Data Exchange Framework (DxF)
DxF 2024 Implementation
DSA Signing Portal and Participant Directory
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
- Sign into the CalHHS Data Sharing Agreement Signing Portal
- DxF Single Data Sharing Agreement pdf template
- Data Sharing Agreement Signatory List
- Data Sharing Agreement Signatory List Format Guide
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.
- Sign into the DSA Signing Portal to access the Participant Directory.
- Participant Directory Listing (Machine Readable Format)
- Participant Directory Flat-File Listing Format
- Find the Participant Directory P&P in the “Policies and Procedures” section of this web page.
Implementation Resources and FAQs
- Frequently Asked Questions (FAQ)
- Implementation Toolkit
- Participant Directory How To Guide
- Participant Directory Flat-File Listing Format Guide
- Participant Directory Quick Start How To Guide
- DxF Participant Directory Walkthrough (February 7, 2024, 2:30 PM – 3:30 PM PT)
Feedback
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 Resources
Implementation Advisory Committee (IAC)
IAC Meeting Materials
This section will be updated for future meetings.
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
IAC Past Meeting Materials
Joint Implementation Advisory Committee and Data Sharing Agreement Policies and Procedures Subcommittee Meeting (November 7, 2024, 12:30 PM – 3:00 PM)
- Agenda – November 7, 2024
- Meeting Presentation – November 7, 2024
- Transcript – November 7, 2024
- Recording – November 7, 2024
- Chat Log – November 7, 2024
- Public Comment – November 7, 2024
- Meeting Summary – November 7, 2024
Joint Implementation Advisory Committee and Data Sharing Agreement Policies and Procedures Subcommittee Meeting (September 17, 2024, 1:00 PM – 2:15 PM)
- Agenda – September 17, 2024
- Meeting Presentation – September 17, 2024
- Transcript – September 17, 2024
- Recording – September 17, 2024
- Chat Log – September 17, 2024
- Q&A – September 17, 2024
- Public Comment – September 17, 2024
- Meeting Summary – September 17, 2024
- Additional Session: DxF Roadmap Workshop Summary – September 17, 2024
Implementation Advisory Committee Meeting (May 22, 2024, 12:00 PM – 2:00 PM)
- Agenda – May 22, 2024
- Meeting Presentation – May 22, 2024
- Technical Standards Advancement Process Update – June 28, 2024
- Transcript – May 22, 2024
- Recording – May 22, 2024
- Chat Log – May 22, 2024
- Q&A – May 22, 2024
- Public Comment – May 22, 2024
Implementation Advisory Committee Meeting (March 19, 2024, 12:00 PM – 2:30 PM)
- Agenda – March 19, 2024
- Meeting Presentation – March 19, 2024
- Transcript – March 19, 2024
- Recording – March 19, 2024
- Chat Log – March 19, 2024
- Q&A – March 19, 2024
- Public Comment – March 19, 2024
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)
- Agenda – January 24, 2024
- Meeting Presentation – January 24, 2024
- Transcript – January 24, 2024
- Recording – January 24, 2024
- Chat Log – January 24, 2024
- Q&A – January 24, 2024
- Public Comment – January 24, 2024
- Meeting Summary – January 24, 2024
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)
- Agenda – July 20, 2023
- Meeting Presentation
- Meeting Copy: Process for Amending the DSA P&P (REDLINE – version July 2022 vs. July 2023)
- Meeting Copy: Development of and Modifications to P&Ps P&P (REDLINE – version July 2022 vs. July 2023)
- Transcript
- Recording
- Chat Log
- Q&A
- Public Comment
