first results (Luigi) • Review Care Plan Class Model first results (Luigi) • Review and augment draft of requirements (André) • Coordination of care • Care management matrix • Do a few past meetings • Update work plan • Next meeting agenda

26. Appendix