Keywords patient portals - hospitalization - medical informatics - engagement
Background and Significance
Background and Significance
In the outpatient setting, patient portals have been linked to improved patient outcomes
and disease management[1 ]
[2 ]
[3 ] as they have increasingly been integrated into the delivery of care.[4 ]
[5 ] By offering patients easy access to their health records, the ability to schedule
and view their appointments, laboratory and test results, access to educational materials,
and a way to communicate with providers, portals may facilitate patient engagement
and increase many collaborative aspects of health care encounters.[6 ]
[7 ] However, challenges may exist in using a portal, particularly for patients with
chronic illness making attention to design choices critical.[8 ]
[9 ]
[10 ]
[11 ] Communication between the patient and their care team has been an area of particular
interest, with direct engagement through portal communication a component of meaningful
use standards set forth to incentivize implementation and use of electronic health
records.[12 ]
[13 ]
Patient portals, and the secure messaging feature available within those portals in
particular, have the potential to encourage a greater sense of trust in providers.[5 ] While much of the research on patient communications through portals has occurred
in the outpatient setting,[12 ]
[14 ]
[15 ]
[16 ]
[17 ]
[18 ]
[19 ] study of inpatient portals containing this function has been limited.[20 ] This shift in context may be of importance, however, in how these tools are both
perceived and used. Chen et al describes three main benefits of outpatient secure
messaging including: asynchronous communication, the ability to discuss sensitive
subjects with greater privacy, and the ability to retain messages to review later.[21 ] While existing outpatient coding schemes may inform the analysis of messages sent
in the inpatient environment, given the nascent stage of inpatient secure messaging,
it is unclear whether these same benefits apply to inpatient portals. In addition,
while in the hospital, patients may use a portal designed for the outpatient environment
to send messages to providers who care for them in the outpatient environment. However,
outpatient portals do not allow communication with the team caring for them in the
hospital. In addition, research about the inpatient environment suggests that hospitalized
patients may have different health information technology (HIT) needs compared with
patients in outpatient settings. For instance, Prey et al identified important facilitators
of patient engagement in the inpatient setting including providing patient-specific
education and the presence of additional communication opportunities associated with
that environment.[22 ] Thus, both the members with whom a patient communicates and the patient HIT needs
may differ in the inpatient and outpatient environments.
Early research on inpatient portals has been limited to studies focused on either
specific conditions or smaller-scale studies assessing usability and satisfaction.[23 ]
[24 ]
[25 ]
[26 ]
[27 ] Collins et al conducted a mixed methods analysis of stakeholder perspectives related
to inpatient portal use and reported that patients valued access to an inpatient portal.[4 ] In another study, Woollen et al identified unmet patient information needs in the
hospital setting that inpatient portals can provide, such as easy access to laboratory
results.[28 ] Yet given the novelty of this technology, researchers note that we currently lack
understanding both about the optimal inpatient portal experience and how patients
and providers can maximize inpatient portal use.[4 ]
[22 ]
Differences between inpatient and outpatient contexts are particularly relevant when
considering the secure messaging feature of patient portals. One prior study of the
content of secure messages sent within the outpatient environment used automated classifiers
and natural language processing, and reported that patients most frequently used the
portal tool to seek medical information, send social messages, or elicit logistical
and clinical information.[29 ] In another study, Shimada et al coded secure messages sent to primary care providers
via an outpatient portal and found that they were most frequently transactional in
nature, involving requests for medication refills and questions about scheduling.[30 ] However, needs specific to hospitalized patients may be appreciably different in
this context and merely providing portal functions in the inpatient environment similar
to those available in outpatient settings may be insufficient. Hospitalization may
serve as a cue to action, increasing the patient's focus on their health and potentially
increasing their willingness to use a portal to engage in their care.[5 ]
[31 ]
[32 ] Secure messaging in the inpatient setting may also offer an additional benefit to
families who are not always present when the care team is in the patient's room. Using
this tool, family members can monitor their loved one's condition, ask questions of
the care team, and provide information to the care team.[33 ] Further, in the outpatient environment, a patient's relationship with their physician
has been found to be an important predictor of use of secure messaging[34 ]
[35 ]
[36 ]; however, hospitalized patients may have a different experience. Inpatients typically
see multiple providers during a single hospital stay, some of whom may be new to the
patient. Without established relationships with these providers, patients' willingness
to send secure messages in the inpatient environment may be impacted. This new technology
in the inpatient environment thus introduces a new avenue for communication between
patients or family members and care team members and raises new questions about how
and by whom this tool is used.