Joint Implementation Advisory Committee and Data Sharing Agreement Policies and Procedures Subcommittee Meeting #7 (6/5/2023, 10:30am – 1:00pm)
- Agenda – June 5, 2023
- Meeting Presentation
- Meeting Copy: Draft Privacy and Security Safeguards P&P (6.2.23)
- Meeting Copy: Technical Requirements for Exchange P&P (6.1.23)
- Meeting Copy: Information Blocking Prohibitions P&P (6.1.23)
- Meeting Copy: Early Exchange P&P (6.1.23)
- Transcript
- Recording
- Chat Log
- Q&A
- Public Comment
- Post Meeting Comments
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)
- Agenda – March 21, 2023
- Meeting Presentation
- Transcript
- Recording
- Chat Log
- Q&A
- Public Comment
- Post Meeting Comments
- California Association of Health Information Exchanges Comments
- Manifest MedEx Comments
- America’s Physician Groups, Anthem Blue Cross, Bella Vista Medical Group IPA, Blue Shield of California, Connecting for Better Health, Health Care LA, IPA, Health Plan of San Joaquin, Hill Physicians, Inland Empire Health Plan, L.A. Care, Local Health Plans of California, Los Angeles Network for Enhanced Services, Manifest MedEx, MedPOINT Management, San Diego Health Connect, Santa Cruz Health Information Organization, Service Employees International Union California, Synclarity Consulting Comments
Implementation Advisory Committee Meeting #4 (2/2/2023, 9:00 am – 11:30 am)
- Agenda – February 2, 2023
- Meeting Presentation
- QHIO 2023 Application Parts C and D for IAC 02.02.2023
- Transcript
- Recording
- Chat Log
- Q&A
- Public Comment
- Implementation Advisory Committee Meeting #4 Post Meeting Comments:
Implementation Advisory Committee Meeting #3B (1/10/2023, 11:00 am – 2:00 pm)
- Agenda – January 10, 2023
- QHIO 2323 Application Parts A and B for IAC 01.10.2023
- Meeting Presentation
- Transcript
- Recording
- Chat Log
- Q&A
- Public Comment
Implementation Advisory Committee Meeting #3A (12/20/2022, 10:00 am – 12:30 pm)
- Agenda – December 20, 2022
- Meeting Presentation
- Transcript
- Recording
- Chat log
- Q&A
- Public Comment
- Public Comment – CAHIE
- Public Comment – EHR Association
- DxF P&P Draft Language – Technical Requirements for Exchange (for 12/20 IAC meeting)
- DxF P&P Draft Language – Real-Time Exchange (for 12/20 IAC meeting)
- DxF P&P Draft Language – Early Exchange (for 12/20 IAC meeting)
- DxF P&P Draft Language – CA Information Blocking Prohibitions (for 12/20 IAC meeting)
Implementation Advisory Committee Meeting #2 (11/3/2022, 10:00 am – 1:00 pm)
- Agenda–November 3, 2022
- Meeting Presentation
- Transcript
- Recording
- Chat log
- Q&A
- Public Comment
- Meeting Summary
Implementation Advisory Committee Meeting #1 (9/21/2022, 10:00 am – 1:00 pm)
Data Sharing Agreement and Policies & Procedures Subcommittee (DSA P&P Subcommittee)
DSA P&P Subcommittee Meeting Materials
This section will be updated for future meetings.
DSA P&P 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
DSA P&P Subcommittee Past Meeting Materials
Joint Implementation Advisory Committee and Data Sharing Agreement Policies and Procedures Subcommittee Meeting (November 7, 2024, 12:30 PM – 3:00 PM)
- Please refer to the Implementation Advisory Committee Section for meeting materials.
Joint Implementation Advisory Committee and Data Sharing Agreement (DSA) Policies and Procedures (P&P) Subcommittee Meeting (September 17, 2024, 1:00 PM – 2:15 PM)
- Please refer to the Implementation Advisory Committee section for meeting details.
