Xpert eGuide Pro — Build a Patient eGuide
XpertPro
Connected: MSK EHR Nurse: R. Alvarez, RN, OCN

Build a personalized eGuide

Choose who the guide is for, pull the patient’s record from a single EHR ID, then select a template, content modules and local resources. Review the finished guide and email it out.

1Who is this eGuide for?

Sets who it’s addressed to & who it’s emailed to
👤
The patient
Guide is addressed to and emailed directly to the patient.
🤝
A caregiver
Guide is addressed to and emailed to a caregiver on the patient’s behalf.

2Patient record

Pulled from MSK EHR — one ID, no re-typing

Enter the patient’s EHR ID and select “Look up patient” to pull their record.

3Patient diagnosis

Defaults to Breast Cancer, Stage II — confirm or adjust
Cancer type, stage & subtype pulled from the patient’s EHR record.

4Content modules

Pulled live from connected sources

5Local & personal resources

Area resources, plus your own favorites
Enter the patient’s zip code to surface the nearest biomarker testing lab, infusion center, and support services.

Your resources

Add links, downloadable handouts, or notes you like to share
Add a new resource
No resources added yet — pull from your favorites library or add your own above.

6Patient & family needs

Shapes tone, language & support pages
Interpreter / translated materials Transportation to appointments Financial counseling referral Childcare or dependent care support Fertility preservation counseling Mental health / counseling referral Nutrition consult Home care / visiting nurse

7Review & send

Final check before it goes out
5/6
Content modules included
0
Local resources added
Breast · II
Template & stage

Send eGuide

Patient
Live preview
Patient’s eGuide
Breast Cancer · Stage II
📧 Sends to: Patient
Patient record (EHR)
Treatment plan IN
Appointment calendar IN
Treatment team IN
Contact information IN
Educational resources IN
Symptom & side effect guide
Local resources
Family & caregiver needs
Sent to recipient
5 of 10 sections included50%