Patient-led health record requests that fit your practice.

Surely is a patient-led service. Patients use Surely to request their own health records from your practice, exercising their right of access under Health Information Privacy Code 2020 Rule 6. Surely connects to your Practice Management System (PMS) and simplifies and automates the request process. Using Surely, there is no software to install and no cost to the practice.

Designed to meet the HIPC 2020Encrypted in transit and at rest
Zero cost to general practicesPMS integration
Health report request illustration

Patient-led requests without ambiguity

Making it simple for practices to comply in a timely manner. Built to integrate with the Practice Management System (PMS) already in use.

Patient-led

The patient completes a request for their data and decides who, if applicable, they wish to share the data with.

Signed, digital consent

Before a practice receives a request, the patient has already signed consent. This consent aligns with the Health Information Privacy Code 2020 Rule 6.

Compliance and audit trails

Patient-led requests are logged. An audit trail of the request, and of the practice fulfilling it, is recorded.

Secure release and delivery

Approved records are extracted from the PMS and delivered safely to the patient, and their authorised recipient, if there is one.

Outcomes your team will thank you for

A consented, patient-led workflow from your PMS to the patient.

Reduced administrative burden

Primary care capacity is scarce. Overwhelming administration makes it worse. When a patient requests their health records (exercising their right of access under HIPC Rule 6), Surely automates the delivery of those records in minutes via your existing PMS.

How Surely handles consent and security

Surely offers digital consent designed to meet the Health Information Privacy Code (HIPC) 2020. Every request is made under HIPC Rule 6 (the patient's own right to access their health records) and has an audit trail.

Direct Practice Management System integration

Surely works inside the tools you already use

Surely integrates with your Practice Management System (PMS) so there is no new system to learn. Notifications land in the PMS your team already checks. No separate portal to monitor.

Commonly asked questions from practices

Does Surely share the entire patient file?

No. Any files or notes marked as confidential or not to be shared in the patient portal will not be shared.

Can I still review each file before it's released and retract or redact anything I don't want shared to the patient?

Patients can ask GPs to comment on or review files before they're released. Practices are also able to ensure confidential information is not released, based on the settings within your PMS. If your practice specifically wants to review every request prior to release, this is something we can cover with you during your onboarding to Surely.

How secure is Surely?

Stored health data is deleted from our live systems automatically, on a set schedule, after a request is complete. Data is encrypted in transit and at rest, and hosted on Amazon Web Services (AWS) within the Australia/New Zealand region. Records are delivered via time-limited links rather than email attachments, access expires automatically after delivery, and key request events are logged with timestamps for an audit trail.

Which general practice systems does Surely integrate with?

Surely connects to the Practice Management Systems used by NZ general practices. We're actively expanding our integration coverage and can work with your team on specific practice requirements.

Is Surely a patient portal?

No, Surely is the secure channel through which patients exercise their right to access their health records. We keep health data only as long as a request needs it; we automate patient requests and reduce general practice administration.

Is Surely's consent legally sufficient?

Surely's consent is digital, logged, timestamped, and designed to meet the New Zealand Privacy Act 2020 and the Health Information Privacy Code 2020.

Does Surely require general practices to do anything differently?

Practices need to consent to Surely's data sharing agreement to become part of the Surely network. Surely then connects to the practice's existing Practice Management System. There's no new software for the practice to install or learn.

Can a patient withdraw consent later?

Yes, patients can request consent withdrawal at any time by contacting the Surely support team via our helpdesk or emailing hello@surely.nz.

What does Surely do with the data once a request is fulfilled?

Health data is deleted from our live systems automatically, on a set schedule, once a request is complete or can't be completed. Some encrypted backup copies are kept for longer. We keep a minimal audit record of each request for compliance purposes.

How much does it cost my practice to use Surely?

Nothing. Practices are never billed for integration, usage, or individual requests.

Does my practice get paid?

Surely is funded by the recipients of records. If a patient chooses to pass their records on, practices will receive an administration fee per completed request to ensure practice revenue is not impacted.

Join the NZ practices already using Surely

A 20-minute call is enough to learn how Surely works and get set up.

Book a demo