Objective
To date, little is known about secure messaging in the inpatient environment. We undertook
a mixed methods study of secure message usage within the inpatient portal implemented
in a large academic medical center (AMC) to develop an understanding of how secure
messages are used and examine this use in the context of inpatient care. Our study
was designed to explore how patients and care team members use the secure messaging
feature by examining the content of individual messages and categorizing them by sender,
type, and topic. Understanding the secure messaging function in the inpatient setting
can help to inform future efforts to support patients' use of inpatient portals as
well as help hospitals prepare for this new form of communication with their hospitalized
patients.
Materials and Methods
Study Design
This observational study examined the content of secure messages sent within an inpatient
portal across a large Midwestern AMC. Messages were examined both qualitatively and
quantitatively to permit both categorization and descriptive analysis of message sender
and message content.
Study Setting
This AMC provides health services across the continuum of care at 7 hospitals and
53 ambulatory care locations, including 30 community-based clinics. The AMC implemented
MyChart Bedside, an inpatient portal developed by Epic Systems (Verona, Wisconsin,
United States) that offers a secure messaging feature, across the cancer hospital
and labor and delivery units in late 2013. This was followed by implementation across
all general hospital units in the AMC in a staged rollout that began during the summer
of 2016.[37 ] The MyChart Bedside application is made available to inpatients on tablet computers
that are provisioned upon admission. Patients who are English-speaking, over 18 years
of age, nonprisoners, and have no cognitive impairments are offered a tablet for use
during their hospital stay.
Patients and family members can send messages via the MyChart Bedside portal with
messages going to all members of the care team assigned to that patient. In addition,
care team members can initiate messages to the patient, which the patient will be
able to view upon opening the application. Policies for care team members responding
to messages, such as which team member responds and how frequently team members must
check their messages, are established at the unit level and vary across the health
system. Further, across the health system, care team members are able to respond electronically
or in-person to the patient; the health system does not require an electronic response
or documentation of an in-person response.
Study Data
All inpatient secure messages sent between December 2013 and June 2017 across the
7 hospitals of the health system (n = 2,599) were provided to the research team via secure link from the AMC's Information
Warehouse. Data were stored in a secure directory accessible only to the research
team and requiring institutional credential sign-in. Messages were deidentified and
not linked to any patient information for the analyses we conducted in this study.
Qualitative Analysis
A coding team consisting of three experienced coders (C.S., J.V., and J.H.) jointly
reviewed 300 messages to develop a preliminary coding dictionary based on sender (originator
of the message), message topic (issues addressed in the message), and message type
(goal of the message). Emergent codes were proposed and discussed as the preliminary
coding progressed.[38 ] Then, following the methods of thematic analysis outlined by Constas, two coders
(C.S. and J.V.) each coded the same 200 messages using the preliminary coding dictionary
in increments of 50 messages until 100% agreement between coders was reached. Frequent
discussions between the two coders enabled identification of messages in which coding
did not align and differences were resolved so that consensus about the codes and
a final coding dictionary was achieved. The same two coders then each coded half of
the remaining 2,399 messages using the finalized dictionary, continuing to meet throughout
the process to ensure agreement in coding. The qualitative analysis software Atlas.ti
(version 6.0) was utilized to facilitate the coding process.[39 ]
Coders categorized messages on three dimensions: sender , type , and topic . Message sender was first identified by the source recorded in the portal log file output (e.g.,
patient vs. care team member). Care team members were identified in the file name
by their role on the care team (e.g., physician, nurse, patient care associate). Our
analysis then further distinguished sender reading each message and determining whether the message was sent by the patient
using personal pronouns (e.g., I have a question for my doctor) or identifying oneself
by name (e.g., this is John Smith) versus those sent from the patient's account but
clearly originating from a patient's family member by referring to the patient by
role (e.g., my mom's medications) or by name (e.g., John's blood pressure). Message
type and topic were determined by reading each message determining the appropriate
code. All messages were assigned a type categorizing the intent of the message, with more than one type possible in a single
message. Message topics described the specific issue being expressed in the message. Individual messages
could contain more than one topic. Type and topic categories emerged from the message
content.
