Pre-Visit Preparation

Pre-Visit Preparation gets a clinician up to speed on a patient before they walk into the room. It's the job the whole ZAP is built for, and Zus's most established use case.

Most patients arrive with history spread across other practices, hospitals, pharmacies and labs. Zus gathers it into one record ahead of the visit, so clinicians and chart-prep staff don't have to request records or search portals by hand.

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Learn more in the clinical guide

For how clinicians and chart-prep staff use the ZAP day to day, see Pre-Visit Preparation in the clinical guide.

What clinicians see

The ZAP is one record per patient, built from your own data and from:

• EHR Networks: documents from other provider sites through CommonWell, Carequality and TEFCA, turned into structured records
• Pharmacy Network: 12 months of dispensed medications from Surescripts
• Lab Networks: 2 years of lab result history from Quest Diagnostics
• ADT Networks: recent emergency, hospital and urgent care admissions, transfers and discharges

The patient's Overview is the starting point: conditions, medications, selected labs, ED and inpatient visits, and vitals on one page. Every record links back to its source document.

GPS goes a step further. It writes a short, sectioned summary of the record, with every statement cited, so a clinician can get the picture in a minute and check anything in one click.

How it works before a visit

1. Enroll the patient. Enrolled patients have their records refreshed automatically. Several EHR integrations enroll patients automatically.
2. Share the appointment with Zus. When you write appointments to Zus, through your EHR integration or the FHIR API, Zus refreshes the patient's record 48–72 hours before the visit. For appointments written more than 5 days ahead, refreshed data arrives at least 72 hours before. See Intelligent Refresh.
   1. Zus can also get upcoming appointment data via existing EHR Integrations.
3. Open the ZAP. Staff open the patient's Overview from the EHR or the Zus web app, or generate a GPS summary.
4. Review what's new. Start with recent hospitalizations, medication fills and new lab results, then drill into notes and documents as needed. ZAP Search finds specific terms across the patient's documents.
5. Bring it into the chart. In supported EHRs, clinicians can add conditions and other records from the ZAP to the patient's chart. Each EHR's page in the clinical guide shows how, for example athenahealth or Elation Health.

What you need in place

• Patients enrolled in a Zus subscription, or one-time queries for patients you don't enroll
• Appointments written to Zus, so refreshes line up with visits
• A way to view the ZAP: an EHR integration, the embedded ZAP in your own application, or the Zus web app
• The network requirements for querying national networks

In the clinical guide

• Pre-Visit Preparation: using the ZAP to review a patient quickly
• The Overview: the patient's landing page
• The Generated Patient Summary: how clinicians use GPS during chart prep

Related pages

• GPS: a sectioned, cited summary of the patient's record
• The ZAP record
• Patient Monitoring & Chart Builds