The Office of the National Coordinator for Health Information Technology Patient Engagement Playbook

References

Introduction

1 The long awaited end of meaningful use. Definitive Healthcare. (2016, January 19). Retrieved from http://www.definitivehc.com/hospital-information-technology/medicare-meaningful-use-program?source=newsltr-blog&utm_source=newsletter&utm_medium=email&utm_campaign=02-02-16

2 EHR Incentives & Certification: Meaningful use definition & objectives. (2015, February 6). Retrieved from https://www.healthit.gov/providers-professionals/meaningful-use-definition-objectives

3 Emont, S. (2011, May). Measuring the impact of patient portals: what the literature tells us. Retrieved from http://www.chcf.org/~/media/MEDIA%20LIBRARY%20Files/PDF/PDF%20M/PDF%20MeasuringImpactPatientPortals.pdf [PDF – 610KB]

4 Patient access to online health action plans enhances rate of preventive care. (2016, February 9). Retrieved from http://share.kaiserpermanente.org/article/patient-access-to-online-health-action-plans-enhances-rate-of-preventive-care/; http://www.ajpmonline.org/article/S0749-3797%2815%2900780-1/abstract

5 Emont, S. (2011, May). Measuring the impact of patient portals: what the literature tells us. Retrieved from http://www.chcf.org/~/media/MEDIA%20LIBRARY%20Files/PDF/PDF%20M/PDF%20MeasuringImpactPatientPortals.pdf [PDF – 610KB]

Chapter 1

6 Goel, M.S.; Brown, T.L.; Williams, A.; Cooper, A.J.; Baker, D.W. (2011). Patient-reported barriers to enrolling in a patient portal. Journal of the American Medical Informatics Association, 18(1), i8-i12. doi: 10.1136. Retrieved from https://jamia.oxfordjournals.org/content/18/Supplement_1/i8

7 Clain, D. (2015, July 30). athenaResearch Study: the current state of patient portal adoption. Retrieved from http://www.athenahealth.com/blog/2015/07/30/athenaresearch-study-the-current-state-of-patient-portal-adoption

8 Siddhanti, R. Mana Health. (Personal communication, 2016, February 11).

9 ManaPortal signup process and screenshots: Siddhanti, R. Mana Health. (Personal communication, 2016, February 19).

10 Friedman, R. (2015, August 3). How practices get patients to use their portals. Call-out box Retrieved from https://www.advisory.com/research/medical-group-strategy-council/practice-notes/2015/august/what-we-know-about-portal-adoption-part-2

11 Clain, D. (2015, July 30). athenaResearch Study: the current state of patient portal adoption. Retrieved from http://www.athenahealth.com/blog/2015/07/30/athenaresearch-study-the-current-state-of-patient-portal-adoption

12 http://www.ncbi.nlm.nih.gov/pmc/articles/PMC3041333/

13 About Blue Button. Retrieved from https://www.healthit.gov/patients-families/blue-button/about-blue-button

14 Henry, J.; Pylypchuk, Y.; Patel, V. Electronic Capabilities for Patient Engagement among U.S. Non-Federal Acute Care Hospitals: 2012–2015. (No. 38, September 2016). Retrieved from http://dashboard.healthit.gov/evaluations/data-briefs/hospitals-patient-engagement-electronic-capabilities-2015.php

15 Patel, V.; Barker, W.; Siminerio, E. Trends in Consumer Access and Use of Electronic Health Information. (No. 30, October 2015). Retrieved from https://www.healthit.gov/sites/default/files/briefs/oncdatabrief30_accesstrends_.pdf [PDF - 2.1 MB]

16 Charles, D.; Gabriel, M.; Henry, J. Electronic Capabilities for Patient Engagement among U.S. Non-Federal Acute Care Hospitals: 2012–2014 (No. 29, October 2015). Retrieved from https://www.healthit.gov/sites/default/files/briefs/oncdatabrief29_patientengagement.pdf [PDF - 1.9 MB]

17 Strategies for improving patient engagement through health IT. Retrieved from https://www.healthit.gov/sites/default/files/final_vdt_sect_508_tested.pdf [PDF – 2.6MB]

Chapter 2

18 DelVecchio, A. (2014, December 16). Expansion of online appointment scheduling could lead to cost savings. Retrieved from http://searchhealthit.techtarget.com/blog/Health-IT-Pulse/Expansion-of-online-appointment-scheduling-could-lead-to-cost-savings

