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Practice Improvements for Bilateral Exchange of Patient Information

Activity ID


Activity Weighting


Subcategory Name

Care Coordination

Activity Description

Ensure that there is bilateral exchange of necessary patient information to guide patient care, such as Open Notes, that could include one or more of the following:

  • Participate in a Health Information Exchange if available; and/or
  • Use structured referral notes.


Functionality of bilateral exchange of patient information to guide patient care

Suggested Documentation

1) Participation in an HIE - Confirmation of participation in a health information exchange (e.g. email confirmation, screen shots demonstrating active engagement with Health Information Exchange; or
2) Structured Referral Notes - Sample of patient medical records including structured referral notes

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