Meeting Full Affinity Group Meeting Purpose Full AG Meeting Date & Time Location Friday, August 9th, 2013, 1:00PM 2:00 PM Webex BAH Team Members Lynda Rowe (BAH) Rowe Greg Dengler Eunice Choi Attendees Beacon Community Members Bruce Wiegand - Southeast Michigan Nancy Maloney – WNY Chuck Tryon – Tulsa - Co-Chair Sri – Keystone Vendors Ed Donaldson – Success EHS Alan Uhl - Vitera Adele Allison – SuccessEHS Tone Southerland – Greenway ONC Erica Galvez 1 Agenda Full AG Roll call – Lynda Rowe (BAH) Rowe SE Michigan MU 2 Transport Pilot Discussion – Bruce Wiegand (SE Michigan)Wiegand Keystone MU 2 Transport Pilot Discussion – Sri (Keystone) Bharadwaj Follow Up Questions from Tulsa and RIQI MU 2 Pilot Discussions – Chuck Tryon (Tulsa) Tryon ONC White Paper Discussion “Key Considerations For Health Information Organizations Supporting Meaningful Use Stage 2 Patient Electronic Access Measures” – Lynda Rowe (BAH) Rowe eHealth Exchange Questions Update –Adele Allison (Success EHS) Allison/Lynda Rowe (BAH) Rowe Wrap up/Next Steps – Adele Allison (Success EHS) Allison/Chuck Tryon (Tulsa) Tryon 2 Notes Adele Allison (Success EHS) – I think where we want to start is with Sri (Keystone) and Bruce Wiegand (SE Michigan) speaking about their pilots Bruce Wiegand (SE Michigan) – This slide represents the work that we did with the user stories. Our pilot represents the query user story. With our model we are looking at the eHealth exchange. With our transfer pilots, we completed our c83 pilots, we are getting CDA types of data automatically pushed with triggers into our NPI XDS repository, we are also circling back with the vendor to work on a PICS and an XDS query model. This diagram represents our community as a whole, it shows our community portal and various capabilities, as well as where -1- patients and providers can enter information. We decided we needed to centralize our data because of our underserved segmented population. o Bruce Wiegand (SE Michigan)– There are not enough major primary care providers in Detroit, our best option is a central data repository which leverages technology to bring the data to the patient in real time. Patients go from PCP to PCP, ED to ED, PCP to ED, etc, our approach is looking at all transitions and all data throughout the community. We onboard practices and expect them to push information to us. AS an example, when a patient shows up in another care setting, the ED can query the longitudinal record and see who their last PCP was, then inform the provider of the ED visit and schedule an appointment. So when the patient checks in, it automatically updates their longitudinal CDA within the system o Bruce Wiegand (SE Michigan)– We have a lot of stakeholders behind us in this model o Bruce Wiegand (SE Michigan) – Right now we are working with SuccessEHS and Allscripts as well as several other vendors. Currently EMRs are using either XDS.b or Direct to get the record to us. The most important thing we are doing is leveraging the automatic triggers and workflows to get us the information when the CCD is generated, we can then integrate it with our community registry. o Lynda Rowe (BAH) – Bruce Wiegand (SE Michigan) can we walk through your technical implementation spreadsheet, you are doing pilot 9, which presumes you will be an eHealth exchange participant. Bruce Wiegand (SE Michigan) – The pilot description focuses on ED discharges for ToC, leveraging our navigators and exchange to move these patients into a medical home. If the patient is in the ER, the ED provider will pull a longitudinal CDA of the patient, understand who their last known PCP was, then follow up on discharge as well as work with the PCP on follow up care. The PCP can be directed to either query or pull the summary, or wait until the patient shows up at the PCP, because then the system will automatically generate the patient’s CDA On the tech side we are using XDS.b. We are trying to use the same transport between systems to reduce cost. We are doing some MDM CCDs until the vendor can support XDS. We are also using XDI. Specific data is filtered into the registry so that it can generate care considerations. When the longitudinal CDA is generated it will pull every available data source Bruce Wiegand (SE Michigan) – the Chronic care coordinators would be able to use to the portal to see when patient’s last had care, medication issues, etc to help with their care Bruce Wiegand (SE Michigan) – We are pondering SOAP+ XDR/XDS, our goal is to improve patient care by being more inclusive. We are also trying to make patient’s data move when the patients show up or leave a care facility Bruce Wiegand (SE Michigan)– The sending provider generates a CDA based on the encounter -2- Lynda Rowe (BAH) – We are doing numerator/denominator now, so your denominator would be any patient for which a CCD is sent into the exchange. Do you have a way of calculating, maybe not now, but in the future, what the denominator is for ToC? Bruce Wiegand (SE Michigan) – We are working with the HIE vendors on this issue no. We are hoping to use XDS.b for 100% of all CDAs. When a referral consult or order is generated in the XDS, we are looking to populate the XDM segment in the referral specific CDAs, the ones that need to be identified and transported to specialist. If the vendors populate specific