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Establishing Trusted Exchange
    Among Unaffiliated Organizations

    A Replay of the Western States Consortium
Demonstration at the HIMSS Interoperability Showcase
                   20 March 2013
Today’s Players


   In order of appearance…
 • Robert Cothren, PhD
   Technical Director, CHeQ Program, UC Davis Health System
 • Chris Jioras
   Project Manager, North Coast Health Information Network
 • Sharon Wentz, RN
   Business Development Coordinator, CareAccord™
 • Jane McCord
   Information Services Liaison, North Coast Health Information Network
 • Will Ross
   Project Manager, Redwood MedNet



                                                                          1
Western States Consortium


 Investigating the policies, procedures, and technologies that
 allow and promote interstate exchange of health information.



          Use case…
           Using Direct
to exchange clinical information
       between providers
        across state lines
    for treatment purposes.




                                                                 2
Scalable Trust

  Use case…
• Exchange between providers across state lines for treatment purposes
  …is really…
• An example of exchange between unaffiliated organizations.



             Really about scalable trust.
                Two important components…

           1. Establishing inter-organizational trust.
           2. Discovering how to communicate with others.



                                                                         3
What you will see…




                     4
What you will see…




                     5
Start the demo…




                  6
Sidebar…




           7
Distributed Directory Search

  Architecture:
• States query each other                                                State HISP
  as peers                                      AK State Directory



  In CA:
• Use federated                                                                                  State HISP
  directories
                     CA State Directory
                                              A                      ?      OR State Directory
• Rules govern
  queries
                 ?                 ?                           1.    CareAccord user requests address from CA.
                                                               2.    CA determines where to send query.
                                                               3.    CA forwards query to regional directories.
           A                              A                    4.
                                                               5.
                                                                     Regional directories search and respond.
                                                                     CA consolidates responses.
                                                               6.    CA responds to CareAccord user.
     Regional HISP                            Regional HISP
                       Regional HISP


                                                                                                              8
Distributed Directory Search

  Architecture:
• States query each other                                           State HISP
  as peers                                  AK State Directory
                              ?
  In CA:
• Use federated                                                                             State HISP
  directories
                     CA State Directory
                                           ?                 A         OR State Directory
• Rules govern
  queries
                 A                                         1.    NCHIN user requests address from OR/WSC.
                                                           2.    CA determines where to send queries.
                                                           3.    CA forwards query to state directories.
           ?                                               4.
                                                           5.
                                                                 State directories search and respond.
                                                                 CA consolidates responses.
                                                           6.    CA responds to NCHIN user.
     Regional HISP                        Regional HISP
                       Regional HISP


                                                                                                         9
Distributed Directory Search

  Architecture:
• States query each other                                                State HISP
  as peers                                      AK State Directory



  In CA:
• Use federated                                                                                  State HISP
  directories
                     CA State Directory                                     OR State Directory
• Rules govern
  queries
                 A      ?          ?                           1.    NCHIN user requests address from CA.
                                                               2.    CA determines where to send queries.
                                                               3.    CA forwards query to regional directories.
           ?                              A                    4.
                                                               5.
                                                                     Regional directories search and respond.
                                                                     CA consolidates responses.
                        A                                      6.    CA responds to NCHIN user.
     Regional HISP                            Regional HISP
                       Regional HISP


                                                                                                              10
Back to the demo…




                    11
Sidebar…




           12
Scalable Trust

• Trust Community: a group of organizations that elect to adopt a common set
  of policies and processes in regard to health information exchange.
• Trust Bundles: the collection of trust anchors for members of a Trust
  Community.

Moving from today’s world of                   … to tomorrow’s world of
point-to-point trust agreements…                 scalable trust.

                                    Trust
                                   Bundles




                   See http://bundles.hiecosystem.net/wsc/

                                                                          13
Back to the demo…




                    14
Questions…




             15

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Establishing Trusted Exchange Among Unaffiliated Organizations

  • 1. Establishing Trusted Exchange Among Unaffiliated Organizations A Replay of the Western States Consortium Demonstration at the HIMSS Interoperability Showcase 20 March 2013
  • 2. Today’s Players In order of appearance… • Robert Cothren, PhD Technical Director, CHeQ Program, UC Davis Health System • Chris Jioras Project Manager, North Coast Health Information Network • Sharon Wentz, RN Business Development Coordinator, CareAccord™ • Jane McCord Information Services Liaison, North Coast Health Information Network • Will Ross Project Manager, Redwood MedNet 1
  • 3. Western States Consortium Investigating the policies, procedures, and technologies that allow and promote interstate exchange of health information. Use case… Using Direct to exchange clinical information between providers across state lines for treatment purposes. 2
  • 4. Scalable Trust Use case… • Exchange between providers across state lines for treatment purposes …is really… • An example of exchange between unaffiliated organizations. Really about scalable trust. Two important components… 1. Establishing inter-organizational trust. 2. Discovering how to communicate with others. 3
  • 5. What you will see… 4
  • 6. What you will see… 5
  • 9. Distributed Directory Search Architecture: • States query each other State HISP as peers AK State Directory In CA: • Use federated State HISP directories CA State Directory A ? OR State Directory • Rules govern queries ? ? 1. CareAccord user requests address from CA. 2. CA determines where to send query. 3. CA forwards query to regional directories. A A 4. 5. Regional directories search and respond. CA consolidates responses. 6. CA responds to CareAccord user. Regional HISP Regional HISP Regional HISP 8
  • 10. Distributed Directory Search Architecture: • States query each other State HISP as peers AK State Directory ? In CA: • Use federated State HISP directories CA State Directory ? A OR State Directory • Rules govern queries A 1. NCHIN user requests address from OR/WSC. 2. CA determines where to send queries. 3. CA forwards query to state directories. ? 4. 5. State directories search and respond. CA consolidates responses. 6. CA responds to NCHIN user. Regional HISP Regional HISP Regional HISP 9
  • 11. Distributed Directory Search Architecture: • States query each other State HISP as peers AK State Directory In CA: • Use federated State HISP directories CA State Directory OR State Directory • Rules govern queries A ? ? 1. NCHIN user requests address from CA. 2. CA determines where to send queries. 3. CA forwards query to regional directories. ? A 4. 5. Regional directories search and respond. CA consolidates responses. A 6. CA responds to NCHIN user. Regional HISP Regional HISP Regional HISP 10
  • 12. Back to the demo… 11
  • 14. Scalable Trust • Trust Community: a group of organizations that elect to adopt a common set of policies and processes in regard to health information exchange. • Trust Bundles: the collection of trust anchors for members of a Trust Community. Moving from today’s world of … to tomorrow’s world of point-to-point trust agreements… scalable trust. Trust Bundles See http://bundles.hiecosystem.net/wsc/ 13
  • 15. Back to the demo… 14