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Data Exchange Framework

DSA Signing Portal, Participant Directory, FAQs, Feedback

DSA Signing Portal and Participant Directory [January 2024]

CDII has made enhancements to the Data Sharing Agreement (DSA) Signing Portal, which includes the Participant Directory web-based application. If you have not yet signed the DSA, do so today.

DSA Signing Portal

Participant Directory

All Participants are obligated by the Participant Directory Policy and Procedure to enter the Intermediaries or technologies they choose to exchange health and social services information under the DxF. For more information on both the DSA Signing Portal and the Participant Directory web-based application, see resources below.

Resources

DxF FAQs and Feedback Form [January 2024]

DxF Feedback

Click the link below to share feedback with the CDII on the exchange of health and social services information under the DxF.

If you experience technical issues accessing or completing the form, please email dxf@chhs.ca.gov and a CDII team member will respond with assistance.

DxF Feedback Form

DxF Feedback Resources

The Data Exchange Framework

Background

What is the Data Exchange Framework?

Every Californian, no matter where we live, should be able to walk into a doctor’s office, a county social service agency, or an emergency room and be assured health and human services providers can access the information they need to provide safe, effective, whole person care—while keeping our data private and secure. California’s Health and Human Services Data Exchange Framework, is the first-ever, required statewide data sharing agreement (DSA) of its kind in California and key to achieving the state’s plans for transforming healthcare, expanding coverage, advancing equity, and improving connections between health and social services entities.

Take Action

The Data Exchange Framework includes a single data sharing agreement and common set of policies and procedures that will govern and require the exchange of health information among health care entities and government entities in California.
The CalHHS Data Sharing Agreement (DSA) Signing PortalExternal Link is now open for providers and healthcare entities to take the first step for better health information exchange. The DSA is a mandated agreement between hospitals, physician organizations and medical groups, skilled nursing facilities, health plans and disability insurers, clinical laboratories, and acute psychiatric hospitals to share patient information safely.

Implementation Advisory Committee

IAC Meeting Materials

Implementation Advisory Committee Meeting (July 11, 2024, 12:30 PM – 3:00 PM)

To join by smart phone, tablet or computer, click this link: Zoom
To call in (listen only): 888 788 0099 (Toll Free)
Webinar ID: 979 4305 1559

Implementation Advisory Committee Meeting (August 29, 2024, 11:00 AM – 1:30 PM)

Implementation Advisory Committee Meeting (November 7, 2024, 12:30 PM – 3:00 PM)

IAC Members

Chair

  • John Ohanian, Chief Data Officer, CalHHS and Director, CDII

Members

  • Dan Chavez, Serving Communities Health Information Organization
  • Joe Diaz, California Association of Health Facilities
  • David Ford, California Medical Association
  • Aaron Goodale, MedPoint Management
  • Brian Henricksen, California Ambulance Association
  • Cameron Kaiser, County of Solano
  • Troy Kaji, Contra Costa Regional Medical Center and Health Centers
  • Andrew Kiefer, Blue Shield of California
  • Mark Knee, Office of the National Coordinator for Health IT
  • Matt Lege, SEIU California
  • Carol Leveroni, California Association of Health Information Exchanges
  • Pam Martinez, Ontario Fire Department
  • Amie Miller, California Mental Health Services Authority
  • Ali Modaressi, Los Angeles Network for Enhanced Services
  • Lucy Saenz, California Primary Care Association
  • Kiran Savage-Sangwan, California Pan-Ethnic Health Network
  • Felix Su, Manifest MedEx
  • Jim Willis, CommonSpirit Health

Past Meeting Materials

Implementation Advisory Committee Meeting (May 22, 2024, 12:00 PM – 2:00 PM)

Implementation Advisory Committee Meeting (March 19, 2024, 12:00 PM – 2:30 PM)

Joint Implementation Advisory Committee and Data Sharing Agreement (DSA) Policy and Procedure (P&P) Subcommittee Meeting (January 24, 2024, 9:00 AM – 11:00 AM)

