Patient Portal - Clinical Record Access

You can let patients open their medical record in the Patient Portal. Because this is sensitive health data, a patient's identity must be verified first, and they open their record with a password as well as their sign-in code.

At the moment, the medical record in the portal shows documents you choose to share. Other parts of the record are not shown to patients.

Before You Start: Turn the Feature On

Clinical record access is a Jump Beta feature, so it is switched off until your practice opts in. If you do not see the Clinical Record tab described below, enable it first:

1. Open the workspace switcher at the top of the left sidebar (or press Ctrl/Cmd + .)
2. Choose Settings, then open Jump Beta under the Organization Settings group
3. Find Clinical record access and switch it on

To let patients verify their own identity, you also need Stripe Identity set up for your practice. Without it, your staff verify patients in person.

The Clinical Record Settings

Open the workspace switcher, choose Configuration, select Portal & App under the Patients group, and open the Clinical Record tab. It has three parts.

Access

• Switch clinical record access on or off.
• Auto-approve lets a patient who passes the Stripe identity check in without a member of staff approving them. It is only offered when Stripe Identity is set up, and it starts switched off for practices setting up the portal from now on.

What patients see

• Switch Documents on to show documents in the portal.
• Choose whether documents are Shared or Not shared by default. The default starts as Not shared.
• A change applies to every document nobody has changed by hand, including older ones. Before it is saved, Jump tells you how many documents it affects.
• Draft letters and consultation summaries are never shown, whatever the setting.

Patients

The patients who have asked for, or have, access to their record. Use Grant access to give a patient access yourself.

Sharing a Single Document

Open a document on the patient's record. The Patient portal row says whether the patient can see it and why. Staff with the permission to share items in the patient portal can:

• Share with the patient
• Stop sharing with the patient
• Use the practice default, if it was changed by hand

Who changed it and when is recorded on the patient's access history.

How a Patient Gets Access

1. The patient signs in to the portal with a one-time code, as usual.
2. Their identity is verified, either by your staff in person or by the patient through a Stripe identity check.
3. Unless auto-approve is on, a member of staff approves the request.
4. The patient creates a record password. They enter it each time they open Medical record.

Five wrong passwords lock the record for 15 minutes. A patient who forgets their password can reset it through their other sign-in contact (their email if they signed in by text, or the reverse).

Managing a Patient's Access

On the patient's record, open Access and then Online access. From there, and from the Patients list in the Clinical Record settings, staff can:

• Verify identity in person
• Review photo ID check, and approve or decline it
• Revoke access, giving a reason
• Reset password

Every decision is recorded on the patient's access history.

Finding Their Way Around the Record

When a patient opens Medical record, they see a tab for each section you share, with how many items it holds. Today that is Documents. A section you have switched off isn't shown, and if nothing has been shared yet the patient sees "Nothing shared yet".

Documents are listed with who they're from, their type and date. A patient opens one to read it on screen, with zoom and Fit width, an About this document panel and your practice's phone number, and can save a copy with Download PDF. On a phone, documents are shown as cards.

When results reach the patient

A result is shared with the patient only once it has been filed. It follows your practice default, or the choice made when filing it. The Straight away option has been removed.

The success screens for Issue prescription, Add medication and Record immunisation have a Visible in patient portal control, so you can choose there and then.

Prescriptions in the app

Patients see each prescription's provider and a dated timeline. They can track a posted order, and download a Signature Rx token.