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Difference between revisions of "Virtual C-CDA Implementation-a-Thon 5"

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Return to [[Structured Documents TC|SDWG]] page.
 
Return to [[Structured Documents TC|SDWG]] page.
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Return to [[C-CDA: Enhancing Implementation (ONC Grant Project)]] page.
  
 
Event Date: '''Thursday, June 22, 2017'''
 
Event Date: '''Thursday, June 22, 2017'''
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|}
 
|}
  
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==Draft Agenda==
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==Summary of Findings & Next Steps==
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The Word doc link below is the detailed agenda that will be used during the IAT session.  The 'inline' wiki agenda below is the overview/shell used to create the detailed agenda document.
+
 
 +
====Transitions of Care====
 +
*Use of multiple identifiers - Samples Taskforce
 +
*Participants wanted to be in both tracks, but could not
 +
*Need a way to visualize or quantify consistency in documents
 +
*General guidance on effectiveTime and statusCode relationships
 +
*General education needs on CDA and C-CDA
 +
 
 +
====Care Plan====
 +
*Need enhancements to Scorecard for Care Plan
 +
*IDs in Care Plan on how to use
 +
*Clarify the use of value in goal observation
 +
*Use of status for planned and completed interventions
 +
*Guidance on the use of sub-headings (sub-sections)
 +
*Guidance on linking across entries in different sections
 +
*Guidance on use of codes (value sets) for Care Plans
 +
*Need enhancements for Care Plan Scorecard rubrics
 +
 
 +
 
 +
==Agenda / Meeting Info / Notes ==
 +
 
 +
*45 registered for the event; 63 joined the Main session at the conclusion of the event
 +
*[http://gforge.hl7.org/gf/project/enhanceccdaimpl/docman/Implementation-A-Thons/Virtual%20IAT-5/C-CDA%20Virtual%20IAT-5%20agenda_20170620.docx Implementation-A-Thon 5 Agenda ]
 +
*[https://www.dropbox.com/sh/kh3i9f9rr0r0kxp/AACGixl1Iwj3vt45c8Xg6BGFa?dl=0 DropBox for Registrants to Upload Scenarios & Documents]
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*[http://wiki.hl7.org/images/4/49/Virtual_C-CDA_Implementation-a-thon_Track1_Notes.pptx Track 1 Session Notes] please update if you have additional observations.
 +
 
 +
 
 +
*[http://gforge.hl7.org/gf/project/enhanceccdaimpl/docman/Implementation-A-Thons/Virtual%20IAT-5/VirtualC-CDA_IAT-5_RegistrantList_20170622.xls Implementation-A-Thon 5 Registrant List As Of June 22, 2017]
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*[http://doodle.com/poll/i3zx3b9icn4embzi Registrant Track Choices (link to the Doodle Poll)]
 +
*[http://gforge.hl7.org/gf/project/enhanceccdaimpl/docman/Implementation-A-Thons/Virtual%20IAT-5/2017%20June-Virtual%20C-CDA%20Implementation-A-Thon%20Evaluation%20Survey.xlsx Survey Results as of July 14, 2017]
 +
*[http://wiki.hl7.org/images/3/37/C-CDA_ImplementationAThon_Track2_20170622.pdf Notes recorded during Track2 As of June 22, 2017 (LRN)]
 +
 
 +
 
 +
<!-- DKH COMMENT
 +
The Word doc link above is the detailed agenda that will be used during the IAT session.  The 'inline' wiki agenda below is the overview/shell used to create the detailed agenda document.
  
−
*[http://gforge.hl7.org/gf/project/enhanceccdaimpl/docman/C-CDA%20Virtual%20IAT-5%20agenda_20170509.docx Implementation-A-Thon 5 Agenda ]
 
  
 
{| class='wikitable'   
 
{| class='wikitable'   
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|}
 
|}
  
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==Draft Scenarios==
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DKH END OF COMMENT-->
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 +
==Scenarios==
  
 
'''Track 1 - Referral Note Scenario'''
 
'''Track 1 - Referral Note Scenario'''
  
 
*[[File:IAT-T1-REF.docx]]
 
*[[File:IAT-T1-REF.docx]]
−
** Test Health Concern expressed by Patient
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** Referral note
−
** Test Current Medication list
+
** Medication & Immunization History
−
** Test Problems with authors
+
** Problems (open and resolved) with author
−
** Test historical implant of knees
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** Other misc. sections
  
  
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*[[File:IAT-T1-CCS.docx]]
 
*[[File:IAT-T1-CCS.docx]]
−
**Test Current Medication list from referral, with one change
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** Load in content from earlier Referral note
−
**Local problems and referral problems on list (including knee implant)
+
** Close a previous problem from referral
−
**Referral results presented in summary generated
+
** Update smoking history
−
**Current results capture by current providers
+
** Include a new current medication
−
**Assessment, Plan of Treatment and Goal section support
+
** Include a new Immunization
−
 
