Save time by letting patients set pre-visit agenda through EHR, patient portals

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Note:  The following article synopsis was NOT provided by HCPro. It was created by Find-A-Code/innoviHealth.

Article Overview

This article discusses how patient-facing EHR and portal tools can support pre-visit agenda-setting and shared communication before office visits. It explains why the approach may improve patient engagement, streamline documentation, and fit into broader efforts tied to patient satisfaction, quality reporting, and Open Notes-style initiatives. The piece is aimed at clinicians, practice leaders, and health IT decision-makers evaluating workflow and portal capabilities.

Why This Topic Matters

It helps practices understand a patient-engagement workflow that may reduce duplication, improve communication, and make better use of existing EHR or portal capabilities without necessarily replacing current systems.

Article Sections

  1. Collaborative agenda-setting and visit preparation

    Introduces the concept of allowing patients to contribute before the visit and describes the general effects on communication, engagement, and efficiency.

  2. Benefits not limited to primary care

    Summarizes how the approach is being applied across care settings and how organizations are extending patient-facing access to visit-related information.

  3. 3 steps to open up your dialogue

    Outlines practical implementation themes for using existing EHR or portal features, encouraging patient participation, and drawing on outside resources.

What You Will Learn

  • How pre-visit patient agenda-setting is being used in clinical workflows
  • How patient portals and EHR features can support patient-facing communication
  • How practices may think about efficiency, engagement, and quality-reporting implications
  • What implementation themes organizations are considering when expanding patient access to visit-related information

Who Should Read This

  • Physicians
  • Practice managers
  • Health IT leaders
  • Medical coders and billing staff interested in workflow context
  • Clinical administrators

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