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The Research Continues

As the OpenNotes movement spreads, it offers important opportunities to learn from many health care professionals and health systems, as well as millions of patients. We’re collaborating closely with researchers across the country and around the world to understand the effects of fully transparent medical care on communication, engagement, safety, costs, and the overall quality of care.

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Send us a message.

Empowering informal caregivers with health information: OpenNotes as a safety strategy.

Chimowitz, Hannah et al., Jt Comm J Qual Patient Saf. Epub ahead of print March 2018 2018;44:130-136.

Patients frequently depend on informal caregivers (e.g., family, friends, or paid workers) to assist with various aspects of medical care, such as medication administration and travel to medical appointments. OpenNotes seeks to share clinicians’ notes with patients through patient portals. Although patients frequently grant portal access to caregivers, the impact of this improved access to…

Original Research
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Editorial: A New Chapter in Patient-Centered Care: Sharing the Medical Note?

Monika M. Safford, MD. Ann Intern Med. Epub ahead of print 14 Nov. 2017. doi: 10.7326/M17-2802

The 21st century has ushered in a distinct emphasis on patient-centered care in allopathic medicine, as manifested by the increasing implementation of patient-centered medical homes and the frequent use of patient-centeredness in guidelines, health systems, and insurance language (1–5). The overall goal of this movement is to improve communication between physicians and patients, ultimately increasing patients’ engagement in care and improving the shared decision-making process, and thereby increasing their proclivity to follow their physicians’ advice. The costs attributed to nonadherence are staggering, estimated at $290 billion for medication nonadherence alone (6). Efforts to improve this situation are clearly warranted.

Mafi and colleagues (7) report…

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Patients Contributing to Their Doctors’ Notes: Insights From Expert Interviews

Mafi, John, MD, MPH et al., Ann Intern Med. Epub ahead of print Nov. 2017. doi: 10.7326/M17-0583

Background: In a rapidly expanding practice directed toward improved communication, patient engagement, and patient safety, clinicians are increasingly inviting patients to read office visit notes on secure electronic portals. Reports from doctors and patients participating in a pilot study are strongly positive (1). However, although patient-reported outcomes indicate that reading notes is valuable, it is primarily a passive activity. As a next step, inviting patients and their families to contribute to their notes may further patient engagement and offload work from beleaguered doctors.

Objective: To solicit ideas from experts about the concept of OurNotes, an intervention in which patients and families co-produce medical notes with clinicians.

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What patients value about reading visit notes: a qualitative inquiry of patient experiences with their health information

Gerard, Macda, et al., JMIR, July 2017

Background: Patients are increasingly asking for their health data. Yet, little is known about what motivates patients to engage with the electronic health record (EHR). Furthermore, quality-focused mechanisms for patients to comment about their records are lacking.

Objective: We aimed to learn more about patient experiences with reading and providing feedback on their visit notes.

Methods: We developed a patient feedback tool linked to OpenNotes as part of a pilot quality improvement initiative focused on patient engagement. Patients who had appointments with members of 2 primary care teams piloting the program between August 2014-2015 were eligible to participate. We asked patients what they liked about reading notes and about using a feedback tool and analyzed all patient reports submitted during the pilot period. Two researchers coded the qualitative responses (κ=.74).

Original Research, Peer Reviewed
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Patients Typing Their Own Visit Agendas Into an Electronic Medical Record: Pilot in a Safety-Net Clinic

Anderson, McHale, et al., Annals of Family Medicine, March 2017, ePub

Collaborative agenda setting is a communication skill that helps patients identify concerns early in the clinic visit, possibly diminishing the number of “Oh, by the way” items at the end of visits, and increasing patient satisfaction. Agenda setting, however, is often limited by time constraints.

Electronic medical records (EMRs) offer patients access to their medical data, including doctors’ notes, and have the capability to facilitate increased patient involvement in their health care and also contribute to their health data. OpenNotes is a national initiative, not a software program, that invites patients to review their visit notes written by their doctors, nurses, or other clinicians. Existing OpenNotes research shows enthusiasm among both patients and clinicians, but this is the first Open-Notes study of cogeneration of clinic notes.

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Your Patient Is Now Reading Your Note: Opportunities, Problems, and Prospects

Klein, Jared W. et al., The American Journal of Medicine, October 2016, Volume 129, Issue 10, 101 -1021

Patients have unprecedented online access to their medical records. More than 6 million Americans can now read their doctors’ notes via patient portals, and continued rapid growth is likely. Sharing notes with patients may yield important health benefits, including increased patient empowerment and improved medication adherence. Seeing written information, including notes, helps patients remember the plan of care, reinforces patients’ positive behaviors, and strengthens the patient–doctor alliance.

Commentary, Peer Reviewed
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Health Records All Access Pass

Payne, Thomas H. et al., Health Records All Access Pass, Journal of AHIMA 87, no.8 (August 2016): 36-39

Patient Portals that allow viewing of clinical notes and hospital discharge summaries: the University of Washington OpenNotes implementation experience

Many healthcare organizations are striving to improve patient engagement by facilitating patient access to clinical notes in the electronic health record (EHR) via patient portals. The University of Washington Health System (UW Medicine) in Seattle, WA, was an early participant in research on patient portals as one of the three OpenNotes study sites.

