Training videos
Learn more about using the EPR and its functions.

Video tutorial
Here you will find videos on the individual EPR functions

Logging in to the EPR portal

You can access the EPR at any time and anywhere, all you need is a secure internet connection. The following short videos show you how to log in to the EPR portal.
Initial access
Initial access
Logging in
Logging in

Häufig gestellte Fragen (FAQs) about logging in

Please contact Sanela Customer Service: 

Email: info@post-sanela.ch
Phone: +41 (0)44 272 08 08 

Available (except public holidays):
Monday – Friday, 8 a.m. – 12 p.m. and 1 p.m. – 5 p.m.

The initial access data is valid for 30 days. Please apply for the EPR as soon as you receive your access data.

Please contact the customer service of the identity issuer: 

SwissID: SwissID customer service 

TrustID: TrustID customer service or TrustID support

Account settings and EPR portal logout

You can configure various account settings in the EPR. For example, you can update your contact details, add notifications and configure an emergency access. The short video shows you how to manage these account settings and how to log out of the EPR. Please remember to log out of the EPR after each use so as to protect your health data.
Account settimgs and logout
Account settimgs and logout

Frequently Asked Questions (FAQs) about the account settings

You can choose from three confidentiality levels for your documents at any time and thus determine who can view which document:

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  1. Confidentiality level – normal access
    Newly entered medical information is usually automatically assigned to the “normal access” confidentiality level. This means that all health professionals to whom you have granted access rights can view these documents. 
     
  2. Confidentiality level – restricted access
    You can also choose the “restricted access” confidentiality level. This means that only healthcare professionals with “extended access rights” can access your medical data. 
     
  3. Confidentiality level – secret
    You can also choose the “secret” confidentiality level, which prevents health professionals from accessing any of your medical data. This means only you can view the information in your EPR. 


Health professionals also can assign newly entered medical data to the “restricted access” confidentiality level. However, no third party can override a level that you have personally assigned. 

More information about confidentiality levels.

Health professionals without access rights can access the EPR only in a medical emergency. In this case, they can call up the documents with the "normal access" level by default.

Because of the exceptional situation, the EPR permits access to the EPR even without you granting such rights. You will, however, be informed about this at a later time, and the access is entered in the log.

You can change the emergency access settings in the EPR at any time in the “My account” settings.

Manage documents

With the EPR, all your health data is stored securely in one place. You can access your data at any time, upload your own documents or specify which health professionals can access which EPR documents. The following short videos explain the available options and how to manage the documents in the EPR securely and easily.
Upload documents
Upload documents
Download document
Download document
View documents
View documents
Edit Metadata
Edit Metadata
Update documents
Update documents
Change the confidentiality level
Change the confidentiality level
Delete documents
Delete documents
Deactivate the deletion period
Deactivate the deletion period

Frequently Asked Questions (FAQs) about about document management

Your EPR contains all the documents that are important for your treatments. Your health professionals, as well as you yourself, can upload documents to your EPR. This includes, for example, your emergency data, your organ donor card, your living will or your vaccination card.

Yes, you can.

If you don't already have one, please create an organ donor card using the following links: Leben-ist-teilen.ch

Then upload your personal organ donor card to your EPR.

Yes, you can. 

If you do not yet have a living will, the following links can help: 

As soon as you have a living will, you can upload it to your EPR.

Yes, you can.

Please fill in the emergency data form and upload it to your EPR under the “Emergency data” heading.

You can choose from three confidentiality levels for your documents at any time and thus determine who can view which document:

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  1. Confidentiality level – normal access
    Newly entered medical information is usually automatically assigned to the “normal access” confidentiality level. This means that all health professionals to whom you have granted access rights can view these documents. 
     
  2. Confidentiality level – restricted access
    You can also choose the “restricted access” confidentiality level. This means that only healthcare professionals with “extended access rights” can access your medical data. 
     