19 Patient Engagement: Digital self-scheduling set to explode. Retrieved from https://www.accenture.com/us-en/insight-patient-engagement-digital-self-scheduling-explode

20 Kaiser Permanente 2014 Annual Report. Retrieved from http://share.kaiserpermanente.org/static/kp_annualreport_2014/

21 Timely access to scheduled appointments. Journal of the American Medical Informatics Association, 5(1), 104-111. Retrieved from https://healthy.kaiserpermanente.org/health/care/consumer/…/d5/L2dBISEvZ0FBIS9nQSEh/

22 Timely access to scheduled appointments. Journal of the American Medical Informatics Association, 5(1), 104-111. Retrieved from https://healthy.kaiserpermanente.org/health/care/consumer/…/d5/L2dBISEvZ0FBIS9nQSEh/

23 Use Secure Electronic Messaging. Retrieved from https://www.healthit.gov/providers-professionals/achieve-meaningful-use/core-measures-2/use-secure-electronic-messaging

24 Kane, B., Sands, D.Z. (1998, January 1). Guidelines for the clinical use of electronic mail with patients. Retrieved from http://jamia.oxfordjournals.org/content/5/1/104

25 Kane, B., Sands, D.Z. (1998, January 1). Guidelines for the clinical use of electronic mail with patients. Retrieved from http://jamia.oxfordjournals.org/content/5/1/104

26 Fact Sheet: Using Secure Electronic Messaging to Support Patient and Family Engagement. Retrieved from https://www.healthit.gov/providers-professionals/implementation-resources/fact-sheet-using-secure-electronic-messaging

27 Meaningful Use Case Studies: Patient portal increases communication between patients and providers. (2011, Spring). Retrieved from https://www.healthit.gov/providers-professionals/blackstone-valley-community-health-care-case-study

28 Kane, B., Sands, D.Z. (1998, January 1). Guidelines for the clinical use of electronic mail with patients. Retrieved from http://jamia.oxfordjournals.org/content/5/1/104

29 Kane, B., Sands, D.Z. (1998, January 1). Guidelines for the clinical use of electronic mail with patients. Retrieved from http://jamia.oxfordjournals.org/content/5/1/104

30 Fact Sheet: Using Secure Electronic Messaging to Support Patient and Family Engagement. Retrieved from https://www.healthit.gov/providers-professionals/implementation-resources/fact-sheet-using-secure-electronic-messaging

31 Silvestre, A.-L.; Sue, V.M.; Allen, J.Y. (2009, March/April). If you build it, will they come? The Kaiser Permanente model of online health care. Health Affairs, 28(2), 334-344. doi 10.1377/hithaff.28.2.334. Retrieved from http://content.healthaffairs.org/content/28/2/334.full

32 Emont, S. (2011, May). Measuring the impact of patient portals: what the literature tells us. Retrieved from http://www.chcf.org/~/media/MEDIA%20LIBRARY%20Files/PDF/PDF%20M/PDF%20MeasuringImpactPatientPortals.pdf [PDF – 610KB]

33 Meaningful Use Case Studies: Patient portal benefits patient care and provider workflow. (2011, Winter). Retrieved from https://www.healthit.gov/providers-professionals/patient-portal-benefits-patient-care-and-provider-workflow

34 Kessels, R.P.C. (2003, May). Patients’ memory for medical information. Journal of the Royal Society of Medicine, 96(5), 219-222. Retrieved from http://www.ncbi.nlm.nih.gov/pmc/articles/PMC539473/

35 OpenNotes: Inviting patients to read their doctors’ visit notes. Retrieved from https://www.opennotes.org/research/inviting-patients-to-read-their-doctors-notes-patients-and-doctors-look-ahead-patient-and-physician-surveys/

36 OpenNotes: Inviting patients to read their doctors’ visit notes. Retrieved from https://www.opennotes.org/research/inviting-patients-to-read-their-doctors-notes-patients-and-doctors-look-ahead-patient-and-physician-surveys/

37 Siminerio, E.; Daniel, J.G. (2014, June 24). Patients play a vital role in improving the quality of information in their medical records. Retrieved from https://www.healthit.gov/buzz-blog/consumer/blue-button-helps-patients-improve-care-quality/

38 Delbanco, T.; Walker, J.; Bell, S.K.; Darer, J.D.; Elmore, J.G.; Farag, N.; Feldman, H.J.; Mejilla, R.; Ngo, L.; Ralston, J.D.; Ross, S.E.; Trivedi, N.; Vodicka, E.; Leveille, S.G. (2012, October 2). Annals of Internal Medicine, 157(7), 461-470. Retrieved from http://annals.org/article.aspx?articleid=1363511

39 What is OpenNotes? Retrieved from http://www.opennotes.org/about-opennotes/

40 Unitan, R. and Seidel, M. Sharing Visit Notes Online: Kaiser Permanente Northwest’s Big Bang Implementation of OpenNotes. (PowerPoint presentation, 2015, September 2). Retrieved from Kaiser Permanente Northwest.

