TOC+Implementation+Guidance+SWG+Meeting+Minutes+7-30-2012

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**Meeting Agenda:**

 * Welcome & Announcements
 * Document Constraints
 * Companion Guide Outline
 * Homework Assignments

Attendance
David Tao, Ed Larsen, Elaine Ayres, Emma Jones, Holly Miller, Jennifer Sisto, Lindsey Hoggle, Meredith Lewis, Robin Barnes, Scott Zacks, Shalina Wadhwani, Sri Koka

Action Items

 * **#** || **Action** || **Owner** || **Status** || **Due Date** ||
 * 1 || Provide feedback on the new Companion Guide Outline || All Members ||  ||   ||

Meeting Notes

 * Document Constraints**
 * The ToC is determining the right approach for addressing closed-loop referrals (CCD) and discharge (Discharge Summary)
 * The table reviewed today covers both MU2 requirements and ToC Initiative requirements only for the Summary of Card Record (Transitions of Care objective)
 * This is only a high-level summary; the details and XML examples will be in the section and entry level guidance (Companion Guide sections 3 and 5)
 * The Companion Guide will also address the Patient Engagement objectives of Clinical Summaries and View/Download/Transmit using CCDA
 * Guidance will also be provided on “MU2-only” documents (CCD), based on the Document Recommendations page, since it is important to be clear about what is regulatory vs. what is recommended by the ToC initiative
 * David Tao has developed a document that shows ToC priorities for data exchanges, indicated by a priority rating of A, B, or C
 * The document includes rules for whether “shall,” “should,” or “may” be applied
 * For clarification, the author of this document is considered to be the sending clinician
 * The WG will further discuss the concept of two copies for Immunizations Administered (a copy for the patient and a copy for the provider)


 * Companion Guide Outline**
 * They have made changes around the structure of the outline to clarify what is a regulatory requirement for MU2 vs. what is required by the initiative
 * Meredith will post the revised outline to the wiki and for homework the group will provide feedback on the new outline
 * Once the entire outline is assembled, it will undergo a review and consensus process

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