January 29, 2013 CBCC Conference Call

Community-Based Collaborative Care Working Group Meeting

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Attendees

• Alex deLeon
• Suzanne Gonzales-Webb CBCC Co-chair
• Adrianne James
• Jim Kretz
• Diana Proud-Madruga
• Richard Thoreson CBCC Co-chair
• Ken Salyards
• Ioana Singureanu
• Serafina Versaggi

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Agenda

1. (05 min) Roll Call, Approve Minutes & Accept Agenda
2. (15 min) WGM follow-up (Suzanne & Richard)
   1. Three-year Plan:
   2. Meeting Minutes - Suzanne to complete & Serafina to review. Minutes to be approved on next Tuesday's CBCC Call (2/5/13) Suzanne to post
   3. Work Group Mission and Charter - review with attendees, send to listserve and have approved by DESD before posting
3. (35 min) May Ballot Timeline and Deliverables
   1. Submit Notice of Intent to Ballot (NIB) - Deadline: Feb 17
      • CDA R2 Implementation Guide for Privacy Consent Directive, First Normative ballot
      • Domain Analysis Model for Behavioral Health, Second Informative Ballot
      • CDA R2 Implementation Guide - Behavioral Health Summary, First Normative Ballot
4. SME Engagement and Terminology Analysis

Minutes

Discussion:

1. Considerable time was spent discussing which level we would ballot our various standards.

Next step in ballot development is to conduct the SME review of the Terminology Analysis. The primary purpose of this review is to determine whether there are additional user scenarios (use cases) and supporting data elements that should be incorporated into the ballots, and to ensure that the starter-set of items that we've included in the spreadsheet lists are valid and comprehensive enough to support current requirements.

1. Terminology Analysis for May ballot: CDA R2 Behavioral Health Summary Implementation Guide. See following links to download materials from GForge for today's discussion.
   • Orientation for Subject Matter Experts (.pptx)
   • Terminology Analysis(.xlsx)
   • Proposed Behavioral Health Summary Record Content(.docx)
   • Decision before adjourning today's call was for Serafina to complete final updates to the Terminology Analysis spreadsheet and forward to Richard, Steve Daviss and other SAMHSA staff ASAP so they can review and disseminate to identified SMEs
   • The Core Data Element and Terminology Analysis is dependent on subject matter expert participation and buy in. Orientation and Structured Review sessions will take place in February per schedule described below in the xxx section
   • The following dates are scheduled for the Data Elements Review Orientation and Sessions. Multiple interactive work sessions have been schedule to encourage participation
2. Initial walk-through to review/presentation the current data set including proposed value sets
   • Date: Thu. Feb. 7th, 2013 @ 11 am EST (90 minutes)
3. Three interactive work sessions are proposed (90 minutes each):
   • Tues. Feb. 12th @ 4 pm EST
   • Thu. Feb. 14th @ 10 am EST
   • Mon. Feb. 18th @ 3 pm EST
   • Feedback related to data elements and value sets received from each seminar will be incorporated in the materials for the next reviews
4. We recommend that you plan to attend:
   • Initial Walk-through
   • One work session
   • Final Review Walk through of the proposed changes on Wed. Feb. 20th @ 1 pm EST
5. SME requirements gathering outreach
   • Richard, Kate and Dr. Steve Daviss are reaching out to subject matter experts to alert them of our need for their feedback on proposed core data elements and value sets associated with coded elements. (See action items below)
6. Draft briefing for FEI - Ioana
   • We were unable to get to this item during today's call. Defer to next week (see Action Items section below)
7. (5 min) Wrap Up, Review Action Items and Propose Agenda Items for Next Week
   • Unable to get to this agenda item

Action Items

1. Serafina will contact early adopters of the CDA R2 IG for Consent Directives to obtain feedback based on their implementation experience. Ioana will incorporate feedback into the appropriate May ballot artifacts (IG for Consent Directives and/or Behavioral Health Domain Analysis Model).
2. Serafina to follow up on possible new rules regarding ballot levels related to Domain Analysis Models and CDA Implementation Guides as this may factor into the ballot level we request in upcoming NIBs.
3. Add statement to the CDA IG for Behavioral Health Summary related to ensuring templates backward compatibility
4. Richard will provide a statement / section that will be incorporated as addendum to the Behavioral Health ballot package to highlight areas within the Domain Analysis that are undergoing development and which are critical to interoperability between Behavioral Health practitioners and other social service and safety net domains (e.g., Criminal Justice, Educational System). The purpose of this statement is to ... (Serafina editorial comment / question: clarify that the Implementation Guide/DAM is a living document and that it is expected to evolve over time. There is a commitment to ensure backward compatibility, but to allow flexibility for incorporating new use cases, data elements and terminology to support interoperability.)
5. Suzanne to forward Phoenix Working Group minutes to Serafina for review prior by Friday. Final Minutes will be forwarded to the list prior to next Tuesday's meeting (2/5) for approval at beginning of call

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