Follow these steps:

1. From “Home”, select the “Appointments” dropdown on the left. Then select “Schedule a New Appointment”.
2. Select who the appointment is for.
3. Select a provider from the list. Select “Search”.
4. Choose a reason for your appointment. Select “Search”.
5. Click “View All Appointments” for your preferred appointment location.
6. Select a date and time for the available appointments.
7. Add comments regarding specific requests or special needs for the appointment. Select “Schedule Appointment”.
8. Your appointment will be added to your upcoming list of appointments.

When you have a reason for your appointment, but not a specific provider in mind, follow these steps to set up your appointment online:

1. From “Home”, select the “Appointments” dropdown on the left. Then select ‘Schedule a New Appointment”.
2. Select who the appointment is for.
3. Select “Visit Reason” underneath “How would you like to begin your search?”
4. Select a reason for the appointment. Select “Search”.
5. Click “View All Appointments” for your preferred appointment location.
6. Select a date and time for the available appointments.
7. Add reason for visit or special needs.
8. Add comments regarding specific requests or special needs for the appointment. Select “Schedule Appointment”.
9. Your appointment will be added to your upcoming list of appointments.

Visit My Marshfield Clinic to create an account. To sign-up, you will need your medical history number (MHN) and a pin.

Your MHN can be found on any medical record document and your billing statement. You also can ask a care team member or call 1-877-349-9449. A pin will be generated when signing up for My Marshfield Clinic. This pin can be texted to your cell phone on file, mailed to your address or provided to you by calling 1-877-349-9449.

Log in to your My Marshfield Clinic account and navigate to the left bar. Select the “Health Record” dropdown. To access your health care provider’s notes, select “Clinical Notes” under Health Record.

By clicking on 'Health Record' and then 'Family History' along the left navigation pane, you can view a list of family medical conditions for living and deceased relatives. Contact your provider if you think data is missing.

You can view valuable reports underneath the 'Health Records' tab of the left navigation pane. You will see the following options:
   • Lab Results: Microbiology
   • Lab Results: Pathology
   • Lab Results & Vitals
   • Radiology Results

You can filter lab results by date range if you're searching for a specific report.

Click the title to view the report or select the 'Download' button to the right of the title to save a PDF copy of the report.

To get a list of past and current procedures, including date performed and the type of procedure that took place, navigate to the 'Health Record' tab along the left side of the page and click 'Procedures'.

The 'Social History' link underneath the 'Health Record' tab details key information related to your health, such as exercise, employment/school, alcohol and tobacco use, sexual orientation, diet description, home/environment and more.

Click 'Health Record' and 'Visit Summaries' along the left side of the page to access your care summaries. Here you can select the title of each summary to view it or click the 'Download' or 'Send' buttons.

The 'Download' option allows you to save a copy of the visit information directly to your personal computer.

After clicking 'Send', you will be able to choose either 'Select Direct Email' or 'Send Unsecure Email'.
   • Use 'Send Direct Email' if you are looking to send the health record information to a organization or provider with an email that ends in 'direct.org'.
   • Use 'Send Unsecure Email' if you looking to send the email to any other email address. You will be required to enter the email address you want to contact, a message to the recipient and a phone number.

“Open notes” are a required part of the 21st Century Cures Act. Open notes are the clinical notes your providers take during your appointment that are released to you on your patient portal, as part of your medical record. These notes may include a summary of what patients told their health care team, a provider’s findings from a physical exam and recommendations made during the appointment, including treatment plans.

The 21st Century Cures Act is a federal law passed in 2016. One rule in the Act requires health care providers to release test results into the patient’s electronic health record, like My Marshfield Clinic, immediately.

It also requires patient access to “open notes”. This means patients can see the notes their provider(s) write in their electronic health record.

Most often, your provider will explain your test results or notes at your next scheduled visit. Your care team will contact you if the results require an immediate change in your care.

Usually your My Marshfield Clinic account displays only the parts of your health record that are associated with a particular provider. Also, some confidential information isn't displayed in the portal.

If you still think some of your health record is missing, including your lab results, please discuss this with your care team during your next visit or send us a message from your account.

You can message our record amendments team through your online account to correct your medical records. Here's how:

• First, complete the “Release of Information Request – Amendment/Correction of Health Information” form found on this Patient Forms section on our website. Save the completed form to your desktop.
• Then, navigate to My Marshfield Clinic.
• From “Home”, select the “Messaging” dropdown on the left. Then select ‘Inbox”.
• Select the “Send a message” button within your Inbox.
• Use the dropdown to select on who’s behalf the message is sent.
• Type “Record Amendment Request” in the 'To' field.
• In the 'Subject' field, type “Record Amendment Request”.
• Attach the completed “Release of Information Request – Amendment/Correction of Health Information” form by selecting “Choose File”. Find your completed form on your desktop and click “Open”.
• Type your message in the message box and select the 'Send' button when ready.

• From “Home”, select the “Patient Information” button on the left.
• Alter any patient information that is inaccurate.
• At the bottom of the page, enter comments to note any changes that were made.
• Select “Send update request” to request the changes to your personal information.

