Safe Practices for Copy and Paste in the EHR: Systematic Review, Recommendations, and Novel Model for Health IT Collaboration
Open accessAbstract
Summary: Background: Copy and paste functionality can support efficiency during clinical documentation, but may promote inaccurate documentation with risks for patient safety. The Partnership for Health IT Patient Safety was formed to gather data, conduct analysis, educate, and disseminate safe practices for safer care using health information technology (IT). Objective: To characterize copy and paste events in clinical care, identify safety risks, describe existing evidence, and develop implementable practice recommendations for safe reuse of information via copy and paste. Methods: The Partnership 1) reviewed 12 reported safety events, 2) solicited expert input, and 3) performed a systematic literature review (2010 to January 2015) to identify publications addressing frequency, perceptions/attitudes, patient safety risks, existing guidance, and potential interventions and mitigation practices. Results: The literature review identified 51 publications that were included. Overall, 66% to 90% of clinicians routinely use copy and paste. One study of diagnostic errors found that copy and paste led to 2.6% of errors in which a missed diagnosis required patients to seek additional unplanned care. Copy and paste can promote note bloat, internal inconsistencies, error propagation, and documentation in the wrong patient chart. Existing guidance identified specific responsibilities for authors, organizations, and electronic health record (EHR) developers. Analysis of 12 reported copy and paste safety events was congruent with problems identified from the literature review. Conclusion: Despite regular copy and paste use, evidence regarding direct risk to patient safety remains sparse, with significant study limitations. Drawing on existing evidence, the Partnership developed four safe practice recommendations: 1) Provide a mechanism to make copy and paste material easily identifiable; 2) Ensure the provenance of copy and paste material is readily available; 3) Ensure adequate staff training and education; 4) Ensure copy and paste practices are regularly monitored, measured, and assessed.
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The copy-paste function in EHRs allows clinicians to reuse existing medical notes without carefully reviewing them again.
“Another contributing factor to missing data is the “copy-paste” function in EHRs, which allows clinicians to reuse existing medical notes without carefully reviewing them again [180,181].”
From Toward Safer Diagnoses: A SEIPS-Based Narrative Review of Diagnostic Errors (2026) · cites this paper as [180]
The Introduction says copy and paste lets clinicians insert existing information into EHR notes. The Description warns that failure to curate copied text can leave outdated or inconsistent information, and the safe-practice recommendations call for verification before submission. These passages support the risk of reuse without careful review, but do not establish the citing sentence’s broader claim that copy and paste contributes to missing data. (LLM, conf=0.82)
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- Authors
- Tsou, A., Lehmann, C., Michel, J., Solomon, R., Possanza, L., & Gandhi, T.
- Affiliations
- ECRI Institute (US)
- Vanderbilt University Medical Center (US)
- Harvard University (US)
- Corresponding author
- Tsou, Amy
- Venue
- Applied Clinical Informatics
- Publisher
- Georg Thieme Verlag KG
- Published
- 2017
- Volume
- 26
- Issue
- 01
- Pages
- 12-34
- ISSN
- 1869-0327 (ISSN-L)
- PMC
- PMC5373750
- OpenAlex
- W2576811268
- Cited by
- 100
- References
- 37
- Citations by year
- 2026: 10 · 2025: 6 · 2024: 6 · 2023: 5 · 2022: 8 · 2021: 23 · 2020: 16 · 2019: 11 · 2018: 8 · 2017: 7
- FWCI
- 2.25
- Type
- journal article
- Language
- en
- Open access
- bronze
- doi.org
- Locations
- Applied Clinical Informatics (publishedVersion)
- PubMed Central (publishedVersion)
- PubMed (publishedVersion)
- Funders
- Jayne Koskinas Ted Giovanis Foundation
- Topics
- Health Sciences › Health Professions › Health Information Management › Electronic Health Records Systems
- Health Sciences › Health Professions › Emergency Medical Services › Patient Safety and Medication Errors
- Health Sciences › Nursing › Issues, ethics and legal aspects › Nursing Diagnosis and Documentation
- Keywords
- copy and paste, electronic health records, clinical documentation, patient safety, medical errors, error propagation, provenance, employee training, health information technology
- MeSH terms
- Stakeholder Participation, Cooperative Behavior, Documentation, Humans, Medical Informatics, Electronic Health Records, Patient Safety
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Registry, retraction, Cites and statistics results are computed, not judged, with one exception: a printed reference that no index lists is read once by a model before it counts as a citation error. Claims are extracted by a model and kept only when their quote appears verbatim in the text; each cited source is then checked, with a model’s help, for whether it says what the claim relies on. Those verdicts can be wrong — read the claim’s quote and the cited source before relying on one.
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