Patient Portals and Patient Engagement: A State of the Science Review
Open accessAbstract
BACKGROUND: Patient portals (ie, electronic personal health records tethered to institutional electronic health records) are recognized as a promising mechanism to support greater patient engagement, yet questions remain about how health care leaders, policy makers, and designers can encourage adoption of patient portals and what factors might contribute to sustained utilization. OBJECTIVE: The purposes of this state of the science review are to (1) present the definition, background, and how current literature addresses the encouragement and support of patient engagement through the patient portal, and (2) provide a summary of future directions for patient portal research and development to meaningfully impact patient engagement. METHODS: We reviewed literature from 2006 through 2014 in PubMed, Ovid Medline, and PsycInfo using the search terms "patient portal" OR "personal health record" OR "electronic personal health record". Final inclusion criterion dictated that studies report on the patient experience and/or ways that patients may be supported to make competent health care decisions and act on those decisions using patient portal functionality. RESULTS: We found 120 studies that met the inclusion criteria. Based on the research questions, explicit and implicit aims of the studies, and related measures addressed, the studies were grouped into five major topics (patient adoption, provider endorsement, health literacy, usability, and utility). We discuss the findings and conclusions of studies that address the five topical areas. CONCLUSIONS: Current research has demonstrated that patients' interest and ability to use patient portals is strongly influenced by personal factors such age, ethnicity, education level, health literacy, health status, and role as a caregiver. Health care delivery factors, mainly provider endorsement and patient portal usability also contribute to patient's ability to engage through and with the patient portal. Future directions of research should focus on identifying specific populations and contextual considerations that would benefit most from a greater degree of patient engagement through a patient portal. Ultimately, adoption by patients and endorsement by providers will come when existing patient portal features align with patients' and providers' information needs and functionality.
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Greater knowledge of essential adjustments in health care provider workflow, roles, and responsibilities is needed.
“Moreover, it is shown that a greater knowledge of essential adjustments in health care provider workflow, roles, and responsibilities is needed [29].”
From Lessons Learned From a Living Lab on the Broad Adoption of eHealth in Primary Health Care (2018) · cites this paper as [29]
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- [116]Schnipper Jeffrey L Gandhi Tejal K Wald Jonathan S Grant Richard W Poon Eric G Volk Lynn A Businger Alexandra Williams Deborah H Siteman Elizabeth Buckel Lauren Middleton Blackford Effects of an online personal health record on medication accuracy and safety: a cluster-randomized trial J Am Med Inform Assoc 2012 19 5 728 34 10.1136/amiajnl-2011-000723 22556186 amiajnl-2011-000723 22556186 PMC3422826 · DOI
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“Moreover, it is shown that a greater knowledge of essential adjustments in health care provider workflow, roles, and responsibilities is needed [29].”
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Patient Challenges and Needs in Comprehending Laboratory Test Results: Mixed Methods Study
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Bonner, A., Gillespie, K. M., Campbell, K. L., Corones‐Watkins, K., Hayes, B., Harvie, B., Kelly, J. T., & Havas, K. (2018) · BMC Nephrology · doi:10.1186/s12882-018-0830-8 · Cited by 65 · see citing works
Patient Portal Barriers and Group Differences: Cross-Sectional National Survey Study
Turner, K. L., Clary, A., Hong, Y., Tabriz, A. A., & Shea, C. M. (2020) · Journal of Medical Internet Research · doi:10.2196/18870 · Cited by 63 · see citing works
Sheon, A. R., Bolen, S. D., Callahan, B., Shick, S., & Perzynski, A. T. (2017) · JMIR Diabetes · doi:10.2196/diabetes.6751 · Cited by 62 · see citing works
Woods, S. S., Forsberg, C. W., Schwartz, E. C., Nazi, K. M., Hibbard, J. H., Houston, T. K., & Gerrity, M. (2017) · Journal of Medical Internet Research · doi:10.2196/jmir.7895 · Cited by 62 · see citing works
Faiola, A. J., Papautsky, E. L., & Isola, M. L. (2018) · Current Problems in Cardiology · doi:10.1016/j.cpcardiol.2018.06.003 · Cited by 61 · see citing works