+
** Include record of surgical procedure & implant
 +
** Include additional content in misc. section
  
 
'''Track 1 - Discharge Summary Scenario'''
 
'''Track 1 - Discharge Summary Scenario'''
  
 
*[[File:IAT-T1-DIS.docx]]
 
*[[File:IAT-T1-DIS.docx]]
−
**Test Admission Medication from transition
+
** Update various medication references
−
**Test Medication Activity
+
** Include CBC results
−
**Test Discharge Medication
+
** Include medical supply
−
**Test intent to take additional medication in future
+
** Include additional content in misc. section
−
**Test support for complex lab, micro & text reports
 
−
**Test procedure to implant pacemaker
 
−
**Local problem and transition / referral problems (including knee implant) on list
 
−
**Assessment, with updated Plan of Treatment and Goal section support
 
  
  
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<br/>The Care Plan track provides participants with the opportunity to explore and share emerging capabilities with creating and consuming care plan information using C-CDA Care Plan Document exchange. Scenario 1 explores the general qualities of all Care Plan Documents. Scenario 2 explores the distinctive qualities present in Care Plan Documents that are "specialty" Care Plans. <br/>
 
<br/>The Care Plan track provides participants with the opportunity to explore and share emerging capabilities with creating and consuming care plan information using C-CDA Care Plan Document exchange. Scenario 1 explores the general qualities of all Care Plan Documents. Scenario 2 explores the distinctive qualities present in Care Plan Documents that are "specialty" Care Plans. <br/>
 
Participants are encouraged to show and share C-CDA Care Plan Document samples that demonstrate current progress and implementer challenges. The goal of the Care Plan track is to get the conversation started and to learn collaboratively as the industry begins to share digital care plan information using guidance provided in the C-CDA Implementation Guide for Care Plan Documents. <br/>
 
Participants are encouraged to show and share C-CDA Care Plan Document samples that demonstrate current progress and implementer challenges. The goal of the Care Plan track is to get the conversation started and to learn collaboratively as the industry begins to share digital care plan information using guidance provided in the C-CDA Implementation Guide for Care Plan Documents. <br/>
 +
*Blank Scenario Template: [[File: Scenario_Template%28Blank%29.docx]]
 +
 +
'''Track 2 - Care Plan Scenario 1''' General Care Plans<br/>
 +
*Scenario 1 data - General Care Plans: '''Care Plan Creators''' will be permitted to supply a scenario of their own choosing when creating a Care Plan document. A scenario description will be supplied with each provided Care Plan Document.
 +
**Sample #1: ZeOmega Jiva Care Plan Document
 +
***Scenario: [[File: Scenario_-_Jiva_Care_Plan_Document.docx]]
 +
***XML Sample: [[File: Sample_Jiva_General_Care_Plan_Documents.zip]]
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**Sample #2: Care Plan Document created to address Payer Use Case-Containerized design to hold multiple plans for one person
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***Scenario: [[File: Scenario_-_L3_Care_Plan_with_multiple_plans.docx]]
 +
***XML Sample: [[File: Sample_L3_Care_Plan.zip]]
 +
**Sample #3: Care Plan Document created to provide instructive wireframe visualization of intended Care Plan document
 +
***Scenario: [[File: Scenario_-_Care_Plan_with_instructive_content.docx]]
 +
***XML Sample: [[File: Sample_Care_Plan_with_Instructive_Content.zip]]
  
−
'''Track 2 - Care Plan Scenario 1'''
 
  
−
*Scenario 1 data - General Care Plans: '''Care Plan Creators''' will be permitted to supply a scenario of their own choosing when creating a Care Plan document. A scenario description will be supplied with each provided Care Plan Document.
 
  
 
*Participants acting as '''Care Plan Creators''' will supply documentation of the patient health story scenario they are supporting, and the associated C-CDA Care Plan Document generated for that scenario. CDA Schema and C-CDA Schematron testing will be performed on provided documents to review identified errors and warnings. The generated C-CDA Care Plan Document also will be reviewed to:
 
*Participants acting as '''Care Plan Creators''' will supply documentation of the patient health story scenario they are supporting, and the associated C-CDA Care Plan Document generated for that scenario. CDA Schema and C-CDA Schematron testing will be performed on provided documents to review identified errors and warnings. The generated C-CDA Care Plan Document also will be reviewed to:
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−
'''Track 2 - Care Plan Scenario 2'''<br/>
+
'''Track 2 - Care Plan Scenario 2''' Specialty Care Plans<br/>
 
*Scenario 2 data - Specialty Care Plans: '''Care Plan Creators''' will be permitted to supply a scenario of their own choosing when creating a Care Plan document. A scenario description will be supplied with each provided Care Plan Document.
 
