Copy Appointment to HSRM (SOAP Notes)

First select the “Copy Appointment  to HSRM” task you will be completing in ZCC. Through the Task grid, you can search a referral number in the top right corner to pull up all tasks for that individual patient. Or you can modify the search parameters further by clicking the icon on the left side.

When you click on the task in ZCC, copy the referral number at the top and navigate to HSRM to look up the referral: First select the region from the main page, then click the three lines in the top left corner and select “Find Referrals”, paste the referral number in the first section labeled “referral number” and click “Find” in the bottom right corner. Then click on the referral.

Next, click “Add/View Documents” in the top right corner and select “New” on the bottom right.

Next, type in the description box, First SOAP notes: “1st SOAP note” Final SOAP note uploads: “SOAP notes 2-12”, and in the document type box you will type “medical documents”  and select “Medical Documents” from the drop down list.

Navigate back to ZCC to create the document for upload, click “Choose specific files to include”, First SOAP notes: Select only the first SOAP note and first evaluation, Final SOAP note uploads: Select all SOAP notes and evaluations for appointments 2-12. Wait for the document to generate and click “Save”

Next click on the document to save it to your computer.

Once the document is saved to your computer, go back to HSRM and select “Upload” in the top right then select the SOAP note file that was just saved. Once the document is added, click “Update” in the bottom right.

Lastly, when back on the main page for the referral, scroll down to the note box and add First SOAP notes: “(date)- Uploaded 1st SOAP note + evaluation” Final SOAP note uploads: “(date) uploaded SOAP notes 1-12 + evaluations” and click “Update” on the bottom right. Then go back to ZCC and close out the task by clicking “Finish”