Changes in Clinician Attitudes Toward Sharing Visit Notes: Surveys Pre-and Post-Implementation

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Abstract

Background: Clinician perceptions before and after inviting patients to read office notes (open notes) are unknown. Objective: To describe changes in clinicians’ attitudes about sharing notes with patients. Design, Participants, and Main Measure: Survey of outpatient primary and specialty care clinicians who were from a large group practice and had one or more patients who accessed notes. The main outcome was percent change (before vs. after implementation) in clinician perception that online visit notes are beneficial overall. Key Results: Of the 563 invited clinicians, 400 (71%) took the baseline survey; 295 were eligible for a follow-up survey with 192 (65%) responding (119 primary care, 47 medical specialties, 26 surgical specialties). Before implementation, 29% agreed or somewhat agreed that visit notes online are beneficial overall, increasing to 71% following implementation (p<0.001); 44% switched beliefs from bad to good idea; and 2% reported the opposite change (p<0.001). This post-implementation change was observed in all clinician categories. Compared to pre-implementation, fewer clinicians had concerns about office visits taking longer (47% pre vs. 15% post) or requiring more time for questions (71% vs. 16%), or producing notes (57% vs. 28%). Before and after implementation, most clinicians reported being less candid in documentation (65% vs. 52%) and that patients would have more control of their care (72% vs. 78%) and worry more (72% vs. 65%). Conclusions: Following implementation, more primary and specialty care clinicians agreed that sharing notes with patients online was beneficial overall. Fewer had concerns about more time needed for office visits or documentation. Most thought patients would worry more and reported being less candid in documentation.

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Ralston, J. D., Yu, O., Penfold, R. B., Gundersen, G., Ramaprasan, A., & Schartz, E. M. (2021). Changes in Clinician Attitudes Toward Sharing Visit Notes: Surveys Pre-and Post-Implementation. Journal of General Internal Medicine, 36(11), 3330–3336. https://doi.org/10.1007/s11606-021-06729-1

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