41 Unitan, R. and Seidel, M. Sharing Visit Notes Online: Kaiser Permanente Northwest’s Big Bang Implementation of OpenNotes. (PowerPoint presentation, 2015, September 2). Retrieved from Kaiser Permanente Northwest.

42 Alpert J.M., Krist A.H., Aycock R.A., Kreps G.L. (2016, May 17). Applying Multiple Methods to Comprehensively Evaluate a Patient Portal’s Effectiveness to Convey Information to Patients. Retrieved from http://www.jmir.org

Chapter 3

43 HIM Body of Knowledge™. Retrieved from http://bok.ahima.org/

44 45 Code of Federal Regulations 164.502(g). Cornell University Legal Information Institute. Uses and disclosures of protected health information: general rules. Retrieved from https://www.law.cornell.edu/cfr/text/45/164.502

45 Bourgeois, F.C.; Taylor, P.L.; Emans, J.; Nigrin, D.J.; Mandl, K.D. (2008, December). Whose personal control? Creating private, personally controlled health records for pediatric and adolescent patients. Journal of the American Medical Informatics Association, 15(6), 737–743. doi 10:1197/jamia.M2865. Retrieved from http://www.hl7.org/documentcenter/public_temp_7CA39230-1C23-BA17-0CBCDEB8D0B8876C/wg/pedsdata/Fabienne%20JAMIA%20paper%20(2).pdf [PDF – 78KB]

46 45 Code of Federal Regulations 164.510(b). Cornell University Legal Information Institute. Uses and disclosures requiring an opportunity for the individual to agree or to object. Retrieved from https://www.law.cornell.edu/cfr/text/45/164.510

47 45 Code of Federal Regulations 164.510(b). Cornell University Legal Information Institute. Uses and disclosures requiring an opportunity for the individual to agree or to object. Retrieved from https://www.law.cornell.edu/cfr/text/45/164.510

48 Bourgeois, F.C.; Nigrin, D.J.; Harper, M.B. (2015, May). Pediatrics perspectives. Preserving patient privacy and confidentiality in the era of personal health records. Journal of Adolescent Health, 135(5), e1125-e1127. Retrieved from http://pediatrics.aappublications.org/content/135/5/e1125

49 Jasik, C. (2005, February). UCSF goes live with teen patient portal. Retrieved from https://russcucina.org/tag/ucsf/

Chapter 4

50 Health Fact Sheet: Highlights of the Pew Internet Project’s research related to health and health care. (2013, December 16). Retrieved from http://www.pewinternet.org/fact-sheets/health-fact-sheet/

51 Health Fact Sheet: Highlights of the Pew Internet Project’s research related to health and health care. (2013, December 16). Retrieved from http://www.pewinternet.org/fact-sheets/health-fact-sheet/

52 Health Fact Sheet: Highlights of the Pew Internet Project’s research related to health and health care. (2013, December 16). Retrieved from http://www.pewinternet.org/fact-sheets/health-fact-sheet/

53 Patient-Generated Health Data. (2015, September 30). Retrieved from https://www.healthit.gov/policy-researchers-implementers/patient-generated-health-data

54 National Learning Consortium. (2014, March). Patient-Generated Health Data Fact Sheet. Retrieved from https://www.healthit.gov/sites/default/files/patient_generated_data_factsheet.pdf [PDF – 1.6MB]

55 Centers for Medicare & Medicaid Services. (2016, April). Readmissions Reduction Program. Retrieved from https://www.cms.gov/medicare/medicare-fee-for-service-payment/acuteinpatientpps/readmissions-reduction-program.html

56 The Digital Consumer: How Patient Generated Health Data and Health IT Can Help Improve Care. Retrieved from https://www.healthit.gov/buzz-blog/consumer/digital-consumer-patient-generated-health-data-improve-care/