Data Sharing Agreement (DSA) Policies and Procedures (P&P) Subcommittee Meeting (April 10, 2024, 1:30 PM – 3:30 PM)
- Meeting Agenda – April 10, 2024
- Meeting Presentation – April 10, 2024
- Meeting Transcript – April 10, 2024
- Meeting Q&A – April 10, 2024
- Meeting Chat Log – April 10, 2024
- Meeting Public Comment Log – April 10, 2024
- Meeting Video Recording – April 10, 2024
Data Sharing Agreement (DSA) Policies and Procedures (P&P) Subcommittee Meeting (March 6, 2024, 1:30 PM – 4:00 PM)
- Agenda – March 6, 2024
- Meeting Presentation – March 6, 2024
- Meeting Transcript – March 6, 2024
- Meeting Q&A – March 6, 2024
- Meeting Chat Log – March 6, 2024
- Meeting Video Recording – March 6, 2024
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)
- Agenda
- Meeting Copy: Draft Participant Directory P&P (10.22.23)
- Meeting Presentation
- Transcript
- Q&A
- Chat Log
- Public Comment
- Video Recording
Data Sharing Agreement Policies and Procedures Subcommittee Meeting #9 (September 27, 2023, 1:00pm – 3:00pm)
- Agenda
- Meeting Copy: Draft Data Elements to Be Exchanged P&P (9.20.23)
- Meeting Presentation
- Transcript
- Q&A
- Chat Log
- Video Recording
Data Sharing Agreement Policies and Procedures Subcommittee Meeting #8 (6/27/2023, 10:00 AM – 12:30 PM)
- Agenda – June 27, 2023
- Meeting Presentation
- Meeting Copy: QHIO P&P (6.13.23)
- Meeting Copy: Draft Privacy Standards & Security Safeguards P&P (6.2.23)
- Meeting Copy: Draft Real-Time Exchange P&P (6.21.23)
- Meeting Copy: Draft DxF P&P Glossary (6.22.23)
- Transcript
- Q&A
- Chat Log
- Video Recording
- Post Meeting Comments:
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)
- Agenda – January 26, 2023
- DxF P&P Draft Language – QHIO Program (for 1/26 Subcommittee meeting)
- Meeting Presentation
- Transcript
- Q&A
- Chat Log
- Public Comment
- Video Recording
- Meeting Summary
Data Sharing Agreement Policies and Procedures Subcommittee Meeting #3 (12/15/2022, 9:00 am – 11:30 am)
- Agenda – December 15, 2022
- DSA P&P Subcommittee #3 – Presentation (v1)
- DxF P&P Draft Language – Technical Requirements for Exchange (for 12/15 Subcommittee meeting)
- DxF P&P Draft Language – Real-Time Exchange (for 12/15 Subcommittee meeting)
- DxF P&P Draft Language – Early Exchange (for 12/15 Subcommittee meeting)
- DxF P&P Draft Language – Information Obstruction (for 12/15 Subcommittee meeting)
- Transcript
- Q&A
- Chat Log
- Public Comment
- Video Recording
- Meeting Summary
Data Sharing Agreement Policies and Procedures Subcommittee Meeting #2 (10/25/2022, 10:00 am – 12:30 pm)
- Agenda – October 25, 2022
- Meeting Summary
- DSA P&P Subcommittee #2 – Presentation (v1)
- DxF P&P Draft Language – Information Blocking (10.22.22)
- DxF P&P Draft Language – Monitoring and Auditing (10.22.22)
- Transcript
- Q&A
- Chat Log
- Public Comment
- Video Recording
Data Sharing Agreement Policies and Procedures Subcommittee Meeting #1 (9/23/2022, 9:30 am – 12:00 pm)
Technical Advisory Subcommittee (TASC)
TASC Meeting Materials
Please monitor this section for updates on upcoming TASC meeting schedules.
TASC Members
Chair
- Rim Cothren, Independent HIE Consultant, CDII
Members
- Hans Buitendijk, Oracle
- Cassie-Ann Bush, Adventist Health
- Sarah DeSilvey, Gravity Project
- Prashant Gupta, LabCorp
- John Helvey, SacValley Medshare
- Kimberly Krause, Providence Administrative Consulting Services
- Michael Marchant, Sutter Health
- Kameron Mims-Jones, Nourish California
- Chris Muir, Office of the National Coordinator for HIT
- Marc Overhage, Elevance Health
- Ken Riomales, CalMHSA
- Jess Sanford, California Department of Public Health
- Hanan Scrapper, People Assisting the Homeless (PATH)
- James Shalaby, Elimu Informatics
- Joe Sullivan, EMSA
- Brian Thomas, Alameda County
TASC Past Meeting Materials
Technical Advisory Subcommittee (TASC) Meeting #4B (November 19, 2024, 2:00 PM – 3:00 PM)
- Agenda – November 19, 2024
- Pre-Read Documents – November 8, 2024
- Meeting Presentation – November 19, 2024
- Video Recording – November 19, 2024
- Meeting Transcript – November 19, 2024
- Meeting Q&A – November 19, 2024
