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. Author manuscript; available in PMC: 2022 Jun 17.
Published in final edited form as: J Soc Work End Life Palliat Care. 2020 Jun 1;16(3):238–249. doi: 10.1080/15524256.2020.1771806

Table 2.

Response Summary of Portal Use for Advance Directive Documentation

Theme Quotation
Positive Intent to Use
Portal Design
Location of feature on portal “But see, that Health and Wellness doesn’t tell me it’s going to be an advance directive or anything. I’m the least bit—that doesn’t tell me anything.”
Access to AD “Yes, definitely. There's not really a way to check (with provider about current AD on file) without asking, because I know I have one at the hospital, which has to be done every year…But I don't know if I've ever had one done here and there's no way right now to check without asking.”
Need for Professional Assistance
AD Documentation “The only other thing about that would be, I don't, I'm too tight to get a lawyer right now.”
Technical Help “When you have a problem, I just call and ask for an IT person. I don’t want customer care because they’re not going to understand. An IT person can tell you in about three minutes where the problem is and where to go.”
Potential Barriers to Use
Lack of Awareness
About My Health Manager resources “I didn’t even know that was there – it had that feature?”
About ACP and AD generally “My husband and I recently moved into a retirement living place, and they ask you to prepare a DNR, and they say—there are some, I know, where my mom was, they have this big orange piece of paper on the inside of their door—“DNR,” but here, they just keep it in the office, and they said if they have to call 911 they can just pull it out and make copies.”
Will not Upload AD
Security Concerns “And that’s about it because I don’t like putting information out there.”
“Other people don’t have access to my information – this is really protected, right?”
Preference to keep AD with family “I didn’t go to an attorney because I’m a (legal professional). So I did a lot of my own documentation. But I have it at home. And any documentation that I have to get to the doctor, they’ll go through my family.”
“It's not anything I would use. My kids know, my kids have my information.”

AD: Advance directive; ACP: Advance care planning