Tip Sheet: Launching your OpenNotes Program
Different institutions have taken different approaches to publicly announcing their adoption of open notes. Here are some suggestions:
Prepare clinicians and frontline staff for the launch:
- Give talks/presentations to staff (see our template PowerPoint).
- Prepare a set of FAQs that answers clinicians’ questions (see our template FAQs).
- Send a letter from the CEO to all staff.
- Provide departmental leaders with a template e-mail for their staff.
- Put information for staff (including links to the OpenNotes videos) on your intranet.
- Equip staff with materials for patients, including a set of patient FAQs and a handout describing open notes. Adapt our Patient FAQ and About OpenNotes handouts for your organization.
Inform patients and their caregivers:
- Send an introductory e-mail to patients.
- Promote open notes on your website and patient portal; include links to the OpenNotes videos.
- Write an article for your newsletter.
- Put posters in waiting rooms.
- Share the news through social media, including Twitter and Facebook.
- Advertise in local media.
Engage the media and stakeholders:
- Distribute a press release announcing the launch of your open notes program.
- Write an opinion article for the local newspaper about the benefits of transparency andpatient engagement in medicine, and the role of open notes.
- Collect stories about doctors and patients who are sharing notes and share them with media (see example video).
- Ask clinicians and/or patients to blog about their experiences sharing notes. Add their posts to your institution’s blog or pitch them as guest posts to local blogs or health care blogs.
- Commit to tracking the utilization of open notes by patients and clinicians and regularly update stakeholders with findings.
Use these documents to help you make the case for open notes to clinicians and decision-makers in your institution.
Fact Sheet: What is OpenNotes?
Fact Sheet: OpenNotes Results
View and use the presentation on Slideshare.
Teleconference Presentation by Tom Delbanco and Jan Walker
Presented to Scottsdale Institute on February 11th 2014. Listen to the teleconference.
Use these tools to help guide clinicians in sharing their notes with patients.
Writing Fully Transparent Notes
Clinician Frequently Asked Questions
Use these tools to publicize open notes and help patients and caregivers make the most of shared notes at your institution.
Tip Sheet: Launching Your OpenNotes Program
Patient Frequently Asked Questions
Use these surveys to measure the impact of your open notes at your institution.