Quantitative Analysis
We conducted a descriptive analysis of the frequency of messages by sender, type,
and topic. We also examined the number of messages sent and number of topics addressed
per message by sender. Within topic, we reviewed the co-occurrence of codes to understand
which topics were discussed together in the same message. Co-occurrence was calculated
for each message topic as the number of messages with the focal topic of each calculation
plus each other topic individually, divided by the total number of messages with the
focal topic of the calculation.[40 ] For example, to determine the co-occurrence of Treatment Plan with Symptoms (focal
topic), we utilized the following formula:
Results
Secure Message Senders
We found that the majority of patients (74.3%) sent one message during admission,
and fewer than 3% sent over 5 messages. Most messages, 63%, were sent by patients,
with family members sending the fewest messages, at 10%. Within care team categories,
nurses sent the majority of messages. We present this overall distribution of messages
by senders in [Table 1 ].
Table 1
Total secure messages by sender
N
%
Patient
1,632
62.8
Family member
261
10.0
Care team (total)
705
27.1
Nurse
540
76.6
Physician/Medical student
38
5.4
Patient care assistant
34
4.8
Other
93
13.2
Total
2,598
100.0
Secure Message Types and Topics
Our qualitative analysis identified five types of messages: Alert/Request, Thanks,
Response, Question, and Other. [Table 2 ] provides a definition of each message type along with an example of that type of
message. Because secure messages are considered protected health information, the
examples included in this table are fictional.
Table 2
Inpatient secure message types
Message type
Definition of message type
Example of message type
Alert/Request
Identifying a new condition, symptom, or problem or asking for a service or device
“I have been having more frequent headaches”
Thanks
Offering thanks (e.g., for care received)
“Thank you all for taking such great care of me”
Question
Seeking information about any topic
“Will I be having an MRI today?”
Response
Responding to a previous question or request
“The doctor will be in to see you shortly”
Other
Sent in error or to test this feature of the device
“Hi, just testing out this new tablet”
Abbreviation: MRI, magnetic resonance imaging.
We also identified 14 distinct topics included in the secure messages as shown and
defined in [Table 3 ]. As with message types we presented above, the examples we included are fictional.
Also, as previously noted, messages could contain more than one topic. However, 29%
of messages were not assigned a topic due to their content. These messages were typically
Thanks, Response, or Other.
Table 3
Inpatient secure message topics
Topic code
Topic definition
Example message
Medication
Includes requests for medication, asking what a particular medication treats, or asking
when the next dose of medication will be administered
“Why am I taking aspirin?”
Treatment Plan
Addressing issues related to possible tests, medications, procedures, or other treatments
“Will I need an MRI?”
Symptoms
Discussing physical or mental symptoms the patient is experiencing or is concerned
about experiencing
“I have a headache and my stomach hurts”
Scheduling
Asking when a test, medication administration, procedure, or treatment will take place
“Is my operation scheduled for Tuesday?”
Dietary Issues
Discussing a patient's diet or meal delivery
“I would like to be taken off of a low fat diet”
Results
Addressing results of laboratory tests, procedures, or other tests
“Please explain the results of my blood test”
Pain
Mentions that the patient is experiencing pain or concerned about pain
“My arm is hurting”
Discharge
Discussing timing of or plans for discharge including postdischarge treatment
“Can I be discharged on Thursday?”
Non-Medication Questions
Addressing items or services a patient needs that are not related to medication
“I would like an extra pillow”
Provider Requests
Requesting assistance from a particular provider or type of provider
“I would like a social worker to stop by my room”
Custodial
Discussing problems with the physical environment of the patient's room
“Please clean the TV screen”
Technical Issues
Discussing problems with technology in the patient's room, including the tablet with
the MyChart Bedside application
“My tablet needs to be charged”
Potential Error Identification
Alerting the care team to a potential discrepancy in medical history, medication,
or expected procedures
“My allergy to amoxicillin is not listed in my allergies”
Contact Information
Providing information about persons relevant to the patient's care
“My primary care physician's number is …”
Abbreviation: MRI, magnetic resonance imaging.
Messages by patients typically addressed only 1 topic, and we found a maximum of 5
topics in a single message. Family members addressed slightly more topics per message,
with an average of 1.5 topics and a maximum of 5 topics covered. Care team members
included 1 topic per message on average, with a maximum of 4 topics in a single message.
Secure Messages Types, by Sender
We found that types of messages varied by sender. As [Table 4 ] shows, most patient messages were Alerts/Requests (40%), Questions (28%), or Thanks
(25%). Family members sent messages that asked Questions (45%) or Alerted the care
team/made a Request (41%). The majority of care team messages were Responses to patient
or family messages (74%), followed by Responses to patient Thank you messages (20%).