Joint Implementation Advisory Committee and Data Sharing Agreement (DSA) Policies and Procedures (P&P) Subcommittee Meeting (December 19, 2023, 2:00pm – 3:45pm)

Implementation Advisory Committee Meeting #11 (November 16, 2023, 9:00am – 11:00am)

Implementation Advisory Committee Meeting #10 (October 10, 2023, 10:00am – 12:00pm)

Implementation Advisory Committee Meeting #9 (8/28/2023, 1:00pm – 2:00pm)

Implementation Advisory Committee Meeting #8 (7/20/2023, 9:30am – 11:00am)

Joint Implementation Advisory Committee and Data Sharing Agreement Policies and Procedures Subcommittee Meeting #7 (6/5/2023, 10:30am – 1:00pm)

Joint Implementation Advisory Committee and Data Sharing Agreement Policies and Procedures Subcommittee Meeting #6 (4/24/2023, 10:30am – 12:30pm)

Joint Implementation Advisory Committee and Data Sharing Agreement and Policies & Procedures Subcommittee Meeting (3/21/2023, 12:00 pm – 2:30 pm)

Implementation Advisory Committee Meeting #4 (2/2/2023, 9:00 am – 11:30 am)

Implementation Advisory Committee Meeting #3B (1/10/2023, 11:00 am – 2:00 pm)

Implementation Advisory Committee Meeting #3A (12/20/2022, 10:00 am – 12:30 pm)

Implementation Advisory Committee Meeting #2 (11/3/2022, 10:00 am – 1:00 pm)

Implementation Advisory Committee Meeting #1 (9/21/2022, 10:00 am – 1:00 pm)

Data Sharing Agreement and Policies & Procedures Subcommittee

DSA P&P SC Meeting Materials

Data Sharing Agreement (DSA) Policies and Procedures (P&P) Subcommittee Meeting (July 31, 2024, 12:00 PM – 2:30 PM)

To join by smart phone, tablet or computer, click this link: Zoom
To call in (listen only): 888 788 0099 (Toll Free)
Webinar ID: 933 0500 5362

Data Sharing Agreement (DSA) Policies and Procedures (P&P) Subcommittee Meeting (September 25, 2024, 12:00 PM – 2:30 PM)

Data Sharing Agreement (DSA) Policies and Procedures (P&P) Subcommittee Meeting (December 5, 2024, 12:30 PM – 3:00 PM)

Subcommittee Members

Chair

  • DeeAnne McCallin, Deputy Director, CDII

Members

  • William (Bill) Barcellona, America’s Physician Groups
  • Michelle (Shelley) Brown, Private Practice
  • Jason Buckner, Manifest MedEx
  • Louis Cretaro, County Welfare Directors Association of California
  • Matthew Eisenberg, Stanford Health
  • John Helvey, SacValley MedShare
  • Sanjay Jain, Health Net
  • Diana Kaempfer-Tong, CA Dept. of Public Health
  • Mark Knee, Office of the National Coordinator for Health IT
  • Steven Lane, Health Gorilla
  • Kelby Lind, Planned Parenthood Affiliates of California
  • Sunny Lowell, CA Dept. of State Hospitals
  • Belinda Luu, Kaiser Permanente
  • Deven McGraw, Ciitizen
  • Jackie Nordhoff, PointClickCare
  • Margaret Porto, CA Dept. of Health Care Services
  • Mark Savage, Savage & Savage LLC
  • Tom Schwaninger, LA Care
  • Elizabeth Steffen, Plumas District Hospital
  • Lee Tien, Electronic Frontier Foundation
  • Belinda Waltman, Los Angeles County Department of Health Services

Past Meeting Materials

Data Sharing Agreement (DSA) Policies and Procedures (P&P) Subcommittee Meeting (April 10, 2024, 1:30 PM – 3:30 PM)

Data Sharing Agreement (DSA) Policies and Procedures (P&P) Subcommittee Meeting (March 6, 2024, 1:30 PM – 4:00 PM)

Joint Implementation Advisory Committee and Data Sharing Agreement (DSA) Policies and Procedures (P&P) Subcommittee Meeting (January 24, 2024, 9:00 AM – 11:00 AM)

  • Please reference the Implementation Advisory Committee Section for meeting materials

Joint Implementation Advisory Committee and Data Sharing Agreement Policies and Procedures Subcommittee Meeting #12 (December 19, 2023, 2:00pm – 4:30pm)

  • Please reference the Implementation Advisory Committee Section for meeting materials.