CDAs, then we would work with them to leverage the notice of document availability capability. Only those transactions with ToC would get an alert that new information is available Lynda Rowe (BAH) – So on the outbound, you flag whether the ToC is to a specialist or hospital, then those CDAs will stripped and using NDA, and you will send a notification stating it counts in the numerator? Adele Allison (Success EHS) –So will the flag require something from the end user, or will this be automatically created based on a trigger? o Bruce Wiegand (SE Michigan)- We need to work with the EMR vendor on this issue. The EMR vendor will need to maintain a list of Direct addresses because there will be other HISPS/HIEs they will also be using. Covisint would generate a NAV alert, we will maintain provider patient relationships at the HIE level. As soon as that alert pops into the exchange, then the provider may need to go to the exchange to query that summary. When a patient shows up to a site of care, the portal will have the most recent information because information has been added to the registry real time, some referrals may be out of date by the time the patient actually shows up for care because of the time in between referral generation and care being received o Chuck Tryon (Tulsa) – Back to the question Lynda Rowe (BAH) asked, the calculation of the denominator will be on the EMR side? o Bruce Wiegand (SE Michigan) – Yes, exactly. If the EMR has 1000 CDAs for all transfers regardless of type, and 100 referral orders, they can tell the referrals because they inserted 100 of them into the XDN segment of the CDA. It is now a matter of us making the relied upon delivery, whether it is pushing a CCDA or having the information queried by provider B o Chuck Tryon (Tulsa) – I want to back up a little, 100 CDAs contain referral orders, so that should be 100 that will be in the denominator captured by the EMR within the attestation window. If I had 100 referrals that I sent out of my product, this is what will be calculated as the denominator because using a -3- o o o o o o o o o o o o plausible delivery method; they will be considered delivered unless a failure message is sent. Lynda Rowe (BAH) is that right? Lynda Rowe (BAH) – Yes Chuck Tryon (Tulsa) – So, the numerator/denominator still lies with the EMR Bruce Wiegand (SE Michigan)– Yes, we are trying to simplify this instead of using audit logs to track referrals Chuck Tryon (Tulsa) – If all we are wanting to know is that referrals were sent and not rejected, than the EMR is the place where all these calculations will be taking place. Bruce Wiegand (SE Michigan) – Yes, Chuck Tryon (Tulsa) – Where does eHealth exchange come into this picture? Chuck Tryon (Tulsa) – I am still trying to find where the eHealth exchange value is? I like the way SE Michigan is going with this. I am more interested in the mechanics of how we notify providers. If you have a patient care model it would help us to know who we need to notify of the ToC Bruce Wiegand (SE Michigan) – One last point, even though we are focusing on numerator/denominator calculations, this capability can be used for any type of transition of care. A notice of availability would go to the provider, verses sending the data, we give them a notification that they need to go to the HIE to get the new information where it can be injected into their EMR or viewed Erica Galvez (ONC) – A couple of thoughts on the eHealth exchange piece. If we rewind to what is acceptable for counting ToC, there are two options a provider has to use to transport the ToC in order for it to count in the numerator. MU 2 ties content and transport. One, it needs to be sent out of a CEHRT using either Direct/Direct +XDR or Soap+ XDR, the other option is sending it however you want through the eHealth exchange. The XDS.b or any other transport between the EHR and the registry is acceptable as long as the sender is an eHealth exchange participant. if the sender is not, than the provider needs to use a CEHRT. Bruce Wiegand (SE Michigan)– We will become and eHealth participant, then we can use any edge protocol, it gives us more flexibility Chuck Tryon (Tulsa) – Thanks Erica Galvez (ONC) Erica Galvez (ONC) – Have any of you tested how the flag would work, to say this is a referral instead of something else? -4- o o o o o o o o o Bruce Wiegand (SE Michigan) – Yes, I believe WNY is doing the same thing. It depends on the HIE vendors capabilities. Even using XDS.b you need to develop a use case for the vendors to develop around. Once that is developed and tested, if it all works then it will be repeatable for anyone else using these same products Lynda Rowe (BAH) – Bruce Wiegand (SE Michigan)are you talking to Ed Donaldson (SuccessEHS) or Allscripts about actually implementing this within the outbound messaging as well as how they would capture it in their outbound product? Bruce Wiegand (SE Michigan)– Just initial conversations, we are still struggling with the numerator/denominator question. XDS is a more complete set of metadata. The XDR for the MU 2 requirements is just around patient id. If we can leverage what is already there, the vendor needs to be able to recognize it and tag it. I have confirmation that they will be able to produce the scope to do that, we just need to look at a pilot and