57 National Learning Consortium. (2014, March). Patient-Generated Health Data Fact Sheet. Retrieved from https://www.healthit.gov/sites/default/files/patient_generated_data_factsheet.pdf [PDF – 1.6MB]

58 Lavallee, D.; Chenok, K.; Love, R.; Petersen, C.; Holve, E.; Segal, C.; and Franklin, P. (2016). Incorporating Patient-Reported Outcomes Into Health Care to Engage Patients and Enhance Care. Health Affairs, 35(4), doi: 10.1377/hlthaff.2015.1362. Retrieved from http://content.healthaffairs.org/content/35/4/575.full?ijkey=6C1y7.jaIT7qU&keytype=ref&siteid=healthaff#aff-1

59 National Learning Consortium. (2014, March). Patient-Generated Health Data Fact Sheet. Retrieved from https://www.healthit.gov/sites/default/files/patient_generated_data_factsheet.pdf [PDF – 1.6MB]

60 Ochsner Health System first epic client to fully integrate with Apple HealthKit Call-out box: Retrieved from https://news.ochsner.org/news-releases/ochsner-health-system-first-epic-client-to-fully-integrate-with-apple-healt

61 Develop health and fitness apps that work together. Retrieved from https://developer.apple.com/healthkit/

62 Nield, D. (2016, April 27). 25 essential fitness apps that work with Apple Health: updated Apple Health compatible apps and devices for complete health tracking. Retrieved from http://www.wareable.com/sport/apps-that-work-with-apple-health-kit-compatible

63 Ochsner Health System first epic client to fully integrate with Apple HealthKit Call-out box: Retrieved from https://news.ochsner.org/news-releases/ochsner-health-system-first-epic-client-to-fully-integrate-with-apple-healt

64 Ochsner Health system first in nation to manage chronic diseases with Apple Watch. (2014). Retrieved from https://news.ochsner.org/news-releases/ochsner-health-system-first-in-nation-to-manage-chronic-diseases-with-apple

65 Ochsner Health System continues to transform healthcare with “Optimal Hospital”: innovative program uses Apple Watch, iPad and iPhone to introduce a new model for care as a way to manage efficiencies in hospital care. (2016, February 24). Retrieved from https://news.ochsner.org/news-releases/ochsner-health-system-continues-to-transform-healthcare-with-optimal-hospital/

66 Access to MyCarolinas is easy. (2016) Retrieved from https://my.carolinashealthcare.org/login.aspx?ReturnUrl=%2fdefault.aspx

67 Carolinas HealthCare System. Retrieved from https://www.healthit.gov/sites/default/files/carolinas_healthcare_commitment.pdf [PDF – 153KB]

68 Broderick, A. (2013, January). Case Studies in Telehealth Adoption. Partners HealthCare: connecting heart failure patients to providers through remote monitoring. Commonwealth Fund Publication 1656, 3. Retrieved from http://www.commonwealthfund.org/~/media/files/publications/case-study/2013/jan/1656_broderick_telehealth_adoption_partners_case_study.pdf [PDF – 610KB]

69 Remote monitoring program for heart failure patients significantly lowers hospital admissions: less intensive remote monitoring follow-up may improve long-term outcomes. (2015, May 13). Retrieved from http://connectedhealth.partners.org/news-and-events/media-center/announcements/heart-failure-remote-monitoring-program-significantly-lowers-hospital-admissions.aspx

70 Agboola, S.; Jethwani, K.; Khateeb, K.; Moore, S.; Kvedar, J. (2015). Heart failure remote monitoring: Evidence from the retrospective evaluation of a real-world remote monitoring program. Journal of Medical Internet Research, 17(4), e101. doi:10.2196/jmir.4417. Retrieved from http://www.jmir.org/2015/4/e101

71 Broderick, A. (2013, January). Case Studies in Telehealth Adoption. Partners HealthCare: connecting heart failure patients to providers through remote monitoring. Commonwealth Fund Publication 1656, 3. Retrieved from http://www.commonwealthfund.org/~/media/files/publications/case-study/2013/jan/1656_broderick_telehealth_adoption_partners_case_study.pdf [PDF – 610KB]

72 Agboola, S.; Jethwani, K.; Khateeb, K.; Moore, S.; Kvedar, J. (2015). Heart failure remote monitoring: Evidence from the retrospective evaluation of a real-world remote monitoring program. Journal of Medical Internet Research, 17(4), e101. doi:10.2196/jmir.4417. Retrieved from http://www.jmir.org/2015/4/e101