Data Sharing Agreement Policies and Procedures Subcommittee Meeting #10 (October 31, 2023, 9:00am – 11:00am)

Data Sharing Agreement Policies and Procedures Subcommittee Meeting #9 (September 27, 2023, 1:00pm – 3:00pm)

Data Sharing Agreement Policies and Procedures Subcommittee Meeting #8 (6/27/2023, 10:00 AM – 12:30 PM)

Joint Implementation Advisory Committee and Data Sharing Agreement Policies and Procedures Subcommittee Meeting #7 (6/5/2023, 10:30am – 1:00pm)

  • Please reference the Implementation Advisory Committee Section for meeting materials.

Joint Implementation Advisory Committee and Data Sharing Agreement Policies and Procedures Subcommittee Meeting #6 (4/24/2023, 10:30 AM – 12:30 PM)

  • Please reference the Implementation Advisory Committee Section for meeting materials.

Joint Implementation Advisory Committee and Data Sharing Agreement Policies and Procedures Subcommittee Meeting (3/21/2023, 12:00 pm – 2:30 pm)

  • Please reference the Implementation Advisory Committee Section for post-meeting materials.

Data Sharing Agreement Policies and Procedures Subcommittee Meeting #4 (1/26/2023, 9:00 am – 10:30 am)

Data Sharing Agreement Policies and Procedures Subcommittee Meeting #3 (12/15/2022, 9:00 am – 11:30 am)

Data Sharing Agreement Policies and Procedures Subcommittee Meeting #2 (10/25/2022, 10:00 am – 12:30 pm)

Data Sharing Agreement Policies and Procedures Subcommittee Meeting #1 (9/23/2022, 9:30 am – 12:00 pm)

Technical Advisory Subcommittee

TASC Meeting Materials

Technical Advisory Subcommittee (TASC) Meeting #2D (June 4, 2024, 2:00 PM – 3:00 PM)

To join by smart phone, tablet or computer, click this link: Zoom
To call in (listen only): 888 788 0099 (Toll Free)
Webinar ID: 917 9177 6607

Subcommittee Members

Chair

  • Rim Cothren, Independent HIE Consultant, CDII

Members

  • Hans Buitendijk, Oracle
  • Cassie-Ann Bush, Adventist Health
  • Sarah DeSilvey, Gravity Project
  • Mohit Ghose, Anthem Blue Cross
  • Prashant Gupta, LabCorp
  • John Helvey, SacValley Medshare
  • Kimberly Krause, Providence Administrative Consulting Services
  • Michael Marchant, UC Davis
  • Chris Muir, Office of the National Coordinator for HIT
  • Ken Riomales, CalMHSA
  • Jess Sanford, California Department of Public Health
  • Hanan Scrapper, People Assisting the Homeless (PATH)
  • Joe Sullivan, EMSA
  • Brian Thomas, Alameda County

Past Meeting Materials

Technical Advisory Subcommittee (TASC) Meeting #2C (May 21, 2024, 2:00 PM – 3:00 PM)

Technical Advisory Subcommittee (TASC) Meeting #2B (May 7, 2024, 2:00 PM – 3:00 PM)

Technical Advisory Subcommittee (TASC) Meeting #2A (April 23, 2024, 1:30 PM – 3:00 PM)

Technical Advisory Subcommittee (TASC) Meeting #1B (March 20, 2024, 1:30 PM – 2:30 PM)

Technical Advisory Subcommittee (TASC) Meeting #1A (March 5, 2024, 2:00 PM – 3:00 PM)

