Copy Appointment to HSRM (SOAP Notes)
1. Start in ZCC
Select the task “Copy Appointment to HSRM.”
In the Task Grid, search for the referral number in the top right corner to find all tasks for the patient.
You can also adjust your search parameters using the icon on the left side.
2. Find the Referral in HSRM
Click on the task in ZCC and copy the referral number at the top.
Go to HSRM:
Select the appropriate region from the main page.
Click the three lines in the top left corner and choose “Find Referrals.”
Paste the referral number into the “Referral Number” field and click “Find” (bottom right).
Click on the correct referral from the search results.
3. Upload Documents to HSRM
Click “Add/View Documents” in the top right corner.
Select “New” in the bottom right corner.
Document Details:
In the Description box, enter:
First SOAP note upload:
1st SOAP noteFinal SOAP note uploads:
SOAP notes 2–12
In the Document Type field, type and select:
Medical Documents
4. Generate the Upload Document in ZCC
Navigate back to ZCC and click “Choose specific files to include.”
File Selection:
For First SOAP note upload:
Select only the first SOAP note and initial evaluation.
For Final SOAP note upload:
Select all SOAP notes and evaluations for appointments 2–12.
Wait for the document to generate and click “Save.”
5. Save and Upload the Document
Click the generated document to save it to your computer.
Return to HSRM and click “Upload” in the top right.
Select and upload the SOAP note file you just saved.
Once uploaded, click “Update” in the bottom right corner.
6. Add a Note to the Referral
Back on the referral’s main page in HSRM, scroll to the Note box and enter:
First SOAP note upload:
(date) – Uploaded 1st SOAP note + evaluationFinal SOAP note upload:
(date) – Uploaded SOAP notes 1–12 + evaluations
Click “Update” in the bottom right.
7. Complete the Task in ZCC
Return to ZCC and click “Finish” to close out the task.