Virtual C-CDA Implementation-a-Thon 5

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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

Draft Agenda

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.

• Implementation-A-Thon 5 Agenda

Virtual IAT #5
Start	Stop	Activity						Host
NOON	12:10 PM	Introduction to track leaders						Dave
Start	Stop	Activity	Host		Start	Stop	Activity	Host
Track 1 - Transition of Care Documents					Track 2 - Care Plan Discussion & Documents
12:10 PM	12:20 PM	Exchange Documents	Calvin		12:10 PM	1:00 PM	Care Plan Discussion	Host
12:20 PM	1:00 PM	Referral Note	Matt		1:00 PM	1:10 PM	Exchange Documents	Lisa
1:00 PM	1:35 PM	Continuity of Care	Ben		1:10 PM	2:00 PM	Care Plan	Lisa
1:35 PM	2:00 PM	Discharge Summary	Brett		2:00 PM	2:10 PM	Summary of Issues	Host
2:00 PM	2:10 PM	Summary of Issues	Host
Report Out - General Session
Start	Stop	Activity						Host
2:10 PM	2:25 PM	Track 1 issues report out						Calvin
2:25 PM	2:40 PM	Track 2 issues report out						Lisa
2:40 PM	3:20 PM	Selected issues for discussion						Host
Ask the ONC - General Session
3:20 PM	3:40 PM	ONC Topic of the Day						Matt
3:40 PM	3:55 PM	Ask the ONC						Matt
Wrap-up - General Session
3:55 PM	4:00 PM	Track 2 issues report out						Dave

Draft 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

• 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

• 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

• 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.

• 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

• File:IAT2-Patient Demographics.xlsx

Pre-Published Practitioner Information

• File:IAT3-Practitioner Demographics.xlsx