workflow options. Ed Donaldson (SuccessEHS) and I had a conversation and it sounded feasible from his perspective, we need to know if the HIE vendors can support it. Then we can look at how to automate those orders and pop in the XDS statement of the SOAP+XDR push Adele Allison (Success EHS) – I like the vision, when will you have an answer on the logistics? Bruce Wiegand (SE Michigan)– I have the scope of work. We are going to do Direct and be a destination for other HISPS. We will have our own CDR mailbox. We don’t want to relay unless we have to, this will help with our provider relay as well as the ability to support nav Lynda Rowe (BAH) – Instead of Covisint being able to do it, are you able to do it via file export? I know it was the analytics team that would send the log back to EHR vendor because they know the numerator and the EHR vendor knows the denominator, then it would have to be matched up. Chuck Tryon (Tulsa) – The way that this becomes a legitimate counting device is if you are an eHealth exchange participant; otherwise you need a CEHRT transport. I like this idea of a notice of availability flag. Adele Allison (Success EHS) – I agree, this is a great concept, I want to make sure the logistics are available Bruce Wiegand (SE Michigan) – That is the quandary we have, we spent months trying to figure out numerator/denominator calculations. We are using CEHRT, CCDA HIE compliant XDs, and -5- o o o o o o o o o o o o o o longitudinal CDAs for everything regardless of the transition type. We are trying to reverse engineer this process to identify the 10% of electronic ToC we need for MU 2 attestation. Chuck Tryon (Tulsa) – For our tech people, is this notice of availability flag something that has been talked about before, or is this a new concept? Ed Donaldson (SuccessEHS) – I am not especially familiar with the notice of availability, other than something coming back to a provider saying the record is available to be queried. Allan Uhl (Vitera) – Keith Boone did a piece on that, I can try to find that particular piece. He had a conversation at HIMMS about it, then referred somebody back to his blog, he would be a good source on that topic. Lynda Rowe (BAH) – Anyone else have questions for Bruce Wiegand (SE Michigan), I think this is a great approach and I think we need to push conversations with Vendor partners to figure out how we can do numerator/denominator calculations. That way we can get providers ready to attest Bruce Wiegand (SE Michigan) – The notice of availability would be on the HIE side. All we need from an EMR is to populate the XDM segment of the XDR, then it is up to the XDS registry in the HIE to identify the information, generate the alert, then get it to the provider Chuck Tryon (Tulsa) – What is the site where the Keith Boone blog is kept Alan Uhl (Vitera) – Motorcycleguy.blogspot Lynda Rowe (BAH) –Erica Galvez (ONC) any other questions? Erica Galvez (ONC) – No I do not think so Alan Uhl (Vitera) – Keith Boone wrote a protocol for notification for HIEs a while back Bruce Wiegand (SE Michigan) – Ed Donaldson (SuccessEHS) came up with the nav. We included that in the user story, that is what got me going with how we could leverage XDS Lynda Rowe (BAH) –So you think this would satisfy MU 2 ToC if Michigan became an eHealth exchange member? Erica Galvez (ONC) – I think it probably would, the key is that notification of receipt. One thing I was thinking, not from the accounting perspective, but from what providers will want, is that there may be some thinking to do around read receipts or delivery of those notifications. Maybe an audit log for each provider but could be made available in case of inspection Bruce Wiegand (SE Michigan) – That is where the subscribing comes in, we have secure inboxes available, they would get -6- notifications the record was available, verses sending unsolicited CCDs all over the place o Alan Uhl (Vitera) – Actually Keith Boone wrote this specification and gave a seminar back in 2005 Lynda Rowe (BAH) – Lets switch over to the Keystone presentation Sri (Keystone) – We are going to talk about our lab integration effort Sri (Keystone) – We are trying to help our physician groups get lab data into an EHR using quest diagnostics EMR. We are asking them to consume the information. we are using Direct for transport, and looking at getting Certified as an HIE using Direct Lynda Rowe (BAH) – Are you planning on getting certified in ToC? Sri (Keystone) – Yes a modular certification, we are transitioning to Orion, we want to make sure keystone can get certified as the HIE Lynda Rowe (BAH) – So you are going to be a ToC certified entity? Sri (Keystone) –Yes that would be required for us to satisfy MU 2. We will get the lab results then we will use an HL7 message with Direct, send it to care 360, they will identify the payload, either as human readable pdf or a standard HL7 message, they will then inject the information into the EMR and notify the physician that a lab result is available. Once that is made available, we can also put it in the patient portal Sri (Keystone) – A direct email goes to the physician and one to the EMR Sri (Keystone) – The HL7 message is sent to Keystone, they create the message for the provider, which is sent as a Direct message with the HL7 message attached for consumption. The