Did you know? California's new Data Exchange Framework won’t replace the many Health Information Exchange systems already up and running across our state California's progress on our bold vision of equitable, affordable, and whole person care will depend on seamless data exchange. Making life-saving information available to health care providers when and where you need it is just one goal of California's #DataExchangeFramework

Timeline

Initial Data Exchange Framework

By July 1, 2022, the state will establish a single Data Sharing Agreement and common set of policies and procedures that will govern and require the exchange of health information among health care entities and government agencies in California. This effort will be guided by a Stakeholder Advisory Group, which will provide information and advice to CalHHS.

Public health/social services integration

CalHHS and the California State Association of Counties will encourage as many county health, public health, and social services providers to connect to the Data Exchange Framework—with all state and local public health agencies exchanging health information in real time with participating health care entities.

Full implementation

On or before January 31, 2024, most required signatories of the DSA shall exchange health information or provide access to health information as specified by CalHHS’s Data Sharing Agreement for treatment, payment, or health care operations.

Data Exchange Framework Details

Background

On July 5, 2022, CalHHS released the Data Exchange Framework, Data Sharing Agreement, and initial set of Policies and Procedures. Documents can be found in the respective tabs of this section. More information for signatories of the Data Sharing Agreement, including information on agreement execution, will be available on this webpage later this year (2022).

Context

While parts of California’s health care system rely on coordinated, interoperable electronic systems, other parts rely on decentralized, manual, and siloed systems of clinical and administrative data exchange that is voluntary in many situations. This voluntary patchwork imposes burdens on providers and patients, limits the health care ecosystem from making material advances in equity and quality, and functionally inhibits patient access to personalized, longitudinal health records. Further, a lack of clear policies and requirements to share data between payers, providers, hospitals, and public health systems is a significant hindrance to addressing public health crises, as demonstrated by challenges inherent to the COVID-19 pandemic.

Despite the widespread availability of secure electronic data transfer, a small but important minority of Californians’ medical information is stored or shared on paper. When that medical information is shared between providers, much of it happens by mail, fax, or, most likely, by the patients themselves, who frequently carry their records from appointment to appointment. While electronic health information exchange cannot replace provider-patient communication, it can greatly improve the completeness of patient records, which has a significant effect on health and wellness outcomes, as past history, current medications, and other information are jointly reviewed during appointments.

Social and economic factors distinct from medical care are powerful predictors of health outcomes and disease burden throughout a person’s life. From a population health perspective, this means that evidence-based policies that affect the broader conditions in which people are born, grow, and live can exert a powerful influence on health and well-being. From an operational perspective, data-driven efforts to better coordinate human and social supports with the medical and health care sectors provide opportunities to deliver services that are more client centered, efficient, effective, and tailored.

Data Sharing Agreement

Strategy for Digital Identities

DxF Grant Program

DxF Grants Program

The Data Exchange Framework (DxF) Grant Program launched in October 2022 to help health and social services providers and other health care entities understand and implement DxF requirements. There are two core grant opportunities to address areas where resources are required to support broad DxF implementation: the DSA Signatory Grants and the DxF Educational Initiative Grant Programs.

DSA Signatory Grants

CDII has allocated up to $47 million for DSA Signatory Grants that provide support to DSA Signatories to subsidize their efforts to implement the DxF. The program includes two grant options for Signatories: QHIO Onboarding Grants and Technical Assistance (TA) Grants. Download the DSA Signatory Grants Application Guidance Document to learn more.

The DxF Grant Portal is closed for the DSA Signatory Grants Round 3.

CDII has designated Public Consulting Group LLC (PCG) as the third-party administrator (TPA) to administer DSA Signatory Grants and the DxF Grant portal. PCG is acting solely as a TPA on behalf of CDII and is not liable or responsible for CDII decisions, payment delays, or actions.

