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.

Making it simple for practices to comply in a timely manner. Built to integrate with the Practice Management System (PMS) already in use.
The patient completes a request for their data and decides who, if applicable, they wish to share the data with.
Before a practice receives a request, the patient has already signed consent. This consent aligns with the Health Information Privacy Code 2020 Rule 6.
Patient-led requests are logged. An audit trail of the request, and of the practice fulfilling it, is recorded.
Approved records are extracted from the PMS and delivered safely to the patient, and their authorised recipient, if there is one.
A consented, patient-led workflow from your PMS to the patient.
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.
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.
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.
| Tck | Stat | Result Date | Imported | Subject | Folder | From |
|---|
No. Any files or notes marked as confidential or not to be shared in the patient portal will not be shared.
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.
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.
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.
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.
Surely's consent is digital, logged, timestamped, and designed to meet the New Zealand Privacy Act 2020 and the Health Information Privacy Code 2020.
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.
Yes, patients can request consent withdrawal at any time by contacting the Surely support team via our helpdesk or emailing hello@surely.nz.
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.
Nothing. Practices are never billed for integration, usage, or individual requests.
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.
A 20-minute call is enough to learn how Surely works and get set up.