*Scenario 2 data - Specialty Care Plans: '''Care Plan Creators''' will be permitted to supply a scenario of their own choosing when creating a Care Plan document. A scenario description will be supplied with each provided Care Plan Document.
 +
**Sample #1: CDC Early Hearing Detection and Intervention (EHDI)  Hearing Plan of Care (HPoC) Document
 +
***Scenario: [[File: Scenario-Early_Hearing_Care_Plan.docx]]
 +
***XML Sample: [[File: Sample_EHCP_Documents.zip]]
 +
**Sample #2: Personal Advance Care Plan (PACP) Document with Care Plan Document that links to the PACP
 +
***Scenario: [[File: Scenario_-_Care_Plan_with_Link_to_PACP.docx]]
 +
***XML Sample: [[File: Sample_Care_Plan_with_Advance_Directives.zip]]
  
 
*Participants acting as '''Care Plan Creators''' will supply documentation of the patient health story scenario they are supporting, and the associated C-CDA Care Plan Document generated for that scenario. CDA Schema and C-CDA Schematron testing will be performed on provided documents to review identified errors and warnings. The generated C-CDA Care Plan Document also will be reviewed to:
 
*Participants acting as '''Care Plan Creators''' will supply documentation of the patient health story scenario they are supporting, and the associated C-CDA Care Plan Document generated for that scenario. CDA Schema and C-CDA Schematron testing will be performed on provided documents to review identified errors and warnings. The generated C-CDA Care Plan Document also will be reviewed to:
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'''Track 2 - Care Plan -DISCUSSION-'''
 
'''Track 2 - Care Plan -DISCUSSION-'''
−
What abilities does your system support to customize which of these elements are included within the care plan and how these elements are displayed?
+
*What abilities does your system support to customize which of these elements are included within the care plan and how these elements are displayed?
−
What kinds of triggers (e.g. a risk score or event) do you support to indicate different care management actions?
+
*What kinds of triggers (e.g. a risk score or event) do you support to indicate different care management actions?
−
How does you system handle care plan version control across care team members? Do you capture the date of the last review or change in plan? Do you generate a scheduled date for reviewing and updating the plan.
+
*How does you system handle care plan version control across care team members?  
−
How are you planning to identify gaps in care?
+
*Do you capture the date of the last review or change in plan?  
 +
*Do you generate a scheduled date for reviewing and updating the plan?
 +
*How are gaps in care identified or planned to be identified?
  
 
'''Pre-Published Patient Information'''
 
'''Pre-Published Patient Information'''
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'''Pre-Published Practitioner Information'''
 
'''Pre-Published Practitioner Information'''
 
*[[File:IAT3-Practitioner_Demographics.xlsx]]
 
*[[File:IAT3-Practitioner_Demographics.xlsx]]
 +
 +
=Deliverables/Documents=
 +
*[https://gforge.hl7.org/gf/project/enhanceccdaimpl/docman/Implementation-A-Thons/Virtual%20IAT-5/2017%20June-Virtual%20C-CDA%20Implementation-A-Thon%20Evaluation%20Survey.xlsx Virtual Implementation-A-Thon 5 Evaluation Survey Results]

Latest revision as of 15:45, 11 April 2018

Return to SDWG page.

Return to C-CDA: Enhancing Implementation (ONC Grant Project) page.

Event Date: Thursday, June 22, 2017

Planning Committee

Name Affiliation
Calvin Beebe Mayo Clinic
Benjamin Flessner Redoxengine
Brett Marquard River Rock
Dave Hamill HL7
Matt Rahn ONC
David Degandi Cambia Health Solutions
Shawn Muer Veterans Administration
William Ormerod Cerner
Joe Lamy Social Security Administration
Michael Clifton Epic
Lisa Nelson Life Over Time Solutions
John Donnelly IntePro Solutions
Matt Blackmon The Sequoia Project
Didi Davis The Sequoia Project
Joe Quinn Optum
Evelyn Gallego

Summary of Findings & Next Steps

Transitions of Care

  • Use of multiple identifiers - Samples Taskforce
  • Participants wanted to be in both tracks, but could not
  • Need a way to visualize or quantify consistency in documents
  • General guidance on effectiveTime and statusCode relationships
  • General education needs on CDA and C-CDA

Care Plan

  • Need enhancements to Scorecard for Care Plan
  • IDs in Care Plan on how to use
  • Clarify the use of value in goal observation
  • Use of status for planned and completed interventions
  • Guidance on the use of sub-headings (sub-sections)
  • Guidance on linking across entries in different sections
  • Guidance on use of codes (value sets) for Care Plans
  • Need enhancements for Care Plan Scorecard rubrics