recipient EMR of the physician receives an email and can read the user friendly pdf or consume the message into the EMR. There is a 72 hour layover before the data is shared in the patient portal. This is at a high level what we are intending to do, I can answer any other questions. Lynda Rowe (BAH) – I know our pilots are content agnostic, I am assuming because you are certifying KeyHIE then KeyHIE will support C-CDA as the export vehicle? Sri (Keystone) – With this process we can send any type of message, not just xd lab. We want to use Direct as the method of transport for any type of message Erica Galvez (ONC) – If you were certified for ToC, you could receive the information from the EMR in any form because you would be creating the C-CDA then passing it forward using the CEHRT transport methods. I have not heard of another HIE taking this route Sri (Keystone) – We are with Suresctipts right now for Direct, if we do this then all we have to do is generate the C-CDA, then we are well on the path to meet ToC Lynda Rowe (BAH) – You are going to be doing the numerator and denominator calculation on behalf of your providers? Sri (Keystone) – Yes, because we can count what we sent, who sent it, and where it was sent Lynda Rowe (BAH) – Is Orion going to do that or are you going to build an app on top of Orion? Sri (Keystone) - We are still looking at options now Sri (Keystone) – We could do both, we just need to make sure we have the audit capability. We want to build the technology first, then figure out the numerator/denominator calculation piece Lynda Rowe (BAH) – Have you been using the technology, or are you still in the process of developing it? -7- Sri (Keystone) – We are in the middle of a project to get this completed, we have done some development work, but it is not yet connected to all the doctors. Once that is all done, we can provide an update, that will be useful for this group to see Lynda Rowe (BAH) – We would be interested in how you would technically implement this as well as how you figure out how the numerator/denominator calculations Erica Galvez (ONC) – On the lab piece, which vendor are you working with? Sri (Keystone) – We use Geisinger medical labs, I am not 100% sure of the LIS, on the other side we use Quest EMR Lynda Rowe (BAH) – Are there any other Questions? This fits the spirit of our pilots, this is one type of transitions and Keystone will be expanding it in the future. Lynda Rowe (BAH) – From the EHR vendors perspective this would be an easy environment to work in, you just need to be able to send them the relevant data elements for ToC Sri (Keystone) – We will share some of our results once we figure this out Erica Galvez (ONC) – The EHR vendor would still need to let KeyHIE know there has been a ToC bundled so that KeyHIE knows they have to turn it into a C-CDA and use a certified transport. It seems like it would be hard for you to count that measure without a notification Sri (Keystone) – What we actually do is look at the NPI number of the provider, then identify the patient and send it over to care360. Care360 has the NPI information and updates the EMR of the provider Lynda Rowe (BAH) – You have to do that for a lab as well as delivering a ToC. You really need to know what they sent was a care summary and not a lab. How do you identify the difference? Sri (Keystone) – We are starting with labs for now, if we were going to use this for other ToCs we would convert encounter information to a C-CDA and send it over. We would then have the encounters coming in for a specific patient Erica Galvez (ONC) – I am not sure I understand, it seems what comes out of the EHR would need to signal to you that this is a ToC bundle? Sri (Keystone) – Today we get CCDs from EHRs and we pass them on to our nursing homes. Erica Galvez (ONC) – What is the user story? Sri (Keystone) – If we receive the CCD, we can count what we receive from each hospital Erica Galvez (ONC) – Do you receive those CCDs for any other purposes? It is interesting to think of the RIQI and Detroit case. I would imagine you get a lot of HL7 messages that are not transitions, but have valuable patient information. I think what you would be counting for ToC would be a subset of those, you would need to know what is coming in is related to a referral not an update to a longitudinal CCD Sri (Keystone) – We have nursing homes connected to us, if we know that this is ToC, once we know the destination we can pass it on Lynda Rowe (BAH) – Do some destinations receive multiple documents? Sri (Keystone) – Yes Lynda Rowe (BAH) – If I am a specialist, I may receive lab results as well as ToC, so you would need both the denominator and numerator to know that this one today was a ToC verses a lab result Lynda Rowe (BAH) – I think you want to think about the granularity of your use cases and what document types are associated with them -8- 3 Action Items Follow up with Keystone in a few weeks on their pilot progress – Greg Dengler Continue to develop parameters for numerator/denominator calculations – Co-Chairs Follow up on Keith Boone record tracking whitepapers/presentations – Alan Uhl/Co-Chairs 4 Dial in Information TO JOIN THE WEBINAR, please log on to https://beaconcommunity.webex.com about 5 minutes before the call. 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