  3. Confidentiality level – secret
    You can also choose the “secret” confidentiality level, which prevents health professionals from accessing any of your medical data. This means only you can view the information in your EPR. 


Health professionals also can assign newly entered medical data to the “restricted access” confidentiality level. However, no third party can override a level that you have personally assigned. 

More information about confidentiality levels.

If you have agreed to setting up an EPR, it is assumed that you generally want health professionals to enter information in the EPR. However, you can request a “situational exclusion” at any time. This means that no documents are uploaded to your EPR during a particular treatment. However, you must explicitly inform the health professional treating you that you do not wish to have the documents uploaded to your EPR.

You can also delete documents at any time, even ones that health professional have uploaded.

You can delete documents from your EPR at any time. However, healthcare professionals cannot delete documents from your EPR.

You can find video instructions on how to delete documents on the following page

If you have any further questions or need support, please do not hesitate to contact us:  

Phone: 0800 55 88 02
Email: support.sanela@post.ch

Metadata can contain additional information about other data. For example, books in a library database are labelled with keywords such as "crime thriller", "young adult book" or "illustrated book". Thanks to these keywords or metadata, large volumes of data can be stored in a structured way and then quickly organised, sorted and filtered.  

Metadata for a document in the EPR includes, for example, the document class (example: referral letter) or the author and their role (healthcare professional or patient). The metadata must be completed / filled in when uploading documents to the EPR. The mandatory metadata is colour-coded in the EPR.  

You can subsequently customise the metadata of uploaded documents.  

On the following page you will find video instructions on uploading documents and editing metadata.

The metadata to be used for the exchange of medical data is defined in Annex 3 EPDV-EDI, which can be viewed at the Federal Office of Public Health (FOPH): https://www.bag.admin.ch/bag/de/home/gesetze-und-bewilligungen/gesetzgebung/gesetzgebung-mensch-gesundheit/gesetzgebung-elektronisches-patientendossier.html

Manage access rights

The EPR lets you define which health professionals can access your files. You can grant access rights to health professionals or exclude them from accessing your EPR altogether. The following short videos explains how to manage access rights in your EPR.
Authorise the health professionals
Authorise the health professionals
Exclude health professionals
Exclude health professionals

Frequently Asked Questions (FAQs) about access rights

You decide which documents in your EPR are accessible to health professionals. You can also specify whether and for how long a health professional or a group of healthcare professionals can access your EPR. The following access rights can be granted in the “Access rights” tile: “Normal access right” and “Extended access right”:

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“Normal access right”:
A normal access right allows a health professional to view all of your “Normal access” documents. 

 “Extended access right”:
An extended access right also allows a health professional to access your documents at the “Restricted access” confidentiality level.


You can also fully exclude health professionals by entering them on an exclusion list. Furthermore, you can grant access rights for a certain period, or revoke them at any time. For groups, a restricted period is mandatory. 

Assistants assigned to a particular health professional can access the medical data of that health professional by using the same access rights as those of that person. 

More information about access rights.

No, you can also grant access rights in the EPR to a group of health professionals or a healthcare institution. However, these access rights must be limited in time (access for a maximum of 2 years). However, the access right for a group of health professionals or a healthcare institution can be reissued after the time limit has expired. 

A group is, for example, a department in a hospital or a group practice, a pharmacy or a Spitex unit. 

If a health professional joins a group or a healthcare institution, this person automatically receives the group's access rights. If a health professional leaves the group, access rights are withdrawn again. 

However, you can also exclude individual health professionals from access in principle, meaning that this person will not have access to your EPR via a group or healthcare institution.

Health professionals without access rights can access the EPR only in a medical emergency. In this case, they can call up the documents with the "normal access" level by default.

Because of the exceptional situation, the EPR permits access to the EPR even without you granting such rights. You will, however, be informed about this at a later time, and the access is entered in the log.

You can change the emergency access settings in the EPR at any time in the “My account” settings.