Agenda / Meeting Info / Notes



Scenarios

Track 1 - Referral Note Scenario

  • File:IAT-T1-REF.docx
    • Referral note
    • Medication & Immunization History
    • Problems (open and resolved) with author
    • Other misc. sections


Track 1 - Continuity of Care Scenario

  • File:IAT-T1-CCS.docx
    • Load in content from earlier Referral note
    • Close a previous problem from referral
    • Update smoking history
    • Include a new current medication
    • Include a new Immunization
    • Include record of surgical procedure & implant
    • Include additional content in misc. section

Track 1 - Discharge Summary Scenario

  • File:IAT-T1-DIS.docx
    • Update various medication references
    • Include CBC results
    • Include medical supply
    • Include additional content in misc. section


Track 2 - Care Plan -HANDS-ON-EXPLORATION
The Care Plan track provides participants with the opportunity to explore and share emerging capabilities with creating and consuming care plan information using C-CDA Care Plan Document exchange. Scenario 1 explores the general qualities of all Care Plan Documents. Scenario 2 explores the distinctive qualities present in Care Plan Documents that are "specialty" Care Plans.
Participants are encouraged to show and share C-CDA Care Plan Document samples that demonstrate current progress and implementer challenges. The goal of the Care Plan track is to get the conversation started and to learn collaboratively as the industry begins to share digital care plan information using guidance provided in the C-CDA Implementation Guide for Care Plan Documents.

Track 2 - Care Plan Scenario 1 General Care Plans


  • Participants acting as Care Plan Creators will supply documentation of the patient health story scenario they are supporting, and the associated C-CDA Care Plan Document generated for that scenario. CDA Schema and C-CDA Schematron testing will be performed on provided documents to review identified errors and warnings. The generated C-CDA Care Plan Document also will be reviewed to:
    • Examine Health Concerns
    • Examine Goals
    • Examine Interventions
    • Examine Health Status Evaluations and Outcomes
    • Examine other sections of content that may be present in the document
  • Participants acting as Care Plan Consumers will process the created C-CDA Care Plan Document and demonstrate the extent to which they can:
    • Attach the care plan document to the participants record in their system
    • Render the contents of the document for human review
    • Process available machine entries from the document (to the extent they are available)
  • All participants will address these questions:
    • In what ways does the Care Plan show patient health concerns?
    • In what ways does the Care Plan show patient goals?
    • In what ways does the Care Plan show the patient's goals for care?
    • In what ways does the Care Plan show the patient's treatment preferences for care?
    • In what way does the Care Plan show planned actions for specific goals or specific conditions?
    • In what way does the Care Plan show the progress or completion status associated with interventions or goals?
    • In what way does the Care Plan show or address a patient's self-management care plan?



Track 2 - Care Plan Scenario 2 Specialty Care Plans

  • Participants acting as Care Plan Creators will supply documentation of the patient health story scenario they are supporting, and the associated C-CDA Care Plan Document generated for that scenario. CDA Schema and C-CDA Schematron testing will be performed on provided documents to review identified errors and warnings. The generated C-CDA Care Plan Document also will be reviewed to:
    • Examine Health Concerns
    • Examine Goals
    • Examine Interventions
    • Examine Health Status Evaluations and Outcomes
    • Examine other sections of content that may be present in the document
  • Participants active as Care Plan Consumers will process the created care plan and demonstrate the extent to which they can:
    • Attach the care plan document to the participants record in their system
    • Render the contents of the document for human review
    • Process available machine entries from the document (to the extent they are available)
  • All participants will address these questions:
    • In what ways does the Care Plan show patient health concerns?
    • In what ways does the Care Plan show patient goals?
    • In what ways does the Care Plan show the patient's goals for care?
    • In what ways does the Care Plan show the patient's treatment preferences for care?
    • In what way does the Care Plan show planned actions for specific goals or specific conditions?
    • In what way does the Care Plan show the progress or completion status associated with interventions or goals?
    • In what way does the Care Plan show or address a patient's self-management care plan?

Track 2 - Care Plan -DISCUSSION-

  • What abilities does your system support to customize which of these elements are included within the care plan and how these elements are displayed?
  • What kinds of triggers (e.g. a risk score or event) do you support to indicate different care management actions?
  • How does you system handle care plan version control across care team members?
  • Do you capture the date of the last review or change in plan?
  • Do you generate a scheduled date for reviewing and updating the plan?
  • How are gaps in care identified or planned to be identified?

Pre-Published Patient Information

Pre-Published Practitioner Information

Deliverables/Documents

Retrieved from "https://wiki.hl7.org/w/index.php?title=Virtual_C-CDA_Implementation-a-Thon_5&oldid=155812"