73 Remote monitoring program for heart failure patients significantly lowers hospital admissions: less intensive remote monitoring follow-up may improve long-term outcomes. (2015, May 13). Retrieved from http://connectedhealth.partners.org/news-and-events/media-center/announcements/heart-failure-remote-monitoring-program-significantly-lowers-hospital-admissions.aspx

74 Broderick, A. (2013, January). Case Studies in Telehealth Adoption. Partners HealthCare: connecting heart failure patients to providers through remote monitoring. Commonwealth Fund Publication 1656, 3. Retrieved from http://www.commonwealthfund.org/~/media/files/publications/case-study/2013/jan/1656_broderick_telehealth_adoption_partners_case_study.pdf [PDF – 610KB]

75 Broderick, A. (2013, January). Case Studies in Telehealth Adoption. Partners HealthCare: connecting heart failure patients to providers through remote monitoring. Commonwealth Fund Publication 1656, 3. Retrieved from http://www.commonwealthfund.org/~/media/files/publications/case-study/2013/jan/1656_broderick_telehealth_adoption_partners_case_study.pdf [PDF – 610KB]

76 Broderick, A. (2013, January). Case Studies in Telehealth Adoption. Partners HealthCare: connecting heart failure patients to providers through remote monitoring. Commonwealth Fund Publication 1656, 3. Retrieved from http://www.commonwealthfund.org/~/media/files/publications/case-study/2013/jan/1656_broderick_telehealth_adoption_partners_case_study.pdf [PDF – 610KB]

77 Orlando, L.A.; Hauser, E.R.; Christianson, C.; Powell, K.P.; Buchanan, A.H.; Chesnut, B.; Agbaje, A.B.; Henrich, V.C.; Ginsburg, G. (2011, October 11). Protocol for implementation of family health history collection and decision support into primary care using a computerized family health history system. BMC Health Services Research 11, 264. doi: 10.1186/1472-6963-11-264. Retrieved from http://bmchealthservres.biomedcentral.com/articles/10.1186/1472-6963-11-264

78 Orlando, L.A.; Hauser, E.R.; Christianson, C.; Powell, K.P.; Buchanan, A.H.; Chesnut, B.; Agbaje, A.B.; Henrich, V.C.; Ginsburg, G. (2011, October 11). Protocol for implementation of family health history collection and decision support into primary care using a computerized family health history system. BMC Health Services Research 11, 264. doi: 10.1186/1472-6963-11-264. Retrieved from http://bmchealthservres.biomedcentral.com/articles/10.1186/1472-6963-11-264

79 Orlando, L.A.; Hauser, E.R.; Christianson, C.; Powell, K.P.; Buchanan, A.H.; Chesnut, B.; Agbaje, A.B.; Henrich, V.C.; Ginsburg, G. (2011, October 11). Protocol for implementation of family health history collection and decision support into primary care using a computerized family health history system. BMC Health Services Research 11, 264. doi: 10.1186/1472-6963-11-264. Retrieved from http://bmchealthservres.biomedcentral.com/articles/10.1186/1472-6963-11-264

80 Wu, R.R.; Himmel, T.L.; Buchanan, A.H.; Powell, K.P.; Hauser, E.R.; Ginsburg, G.S.; Henrich, V.C.; Orlando, L.A. (2014, February 13). Quality of family history collection with use of a patient facing family history assessment tool. doi: 10.1186/1471-2296-15-31. Retrieved from https://bmcfampract.biomedcentral.com/articles/10.1186/1471-2296-15-31

81 Orlando, L.A.; Hauser, E.R.; Christianson, C.; Powell, K.P.; Buchanan, A.H.; Chesnut, B.; Agbaje, A.B.; Henrich, V.C.; Ginsburg, G. (2011, October 11). Protocol for implementation of family health history collection and decision support into primary care using a computerized family health history system. BMC Health Services Research 11, 264. doi: 10.1186/1472-6963-11-264. Retrieved from http://bmchealthservres.biomedcentral.com/articles/10.1186/1472-6963-11-264

82 Fast Healthcare Interoperability Resources overview. Retrieved from https://www.hl7.org/fhir/overview.html

83 Time to focus on your family tree. (2015, December 15). Call-out box: Retrieved from https://today.duke.edu/2015/12/metree