Document a reason for withholding clinical notes from the patient portal Copied

IMPORTANT: Before withholding clinical notes from the patient portal, please confer with your practice’s compliance and/or legal counsel to ensure compliance with all applicable federal and state laws, regulations, and administrative guidance, including but not limited to the 21st Century Cure Act’s prohibitions on information blocking. For more information visit: https://www.healthit.gov/topic/information-blocking.

Users can now document why a clinical note will not be released to the patient portal for notes with the Signed Note Available in Portal option enabled in the template.

After unchecking the Release to patient portal option on the clinical note, the system requires users to explain why it’s being withheld (callout 1). The pop-up window provides an area with a 255-character limit to type in free text.

Any information typed into this box will also appear in the note’s Audit History beneath the name of the note template and date of service (callout 2).

If a user amends the note, this information shows beneath the reasons for note amendment (callout 3).