- Meeting Chat – November 19, 2024
Technical Advisory Subcommittee (TASC) Meeting #4A (November 8, 2024, 1:00 PM – 2:00 PM)
- Agenda – November 8, 2024
- Meeting Presentation – November 8, 2024
- Video Recording – November 8, 2024
- Meeting Transcript – November 8, 2024
- Meeting Chat – November 8, 2024
Technical Advisory Subcommittee (TASC) Meeting #3B (September 4, 2024, 1:00 PM – 2:00 PM)
- Agenda – September 4, 2024
- Meeting Presentation – September 4, 2024
- Video Recording – September 4, 2024
- Meeting Transcript – September 4, 2024
- Meeting Q&A – September 4, 2024
- Meeting Chat – September 4, 2024
Technical Advisory Subcommittee (TASC) Meeting #3A (August 21, 2024, 1:00 PM – 2:00 PM)
- Agenda – August 21, 2024
- Meeting Presentation – August 21, 2024
- Video Recording – August 21, 2024
- Meeting Transcript – August 21, 2024
- Meeting Q&A – August 21, 2024
- Meeting Chat – August 21, 2024
Technical Advisory Subcommittee (TASC) Meeting #2D (June 4, 2024, 2:00 PM – 3:00 PM)
- Agenda – June 4, 2024
- Meeting Presentation – June 4, 2024
- Video Recording – June 4, 2024
- Meeting Transcript – June 4, 2024
- Meeting Q&A – June 4, 2024
- Meeting Chat – June 4, 2024
- Meeting Public Comment – June 4, 2024
Technical Advisory Subcommittee (TASC) Meeting #2C (May 21, 2024, 2:00 PM – 3:00 PM)
- Agenda – May 21, 2024
- Meeting Presentation – May 21, 2024
- Video Recording – May 21, 2024
- Meeting Transcript – May 21, 2024
- Meeting Q&A – May 21, 2024
- Meeting Chat – May 21, 2024
- Meeting Public Comment – May 21, 2024
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)
- Agenda – April 23, 2024
- Meeting Presentation – April 23, 2024
- Video Recording – April 23, 2024
- Additional post-meeting materials will soon be available under this webpage section. Please check back shortly.
Technical Advisory Subcommittee (TASC) Meeting #1B (March 20, 2024, 1:30 PM – 2:30 PM)
- Agenda – March 20, 2024
- Meeting Summary – March 20, 2024
- Meeting Presentation – March 20, 2024
- Video Recording – March 20, 2024
Technical Advisory Subcommittee (TASC) Meeting #1A (March 5, 2024, 2:00 PM – 3:00 PM)
2024 Standards Committee
2024 Standards Committee Info
2024 Standards Committee Meeting Materials
Please monitor this section for updates on upcoming Standards Committee meeting schedules.
2024 Standards Committee Members
Chair
- Rim Cothren, Independent HIE Consultant, CDII
Members
- Ray Duncan, Cedars-Sinai Health System
- Jonathon Feit, Beyond Lucid Technologies, Inc.
- Danielle Friend, EHRA
- Evelyn Gallego, EMI Advisors
- Dave Green, PointClickCare
- John Helvey, SacValley MedShare
- Sheljina Ibrahim Kutty, Elevance Health
- Mani Nair, Blue Shield of California
- Tim Polsinelli, Manifest MedEx
- Ken Riomales, CalMHSA
2024 Standards Committee Past Meeting Materials
2024 Standards Committee Meeting #5 (Monday, December 2, 2024, 12:00 PM – 1:00 PM PT)
- Agenda – December 2, 2024
- Meeting Presentation – December 2, 2024
- Video Recording – December 2, 2024
- Meeting Transcript – December 2, 2024
- Meeting Chat – December 2, 2024
- Meeting Q&A – December 2, 2024
2024 DxF Standards Committee Meeting #4 (Thursday, November 21, 2024, 12:00 PM – 1:00 PM PT)
- Agenda – November 21, 2024
- Meeting Presentation – November 21, 2024
- Video Recording – November 21, 2024
- Meeting Transcript – November 21, 2024
- Meeting Chat – November 21, 2024
2024 DxF Standards Committee Meeting #3 (Monday, October 28, 2024, 12:00 PM – 1:00 PM PT)
- Agenda – October 28, 2024
- Pre-Read Documents – October 28, 2024
- Meeting Presentation – October 28, 2024
- Video Recording – October 28, 2024
- Meeting Transcript – October 28, 2024
- Meeting Chat – October 28, 2024
2024 DxF Standards Committee Meeting #2 (Friday, October 18, 2024, 1:00 PM – 2:00 PM PT)
- Agenda – October 18, 2024
- Meeting Presentation – October 18, 2024
- Video Recording – October 18, 2024
- Meeting Transcript – October 18, 2024
- Meeting Chat – October 18, 2024
2024 DxF Standards Committee Meeting #1 (Friday, September 27, 2024, 1:00 PM – 2:00 PM PT)
Data Exchange Framework Details
Background
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.