Bourgi, K., Brar, I., & Baker-Genaw, K. (2016) · PLoS ONE · doi:10.1371/journal.pone.0161241 · Cited by 60 · see citing works
Alpert, J. M., Krist, A. H., Aycock, R. A., & Kreps, G. L. (2016) · Journal of Medical Internet Research · doi:10.2196/jmir.5451 · Cited by 59 · see citing works
Maher, M., Kaziunas, E., Ackerman, M. S., Derry, H. A., Forringer, R., Miller, K. M., O'Reilly, D., An, L. C., Tewari, M., Hanauer, D. A., et al. (2015) · Transplantation and Cellular Therapy · doi:10.1016/j.bbmt.2015.08.032 · Cited by 58 · see citing works
Adult patient access to electronic health records
Ammenwerth, E., Neyer, S., Hörbst, A., Mueller, G., Siebert, U., & Schnell‐Inderst, P. (2021) · Cochrane Database of Systematic Reviews · doi:10.1002/14651858.cd012707.pub2 · Cited by 58 · see citing works
Digital Patient Experience: Umbrella Systematic Review
Wang, T., Giunti, G., Melles, M., & Goossens, R. (2022) · Journal of Medical Internet Research · doi:10.2196/37952 · Cited by 57 · see citing works
eHealth Literacy and Patient Portal Use and Attitudes: Cross-sectional Observational Study
Deshpande, N., Arora, V. M., Vollbrecht, H., Meltzer, D. O., & Press, V. G. (2022) · JMIR Human Factors · doi:10.2196/40105 · Cited by 57 · see citing works
Using Digital Technology to Engage and Communicate with Patients: A Survey of Patient Attitudes
Jenssen, B. P., Mitra, N., Shah, A., Wan, F., & Grande, D. (2015) · Journal of General Internal Medicine · doi:10.1007/s11606-015-3517-x · Cited by 57 · see citing works
Sundell, E., Wångdahl, J., & Grauman, Å. (2022) · BMC Public Health · doi:10.1186/s12889-022-14751-z · Cited by 56 · see citing works
Apathy, N. C., Holmgren, A. J., & Adler-Milstein, J. (2021) · Journal of the American Medical Informatics Association · doi:10.1093/jamia/ocab102 · Cited by 56 · see citing works
Patient engagement strategies for adults with chronic conditions: an evidence map
Aboumatar, H. J., Pitts, S. I., Sharma, R., Das, A., Smith, B. M., Day, J., Holzhauer, K., Yang, S., Bass, E. B., & Bennett, W. L. (2022) · Systematic Reviews · doi:10.1186/s13643-021-01873-5 · Cited by 55 · see citing works
Crameri, K.-A., Maher, L. M., van Dam, P., & Prior, S. J. (2020) · Health Information Management Journal · doi:10.1177/1833358319895369 · Cited by 55 · see citing works
Sorondo, B., Allen, A., Fathima, S., Bayleran, J. K., & Sabbagh, I. (2017) · eGEMs (Generating Evidence & Methods to improve patient outcomes) · doi:10.13063/2327-9214.1262 · Cited by 54 · see citing works
Usability evaluation of a commercial inpatient portal
Yen, P., Walker, D. M., Smith, J. G., Zhou, M. P., Menser, T. L., & McAlearney, A. S. (2017) · International Journal of Medical Informatics · doi:10.1016/j.ijmedinf.2017.11.007 · Cited by 54 · see citing works
Patient Portal Use in Diabetes Management: Literature Review
Sun, R., Korytkowski, M. T., Sereika, S. M., Saul, M. I., Li, D., & Burke, L. E. (2018) · JMIR Diabetes · doi:10.2196/11199 · Cited by 54 · see citing works
Security and Privacy Risks Associated With Adult Patient Portal Accounts in US Hospitals
Latulipe, C., Mazumder, S. F., Wilson, R. K. W., Talton, J. W., Bertoni, A. G., Quandt, S. A., Arcury, T. A., & MILLER, D. P. (2020) · JAMA Internal Medicine · doi:10.1001/jamainternmed.2020.0515 · Cited by 54 · see citing works
Oshima, S. M., Tait, S. D., Thomas, S. M., Fayanju, O. M., Ingraham, K. L., Barrett, N. J., & Hwang, E. S. (2021) · Journal of Medical Internet Research · doi:10.2196/24947 · Cited by 54 · see citing works
Darley, S., Coulson, T., Peek, N., Moschogianis, S., van der Veer, S. N., Wong, D. C., & Brown, B. C. (2022) · Journal of Medical Internet Research · doi:10.2196/37436 · Cited by 53 · see citing works
Hemsley, B., Rollo, M. E., Georgiou, A., Balandin, S., & Hill, S. (2017) · Patient Education and Counseling · doi:10.1016/j.pec.2017.07.010 · Cited by 53 · see citing works
Chen, J., Druhl, E., Ramesh, B. P., Houston, T. K., Brandt, C., Zulman, D. M., Vimalananda, V. G., Malkani, S., & Yu, H. Q. (2018) · Journal of Medical Internet Research · doi:10.2196/jmir.8669 · Cited by 53 · see citing works
The role of Internet resources in clinical oncology: promises and challenges
Hesse, B. W., Greenberg, A. J., & Rutten, L. J. F. (2016) · Nature Reviews Clinical Oncology · doi:10.1038/nrclinonc.2016.78 · Cited by 52 · see citing works
Cook, T. S., Oh, S. C., & Kahn, C. E. (2017) · Academic Radiology · doi:10.1016/j.acra.2017.03.005 · Cited by 52 · see citing works
Leung, K., Lu-McLean, D., Kuziemsky, C. E., Booth, R. G., Rossetti, S. C., Borycki, E. M., & Strudwick, G. (2019) · Journal of Medical Internet Research · doi:10.2196/14683 · Cited by 50 · see citing works
Quantifying Patient Portal Use: Systematic Review of Utilization Metrics
