Surely replaces the faxes, phone calls, and paper forms with a consented digital workflow that runs inside your Medtech PMS, so your team stays in control with less admin, not more.
For most NZ clinics, every insurance record request means phone calls, faxes, photocopying, and chasing consent forms: time your team could spend on patients.
Phone calls from insurers, faxed consent forms, manual photocopying: your reception team handles all of it on top of their real job.
Reviewing what to release, checking consent scope, signing cover letters: insurance paperwork pulls clinicians away from patient care.
Faxed authorisation forms, unclear scope, no audit trail. When a Privacy Commissioner inquiry arrives, the paper trail is rarely complete.
Clinics bear the administrative cost of every insurance request, yet the process hasn't improved in decades. Your PMS can do more than print and fax.
Four steps. One platform. Built around your existing Medtech workflow.
Before your clinic sees anything, the patient has already digitally signed a scoped, NZ Privacy Act-aligned authorisation specifying exactly what can be shared.
A consented request arrives as a task in your Medtech inbox. Your reception team sees the patient name, consent scope, and report type. No phone call needed.
Your GP or practice manager reviews the consent scope and approves or declines. One click. The clinic decides what leaves. Surely never bypasses you.
Approved records are retrieved from your PMS via Medtech ALEX FHIR and delivered securely to the insurer. A full audit trail is logged for your clinic.
Surely handles the consent documentation, audit trail, and encryption so your clinic meets its Privacy Act and HIPC obligations without extra paperwork.
AIA, Partners Life, and Chubb are moving their record requests onto Surely, so the requests your clinic receives will arrive digitally, with consent already in place.