Original Research, Peer Reviewed
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Patients and families as teachers: a mixed method assessment of collaborative learning model for medical error disclosure and prevention

Langer, Thorsten, et al., BMJ Quality and Safety, June 22, 2016, e-pub

ABSTRACT Background Despite growing interest in engaging patients and families (P/F) in patient safety education, little is known about how P/F can best contribute. We assessed the feasibility and acceptability of a patient–teacher medical error disclosure and prevention training model. Methods We developed an educational intervention bringing together interprofessional clinicians with P/F from hospital advisory councils to discuss error disclosure and prevention. Patient focus groups and orientation sessions informed curriculum and assessment design. A pre-post survey with qualitative and quantitative questions was used to assess P/F and clinician experiences and attitudes about collaborative safety education including participant hopes, fears, perceived value of learning experience and challenges. Responses to open-ended questions were coded according to principles of content analysis.

Original Research, Peer Reviewed
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Transparent Electronic Health Records and Lagging Laws

Lee, Bryan. et al., Ann Intern Med., May 24th 2016, 2016;165(3):219-220

Millions of patients are accessing their medical records online via secure electronic patient portals. They are also increasingly uploading data directly into their records, and many clinicians now offer patients ready and ongoing access to the notes that document encounters. In response, patients report improved understanding of their care, better recall, enhanced adherence to care plans, and an increased sense of control over their health.

Commentary, Peer Reviewed
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When doctors share visit notes with patients: a study of patient and doctor perceptions of documentation errors, safety opportunities and the patient–doctor relationship

Bell, Sigall, K. et al., BMJ Qual Saf doi:10.1136/bmjqs-2015-004697

Background Patient advocates and safety experts encourage adoption of transparent health records, but sceptics worry that shared notes may offend patients, erode trust or promote defensive medicine. As electronic health records disseminate, such disparate views fuel policy debates about risks and benefits of sharing visit notes with patients through portals.

Methods Presurveys and postsurvey from 99 volunteer doctors at three US sites who participated in OpenNotes and postsurveys from 4592 patients who read at least one note and submitted a survey.

Results Patients read notes to be better informed and because they were curious; about a third read them to check accuracy. In total, 7% (321) of patients reported contacting their doctor’s office about their note. Of these, 29% perceived an error, and 85% were satisfied with its resolution.

Original Research, Peer Reviewed
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Recent Publications & Research

Read All Our Research

Empowering informal caregivers with health information: OpenNotes as a safety strategy.

Original Research — March 14, 2018
Patients frequently depend on informal caregivers (e.g., family, friends, or paid workers) to assist with various aspects of medical care, such as medication administration and travel to medical appointments. OpenNotes seeks to share clinicians’ notes wi ...
Read More

Editorial: A New Chapter in Patient-Centered Care: Sharing the Medical Note?

November 14, 2017
The 21st century has ushered in a distinct emphasis on patient-centered care in allopathic medicine, as manifested by the increasing implementation of patient-centered medical homes and the frequent use of patient-centeredness in guidelines, health systems, an ...
Read More

Patients Contributing to Their Doctors’ Notes: Insights From Expert Interviews

November 14, 2017
Background: In a rapidly expanding practice directed toward improved communication, patient engagement, and patient safety, clinicians are increasingly inviting patients to read office visit notes on secure electronic portals. Reports from doctors and patients ...
Read More

What patients value about reading visit notes: a qualitative inquiry of patient experiences with their health information

Original Research, Peer Reviewed — July 1, 2017
Background: Patients are increasingly asking for their health data. Yet, little is known about what motivates patients to engage with the electronic health record (EHR). Furthermore, quality-focused mechanisms for patients to comment about their records are l ...
Read More

Patients Typing Their Own Visit Agendas Into an Electronic Medical Record: Pilot in a Safety-Net Clinic

March 23, 2017
Collaborative agenda setting is a communication skill that helps patients identify concerns early in the clinic visit, possibly diminishing the number of “Oh, by the way” items at the end of visits, and increasing patient satisfaction. Agenda setting, howe ...
Read More

Your Patient Is Now Reading Your Note: Opportunities, Problems, and Prospects

Commentary, Peer Reviewed — October 1, 2016
Patients have unprecedented online access to their medical records. More than 6 million Americans can now read their doctors' notes via patient portals, and continued rapid growth is likely. Sharing notes with patients may yield important health benefits, incl ...
Read More

Health Records All Access Pass

Original Research, Peer Reviewed — August 27, 2016
Patient Portals that allow viewing of clinical notes and hospital discharge summaries: the University of Washington OpenNotes implementation experience Many healthcare organizations are striving to improve patient engagement by facilitating patient access t ...
Read More

Patients and families as teachers: a mixed method assessment of collaborative learning model for medical error disclosure and prevention

Original Research, Peer Reviewed — June 22, 2016
ABSTRACT Background Despite growing interest in engaging patients and families (P/F) in patient safety education, little is known about how P/F can best contribute. We assessed the feasibility and acceptability of a patient–teacher medical error disclosure a ...
Read More

Transparent Electronic Health Records and Lagging Laws

Commentary, Peer Reviewed — May 24, 2016
Millions of patients are accessing their medical records online via secure electronic patient portals. They are also increasingly uploading data directly into their records, and many clinicians now offer patients ready and ongoing access to the notes that docu ...
Read More

When doctors share visit notes with patients: a study of patient and doctor perceptions of documentation errors, safety opportunities and the patient–doctor relationship

Original Research, Peer Reviewed — May 18, 2016
Background Patient advocates and safety experts encourage adoption of transparent health records, but sceptics worry that shared notes may offend patients, erode trust or promote defensive medicine. As electronic health records disseminate, such disparate view ...
Read More

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