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Accepted for/Published in: JMIR Medical Education

Date Submitted: Apr 8, 2024
Open Peer Review Period: Apr 8, 2024 - Jun 3, 2024
Date Accepted: Nov 23, 2024
(closed for review but you can still tweet)

The final, peer-reviewed published version of this preprint can be found here:

Guidelines for Patient-Centered Documentation in the Era of Open Notes: Qualitative Study

Vanka A, Johnston KT, Delbanco T, DesRoches CM, Garcia A, Salmi L, Blease C

Guidelines for Patient-Centered Documentation in the Era of Open Notes: Qualitative Study

JMIR Med Educ 2025;11:e59301

DOI: 10.2196/59301

PMID: 39832175

PMCID: 11791454

Guidelines for Patient-Centered Documentation in the Era of Open Notes: A Qualitative Study

  • Anita Vanka; 
  • Katherine T. Johnston; 
  • Tom Delbanco; 
  • Catherine M. DesRoches; 
  • Annalays Garcia; 
  • Liz Salmi; 
  • Charlotte Blease

ABSTRACT

Background:

Patients have recently gained federally mandated, free, and ready electronic access to clinicians’ computerized notes in their medical records (‘open notes’). This change from longstanding practice can benefit patients in clinically important ways, but studies show some patients feel judged or stigmatized by words or phrases embedded in their records. Therefore, it is imperative that clinicians adopt documentation techniques that help both to empower patients and minimize potential harms.

Objective:

At a time when open and transparent communication among patients, families and clinicians can spread more easily throughout medical practice, this inquiry aims to develop informed guidelines for documentation in medical records.

Methods:

Through a series of focus groups, guidelines for language for documentation in medical records were developed by health professionals and patients. Using a structured focus group decision guide, we conducted four group meetings with different sets of 27 participants: physicians experienced with using open notes (5), patients accustomed to reviewing their notes (8), medical student educators (7), and resident physicians (7). To generate themes, we used an iterative coding process. First-order codes were grouped into second-order themes based on the commonality of meanings.

Results:

The participants identified 10 potentially important guidelines for developing notes sensitive to patients’ needs.

Conclusions:

The process identified ten discrete themes that should help clinicians use and spread patient-centered documentation. Clinical Trial: N/A


 Citation

Please cite as:

Vanka A, Johnston KT, Delbanco T, DesRoches CM, Garcia A, Salmi L, Blease C

Guidelines for Patient-Centered Documentation in the Era of Open Notes: Qualitative Study

JMIR Med Educ 2025;11:e59301

DOI: 10.2196/59301

PMID: 39832175

PMCID: 11791454

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