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Toward Transparency and Trust:
A Conversation about OHSU and the
Portland OpenNotes Collaborative
Thomas Yackel, MD, MPH, MS & Susan Woods, MD, MPH
Conflict of Interest Disclosure

Disclosure – Susan Woods
I do not have any relationship(s) to disclose.
Disclosure – Thomas Yackel

I do not have any relationship(s) to disclose.
Agenda

• Audience response system overview
• Introduction to OpenNotes
• OpenNotes: history, research, and
experiences at the Portland VA
• OpenNotes at OHSU
• Conversation and audience response on
next steps
Indicate your agreement with the statement

I think sharing progress notes with patients
in MyChart is a good idea
A. Strongly Disagree
B. Disagree
C. Agree
D. Strongly Agree
OpenNotes: history, research, and
experiences at the Portland VA
40 years ago,
there was a
“Proposal”
• Enhance patient autonomy
• Improve patient-physician relationship
• Serve as educational tool

Shenkin B, Warner D. New England Journal Medicine 1973
Shared NHS Electronic Records

3 London practices gave record access -HealthSpace
Results:
 86% accessed records
 Age, ethnicity not associated with frequency
 Poorer health - more frequent access
 38% found errors (48% did not take action)
 76% felt more involved in care
 9% more worried about health
 75% felt more confident in GP (3% less confident)
Bhavnani et al. Family Practice 2010; 28:188-19423
Woods SS, Schwartz E et. al. J Med Internet Res 2013;15(3):e65

10
It’s a Communication Tool

“I can go in and ask more intelligent questions
and we don‟t have to spend as much time with
them explaining everything to me.”

Woods SS, Schwartz E et. al. J Med Internet Res 2013;15(3):e65
It boosts self-care.
“Made me feel more responsible for myself, like
there‟s no excuses. You know, it‟s right there, you
know. You can‟t use „the doctor didn‟t tell you‟.”

“You could pop over to Google or the library, and
see what it‟s saying instead of sitting there
sweating it out trying to figure out what it is.”

Woods SS, Schwartz E et. al. J Med Internet Res 2013;15(3):e65
It improves quality.

“An ultrasound on my liver said….„Re-do in 6
months‟. Six months came, nothing happened.
So I called the doctor. He says, „Yeah, they did
say that‟. So, if I hadn‟t reminded him, I wouldn‟t
have got it.”

Woods SS, Schwartz E et. al. J Med Internet Res 2013;15(3):e65
It improves quality.

“My Oncologist was up-front guy, he wasn‟t as
up front as I thought, with what he wrote. I said
to him, „I‟d like to know what you think, what you
know, and what you‟re predicting. Rather than
just write it in there, tell me - and then write it‟.

Woods SS, Schwartz E et. al. J Med Internet Res 2013;15(3):e65
Observations on Notes & Records
• Language
• Errors
• Inconsistencies

• „Boiler plate‟
• Stress with full disclosure
– But better to have it all, then none
73 cents, Regina Holliday, Patient Advocate, Artist

http://reginaholliday.blogspot.com
http://www.slideshare.net/ReginaHolliday/vision-14132302#btnNext
Open Notes Study
• Robert Wood Johnson Foundation Pioneer Portfolio
• Beth Israel Deaconess, Harborview, Geisinger
• 100 Primary Care providers and >13,000 patients
• Email notification with new note upload
• 2010 to 2011 (access continues)
• Baseline and follow-up surveys

Delbanco T, et.al. Ann Intern Med, October 2, 2012 157(7):461-470
Patient and PCP Views of Open Notes after 1 Year

Takes better care of self
Better understand conditions
Remembers care plan better
More prepared for visits
More in control of care
Take medications better

% Agree
Patients
PCPs
70
28
84
41
84
44
73
36
84
49
60
31

Delbanco T, et.al. Ann Intern Med, October 2, 2012 157(7):461-470
Patient and PCP Views of Open Notes after
1 Year

Felt offended

% Agree
Patients
PCPs
2
8

More confusing than helpful

3

21

Worries more

7

42

32

--

Concerned about privacy

Delbanco T, et.al. Ann Intern Med, October 2, 2012 157(7):461-470
23
MyHealtheVet Blue Button Survey

June – Sept. 2013

Preliminary data – from My HealtheVet
personal health record users, on early use of
Blue Button and OpenNotes…
Use of Blue Button to access notes

What‟s Blue Button?
Not sure
I viewed notes once or more
I tried to

Percent
28%
27%
25%
13%
Information viewed using Blue Button

Response
Visit notes – primary care
Visit notes – med/surg specialty
Secure messaging note
Visit notes – mental health
Hospital visit (ER) or stay
Don‟t know or remember

Percent
69%
40%
34%
19%
15%
14%
WHY did you read your visit notes?
Response

Percent

To know more about my health

25%

I was curious

20%

To understand what my provider said

20%

To remember what was said at visit

12%

Check to see if notes are right

9%

To know what my provider is thinking

6%
12% talked with health team member
12% plan to talk with health team member
If YES:
53% To learn more about my health issue
34% To get an explanation on something in note
22% To discuss something I was worried about
21% To discuss something I though not correct
74% did not/no plan to talk with health team
• 82% had no reason to
• 5% didn‟t want to waste their time
• 5% didn‟t think it was important
Do notes correctly describe visit?

