Data sharing is a core element of an effective Whole Person Care (WPC) program, yet many pilots continue to face barriers to sharing information across sectors. On May 22, CAPH/SNI and partners brought together over 200 participants from across all 25 WPC pilots to discuss legal, technological, and cultural barriers to data sharing. By design, the audience was a diverse group of leaders with varying perspectives on data sharing, including WPC leads, data leads, behavioral health leads, privacy and compliance officers, and legal counsel.

The morning session focused on legal considerations for sharing data across sectors. Speakers from the law firm of Foley and Lardner LLP and from Santa Clara Valley Health and Hospital System provided an overview of applicable laws, such as 42 CFR Part 2. They discussed key decisions for pilots and provided tools and recommendations for evaluating permissible data sharing. Pilot teams then worked through case studies that highlighted common WPC scenarios, such as how to appropriately exchange substance use data and how to develop a shared care plan accessible by all partners.

The afternoon session shifted to a focus on technological approaches to WPC data sharing, and was led by the IT consulting firm, Intrepid Ascent. Participants joined one of three breakout sessions on patient consent management, shared care planning, and health information exchange, where they discussed operational and technical solutions at different pilot sites. Later, speakers from Contra Costa and Placer Counties discussed how they have leveraged WPC to address historical misunderstandings about data sharing and to build a stronger culture of sharing between partners.

This convening was co-hosted by the state associations – CAPH/SNI, the County Health Executives Association of California (CHEAC), the California State Association of Counties (CSAC), and the County Behavioral Health Directors Association of California (CBHDA) — and generously sponsored by the California Health Care Foundation (CHCF).

Meeting Materials