Prepare for 21st Century Cures Act automatic release of clinical notes Copied

To further meet the requirements of the 21st Century Cures Act, iKnowMed Generation 2 version 3.0.28 includes enhancements to support the future immediate release of signed clinical notes to patient portals.

NOTE: Although these features are functional post-release, no notes will be automatically sent to patient portals at this time.

The goal is to help practices begin designating types of signed notes that should be automatically sent to patients pursuant to state law unless there is a risk of substantial harm.

By acting now, practices can prepare for when the automatic release of signed notes goes live so that there is minimal interruption to their workflows. As a reminder, physicians will always have the choice to withhold signed clinical notes once the automatic release is live.

Releasing signed clinical notes by template type

Practices can designate which types of signed clinical notes should or should not be automatically released to patient portals in two ways:

1. Super Users can go to Manage > Clinical Note Templates and manually edit each clinical note template by checking the new Signed Note Available in Portal option (see callout 1).

   

2. If this option is too inefficient, practice users with full clinical note templates permission can use the new Release to Patient Portal feature on the Manage > Clinical Note Templates landing page (see callout 2).

   These users can select one or more templates from the list and choose to turn On or Off the automatic release of these signed notes to the patient portal (see callout 3). Due to pagination, bulk selection will only apply to the templates listed on the shown page.

   The page will also display whether this feature is On or Off for each template under the new Release to Patient column (see callout 4). This gives users a broad view of which templates were updated.

   

IMPORTANT: Any newly created clinical note templates will not be set to release to patient portals. Practices must manually activate this setting if they wish for these types of signed notes to be automatically sent to patients.

Lastly, a future release will give users the ability to withhold individual signed clinical notes to account for exceptions where the note must be reviewed by a physician before it can be sent to the portal.