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The DOI matches its Crossref record; 40 of the 40 references it cites were found in a registry or an index; none of the 40 sources its claims cite is checked for support yet.

A patient and family reporting system for perceived ambulatory note mistakes: experience at 3 U.S. healthcare centers

Open access

Abstract

Objective: The study sought to test a patient and family online reporting system for perceived ambulatory visit note inaccuracies. Materials and Methods: We implemented a patient and family electronic reporting system at 3 U.S. healthcare centers: a northeast urban academic adult medical center (AD), a northeast urban academic pediatric medical center (PED), and a southeast nonprofit hospital network (NET). Patients and families reported potential documentation inaccuracies after reading primary care and subspecialty visit notes. Results were characterized using descriptive statistics and coded for clinical relevance. Results: We received 1440 patient and family reports (780 AD, 402 PED, and 258 NET), and 27% of the reports identified a potential inaccuracy (25% AD, 35% PED, 28% NET). Among these, patients and families indicated that the potential inaccuracy was important or very important in 58% of reports (55% AD, 55% PED, 71% NET). The most common types of potential inaccuracies included description of symptoms (21%), past medical problems (21%), medications (18%), and important information that was missing (15%). Most patient- and family-reported inaccuracies resulted in a change to care or to the medical record (55% AD, 67% PED, data not available at NET). Discussion: About one-quarter of patients and families using an online reporting system identified potential documentation inaccuracies in visit notes and more than half were considered important by patients and clinicians, underscoring the potential role of patients and families as ambulatory safety partners. Conclusions: Partnering with patients and families to obtain reports on inaccuracies in visit notes may contribute to safer care. Mechanisms to encourage greater use of patient and family reporting systems are needed.

Overview

CoChat Summary

TL;DR

A patient and family online reporting system for perceived ambulatory visit note mistakes was implemented at 3 U.S. healthcare centers, yielding 1440 reports. About 27% identified a potential documentation inaccuracy, and many led to changes in care or the medical record.

Key findings

  • Of 1440 patient and family reports (780 AD, 402 PED, 258 NET), 27% identified a potential inaccuracy (25% AD, 35% PED, 28% NET).
  • Among those identifying a possible inaccuracy, 58% rated it important or very important (55% AD, 55% PED, 71% NET).
  • Most common perceived inaccuracies were symptoms (21%), past medical problems (21%), medications (18%), and important missing information (15%).
  • Among reviewed cases at AD and PED, 55% AD and 67% PED resulted in a change to care or the medical record; NET outcome data were not available.

Methods

  • Implemented a patient and family electronic reporting system at 3 U.S. healthcare centers: a northeast urban academic adult medical center (AD), a northeast urban academic pediatric medical center (PED), and a southeast nonprofit hospital network (NET).
  • Patients and families reported potential documentation inaccuracies after reading primary care and subspecialty visit notes; reports were characterized using descriptive statistics and coded for clinical relevance.
  • At AD and PED, reports flowed through a QI review algorithm with patient relations follow-up and coding of safety concerns; NET used modified implementation and HIM follow-up when requested.

Limitations

  • The paper states the voluntary reporting tool likely captures only a small fraction of all note inaccuracies, with low overall response rate and possible self-selection bias among portal-registered patients and families.
  • The paper states note-reading rates could not be tracked at each site, and portal use disparities by health literacy, education, race, and primary language may bias findings.
  • The paper states NET outcomes were not systematically coded, some questions differed slightly across sites, and the QI experience is not intended to be generalizable to other organizations or geographic areas.

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Integrity signals

Registry

Crossref · 10.1093/jamia/ocz142

Cites

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Statistics

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Citations

Cites

Show all 40 references

Research works printed but not linked: 5

  1. National Patient Safety Foundation, 2014, SAFETY IS PERSONAL Partnering with Patients and Families for the Safest Care: The National Patient Safety Foundation’s Lucian Leape Institute Report of the Roundtable on Consumer Engagement in Patient Safety
  2. National Patient Safety Foundation, Lucian Leape Institute, 2015, Shining a Light: Safer Health Care Through Transparency
  3. Bourgeois, 2018, Harvard Medical School Course BMI 720: Clinical Informatics
  4. Bell, 2018, Tackling Ambulatory Safety Risks Through Patient Engagement, J Patient Saf., 1
  5. Bell, 2016, When doctors share visit notes with patients: a study of patient and doctor perceptions of documentation errors, safety opportunities and the patient–doctor relationship, BMJ Qual Saf., 0, 1

Cited by

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Metadata

Authors
Bourgeois, F. C., Fossa, A., Gerard, M., Davis, M. E., Taylor, Y. J., Connor, C. D., Vaden, T., McWilliams, A., Spencer, M. D., Folcarelli, P., & Bell, S. K.
Affiliations
  • Boston Children's Hospital (US)
  • Beth Israel Deaconess Medical Center (US)
  • Center for Outcomes Research and Evaluation, Atrium Health, Charlotte, North Carolina, USA
  • Department of Internal Medicine, Atrium Health, Charlotte, North Carolina, USA
Corresponding author
Bourgeois, Fabienne C
Venue
Journal of the American Medical Informatics Association
Published
2019-09-03
Volume
26
Issue
12
Pages
1566-1573
ISSN
  • 1067-5027 (ISSN-L)
  • 1527-974X
OpenAlex
W2972223492
Cited by
25
References
40
Citations by year
2026: 3 · 2025: 2 · 2024: 3 · 2023: 5 · 2022: 4 · 2021: 3 · 2020: 4 · 2019: 1
FWCI
2.40
Type
journal article
Language
en
Open access
Locations
  • Journal of the American Medical Informatics Association (publishedVersion)
  • PubMed (publishedVersion)
  • PubMed Central (publishedVersion)
Funders
CRICO/Risk Management Foundation
Topics
  • Health Sciences › Health Professions › Health Information Management › Electronic Health Records Systems
  • Health Sciences › Health Professions › Health Information Management › Medical Coding and Health Information
  • Health Sciences › Medicine › Public Health, Environmental and Occupational Health › Patient Safety and Medication Errors
Keywords
online reporting system, patient safety, outpatient care, primary care, pediatric care, patient engagement, medication errors
MeSH terms
Adult, Ambulatory Care, Ambulatory Care Facilities, Child, Communication, Documentation, Family, Feedback, Humans, Online Systems, Patient Participation, United States, Electronic Health Records

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This page
CoChat. (2026). Citation check: A patient and family reporting system for perceived ambulatory note mistakes: experience at 3 U.S. healthcare centers. https://app.cochat.ai/papers/10.1093/jamia/ocz142
The paper
Bourgeois, F. C., Fossa, A., Gerard, M., Davis, M. E., Taylor, Y. J., Connor, C. D., Vaden, T., McWilliams, A., Spencer, M. D., Folcarelli, P., & Bell, S. K. (2019). A patient and family reporting system for perceived ambulatory note mistakes: experience at 3 U.S. healthcare centers. Journal of the American Medical Informatics Association. https://doi.org/10.1093/jamia/ocz142

Data sources

Bibliographic data: Semantic Scholar, OpenAlex, Crossref.

Contains information from the Semantic Scholar Academic Graph Datasets, made available under the ODC Attribution License (ODC-BY 1.0).

Semantic Scholar’s data is described in: Kinney, R., et al. (2023). The Semantic Scholar Open Data Platform. arXiv:2301.10140.