80

60

40

20

0
Pretty Well

Mostly

Disagree

Don't Know
Are OpenNotes Really
New?
OpenNotes Pilot at OHSU
What does OpenNotes Look Like at OHSU
for Providers?
What does Open Notes look like for patients?
What does Open Notes look like for patients?
What are other institutions
doing?
Consumer Reports’ Portland Challenge
What are the advantages
and disadvantages?
What would the principle advantage be?

A. Improved patient
understanding/participation/adherence
B. Improved note completion time, accuracy,
completeness
C. Reduced medical errors
D. Greater patient trust/appreciation
E. Facilitation of pt note sharing with others
What would the principle disadvantage be?

A. Patient confusion, pressure, anxiety
B. Privacy problems
C. Patient offended by what is written
D. Unwelcome changes in documentation
E. Need for additional documentation time
Indicate your agreement with the statement

I think sharing progress notes with patients
in MyChart is a good idea
A. Strongly Disagree
B. Disagree
C. Agree
D. Strongly Agree
Additional Discussion Questions

• Is this a good idea for OHSU?
• Should OHSU “sign on” to the Portland
Open Notes consortium?
• How should OHSU go about deciding how
to implement OpenNotes?
– Opt In, Opt Out, who gets to decide?

• What are the next steps in this
conversation?

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OHSU Grand Rounds - OpenNotes - Yackel & Woods December 2013

  • 1. Toward Transparency and Trust: A Conversation about OHSU and the Portland OpenNotes Collaborative Thomas Yackel, MD, MPH, MS & Susan Woods, MD, MPH
  • 2. Conflict of Interest Disclosure Disclosure – Susan Woods I do not have any relationship(s) to disclose. Disclosure – Thomas Yackel I do not have any relationship(s) to disclose.
  • 3. Agenda • Audience response system overview • Introduction to OpenNotes • OpenNotes: history, research, and experiences at the Portland VA • OpenNotes at OHSU • Conversation and audience response on next steps
  • 4. Indicate your agreement with the statement I think sharing progress notes with patients in MyChart is a good idea A. Strongly Disagree B. Disagree C. Agree D. Strongly Agree
  • 5. OpenNotes: history, research, and experiences at the Portland VA
  • 6. 40 years ago, there was a “Proposal”
  • 7. • Enhance patient autonomy • Improve patient-physician relationship • Serve as educational tool Shenkin B, Warner D. New England Journal Medicine 1973
  • 8. Shared NHS Electronic Records 3 London practices gave record access -HealthSpace Results:  86% accessed records  Age, ethnicity not associated with frequency  Poorer health - more frequent access  38% found errors (48% did not take action)  76% felt more involved in care  9% more worried about health  75% felt more confident in GP (3% less confident) Bhavnani et al. Family Practice 2010; 28:188-19423
  • 9.
  • 10. Woods SS, Schwartz E et. al. J Med Internet Res 2013;15(3):e65 10
  • 11. It’s a Communication Tool “I can go in and ask more intelligent questions and we don‟t have to spend as much time with them explaining everything to me.” Woods SS, Schwartz E et. al. J Med Internet Res 2013;15(3):e65
  • 12. It boosts self-care. “Made me feel more responsible for myself, like there‟s no excuses. You know, it‟s right there, you know. You can‟t use „the doctor didn‟t tell you‟.” “You could pop over to Google or the library, and see what it‟s saying instead of sitting there sweating it out trying to figure out what it is.” Woods SS, Schwartz E et. al. J Med Internet Res 2013;15(3):e65
  • 13. It improves quality. “An ultrasound on my liver said….„Re-do in 6 months‟. Six months came, nothing happened. So I called the doctor. He says, „Yeah, they did say that‟. So, if I hadn‟t reminded him, I wouldn‟t have got it.” Woods SS, Schwartz E et. al. J Med Internet Res 2013;15(3):e65
  • 14. It improves quality. “My Oncologist was up-front guy, he wasn‟t as up front as I thought, with what he wrote. I said to him, „I‟d like to know what you think, what you know, and what you‟re predicting. Rather than just write it in there, tell me - and then write it‟. Woods SS, Schwartz E et. al. J Med Internet Res 2013;15(3):e65
  • 15. Observations on Notes & Records • Language • Errors • Inconsistencies • „Boiler plate‟ • Stress with full disclosure – But better to have it all, then none
  • 16.
  • 17. 73 cents, Regina Holliday, Patient Advocate, Artist http://reginaholliday.blogspot.com http://www.slideshare.net/ReginaHolliday/vision-14132302#btnNext
  • 18.
  • 19. Open Notes Study • Robert Wood Johnson Foundation Pioneer Portfolio • Beth Israel Deaconess, Harborview, Geisinger • 100 Primary Care providers and >13,000 patients • Email notification with new note upload • 2010 to 2011 (access continues) • Baseline and follow-up surveys Delbanco T, et.al. Ann Intern Med, October 2, 2012 157(7):461-470
  • 20. Patient and PCP Views of Open Notes after 1 Year Takes better care of self Better understand conditions Remembers care plan better More prepared for visits More in control of care Take medications better % Agree Patients PCPs 70 28 84 41 84 44 73 36 84 49 60 31 Delbanco T, et.al. Ann Intern Med, October 2, 2012 157(7):461-470
  • 21. Patient and PCP Views of Open Notes after 1 Year Felt offended % Agree Patients PCPs 2 8 More confusing than helpful 3 21 Worries more 7 42 32 -- Concerned about privacy Delbanco T, et.al. Ann Intern Med, October 2, 2012 157(7):461-470
  • 22.
  • 23. 23
  • 24.
  • 25. MyHealtheVet Blue Button Survey June – Sept. 2013 Preliminary data – from My HealtheVet personal health record users, on early use of Blue Button and OpenNotes…
  • 26. Use of Blue Button to access notes What‟s Blue Button? Not sure I viewed notes once or more I tried to Percent 28% 27% 25% 13%
  • 27. Information viewed using Blue Button Response Visit notes – primary care Visit notes – med/surg specialty Secure messaging note Visit notes – mental health Hospital visit (ER) or stay Don‟t know or remember Percent 69% 40% 34% 19% 15% 14%
  • 28. WHY did you read your visit notes? Response Percent To know more about my health 25% I was curious 20% To understand what my provider said 20% To remember what was said at visit 12% Check to see if notes are right 9% To know what my provider is thinking 6%
  • 29. 12% talked with health team member 12% plan to talk with health team member If YES: 53% To learn more about my health issue 34% To get an explanation on something in note 22% To discuss something I was worried about 21% To discuss something I though not correct
  • 30. 74% did not/no plan to talk with health team • 82% had no reason to • 5% didn‟t want to waste their time • 5% didn‟t think it was important
  • 31. Do notes correctly describe visit? 80 60 40 20 0 Pretty Well Mostly Disagree Don't Know
  • 32.
  • 34.
  • 36. What does OpenNotes Look Like at OHSU for Providers?
  • 37. What does Open Notes look like for patients?
  • 38. What does Open Notes look like for patients?
  • 39. What are other institutions doing?
  • 40.
  • 42. What are the advantages and disadvantages?
  • 43.
  • 44.
  • 45. What would the principle advantage be? A. Improved patient understanding/participation/adherence B. Improved note completion time, accuracy, completeness C. Reduced medical errors D. Greater patient trust/appreciation E. Facilitation of pt note sharing with others
  • 46. What would the principle disadvantage be? A. Patient confusion, pressure, anxiety B. Privacy problems C. Patient offended by what is written D. Unwelcome changes in documentation E. Need for additional documentation time
  • 47. Indicate your agreement with the statement I think sharing progress notes with patients in MyChart is a good idea A. Strongly Disagree B. Disagree C. Agree D. Strongly Agree
  • 48. Additional Discussion Questions • Is this a good idea for OHSU? • Should OHSU “sign on” to the Portland Open Notes consortium? • How should OHSU go about deciding how to implement OpenNotes? – Opt In, Opt Out, who gets to decide? • What are the next steps in this conversation?