Beal, L. L., Kolman, J. M., Jones, S. L., Khleif, A., & Menser, T. L. (2021) · Journal of Medical Internet Research · doi:10.2196/23493 · Cited by 50 · see citing works
Zeng, B., Rivadeneira, N. A., Wen, A., Sarkar, U., & Khoong, E. C. (2022) · Journal of Medical Internet Research · doi:10.2196/35828 · Cited by 49 · see citing works
Identifying How Patient Portals Impact Communication in Oncology
Alpert, J. M., Morris, B. B., Thomson, M. D., Matin, K., & Brown, R. (2018) · Health Communication · doi:10.1080/10410236.2018.1493418 · Cited by 49 · see citing works
Aljabri, D., Dumitrascu, A. G., Burton, M. C., White, L. J., Khan, M. M., Xirasagar, S., Horner, R. D., & Naessens, J. M. (2018) · BMC Medical Informatics and Decision Making · doi:10.1186/s12911-018-0644-4 · Cited by 49 · see citing works
Older adults using a patient portal: registration and experiences, one year after implementation
Wildenbos, G. A., Maasri, K., Jaspers, M., & Peute, L. (2018) · Digital Health · doi:10.1177/2055207618797883 · Cited by 49 · see citing works
Zhong, X., Park, J., Liang, M., Shi, F., Budd, P. R., Sprague, J. L., & Dewar, M. A. (2019) · Journal of Medical Internet Research · doi:10.2196/14410 · Cited by 49 · see citing works
Fiks, A. G., DuRivage, N., Mayne, S. L., Finch, S., Ross, M. E., Giacomini, K., Suh, A., McCarn, B., Brandt, E., Karavite, D., et al. (2016) · Journal of Medical Internet Research · doi:10.2196/jmir.5610 · Cited by 48 · see citing works
On the effect of electronic patient portal on primary care utilization and appointment adherence
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Buljac‐Samardžić, M., Clark, M. A., van Exel, J. N. A., & van Wijngaarden, J. D. H. (2021) · Health Expectations · doi:10.1111/hex.13358 · Cited by 46 · see citing works
Patient Portals to Support Care Partner Engagement in Adolescent and Adult Populations
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Empowering Patients during Hospitalization: Perspectives on Inpatient Portal Use
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Sociodemographic Differences and Factors Affecting Patient Portal Utilization
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Context-sensitive decision support (infobuttons) in electronic health records: a systematic review
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Designing a Patient Portal for Patient-Centered Care: Cross-Sectional Survey
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Patient Portal Use Among Older Adults: What Is Really Happening Nationwide?
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Patients’ Perceptions of Portal Use Across Care Settings: Qualitative Study
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Gimbel, R. W., Rennert, L., Crawford, P. F., Little, J. R., Truong, K. D., Williams, J. E., Griffin, S. F., Shi, L., Chen, L., Zhang, L., et al. (2020) · Journal of Medical Internet Research · doi:10.2196/17968 · Cited by 40 · see citing works
- Authors
- Irizarry, T., DeVito Dabbs, A., & Curran, C. R.
- Affiliations
- University of Pittsburgh (US)
- Corresponding author
- Irizarry, Taya
- ORCID
- Irizarry, Taya
- Venue
- Journal of Medical Internet Research
- Publisher
- JMIR Publications Inc.
- Published
- 2015-06-23
- Volume
- 17
- Issue
- 6
- Pages
- e148
- ISSN
- 1438-8871 (ISSN-L)
- PMC
- PMC4526960
- OpenAlex
- W1884436451
- Cited by
- 732
- References
- 137
- Citations by year
- 2026: 35 · 2025: 54 · 2024: 71 · 2023: 71 · 2022: 63 · 2021: 78 · 2020: 79 · 2019: 88 · 2018: 92 · 2017: 57 · 2016: 38 · 2015: 5
- FWCI
- 6.93
- Type
- journal article
- Language
- en
- Open access
- gold
- doi.org
- Licence
- cc-by
- Locations
- Journal of Medical Internet Research (publishedVersion, cc-by)
- PubMed Central (publishedVersion, cc-by)
- PubMed (publishedVersion)
- DOAJ (DOAJ: Directory of Open Access Journals) (submittedVersion, cc-by-sa)
- Funders
- National Institute of Nursing Research (2NR008857, T32NR008857)
- Topics
- Health Sciences › Health Professions › Health Information Management › Electronic Health Records Systems
- Health Sciences › Health Professions › General Health Professions › Health Literacy and Information Accessibility
- Health Sciences › Health Professions › General Health Professions › Patient Satisfaction in Healthcare
- Keywords
- patient portals, patient engagement, electronic personal health records, patient adoption, health literacy, usability, patient decision-making, caregiver role, patient information needs
- MeSH terms
- Age Factors, Educational Status, Ethnicity, Health Services Needs and Demand, Health Status, Humans, Patient Participation, Research, Caregivers, Health Records, Personal, Health Literacy, Electronic Health Records
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