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 (DxF)
Data Sharing Agreement
- See the DSA Signing Portal and Participant Directory [January 2024] section of this web page for the link to the portal, a template pdf of the DSA, and the weekly listing of DSA Signatories.
- See the P&P section of this web page to find the most current publication of the DxF Glossary of Defined Terms.
Policies and Procedures
- DxF Glossary of Defined Terms
- Process for Amending the DSA
- Development of and Modifications to Policies and Procedures
- Breach Notification
- California Information Blocking Prohibitions
- Data Elements to be Exchanged
- Fees
- Individual Access Services
- Individual Access Services Alternative to Electronic Access
- Participant Directory
- Permitted, Required, and Prohibited Purposes
- Privacy Standards and Security Safeguards
- Qualified Health Information Organization
- Real-Time Exchange
- Requirement to Exchange Health and Social Services Information
- Technical Requirements for Exchange
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. Grantees can download the DSA Signatory Grants Management Guide to learn more about the Grant Program, and how to manage their respective Grant awards.
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
- DSA Signatory Grants Management Guide
- DSA Signatory Grants Awardees
- DSA Signatory Grant Guidance Document
- DSA Signatory Application Template
- DSA Signatory Grants 101
- DxF Grant Program Overview Document
- DSA Grant Tutorial video
- DSA Signatory Grants Round 3 Informational Webinar Presentation
- DSA Signatory Grants Round 3 Informational Webinar Recording
- Technical Assistance Grantee Milestones Recording
- Technical Assistance Grantee Milestones Presentation
- QHIO Onboarding Grantee Milestones Recording
- QHIO Onboarding Grantee Milestones Presentation
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.
DxF Roadmap (2025-2027)
The draft DxF Roadmap (2025-2027) has been released for public comment. The purpose of this roadmap is to serve as a guide for the whole state. It describes how we can work together and collectively invest in data exchange efforts to advance whole person care initiatives. It is intended to reflect the desires and needs of communities, agencies and stakeholders who are advancing health and social service initiatives. The Roadmap contemplates leveraging efforts across the health and human service ecosystems, including those both inside and outside of government. And it is intended to reflect the spirit and intent of AB 133 that put the Data Exchange Framework into law.
Please refer to the Public Comment section below for draft materials and instructions. The public comment period will close at 8:00 AM PT on Monday, December 9, 2024.
Archives (DSA, P&Ps and Glossary)
Data Sharing Agreement
Policies and Procedures
- Policy and Procedure: Participant Directory (dated January 2022, sunset as of 4/12/24)
- Policy and Procedure: Technical Requirements for Exchange (dated June 2022, sunset as of 4/12/24)
- Policy and Procedure: California Information Blocking Prohibitions (dated January 2024, sunset as of 3/5/24)
- Policy and Procedure: Early Exchange (dated November 2023, sunset as of 1/30/24)
- Policy and Procedure: Individual Access Services (dated November 2023, sunset as of 1/18/24)
- Policy and Procedure: Permitted Required and Prohibited Purposes (dated July 2022, sunset as of 1/18/24)
- Policy and Procedure: California Information Blocking Prohibitions (dated July 2023, sunset as of 1/18/24)
- Policy and Procedure: Breach Notification (dated July 2022, sunset as of 12/11/23)
- Policy and Procedure: Data Elements to Be Exchanged (dated July 2022, sunset as of 12/1/22)
- Policy and Procedure: Data Elements to Be Exchanged (dated 12/1/22, sunset as of 12/19/23)
- Policy and Procedure: Process for Amending the DSA (dated July 2022, sunset as of 7/21/23)
- Policy and Procedure: Modifications to Policies and Procedures (dated July 2022, sunset as of 7/21/23)
- Policy and Procedure: Individual Access Services (dated July 2022, sunset as of 11/2/23)
- Policy and Procedure: Privacy Standards & Security Safeguards (dated July 2022, sunset as of 11/15/23)
- Policy and Procedure: Requirement to Exchange Health and Social Services Information (dated July 2022, sunset as of 11/15/23)
Glossary of Defined Terms
Public Comment
Public Comment Period for DxF Roadmap (Closing on December 9, 2024, 8am PT)
Background and Instructions
The CalHHS Center for Data Insights and Innovation (CDII) has released a draft of the Data Exchange Framework (DxF) Roadmap for public comment:
CDII is soliciting public comment on the draft DxF Roadmap through 8:00 AM PT on Monday, December 9, 2024. Additional details with guidance on how to prepare and transmit comments are provided below.
