Visit Summaries and Clinical Notes

Patient Portal users can now view and share clinical notes and visit summaries.

Solution Change	Description and UI Impact	Reference Materials	Validation Guidelines	Implementation and Maintenance Impact
Display all Clinical Notes in Context of a Visit (HLG2-1374)	Clinical notes and documents are associated with past encounters. Patient Portal users can access the clinical notes that providers created as part of their visit by selecting a link displayed in a past appointment's details. UI Impact (Workflow - Automatic): When clinical notes are available, Patient Portal users can find them attached to the appointment and select a link to open that file. No UI impact.	See the Scheduling Appointments topic in the Oracle Health Patient Portal Cloud Service User Guide for Patients for more information.	Verify that clinical notes and documents are displayed for past appointments (when available for an appointment).	No implementation or maintenance impact.
Display an Individual Clinical Note (HLG2-1377)	Patient Portal users can read a clinical note that a provider created as part of their visit. Clinical notes and documents acquired through APIs can be displayed to users in a reader-friendly format. UI Impact (Workflow - Automatic): When clinical notes are available, Patient Portal users can select the link in a past appointment's details to view or download that file in a human-readable format.	See the Scheduling Appointments topic in the Oracle Health Patient Portal Cloud Service User Guide for Patients for more information.	Verify that clinical notes and documents are displayed in readable format.	No implementation or maintenance impact.
Display Visit Summaries in context of Past Visits (HLG2-1608)	Visit summaries are associated with past encounters. Patient Portal users can view details of a past visit in a visit summary document in a reader-friendly format by selecting a link displayed in a past appointment's details. UI Impact (Workflow - Automatic): When visit summaries are available, Patient Portal users can find them attached to the appointment and select a link to view or download that file to their device in a human-readable format.	See the Scheduling Appointments topic in the Oracle Health Patient Portal Cloud Service User Guide for Patients for more information.	Verify that Patient Portal users can view a visit summary for a past appointment.	No implementation or maintenance impact.

Solution Change

Description and UI Impact

Reference Materials

Validation Guidelines

Implementation and Maintenance Impact

Display all Clinical Notes in Context of a Visit (HLG2-1374)

Clinical notes and documents are associated with past encounters. Patient Portal users can access the clinical notes that providers created as part of their visit by selecting a link displayed in a past appointment's details.

UI Impact (Workflow - Automatic): When clinical notes are available, Patient Portal users can find them attached to the appointment and select a link to open that file.

No UI impact.

See the Scheduling Appointments topic in the Oracle Health Patient Portal Cloud Service User Guide for Patients for more information.

Verify that clinical notes and documents are displayed for past appointments (when available for an appointment).

No implementation or maintenance impact.

Display an Individual Clinical Note (HLG2-1377)

Patient Portal users can read a clinical note that a provider created as part of their visit.

Clinical notes and documents acquired through APIs can be displayed to users in a reader-friendly format.

UI Impact (Workflow - Automatic): When clinical notes are available, Patient Portal users can select the link in a past appointment's details to view or download that file in a human-readable format.

See the Scheduling Appointments topic in the Oracle Health Patient Portal Cloud Service User Guide for Patients for more information.

Verify that clinical notes and documents are displayed in readable format.

No implementation or maintenance impact.

Display Visit Summaries in context of Past Visits (HLG2-1608)

Visit summaries are associated with past encounters. Patient Portal users can view details of a past visit in a visit summary document in a reader-friendly format by selecting a link displayed in a past appointment's details.

UI Impact (Workflow - Automatic): When visit summaries are available, Patient Portal users can find them attached to the appointment and select a link to view or download that file to their device in a human-readable format.

See the Scheduling Appointments topic in the Oracle Health Patient Portal Cloud Service User Guide for Patients for more information.

Verify that Patient Portal users can view a visit summary for a past appointment.

No implementation or maintenance impact.

Parent topic: Solution Changes in Oracle Health Patient Portal Cloud Service