Training Program · Patient Portal & EHR Practice

Practice health tech safely. Then use it with confidence.

Tracing Care is a hands-on practice platform that looks and works like a real patient portal, filled with made-up but realistic information. Older adults and the people who help them can practice finding results, messaging the care team, requesting refills, and managing appointments, step by step. A track for students who need EHR experience is in progress.

Start Guided Practice Explore the Demo How It Works →

No login needed. Every name and record is made up, so you can't break anything.

New to health portals? Start with the learner's guide

77%
Of people were offered online access to their medical records in 2024
35%
Of adults 50 to 80 who don't use a portal aren't confident they could log in and get around
$7.7B
Lost to online scams and cybercrime by adults 60 and older in 2025, up 59% from 2024
90%+
Of medical students and residents train on Epic, which offers no student practice version

Health care moved online. Not everyone was shown how.

Results, refills, bills, and messages now live in portals and electronic health records. Yet patients, families, and future health workers rarely get a safe place to learn them, and real records are too sensitive to practice on.

Patients are expected to self-serve

Portals ask people to find results, request refills, and pay bills on their own. Many older adults were never shown how, and some avoid portals altogether.

Real records, real risk

Scams targeting older adults are rising fast. Real health records are private and valuable, so families and community programs are careful about who sees them. That makes it hard to teach on a real portal.

Students can't practice on real systems

Health jobs ask for EHR experience, but training on major systems like Epic usually requires a hospital sponsor. Many students finish school without ever practicing on one.

Families help without training

About half of people who use a portal have also used one for someone else, often an aging parent or spouse. They learn the system on the fly, usually in the middle of a real health problem.

How It Works

Real screens. Made-up records. Step-by-step guidance.

Tracing Care recreates the tools people meet in real health care, then adds the support a real system never gives you: hints, plain language, and room to make mistakes.

Live

Guided Practice

One instruction at a time, told as a short story about Robin: "Robin has a visit coming up. Can you find the date and time?" Learners find answers and do real portal tasks, with supportive feedback and hints when they need them.

  • Seven short lessons, from visits and bills to spotting scams
  • "Show me where" hints and gentle feedback
  • Comfort check-in at the start and the end
  • Simple "You did it!" summary, no names needed
Live

Explore Mode

Robin Merriweather's full practice portal with no instructions, organized the way many clinic portals are, with familiar names like Visits, Test Results, Messages, and Billing Summary. Learners click around freely, just like in a real portal.

  • Home feed with shortcuts and reminders
  • My Record: test results, medications, health summary
  • Visits, messages, sharing, and billing summary
  • Works on computers, tablets, and phones
Preview

Care-Team Views

A look at the other side of the screen: what clinical, billing, and front-office staff work with. Open to explore now, and the base for the career track.

  • Command Center and patient census
  • Referrals and provider calendar
  • Claims, denials, and prior authorizations
  • Analytics for administrators
Coming later

Career Track

After the patient track, guided training for people building careers in health care, using the same staff screens.

  • Front desk: check-in, scheduling, insurance
  • Billing: claims and denials
  • Clinical: finding charts, results, and referrals
  • For future clinical, billing, and admin professionals

Looks like the real thing. Safe to practice on.

Familiar layouts, plain language, and clear labels, so the skills carry over to the portal at a learner's own doctor's office.

My Health, Patient Home
Everything in one place: vitals, appointments, conditions, medications, and alerts
Medications & Refills
Active medications, refill request status, and supplement log

Practice anywhere.

Learners can practice on a library computer, a tablet at home, or their own phone, with bigger text whenever they need it.

My Health
Everything at a glance, vitals, appointments, actions needed
Medications & Refills
Track every medication, request refills, and see exactly what's pending
Guided Practice
One story-based task at a time, with hints and gentle feedback
Try It

Two ways to practice. No login needed.

Start with Guided Practice for step-by-step help. Ready to try on your own? Use Explore Mode.

🎓

Guided Practice: one step at a time

Built for older adults and the people who help them. Seven short lessons about Robin, like finding a visit, reading a test result, or asking for a refill, with hints, bigger text, and a simple summary at the end. No name or sign-up needed.

Or try Explore Mode on your own

A practice space with made-up information, not a medical record. Learners never enter their own details.

Start Guided Practice

Coming later: career training preview

These staff screens will become a guided career track for clinical, billing, and admin learners. You can look around now.

🩺

Clinical Staff

Command Center, patient census, referrals, and the provider calendar.

Look around
💳

Billing Team

Claims queue, denials, prior authorizations, and the insurance and payer hub.

Look around
📊

Administrator

Every staff view, plus analytics on revenue, patient flow, and compliance.

Look around
Why Practice

Learning on the real thing is stressful. It doesn't have to be.

How practicing in Tracing Care compares with learning on a live patient portal.

What learners need
Tracing Care
Learning on a live system
Safe to make mistakes
✓ All records are made up
✗ Every click is real
Step-by-step guidance
✓ Built-in hints
✗ Figure it out alone
Shows where to click
✓ "Show me where" button
~ Rarely available
Bigger text on demand
✓ One tap
~ Depends on the system
Start over anytime
✓ Reset for the next learner
✗ Sent messages and requests can't be undone
Practice helping a loved one
✓ Add a family helper, safely
~ Set up for real the first time
Celebrate progress
✓ Simple summary of what you did
✗ None
Real-world safety tips
✓ Built into each task
~ Rarely explained

Confidence comes from practice. Not from a manual.