Guidance on Comment Preparation and Transmission
The DxF Comment Template is CDII’s preferred method for the creation and submission of your comments.
1. Structure of the Comment Template
The DxF Comment Template for the Draft DxF Roadmap contains two worksheets that include “locked” cells shaded in grey with instructions and “open” cells shaded in green for your comments.
Additional information on the worksheets and their contents is provided below.
- “Commenter Information” Worksheet: This worksheet includes “open” cells shaded in green for: your name, your organization, the date you prepared your comments, and the name of the file.
- “DxF Roadmap Comments” Worksheet: This worksheet includes “open” cells shaded in light green to enumerate and track your specific comments for each section of the DxF Roadmap. To aid us in tracking your comments, the worksheets include:
- an “open” cell in column A for you to enumerate your specific comment
- an “open” cell in column B for you to identify the relevant section from the Roadmap being commented on
- an “open” cell in column C for you to paste the applicable text from the Roadmap being commented on
- an “open” cell in column D for you to identify the relevant page number(s)
- an “open” cell in column E for you to provide a brief title or high-level summary of your specific comment
- an “open” cell in column F for you to provide the full text of your comment
2. Transmission of the Comment Template
To assist us with processing of your comments, please name your completed Excel file as follows:
[Your Organization Name]_[Your Last Name]_[Date Prepared] and transmit the file attached in an email to DxF@chhs.ca.gov with the subject line ‘DxF Roadmap Public Comment’.
CDII asks that comments delivered in alternative formats meet Web Content Accessibility Guidelines. Specifically, CDII requests that commenters refrain from submitting comments in tracked-changes format or as a document with in-text comments. The California Department of Rehabilitation has created a Web Accessibility Toolkit to serve as a resource for meeting accessibility guidelines.
Comments Received
This section will be updated.
Public Comment Period for Data Elements to Be Exchanged (Closing January 2, 2025, 8am PT)
Background and Instructions
The CalHHS Center for Data Insights and Innovation (CDII) has released an amended draft of the following Policy and Procedure (P&P) for the Data Exchange Framework’s (DxF) Data Sharing Agreement (DSA) for public comment:
The proposed Data Elements to Be Exchanged P&P amendment – drafted based on DxF Standards Committee and Implementation Advisory Committee (IAC) recommendations – would automatically update United States Core Data for Interoperability (USCDI) data exchange standards for DxF Participants to the version specified in federal requirements beginning on January 1, 2026.
If the amendment is adopted, effective January 1, 2026, the Data Elements to Be Exchanged P&P will automatically align with and adopt the version of the USCDI required by the U.S. Assistant Secretary for Technology Policy/Office of the National Coordinator for Health Information Technology (ASTP/ONC) in the ASTP/ONC Health IT Certification Program. This has the effect of requiring DxF Participants to begin using USCDI version 3 on January 1, 2026, with other yet-to-be-determined updates determined by ASTP/ONC thereafter.
CDII has received feedback both in favor of and against updating the Data Elements to Be Exchanged P&P to automatically align with federal requirements. An alternative favored by some is to update the Data Elements to Be Exchanged P&P to require USCDI version 3 effective on January 1, 2026, without automatic alignment to new versions. Not having a requirement for automatic updates would allow California to utilize the DxF Technical Standards Advancement Process to assess the impact of USCDI version changes on DxF Participants before adoption of any new version determined by ASTP/ONC. It is important to note that updated federal ASTP/ONC USCDI version requirements only apply to certified health information technology (IT) and the health care providers that use it. The DxF P&Ps, however, apply to a broader range of organizations that use a broader set of technologies to meet DxF requirements, and not all DxF Participants may be equipped to meet federal requirements for certified health IT.
DxF advisory committee members voiced strong support for automatic alignment, citing the value of federal alignment to reduce confusion and burden for health care providers subject to the federal requirements.
CDII is seeking feedback from stakeholders on whether the Data Elements to Be Exchanged P&P should be amended to:
-
- Advance the version of USCDI to version 3 for all DxF Participants effective January 1, 2026, and continue to monitor, consider, and potentially align with federal advancements through the Technical Standards Advancement Process, or
- On and after January 1, 2026, automatically align the USCDI to the version specified by ASTP/ONC for all DxF Participants when advanced for the ASTP/ONC Health IT Certification Program.
