Provider Directory Subject Matter Expert Workgroup Meeting

Provider Directory Subject Matter Expert Workgroup Meeting
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Welcome to the Provider Directory Subject Matter Expert Workgroup Meeting where agenda review, Direct Secure Messaging presentation, and discussion on achieving statewide Direct Secure Messaging are covered. Learn about the importance of Direct Secure Messaging in healthcare communication and the elements needed for its successful implementation.

  • Healthcare
  • Communication
  • Direct Secure Messaging
  • Provider Directory
  • Workgroup

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  1. Provider Directory Subject Matter Expert Workgroup Meeting #3 April 2, 2014 1

  2. Welcome, March meeting review, agenda review Karen Hale and Susan Otter 2

  3. Agenda Review & March meeting recap Agenda Review Direct Secure Messaging Federated HPD/Common Credentialing data presentation Breakout session Key Provider Directory Uses (HIE/Analytics/Operations) Group discussion of use cases Wrap up and next steps March meeting recap Questions or any other updates from group? 3

  4. Direct Secure Messaging Presentation Lisa Parker 4

  5. Direct Secure Messaging Overview Direct secure messaging is a secure, encrypted web-based communication system for healthcare practitioners to share protected health information (PHI) Allows structured data to be shared from an Electronic Health Record (EHR) (or web portal) that can be ingested directly into an EHR to become part of the patient s health record data Allows messages to only be shared between trusted, vetted parties across organizational boundaries and EHR vendors HIPAA compliant Direct secure messaging addresses are not readily available 5

  6. Elements to achieve statewide Direct secure messaging 1. Organizations must use a Health Information Service Provider (HISP) to communicate with providers outside their organization and/or their specific EHR 2. An organization s HISP must be a member of a trust community to connect with providers participating in a different HISP 3. Direct secure messaging addresses must be known, made available or searchable: Directories are sometimes a part of a HISP or trust community currently no statewide directory available in Oregon; OHA is developing an interim solution

  7. What is a HISP? a HISP provides oversight, and sets standards & policies that allow organizations to communicate with providers outside their organization and/or their specific EHR without using interfaces Health Information Service Provider (HISP) Organization 2 Organization 1 Members participate in trusted exchange with anyone in the HISP with the knowledge that everyone is held to the same standards and policies, and covered by the same participation agreement. Organization 3 Organizational Participation Agreement Standards and Policies Prospective members must be vetted : 1. All sign Organizational Participation Agreement 2. Adhere to standards and policies set by the HISP Organization 4 In vetting process

  8. What is a trust community? A trust community is a group of HISPs electing to follow a common set of standards and policies related to information exchange. a oversight, and sets the policies & procedures to allow organizations within disparate HISPs to exchange without using interfaces Trust Organization provides Trust Organization HISP A HISP B a HISP joins a trustcommunity to allow their participating organizations to exchange beyond the HISP with the knowledge that everyone is held to the same standards & policies, and covered by the same federated trust agreement Trust Community HISP C Federated Trust Agreement Certification/Accreditation Standards & Policies Prospective members must be vetted : 1. All HISPs sign a federated participation agreement in lieu of each of their participating organizations 2. Adhere to standards and policies set by the HISP HISP D 8 8

  9. DirectTruststrust community DirectTrust Accredited HISP HISP B HISP A Accredited HISP SureScripts HISP C DirectTrust CareAccord MedAllies Direct Trust Federation Agreement Direct Trusted Agent Accreditation Guidelines and Criteria DataMotion Cerner Candidate HISP In Direct Trusted Agent Accreditation process DirectTrust www.directtrust.org/accreditation-status/

  10. DirectTrust Fully Accredited HISPs 0 EHNAC Electronic Healthcare Network Accreditation Commission DTAAP Direct Trusted Agent Accreditation Program as of 4/2/14

  11. DirectTrust Candidates for Accreditation EHNAC Electronic Healthcare Network Accreditation Commission DTAAP Direct Trusted Agent Accreditation Program as of 4/2/14