Editor's Notes

  1. Of an important paper published by Shenkin and Warner, in the NEJM. 1973. The title: Giving the Patient his Medical Record: A proposal to Improve the System.The authors made a very strong argument that shared records would enhance patient autonomy, would improve the patient-clinician relationship, and the notes would serve as an educational tool. Since that time, shared records have been the exception, not the rule. But we now have a solid and growing body of research about opening notes.
  2. One of the first to study shared notes were practices in the UK. This paper by Bhavani in Family Practice described an observational study of 3 primary care practices in London. Every patient was given a paper copy of the note, or had access through a clinic computer and patient portal (HealthSpace).Among over 300 patients, most looked at the notes. Those will poorer health status looked more frequently. Age or ethnicity was not a factor in viewing.Just over 1/3 said that there were errors in the notes, although most did not take action.¾ of the patients felt more involved in their care – they became e-patients – AND had more confidence in their provider. Only a small minority felt more worried about their health. (that may not be a bad thing)
  3. Two of the most impressive Patient advocates in the US today are Regina Holliday and ePatient Dave.Regina is an awe-inspiring artist. She came into the world of ePatients through her own experience in health care. Faced with a seriously ill husband – who was dying from a malignancy – she learned how impossible it was to obtain her husband’s health information. She began telling the story and beating the drum for improvement through her art. This painting, titled 73 cents, is on an outdoor brick wall in D.C. – and portrays the excruciating tale of how the hospital told her it would cost 73 cents per page and take 21 days to get copies of his records. That’s just not meaningful use of our electronic health information.
  4. This is a landmark paper, published in Annals of Internal Medicine, October of this year.
  5. Ann Intern Med, October 2, 2012 157(7):461-470
  6. Planetree hospitals have been implementing open medical records since 1978
  7. Open Notes is being piloted at OHSU