CDII is soliciting public comment on the amended draft through 8:00 AM PT on Thursday, January 2, 2025. Additional details with guidance on how to prepare and transmit comments are provided below.
Guidance on Comment Preparation and Transmission
The DxF Comment Template is CDII’s preferred method for the creation and submission of your comments.
1. Structure of the Comment Template
The DxF Comment Template for DETBE contains two worksheets that include “locked” cells shaded in grey with instructions and “open” cells shaded in green for your comments.
Additional information on the worksheets and their contents is provided below.
- “Commenter Information” Worksheet: This worksheet includes “open” cells shaded in green for: your name, your organization, the date you prepared your comments, and the name of the file.
- “DxF Roadmap Comments” Worksheet: This worksheet includes “open” cells shaded in light green to enumerate and track your specific comments for each section of the DxF Roadmap. To aid us in tracking your comments, the worksheets include:
- an “open” cell in column A for you to enumerate your specific comment
- an “open” cell in column B for you to identify the relevant section from the Roadmap being commented on
- an “open” cell in column C for you to paste the applicable text from the Roadmap being commented on
- an “open” cell in column D for you to identify the relevant page number(s)
- an “open” cell in column E for you to provide a brief title or high-level summary of your specific comment
- an “open” cell in column F for you to provide the full text of your comment
2. Transmission of the Comment Template
To assist us with processing of your comments, please name your completed Excel file as follows:
[Your Organization Name]_[Your Last Name]_[Date Prepared] and transmit the file attached in an email to DxF@chhs.ca.gov with the subject line “DETBE P&P Public Comment”.
CDII asks that comments delivered in alternative formats meet Web Content Accessibility Guidelines. Specifically, CDII requests that commenters refrain from submitting comments in tracked-changes format or as a document with in-text comments. The California Department of Rehabilitation has created a Web Accessibility Toolkit to serve as a resource for meeting accessibility guidelines.
Comments Received
This section will be updated.
Notice of Intended Administrative Changes to P&Ps
Nothing is currently open for public input
Data Exchange Framework Public Webinars
DxF Public Webinar Materials
Past DxF Webinar Materials
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
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
- What are QHIO Infographic
- About the QHIOs
- DxF QHIOS At a Glance
- QHIO Announcement Press Release (10/24/2023)
For more information, please see the QHIO website:
Program Requirements
Last Updated October 18, 2024
The QHIO Program Guide provides an overview of the QHIO program and describes the requirements that an organization must meet to become qualified and 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
- QHIO Application 2023
- QHIO Application Guide 2023
- QHIO Application FAQ 2023
- QHIO Application Appeal Process 2023
- QHIO Application Appeal Form 2023
For more information regarding the QHIO program and process to become a QHIO, please see the past meeting materials in the archived section below or email dxf@chhs.ca.gov.
Program Oversight
Last updated October 18, 2024
The QHIO Program Guide (“the Guide”) contains a section entitled “Collaboration with CDII and Communication Practices.” In that section, the following requirement is provided:
- Comply with CDII’s requests for information, compliance reviews, corrective action plans, and other CDII oversight efforts as found in The Qualified HIO Program section of CDII’s DxF webpage.
The Maintaining Qualified Status document details the processes that CalHHS Center for Data Insights and Innovation (CDII) will follow to conduct compliance reviews, issue corrective action plans, remove QHIO qualification, and manage appeals.
Change Management
Last updated October 18, 2024
The QHIO Program Guide (“the Guide”) contains a section on Change Management which includes the following statement:
- The DxF and the QHIO program are expected to evolve over time. The requirements outlined in this document are subject to change. Changes to the program will follow change management processes as found in The Qualified HIO Program section of CDII’s DxF webpage.
The Change Management Process document details the change management processes referenced by the Guide.
Archive
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.
Archived DxF Materials
- Stakeholder Advisory Group
- Data Sharing Agreement Subcommittee
- Digital Identity Focus Group
- DxF Grants Program
- Notice of Intended Administrative Changes to P&Ps
- Public Comment (November 2023)
- Data Elements to Be Exchanged P&P Public Comment (October 2023)
- Public Comment (August 2023)
- Public Comment (April 2023)
- Public Comment (January 2023)
- Public Comment (May 2022)
Center for Data Insights and Innovation
1215 O Street
Sacramento, CA 95814
- Email: cdii@chhs.ca.gov