Table 4
Secure messages by type and by sender
Patient
Family
Care team
Message type
N
%
N
%
N
%
Alert/Request
699
40.7
119
41.0
6
0.7
Thanks
425
24.7
40
13.8
168
19.8
Response
21
1.2
1
0.3
629
74.2
Question
487
28.3
130
44.8
7
0.8
Other
86
5.0
0
0.0
38
4.5
Total
1,718
100.0
290
100.0
848
100.0
Secure Message Topics, by Sender
[Fig. 1 ] shows the percentages of messages sent by each sender on each message topic. The
most common message topic from patients was related to discussing Treatment Plan,
followed by Medication and Symptoms. Very few patient messages were related to Custodial
issues or Potential Error Identification. Family members sent messages most frequently
about the same three topics. Messages from the care team also most frequently focused
on the Treatment Plan, but messages related to the provider coming to see the patient
were the second most frequent topic addressed by the care team.
Fig. 1 Counts of secure messages sent by sender type and by topic.
Code Co-occurrence
To gain a thorough understanding of secure messaging, we also examined how frequently
message topics occurred concurrently. The results of our code co-occurrence analysis
are presented in [Fig. 2 ] which shows the percentages of co-occurring message topics, by topic category. We
found that among messages sent related to Potential Error Identification, 54% addressed
Medication, 19% addressed Procedure/Treatment Plan, and 12% discussed Symptoms. However,
of the messages that related to Medication, only 4% were also related to Potential
Error Identification; most pertained to Pain (34%), Symptoms (28%), or Procedure/Treatment
Plan (27%). Messages related to Pain were most frequently also related to Medication
(58%) and Symptoms (46%). Technical Issues were infrequent but most commonly co-occurred
with messages about Diet (28%) and Results (17%).
Fig. 2 Code co-occurrence of focal topics.
Discussion
While other researchers have examined the content of secure messages exchanged between
providers in the inpatient setting,[41 ] this study is the first to analyze secure message content exchanged between patients
or family members and care team members exclusively through an inpatient portal, a
tool increasingly being introduced in hospital settings.[17 ]
[18 ] Outpatient portals have seen an increase in secure messaging over time, with messages
often related to appointments and medication refills. Our findings suggest that hospitalized
patients use the secure message feature differently than in the outpatient setting,
with inpatients using the feature mainly to discuss their care plan and ask questions.
We found that just over one-quarter of patients sent more than one message during
their admission, suggesting acceptance of this portal feature, even in this early
stage of inpatient portal use. In addition, we found that patients, families, and
care team members in our study used the secure messaging function differently with
respect to both message type and topic. For instance, patient messages focused predominantly
on health questions, logistical/scheduling concerns, and technical problems, while
messages from family members frequently alerted the care team to symptoms the patient
was experiencing or asked for additional information about symptoms or the procedure/treatment
plan. Notably, timely access to health information, such as explanation of results
and clarification of medication schedules, is particularly relevant to the inpatient
environment, and may decrease patient and caregiver anxiety,[27 ] thus the availability of this information via a portal may be an important opportunity
to increase the patient-centeredness of care delivered, an important goal of health
care organizations.
Many messages from both patients and family members in our study involved asking questions
(28 and 45%, respectively), providing early evidence that patients are willing to
use this communication modality to seek health information. Moreover, secure messaging
in the inpatient environment allows family members to communicate directly with the
care team asynchronously. Prior to the availability of this technology, family members
might leave notes at the patient's bedside to which the care team could respond later,
or they might attempt to connect with the care team via telephone. The secure messaging
function, however, allows family members to send a message while they are visiting
the patient and receive a response when they next visit and use the inpatient portal.
While other studies suggest mixed results related to whether providing health information
through an inpatient portal facilitates or replaces in-person communication,[28 ]
[42 ] our findings demonstrate that both patients and family members may use the secure
message function to ask questions and this may help them to remain engaged in the
care process. Further, in the outpatient setting, patients viewed secure messaging
as an important opportunity to communicate with their providers at a time that was
convenient for them and that offered a record of the communication[5 ]
[21 ]; we expect similar benefits would be perceived by caregivers in the inpatient environment
as well.