• From “Home”, select the “Messaging” dropdown on the left. Then select ‘Inbox”.
• Select the “Send a message” button within your Inbox.
• Use the dropdown to select on who’s behalf the message is sent.
• Type “General Inquiries” in the 'To' field.
• In the 'Subject' field, type “General Inquiries”.
• Type your message in the message box and select the 'Send' button when ready.

Follow the steps listed in the bullet points at the top of this page to access your medical notes. Click “Download” from the right side of the note. Notes will download as a PDF file and can be printed.

Medical records can be accessed through your My Marshfield Clinic account. Select ‘Clinical Notes’ through the ‘Health Record’ dropdown along the left rail.

You also can message our Health Information Management (medical records) team through your online account to receive your medical records. Here's how:

• First, complete the “Release of Information Authorization” form found on this Patient Forms section on our website. Save the completed form to your desktop.
• Then, navigate to My Marshfield Clinic.
• From “Home”, select the “Messaging” dropdown on the left. Then select ‘Inbox”.
• Select the “Send a message” button within your Inbox.
• Use the dropdown to select on who’s behalf the message is sent.
• Type “Medical Record Request” in the 'To' field.
• In the 'Subject' field, type “Medical Record Request”.
• Attach the completed “Release of Information Authorization” form by selecting “Choose File”. Find your completed form on your desktop and click “Open”. • Type your message in the message box and select the 'Send' button when ready.

To request a copy of your medical records through our Health Information Management (Medical Records) department, submit the Release of Information Request form.

You can message our sharing authorization team through your online account to receive your medical records. Here's how:

• First, complete the “Sharing of Information Authorization” form found on this Patient Forms section on our website. Save the completed form to your desktop.
• Then, navigate to My Marshfield Clinic.
• From “Home”, select the “Messaging” dropdown on the left. Then select ‘Inbox”.
• Select the “Send a message” button within your Inbox.
• Use the dropdown to select on who’s behalf the message is sent.
• Type “Sharing Authorization” in the 'To' field.
• In the 'Subject' field, type “Sharing Authorization”.
• Attach the completed “Sharing of Information Authorization” form by selecting “Choose File”. Find your completed form on your desktop and click “Open”.
• Type your message in the message box and select the 'Send' button when ready.

• From “Home”, select the “Messaging” dropdown on the left. Then select ‘Inbox”.
• Select the “Send a message” button within your Inbox.
• Use the dropdown to select on who’s behalf the message is sent.
• Type at least two letters of the provider’s name in the 'To' field to generate a list to select from.
• In the 'Subject' field, type “Form Completion”.
• Attach the form to be completed by selecting “Choose File”. Find your legal documents on your desktop and click “Open”.
• Type your message in the message box and select the 'Send' button when ready.

You can message our legal documents team through your online account to submit your legal documents. Here's how:

• From “Home”, select the “Messaging” dropdown on the left. Then select ‘Inbox”.
• Select the “Send a message” button within your Inbox.
• Use the dropdown to select on whose behalf the message is sent.
• Type “Legal Documents” in the 'To' field.
• In the 'Subject' field, type “Legal Documents”.
• Attach the legal documents by selecting “Choose File”. Find your legal documents on your desktop and click “Open”.
• Type your message in the message box and select the 'Send' button when ready.

You can message your provider directly through your online account. Here's how:

1. From “Home”, select the “Messaging” dropdown on the left. Then select ‘Inbox”.
2. Select the “Send a message” button within your Inbox.
3. Use the dropdown to select on who’s behalf the message is sent.
4. Type at least two letters of the provider’s name in the 'To' field to generate a list to select from.
5. In the 'Subject' field, you can either type your own subject or use the following predefined subjects: Appointment, Health and Symptoms questions, Patient Advisor questions, Other, Referral Request or Test Results.
6. You can include attachments with your message. You'll be asked to select a document or image from a saved file on your device (maximum size is 25 MB). Do not copy and paste an image as that will not be viewable.
7. Type your message in the message box and select the 'Send' button when ready.

You can message your provider directly through your online account to get these questions answered. Here's how:

• From “Home”, select the “Messaging” dropdown on the left. Then select ‘Inbox”.
• Select the “Send a message” button within your Inbox.
• Use the dropdown to select on who’s behalf the message is sent.
• Type at least two letters of the provider’s name in the 'To' field to generate a list to select from.
• In the 'Subject' field, you can either type your own subject or use the following predefined subjects: Appointment, Health and Symptoms questions, Patient Advisor questions, Other, Referral Request or Test Results.
• You can include attachments with your message. You'll be asked to select a document or image from a saved file on your device (maximum size is 25 MB). Do not copy and paste an image as that will not be viewable.
• Type your message in the message box and select the 'Send' button when ready.

You can. Any message you send is displayed in Sent Items. Here you can view all messages sent on behalf of any patient they can access. Each message displays whether the recipient has opened the message. Sent messages are sorted from newest to oldest but this can be adjusted by clicking the 'Arrange by' link in the upper right of your screen.

While you are viewing an open message, you will be able to move a message to your trash. Before a message is removed, a confirmation message will appear, asking you to confirm that you want to delete the message.

Note: Deleting a message removes it only from the view of the primary user and not for any proxy users.

You can also view messages you have deleted by clicking on 'Trash' on your patient portal menu. You can move these messages back to your inbox or delete them from your trash.