The following are the core elements of the Zus Aggregated Profile (ZAP) and will help you understand how it's structured and how to find the patient information you’re looking for.

Patient Records

In the ZAP, patient records are defined as specific information about the patient that has been categorized into typical types such as conditions, medications, diagnostics, etc.

Some examples of patient records are as follows:

Essential Hypertension (Condition)
atorvastatin 10 MG Oral Tablet (Medication)
Hemoglobin A1c (Diagnostic Report)

Patient records are what make up the ZAP! You can find them on the Overview tab or by diving into a specific record type in the tabs.

How patient records get updated

The ZAP pulls a patient's records from national networks like CommonWell and Carequality, plus any other sources your organization is connected to. When and how often that happens depends on whether the patient is enrolled in Intelligent Refresh.

One-time pulls. If a patient isn't enrolled, the ZAP shows what was available the last time their records were requested. Think of it as a snapshot. Anything that happened after that request, like a new hospital visit or a new lab result, won't show up until someone requests the records again.

Intelligent Refresh. For enrolled patients, Zus updates their records on its own at the moments that matter. You don't have to request anything. When a patient first enrolls, Zus pulls their full history. After that, specific events start a new pull:

Hospital stays: A refresh happens when the patient is admitted or discharged, and again several times over the week after discharge.
Upcoming appointments: Records are refreshed ahead of a scheduled visit, so you see the latest information when you open the chart. This only works if your organization sends appointments to Zus.
New activity elsewhere: A refresh happens when Zus sees signs of new care at another organization, like an outside appointment, a new prescription, or a new lab result.
Medication refills: For certain medications tied to quality measures, pharmacy data is checked after the expected refill date.
and more - learn more about Intelligent Refresh here.

You can see whether a patient is enrolled on the Overview page, in the Records provided by Zus card.

How to Navigate the ZAP

The navigation bar is your jumping-off point for accessing any records in the ZAP.

The patient’s first and last name, along with their date of birth and age, are always displayed in the ZAP header, so no matter where you are, you know whose records you’re looking at.
The top of each page has navigation tabs to allow you to access any and all records in the ZAP. When horizontal screen space is limited, some tabs will collapse under a 'More' menu.

Basic Layout

Overview tab This is the first screen you see when entering a patient’s record. It contains information about the patient’s Condition List, Medications, Recent Labs, ED and Hospital Visits, and Vitals.

All other navigation tabs will be to the left and allow you to choose specific types of patient information to dive deeper into such as Conditions, Medications, Diagnostics, Vitals, etc.

The Side Panel

If you click on an element in the patient record, a sidebar will display further information.

The top section in the sidebar summarizes the record you are reviewing. If the ZAP has access to the associated Continuity of Care Document (a CCD is a primary source for much of the health information available in the ZAP), a “Source Document” link will appear that you can click to open the associated CCD and review the primary source of the information.
The history section chronologically displays each time a specific piece of information has been documented. If you click each entry, more details appear. When available the ZAP will indicate the date the information was recorded and the location it came from.
In the Encounters & Notes and Documents sidebars, you'll find a list of associated notes instead of a record history. This is because Encounters represent a single event in time, unlike other record types like conditions and medications, which do not have a record history.

Use an Action to customize your version of a patient’s record

Actions allow you to manage certain aspects of a patient's record in the ZAP in EHR integrations where these workflows are supported.

Actions are accessible from a records table by hovering a row. The same actions are also accessible in the side panel. The type of action you can take on a record varies depending on its type and the record's state in the ZAP.
The types of actions you can perform vary depending on your role and whether you're using the Zus web application or the ZAP inside your EHR. For more details about actions, review the clinical workflows section.
You can perform bulk actions on certain records by selecting check marks next to the records and choosing to Add or Dismiss those records from the action bar at the top.

Filtering

Record tables have additional sorting and filtering controls to help you find what you’re looking for quickly. Look for filtering and sorting options at the top of the list of records you're viewing. If you land on a tab with no records displaying, check what filters are active as the ZAP's default filtering may have hidden some records.

Source Documents

Continuity of Care Documents or CCDs are lightly formatted views of what's used to populate the ZAP with clinical records. Think of CCDs as the raw data the ZAP obtained from outside sources. We're actively working to find the most important information in these documents and make them available in the ZAP so you won't need to open a CCD to learn more about a patient.