DSA Signatory Grantee Webinar (February 29, 2024, 11:00 AM – 12:00 PM)

Resources

DxF Educational Initiative Grant Program

In December 2022, CDII selected eight associations to provide education and outreach about the DxF across the state throughout 2023. The list of grantees and their contact information can be found in the DxF FAQ document, question 16.

Archives (DSA, P&Ps and Glossary)

Data Sharing Agreement

Policies and Procedures

Glossary of Defined Terms

Public Comment

Nothing is currently open for Public Comment

Notice of Intended Administrative Changes to P&Ps

Nothing is currently open for public input

Data Exchange Framework Public Webinars

DxF Public Webinar Materials

Please monitor this section for information about future DxF Webinar dates.

Past DxF Webinar Materials

DSA Signatory Grantee Webinar (February 29, 2024, 11:00 AM – 12:00 PM)

DxF Participant Directory Walkthrough (2/7/2024, 2:30 PM – 3:30 PM PT)

DxF Year End Review and Look Ahead (12/13/2023, 1:00 PM – 2:00 PM PT)

QHIO Program Launch and Grant Opportunities (11/7/2023, 2:00 PM – 3:00 PM PT)

DxF Round 3 Grants and DxF Exchange Scenario (10/16/2023, 10:30 AM – 11:30 AM PT)

Demystifying the DxF: Real World Exchange Scenarios (8/24/2023, 1:30 PM – 2:30 PM PT)

Demystifying DxF Exchange Scenarios (7/25/2023, 10:00 AM – 11:00 AM PT)

Data Sharing Agreement (DSA) Signatory Grants Town Hall (5/16/2023, 10:00 AM – 12:00 PM PT)

Applying for Data Exchange Framework (DxF) Grants and Other DxF Program Updates (4/18/2023, 10:00 AM – 11:00 AM PT)

How the DxF Supports CalAIM & Other DxF Program Updates (3/23/2023, 9:30 AM – 10:30 AM PT)

DxF Data Sharing Agreement Fact vs. Fiction, DxF Grant Applications, & QHIO Applications (2/21/2023, 10:00 AM – 11:00 AM PT)

The Impact of Data Exchange Under the DxF & Key Program Update (1/19/2023, 9:00 AM – 10:00 AM PT)

DxF DSA Signing Portal Town Hall (1/6/2023)

What is a QHIO? How do I sign the DSA? And other DxF Program Updates (12/13/2022, 2:00 PM – 3:00 PM PT)

DxF Grant Program Overview & DSA Signature Portal Demonstration (11/22/2022, 11:30 AM – 12:30 PM PT)

The DxF DSA and P&Ps: An Overview (10/24/2022, 2:00 PM – 3:00 PM PT)

What is the Data Exchange Framework? (9/13/2022)

The Qualified HIO Program

Understanding California’s QHIOs

Last Updated June 4, 2024

Below is information for DxF  Participants seeking assistance in meeting their DxF requirements. This material will provide information on what a QHIO is, what DxF related services they offer, and how to find the right QHIO for your organization.

Resources

For more information, please see the QHIO website: 

QHIO Requirements

Last Updated June 4, 2024

CDII is finalizing a QHIO Program Requirements document that will provide an overview of the requirements that an organization must meet to become a Qualified HIO and to maintain qualified status thereafter.

While the application window to become a QHIO has closed, the 2023 application and supporting material may be found below for prospective applicants to reference.

Application Resources

For more information, please see the past meeting materials in the archived section below or email CDII@chhs.ca.gov.

QHIO Archives

Qualified Health Information Organization (QHIO) Application Question and Answer (Q&A) Session (9/11/2023, 11:00 AM – 12:00 PM)

Qualified Health Information Organization (QHIO) Application Question and Answer (Q&A) Session (9/8/2023, 10:00 AM – 11:00 AM)

Qualified Health Information Organization Town Hall (2/9/2023, 9:00 am – 10:30am PT)

View the Draft QHIO 2023 Application and the 2023 Application Criteria that was discussed in the 2/9/2023 Town Hall.

Center for Data Insights and Innovation
1215 O Street
Sacramento, CA 95814