Make a new online patient’s record available immediately
For a relationship established entirely online, the Board expects the record to be readily available to the patient and, with consent, an identified care provider immediately after the encounter. Its recordkeeping guidance also covers clinically relevant email, text, photographs, and telephone communications. Medical-record expectations.
Design completion of the visit around a usable record, not just a payment receipt. The patient needs to understand the assessment, plan, medication instructions where applicable, and recommended follow-up. The practice also needs a way to share the record with another identified provider under the appropriate consent process.
Test access as the patient, especially on a phone. Verify that the newly completed encounter appears, that downloadable material is readable, and that a failed notification does not make the record inaccessible. Give staff a route to correct an error while preserving appropriate documentation. If the product keeps clinically relevant messages in a separate inbox, establish how they enter the medical record so later clinicians do not see only the original visit.