Most people learn health technology the hard way. Patients figure it out alone with their own records on the screen. Students often meet their first EHR on the job. Tracing Care gives both a calm place to learn first, using made-up but realistic information, so no one's private health data is ever at risk.

Patients have a right to see their health information. Knowing how to use it is what makes that right real.

01

Safe to make mistakes

Nothing in Tracing Care is real, so learners can click, explore, and get it wrong without consequences. That's how confidence starts.

02

Plain language first

Instructions use everyday words. Medical terms get explained, not assumed.

03

Teach finding, not following

Hints point to the menu first, then the button, so learners build skills they can use in any portal.

04

Accessible from the start

Accessibility shapes every screen from the first sketch: bigger text, strong contrast, large buttons, and phone-friendly layouts. Older adults are the first audience, not an afterthought.

05

Real-world habits

Each task ends with a practical tip, like never paying a bill through a link in a text message.

06

Honest about what it is

Tracing Care is a practice environment. It is not a medical record, and finishing practice is not a professional certification.

Where we are today.

Tracing Care is an active, ongoing project. Here's an honest look at what's been built, what's in progress, and what's next.

✓ Complete

Working Demo

Clickable practice platform with four one-click roles (clinical, billing, administrator, patient) across 12 screens.

✓ Complete

Guided Practice & Explore Mode

Two ways to learn: seven story-based guided lessons with hints and gentle feedback, or free exploring in a realistic portal.

✓ Complete

Brand & Design

Visual identity, logo, color palette, and a clear, phone-friendly design system, with readable type and strong contrast built in.

✓ Complete

Install as an App

Add Tracing Care to a phone, tablet, or computer home screen. Practice works offline after the first visit.

⬤ Built In, Ongoing

Accessibility in Every Step

Part of every design decision from the start, guided by WCAG 2.2: readable text, strong color contrast, large buttons, and keyboard-friendly controls. Each new screen is checked as it's built, including with a screen reader.

⬤ In Progress

Learner Testing

Anonymous progress tracking is built in: tasks finished, help needed, and comfort before and after. Next: first sessions with older adult learners.

Sources & References

Every statistic on this page links to its source: government data, published research, and credible industry reporting. Citations are listed here for full transparency.

Government · ASTP / HHS 2025
01: Portals Are Now the Norm
Individuals' Access and Use of Patient Portals and Smartphone Health Apps, 2024
Richwine C. Office of the Assistant Secretary for Technology Policy (ASTP).
ASTP Data Brief No. 77. July 2025.

In 2024, 77% of individuals were offered online access to their medical records and 65% used it. 51% of portal users accessed one on someone else's behalf, up from 24% in 2020.

Institutional Survey · University of Michigan 2023
02: Older Adults and Confidence
Use and Experiences with Patient Portals Among Older Adults
Anthony D, Singer D, Kirch M, Solway E, Roberts S, Smith E, Hutchens L, Malani P, Kullgren J.
National Poll on Healthy Aging. May 2023. 2,563 adults aged 50 to 80.

Among adults 50 to 80 who don't use a portal, 35% are not confident they could log in and get around one.

Government · FBI 2026
03: Scams Targeting Older Adults
2025 IC3 Annual Report
Federal Bureau of Investigation, Internet Crime Complaint Center (IC3).
IC3 Annual Report, Elder Fraud section, p. 44. April 2026.

Adults 60 and older filed 201,266 complaints and reported $7.748 billion in losses in 2025, up 37% and 59% from 2024. Phishing and spoofing was the most reported scam (48,064 complaints), followed by tech support scams.

Industry Research · LexisNexis 2025
04: Security Worries Keep People Offline
Healthcare Portal Utilization and Security: Consumer Insights Report 2025
LexisNexis Risk Solutions.
Online survey of 3,010 U.S. adults, conducted by Ipsos, March 2025.

49% of people who don't use a portal are not confident their data is secure on one, compared with 11% of portal users. Among non-users 55 and older, 52% said they would rather talk to a person.

Government Data · HHS OCR 2025
05: Why Organizations Guard Health Data
December 2025 Healthcare Data Breach Report
HIPAA Journal, analysis of the HHS Office for Civil Rights breach portal.
Full-year 2025 data.

697 large health data breaches affecting about 61 million people were reported in 2025. In 2024, one breach alone, at Change Healthcare, affected 192.7 million people.

Industry News · Becker's 2024
06: Students Can't Get Into Epic
Orlando Health IT Partnership Trains Students on Epic
Becker's Hospital Review.
December 12, 2024.

Training on Epic generally requires sponsorship by a health care facility, and Epic offers no educational version for students to practice on. More than 90% of medical students and residents train on it.

Research · Sigma Theta Tau International 2020
07: Limited EHR Access in Clinical Training
Restricted Electronic Health Record Access in Clinical Leads to Gaps in Student Learning
Survey of 208 clinical nursing faculty in 25 states.
Nursing Education Research Conference. March 2020.

Most nursing students could view the EHR but were limited in documenting in it, which the authors found leaves gaps in student learning.

Government · BLS 2025
08: EHR Skills Lead to Jobs
Occupational Outlook Handbook: Medical Records Specialists
U.S. Bureau of Labor Statistics.
Projections for 2025 to 2035.

Medical records specialists enter patient information into EHR systems. The field is projected to grow 8%, with about 14,000 openings each year.