  12. Why does Oregon need a state level provider directory for Direct secure messaging? Direct secure messaging addresses must be known, made available or searchable directories are sometimes a part of a HISP or trust community currently no statewide directory available in Oregon OHA is developing an interim solution Piloting flat file solution for 2014 for Oregon entities with a DirectTrust accredited HISP Value of Direct secure messaging supported with provider directory Care coordination across organizational boundaries Interoperability of information (exchange without interfaces) Electronic exchange of structured clinical information Policy Levers Federal: Support Stage 2 Meaningful Use requirements State: Statewide goal to promote Direct secure messaging; State contracts promoting HIT/HIE; Oregon s Patient-Centered Primary Care Home 12

  13. Federated HPD and Common Credentialing Data Crosswalk John Hall 13

  14. The Big Picture Where we end up in 2015 Federal Healthcare Provider directory (HPD) standards are in place that place criteria on how these data are stored and shared in EHRs Common credentialing database is beginning to capture credentialing data (fully functional in January 2016) Stand-alone healthcare directories are connected via federated provider directory services Web Portal Orchestrator Hub Centralized database for some components Those with HPD capabilities can connect to the network of Oregon directories and Interstate Directories Those without HPD capabilities can interact via flat-file exchange with the centralized components of the directory 14

  15. Provider Directory - Big Picture 15

  16. Leveraging state and federal efforts Emerging Federated HPD standard for provider directories Common credentialing efforts underway that ensure data accuracy 16

  17. Background on OPCA Oregon Practitioner Credentialing Application Practitioner demographics Medical specialty Practice information Primary/Additional practices Hospital/Healthcare affiliations Starting point for implementing the Oregon Common Credentialing Solution Analysis of RFI responses completed Rules to be effective June 2014 RFP to be issued by June 2014 Decision point for possible data elements included in the OCCS Award contract by October 2014 17

  18. Background on Federated HPD Federated Healthcare Provider Directory (HPD) is a technology standard for how to talk to healthcare directories and describes a minimum set of data supported by those directories Emerging version of HPD Builds upon HPD Plus v1.1 protocol and data model Adds capabilities supporting federated directory networks ONC and Integrating the Healthcare Enterprise (IHE) are collaborating to advance Federated HPD, with the final specification to be published in 2014 18

  19. National Adoption of Federated HPD Adoption of Federated HPD is anticipated to be widespread Federated HPD seen as the strongest contender enabling a nationwide directory infrastructure Some vendors are already building to (draft) Federated HPD Federated HPD Demonstration at HIMSS 2014 conference included Surescripts, Verizon, and other directory vendors Products supporting Federated HPD could be available as early as 2014, but broad support more likely will be 2015 to early 2016 based on typical vendor product development cycles. 19

  20. Federated HPD Data Model Credentials Information about where a provider is credentialed (includes credentialed date and expiration) Can also represent professional qualifications (e.g., degrees, certifications) Memberships Indicates affiliations between individuals and organizations Includes contact and Services information for the individual specific to the affiliation Organizations Represents organizational entities Includes identifying information such as name, legal address, and contact, plus items such as languages supported pointers to Services Providers Represents individual healthcare professionals Includes identifying information such as name, profession, specialization, addresses (legal, billing, postal), and contact information, plus items such as status (primary, other, inactive) Services Contains health information exchange information for an individual or organization, including Direct address and query endpoint 20

  21. Expressing OPCA data in Federated HPD Initial analysis indicates most of the OPCA data can be expressed using the Federated HPD data model. Some gaps appear to be indicated, but analysis continues. Any indicated gaps do not necessarily mean particular data cannot be stored in the statewide Provider Directory Services. More on this after the next slide 21

  22. Common Credentialing Federated HPD Element Potential Gaps In Common Credentialing, not HPD: Birth date and place, SSN, Citizenship, VISA Additional status types (full time, part time, telemedicine, etc.) Other professional actives (administration, research, teaching, retired) Department name (hospitals) Federal Tax ID, SSN Professional liability carrier Identifying/Practitioner Address Information X X Practice Information/Practice Call Coverage X X Specialty Information X X Board Certification/Recertification/Other Certifications X X Education/Residencies/Fellowships X X Health Care Licensure, Registrations, Certificates X X Hospital and Health Care Facility Affiliations X X In HPD, not Common Credentialing: Direct Address Professional Practice/Work History X X Peer References X Not in either: Historic practice or work history data Historic affiliations Office hours CME X Professional Liability Insurance X Attestation Questions/Professional Liability Actions X 22 Direct Address X