While each patient-generated message in our study was sent to all members of the patient's
care team, nurses were the most frequent respondents to these messages. This finding
may reflect the typical pattern of in-person communication during hospitalization
as nurses tend to have the most frequent contact with patients and therefore are well-positioned
to respond to patient messages. Nonetheless, 25% of messages from the care team were
sent by other team members, including physicians. Future research should monitor patterns
in care team responses as both patients and care teams gain greater experience with
secure messages in the inpatient setting. Moreover, studies in the outpatient setting
document provider concerns about the possible increase in workload from secure messages
in the outpatient setting,[18 ]
[43 ] and we might expect similar concerns among hospital care team members. As secure
messaging in the inpatient environment increases in use, future studies should explicitly
consider issues such as how secure messaging impacts provider time and workflow and
how best to train both patients and providers in using this type of tool.[44 ]
Our code co-occurrence analysis highlighted patterns that may be useful for understanding
which topics are most important to patients, as well as providing insight into which
features of the inpatient portal might need improvement. Our analysis found that half
of all messages referring to procedure/treatment plan co-occurred with message topics
about pain and symptoms. This suggests patients may be utilizing the secure messaging
feature to keep their providers better informed and updated on their health status,
which may alter their treatment plan.
Although messages reporting potential errors were infrequent, the majority of these
types of messages addressed possible medication errors, lending support to the idea
that inpatient secure messaging may present another avenue to explore in the context
of patient safety improvement efforts.[45 ]
[46 ] In addition, patient technology-related questions most frequently focused on challenges
with using the food ordering function and with viewing laboratory test results, suggesting
a need to improve these features and perhaps enhance training around their use.[11 ]
[21 ]
[47 ]
Secure messaging in the inpatient environment, as in the outpatient setting, has the
potential to improve patient care by increasing patient engagement in their care.[6 ]
[22 ]
[48 ]
[49 ]
[50 ] The secure messaging function also enables patients to retain an electronic record
of their communications with care team members. In practice, the availability of this
new asynchronous communication avenue in the hospital context may provide the opportunity
to enhance patient care by improving patient and family understanding of the patient's
condition and treatment plan, facilitate recognition of changes in symptoms particular
to that patient, and even assist with postdischarge treatment by allowing caregivers
who may be caring for the patient after discharge another venue for asking questions.
As Collins et al note, however, there is a need to understand how use of the secure
messaging feature enhances in-person communication but does not replace it.[4 ] Patient portal technology is becoming more integrated within the inpatient environment
and understanding how patients, families, and care team members are using the secure
messaging feature to communicate can enhance our ability to answer patient questions
and respond to patient needs. Our study results thus help to improve the understanding
of the use and potential for this portal feature in the inpatient environment and
may inform future interventions focused on improving patient engagement in the inpatient
setting.
Limitations
Our study faces some important limitations. First, our study offers insight based
on secure messages sent within a single AMC that was an early adopter of an inpatient
portal. As a result, our study findings may have limited generalizability to the broader
population of health care organizations and later adopters of this tool. As inpatient
portals are implemented in more hospitals, researchers should examine how the secure
message types and topics evolve.
Second, this study utilized deidentified data that limited our ability to match messages
with patient demographic and clinical information. Our emphasis in this study was
on describing how hospitalized patients use secure messages. However, investigating
the effect of patient characteristics on message attributes remains an intriguing
area for future inquiry.
Conclusion
Inpatient portals are increasingly available and offer many features to hospitalized
patients and their families, particularly the ability to communicate via secure messaging.
We found that patients, families, and care team members are willing to use secure
messages as an additional means of communication, and we characterized the content
of the messages sent, describing topics of importance to patients, families, and care
team members. As this technology is increasingly implemented in the inpatient environment,
future work should examine how patterns of use evolve, as well as how use may be related
to patient outcomes such as examining whether greater use of the message feature is
related to improved understanding of discharge instructions or fewer readmissions.
Clinical Relevance Statement
Clinical Relevance Statement
This study provides a preliminary framework to help health care systems and clinicians
better understand how to engage patients using secure messaging in the inpatient environment.
We found that patients and family members are willing to use secure messaging in a
variety of ways, thus requiring increased attention by hospitals and health systems
to understand how best to support this function. Understanding the types of messages
patients send and topics that are important to patients can help hospital clinicians
better adapt to this new technology as it becomes more frequently used in the inpatient
setting.
Multiple Choice Questions
Multiple Choice Questions
What are two benefits of secure messaging in the inpatient setting?
Having a record of communication.
Facilitates asynchronous communication between families and care team members.
Backup to the call light for urgent medical needs.
It replaces in-person communication with the care team.
Correct Answer: The correct answers are options a and b because the secure message feature should
be not used for urgent medical needs (c) and should not replace in-person communication
with the care team (d).
Which of the following would be applications of an analysis of secure messages?
To improve the functionality of the secure messaging feature of the portal.
To help patients view their laboratory results.
To help care team members prioritize responses.
a and c.
Correct Answer: The correct answer is option d. An analysis of secure messages does not assist patients
in using other features of the tool such as viewing laboratory results.