Data Exchange Framework

DSA Signing Portal, Participant Directory, FAQs, Feedback

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)
• Find the Participant Directory P&P in the “Policies and Procedures” section of this web page.

Resources

• 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)
  • DxF Participant Directory Webinar – Presentation February 7, 2024
  • Transcript February 7, 2024
  • Q&A February 7, 2024
  • Video Recording February 7, 2024

  DxF FAQs and Feedback Form

  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 Meeting Materials

  Joint Implementation Advisory Committee and Data Sharing Agreement Policies and Procedures Subcommittee Meeting (September 17, 2024, 1:00 PM – 2:15 PM)

  • To join by smart phone, tablet or computer, click this Zoom link
  • To call in (listen only): 888 788 0099 (Toll Free)
  • Webinar ID: 979 4305 1559
  • Agenda – September 17, 2024

  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
  • AndrewKiefer, 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)

  • 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)

  • Agenda – December 19, 2023
  • Meeting Presentation
  • Transcript
  • Recording
  • Chat Log
  • Q&A

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

  • Agenda – November 16, 2023
  • Meeting Presentation
  • Transcript
  • Recording
  • Chat Log
  • Q&A

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

  • Agenda – October 10, 2023
  • Meeting Presentation
  • Transcript
  • Recording
  • Chat Log
  • Q&A
  • Public Comment

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

  • Agenda – August 28, 2023
  • Meeting Presentation
  • Transcript
  • Recording
  • Chat Log
  • Q&A
  • Public Comment

  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
    • California Association of Health Plans
    • Invitae
    • Kaiser Permanente
    • Savage & Savage LLC

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

    • Agenda – April 24, 2023
    • Meeting Presentation
    • Transcript
    • Recording
    • Chat Log
    • Q&A
    • Public Comment

    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:
        • Los Angeles Network for Enhanced Services

        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)

        • Agenda– September 21, 2022
        • IAC Meeting #1 – Presentation (v2)
        • Charter – Draft for IAC Review
        • Charter – Final
        • Transcript
        • Video Recording
        • Q&A
        • Chat Log
        • Meeting Summary

        Data Sharing Agreement and Policies & Procedures Subcommittee

        DSA P&P SC 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 (December 5, 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: 933 0500 5362

        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)

        • 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:
          • Department of Health Care Services
          • LA County Department of Health Services

          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)

          • Agenda – September 23, 2022
          • Meeting Summary
          • Charter – Draft for Subcommittee review
          • Charter – Final
          • DSA P&P Subcommittee #1 – Presentation (v1)
          • Transcript
          • Q&A
          • Chat Log
          • Public Comment
          • Video Recording

          Technical Advisory Subcommittee

          TASC Meeting Materials

          Technical Advisory Subcommittee (TASC) Meeting #3B (September 4, 2024, 1:00 PM – 2:00 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, Sutter Health
          • 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 #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)

          • Agenda – May 7, 2024
          • Meeting Presentation – May 7, 2024
          • Video Recording – May 7, 2024

          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)

          • Agenda – March 5, 2024
          • Meeting Summary – March 5, 2024
          • Video Recording – March 5, 2024
          • Meeting Presentation – March 5, 2024

          Standards Committee

          2024 Standards Committee Info

          • 2024 Standards Committee Info
            • Technical Standards Advancement Process Update – June 28, 2024
            • 2024 DxF Standards Committee Meeting #1 (Friday, September 27, 2024, 1:00 PM – 2:00 PM PT)
              • To join by smart phone, tablet or computer, click this link: Zoom
              • To call in (listen only): 888 788 0099 (Toll Free)
              • Webinar ID: 936 3915 5179
              • Chair
                • Rim Cothren, Independent HIE Consultant, CDII
                • 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
                • Please refer to this section for meeting materials after the meetings have taken place.

                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.

                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)

                1. DxF Development Process_Final_July 2022
                2. DxF Guiding Principles_Final_July 2022
                3. CA Data Exchange Landscape_Final_July 2022
                4. Data Exchange Scenarios_Final_July 2022
                5. DxF Governance_Final_July 2022
                6. CA Data Exchange Gaps and Opportunities_Final_July 2022

                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)

                • (2/29) DxF Signatory Grantee Webinar – Presentation
                • (2/29) Transcript
                • (2/29) Recording
                • (2/29) Q&A

                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.

                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

                • DxF Glossary of Defined Terms (dated November 2023, sunset as of 1/30/24)
                • DxF Glossary of Defined Terms (dated 7/12/23, sunset as of 11/30/23)