  23. Operations and Limitations for Federated HPD Querying for and accessing data beyond the standard data model using Federated HPD may pose challenges. Products used to access directories via Federated HPD may not have the necessary capabilities enabling its users to query for data outside the standard data model. If a product does allow queries for non-standard data, users may not be aware that such data exists to be queried in the first place or how to use their product to make such queries. No guarantees that products will be able to display (properly or at all) data received that falls outside the standard Federated HPD data model. Oregon could advocate and work through the Federated HPD standards process to extend the potential of the standard data model. In the meantime, however, other options supporting query and access of such data include: Web portal of the statewide Provider Directory Services Extracts for data subscribers Integration with data subscribers Use cases will determine which options make sense and when. 23

  24. A word on historical data... Directories are data repositories for point in time data As such, no applicable standards or data models support versioning of information or provide time indicators delimiting applicability of data (i.e., no directory standards enable queries for relationships in place or data values that were good at a given time or time period) Oregon s statewide Provider Directory Services could still support queries for historical data via one or more options: Periodic repository snapshots Parallel read only directories containing data and relationships as they were at defined times Better understanding of use cases in this area will help target the right approach(es). 24

  25. Data mechanisms Common Credentialing Credentialed healthcare providers only HPD EHR or HIE/HIO All participants in an EHR or HIE TBD Other 25

  26. Provider Directory Uses Karen Hale, Susan Otter, and Group 26

  27. Key use elements for HIE, Analytics, Operations Users and Sources Value Required Data Demographics, contact information Licensing information State program participation Vital stats Affiliations HIE Addresses Providers Groups Clinics/Clinic Sites Hospital Health System State programs Plans/CCOs Local HIEs Meet meaningful use Care coordination Administrative simplification Data available for research and analytics Parameters Assumptions Challenges 27

  28. Provider Directory Key Services Worksheet Item: Description of use Value Function (uses) Information that s needed: High level description of the use case in question What is the value or desired outcome? What are the functions or uses? Prioritization by uses? Who are the users that would be affected or touched by the use case? Prioritization by users? How does it have to work to be useful and what must it have to be useful? What are standards and external systems expected to be in place? What is the context? List data accepted in common credentialing solution/same for HPD. Are there gaps? Users Parameters Assumptions Data (attributes) by mechanism if possible and priority level for each Challenges to consider What are obstacles or barriers? Are there potential risks and ways to mitigate? What are other areas and advice to offer? 28 Other considerations

  29. Provider Directory Key Use examples Operations Analytics HIE (Referrals, Care Coordination, HIPAA compliant communication) PCPCH program needs to verify eligibility for clinics/providers OHA analytics department needs to assess quality outcomes for providers/ clinics/ groups by CCO Medicaid EHR Incentive Program in OHA needs to correspond with non-CareAccord users Clinic needs to track whether a practitioner is accepting new patients by plan Plan needs to analyzing quality metrics by clinic or practice Primary care doctor needs to refer patient to specialist. The specialist is not in the primary care doctor s clinic or health system Other use - Other use - Other use - 29

  30. Gaps to discuss in breakout sessions Practitioner Information Birth date and place, Citizenship, VISA SSN Specialty Information Additional status types (full time, part time, telemedicine, etc.) Other professional actives (administration, research, teaching, retired) Practice Information/Practice Call Coverage Department name (hospitals) Federal Tax ID, SSN Professional Practice/Work History Professional liability carrier Historic practice or work history data Other Hours of operation PCPCH Historic information 30

  31. Group Breakout Session HIE Gina, Erick, Bob, Hongcheng Analytics Jessica, Stephanie, Christopher, Ray Operations Mary Kaye, Tina, Rebecca, Liz 31

  32. Group Discussion of Use Cases Karen Hale, Susan Otter, and Group 32

  33. Wrap up and next steps Karen Hale & Susan Otter 33

  34. Next Meeting Date Location Salem State Library 250 Winter Street NE, Conference Room 103 Portland State Office Building 800 NE Oregon Street, Conference Room 1C April 23rd May 14th 34

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