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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.

DxF FAQs and Feedback Form [January 2024]

DxF Feedback – Coming Winter 2024

CDII is developing a feedback process. Coming soon.

Resources

  • About the DxF Feedback process – document under development

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.
This is the goal of California’s Health and Human Services Data Exchange Framework, a first-ever, statewide data sharing agreement that will accelerate and expand the exchange of health information among health care entities, gov

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 (March 19, 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: 979 4305 1559

Implementation Advisory Committee Meeting (May 22, 2024, 12:00 PM – 2:30 PM)

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

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

  • Andrew Bindman, Kaiser Permanente
  • Eileen Cubanski, County Welfare Directors Association
  • Joe Diaz, California Association of Health Facilities
  • David Ford, California Medical Association
  • Michelle Gibbons, County Health Executives Association of California
  • Aaron Goodale, MedPoint Management
  • Lori Hack, California Association of Health Information Exchanges
  • Cameron Kaiser, County of Solano
  • Troy Kaji, Contra Costa Regional Medical Center and Health Centers
  • Cindy Keltner, California Primary Care Association
  • Andrew Kiefer, Blue Shield of California
  • Paul Kimsey, California Department of Public Health
  • Linnea Koopmans, Local Health Plans of California
  • Matt Legé, Service Employees International Union California
  • Amie Miller, California Mental Health Services Authority
  • Ali Modaressi, Los Angeles Network for Enhanced Services
  • Jonathan Russell, Bay Area Community Services
  • Kiran Savage-Sangwan, California Pan-Ethnic Health Network
  • Felix Su, Manifest MedEx
  • Jim Willis, Common Spirit Health

Past Meeting Materials

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 (March 6, 2024, 1:30 PM – 4:00 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: 933 0500 5362

Data Sharing Agreement (DSA) Policies and Procedures (P&P) Subcommittee Meeting (April 10, 2024, 1:30 PM – 4:00 PM)

Data Sharing Agreement (DSA) Policies and Procedures (P&P) Subcommittee Meeting (June 7, 2024, 11:00 AM – 1:30 PM)

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

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

  • Ashish Atreja, UC Davis Health
  • 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
  • Bryan Johnson, CA Dept. of Developmental Services
  • Diana Kaempfer-Tong, CA Dept. of Public Health
  • Justin Kaltenbach, Los Angeles Network for Enhanced Services
  • Steven Lane, Health Gorilla
  • Sunny Lowell, CA Dept. of State Hospitals
  • Belinda Luu, Kaiser Permanente
  • Lisa Matsubara, Planned Parenthood Affiliates of California
  • Deven McGraw, Invitae
  • Jackie Nordhoff, PointClickCare
  • Eric Raffin, San Francisco Department of Public Health
  • Mark Savage, Savage & Savage LLC
  • Tom Schwaninger, LA Care
  • Morgan Staines, CA Dept. of Health Care Services
  • Elizabeth Steffen, Plumas District Hospital
  • Lee Tien, Electronic Frontier Foundation
  • Belinda Waltman, Los Angeles County Department of Health Services
  • Terry Wilcox, Health Center Partners

Past Meeting Materials

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)

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.

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.

Public Comment

Nothing is currently open for Public Comment

Notice of Intended Administrative Changes to P&Ps

California Information Blocking Prohibitions P&P (Objections Due 8am PT Tuesday, February 20, 2024)

The Center for Data Insights and Innovation (CDII) is providing an update on a stakeholder opportunity to provide feedback on the California Information Blocking Prohibitions Policy and Procedure (P&P).

A proposed amended draft of this P&P was released last month, together with a Notice of Intended Administrative Changes to two other P&Ps. Since then, the Office of the National Coordination for Health IT (ONC) published its Final Rule on Health Data, Technology, and Interoperability: Certification Program Updates, Algorithm Transparency, and Information Sharing (HTI-1). This final rule requires certain changes to the California Information Blocking Prohibitions P&P.

As a result, CDII is releasing an updated, amended draft of this P&P to align with the recently published ONC Final Rule. CDII has determined that these new changes are administrative in nature. To provide stakeholders with time to review these changes, CDII is re-releasing this P&P with proposed revisions and offering additional opportunity for stakeholders to submit objections to CDII’s characterization of any of the changes to the P&P as administrative by filling out the form linked below.

These revisions should not result in any change to the meaning of the P&P, nor to CDII’s expectations of Participants, and are otherwise not considered to be substantive. As such, CDII is seeking public comment only with respect to the characterization of these proposed modifications as administrative and will facilitate public comment through a simplified process and form. Please see Section III.5. of the Development of & Modification to Policies and Procedures P&P for more information on the Administrative Modification Process.

The proposed amended draft of the California Information Blocking Prohibitions P&P is available. The specific changes that CDII is proposing to make are listed below along with a written explanation for the changes, including why CDII determined each change would not have a material impact on Participants:

  • Changing references to “Content and Manner Exception” to state “Manner Exception.”
    • This is an administrative change and not a material change because it is made to ensure consistency with updates to the Federal information blocking regulations.
  • Changing references to 45 C.F.R. §171.301(b)(1)(ii) to state 45 C.F.R. §171.301(a)(2).
    • This is an administrative change and not a material change because it is made to ensure consistency with updates to the Federal information blocking regulations.
  • Changing references to 45 C.F.R. §171.301(b)(2)(ii) and (iii) to state 45 C.F.R. §171.301(b)(2) and (3).
    • This is an administrative change and not a material change because it is made to ensure consistency with updates to the Federal information blocking regulations.

Participants that object to CDII’s determination that these changes are administrative may submit an objection, along with an explanation of the basis for the objection, via the web-based form available at the web-based form. Objections are due no later than 8am PT Tuesday, February 20th, 2024.

Data Exchange Framework Public Webinars

DxF Public Webinar Materials

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

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)

 

Qualified Health Information Organization Program

QHIO Application is Currently Closed

The 2023 Qualified Health Information Organization (QHIO) Application window has closed. For reference, the application, guide and FAQ are available below along with materials and recordings from the related informational webinars.

CDII hosted two informational webinars to address questions from prospective applicants. Post meeting materials and recordings can be found in the “Past Meeting Materials” tab.

  • Please submit any QHIO Application questions to the CDII inbox at CDII@chhs.ca.gov.

Past Meeting Materials

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