EPR deputy

An EPR deputy is a person you trust and to whom you grant access to your EPR. This person then supports or manages the EPR on request.
EPR deputy
EPR deputy

Appoint an EPR deputy

To appoint an EPR deputy, please proceed as follows:
1
Fill in the form

Fill in the form together with the designated EPR deputy. You can find the brochure with this information here.

2
Send form

Send the completed form together with the enclosures (copies of identity documents) to:

Post Sanela Health Ltd
Pfingstweidstrasse 60b
CH-8005 Zurich

3
Setting up an EPR deputy

Central Services will check your documents and set up an EPR deputy. 

You will find the EPR deputy set up in your EPR within one week.

Important information:

An EPR deputy does not necessarily have to have their own EPR but must have an EPR-enabled electronic identity (SwissID or TrustID).

Frequently Asked Questions (FAQs) about the EPR deputy

If you don't want to manage your EPR yourself or share management of your EPR with someone you trust, you can appoint and set up an EPR deputy. This means this person will have separate login details for your EPR and the same rights and possibilities for managing your EPR as you. 

An EPR deputy is a person of trust whom you give access to your EPR and who on your behalf will help you to manage some or all matters relating to your EPR based on your needs. 

The EPR deputy can be someone close to you personally, such as your daughter, father or partner. A health professional such as your medical examiner or a nurse can also assume the EPR deputy function.

You are free to choose your EPR deputy or deputies. The deputy can be someone close to you personally, such as your daughter, father or partner. A health professional such as your medical examiner or a nurse can also assume the EPR deputy function.

To set up an EPR deputy, please proceed as follows:

  1. Complete this form together with the EPR deputy. You can find the information brochure about this here.
  2. Send the completed form together with the enclosures (copies of identity documents) to: Post Sanela Health Ltd, Pfingstweidstrasse 60b, 8005 Zurich
  3. Central Services will check your documents and set up the EPR deputy.
  4. You will see the EPR deputy set up in your EPR within one week.


Important information: 

An EPR deputy does not necessarily have to have their own EPR but must have an EPR-enabled electronic identity (SwissID or TrustID).

An EPR deputy has the same rights as you and can view your entire EPR. This means that an EPR deputy has the same functionalities as you, except for: 

  • Setting up or closing the EPR
  • Appointing further deputies

The EPR holder, or the deputy himself or herself, can cancel the EPR deputy function at any time. 

If you want to delete a current deputy function, please follow these steps: 

  1. Fill out this form. The deputy function will be terminated unilaterally. It is not necessary to inform the deputy or obtain his or her consent.
  2. Please send the completed form together with the enclosure (a copy of your ID) to: Post Sanela Health Ltd, Pfingstweidstrasse 60b, 8005 Zurich
  3. Central Services will review your request and terminate the deputy. Once the deputy function has been revoked, this person will no longer have access to your EPR. This does not affect the validity of the former deputy's electronic ID.

The number of EPR deputies is unlimited. You can appoint several persons of trust as your EPR deputy.

Access log

A log entry is generated every time you or a health professional uses your EPR. This means you can track all processes at any time in the access log. Here you can see how you can view the access log.
Access log
Access log

Frequently Asked Questions (FAQs) about the access logs

A log entry is created whenever you, a health professional or an assistant uses the EPR. This means you can track all processes at any time in the access log.

Vaccinations in the EPR

The digital vaccination card, the so-called vaccination module, is available in the CIP.The new vaccination module in the CIP makes saving, displaying and editing your vaccination data child's play. The vaccination module also provides a clear overview of the vaccinations you have received, the infectious diseases you have had and the side effects you have recorded. Healthcare professionals with the appropriate authorization can view and enter your vaccination data.

Download the instructions for using the vaccination module here: Instruction vaccination module

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Post Sanela Health Ltd.
Pfingstweidstrasse 60b
CH-8005 Zurich