Knowledge Base
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Onboarding
Getting started with zHealth Software is easy and seamless. To assist you through the onboarding process, we have created this onboarding videos, help articles, and much more.
Facility Settings
Learn how to access and use the Facility dashboard to set up your practice details.
Provider Settings
This section provides step-by-step workflow on how to setup your provider account in zHealthEHR
Scheduler
Manage schedules, appointments, rooms, office hours, time off, and holiday schedules for providers and office staff.
SOAP Notes
Learn how to create and manage notes and more from the help articles below.
Self-Service SOAP Notes Builder
Build your own SOAP note templates with zHealth's Self-Service SOAP Notes Builder.
CPT and ICD-10 Codes
Learn how to add, edit, configure, and setup diagnosis and procedural codes in your account to aid in efficiency when creating new invoices.
Insurances
Learn how to setup or configure patients' insurance information in your zHealth account.
Invoices
Use our invoicing tool create invoices in less time, manage patient billing, and increase patient collections.
Billing
Make billing patients and insurance providers quick and easy with the help articles listed below.
Office Ally
Explore this complete guide to the setup your Office Ally account, enroll for Payor EDI, and sign-up for ERA.
Claims
Learn how to create, submit, and manage claims quickly from your zHealthEHR account.
Patient Settings
Learn how to access and use Patient Chart section to add, edit, and update patient-related information.
Patient Portal
Provide a secure and easy way for your patients to electronically share their intake forms with you.
Patient Check-in
Learn how our patient check-in system can help your practice optimize scheduling and booked appointments.
Memberships
Learn how to use our Memberships tool to provide membership benefits to your patients manage all membership plans and payments.
User Management
In this section, learn how to add and manage all staff members and providers in your zHealth account.
Reports
zHealthEHR provides a real-time reporting engine that provides a clear picture of your practice's performance at the click of a button.
Conversations
Learn how to access, send and receive 2-way text messages.
Bulk Texting
Learn what is bulk texting, why you need it, and how to send bulk text messages using zHealth.
Patient Plus
Learn how you can use Patient Plus to connect with patients and send automated messages.
Review Plus
Learn how to use Review Plus to manage your online reputation on autopilot.
zHealth Pay
Learn how to use zHealthPay and Payment Terminal that allow practices to accept and manage payment processing seamlessly.
Telehealth
Learn how to use zHealth's Telehealth feature, conduct video consultation, and much more.
Additional Resources
This section provides information on additional resources that can help providers and staff to better manage practice using zHealthEHR.
Product Updates
This section provides users with notable information about zHealth product releases, known issues, and product roadmap.
Newsletters and Webinars
In this section, view our monthly newsletters and webinars where we share some of our noteworthy business highlights and product updates to keep you informed about all things zHealth.
Help Videos
Check out the video tutorials for zHealth Software. You can always visit this page from your top navigation bar by clicking on the eye icon next to help. Please email support@zhealthehr.com for any questions or training sessions.
Email Marketing (Coming Soon)
zHealth's Email Marketing Software helps you effortlessly connect with patients through targeted email campaigns and communication.
zHealth Mobile App (Coming Soon)
This section details how to download and use the mobile apps of zHealth.
Popular Articles
How to Delete a Patient Record
If zHealth detects multiple patient records that share similar demographic information (such as patient name, patient type, gender, and date of birth), it considers those patients potential duplicates. When this condition exists, you can resolve this ...
Patient Type and SOAP Notes
In zHealth, there are three patient types available by default: Cash Patients Insurance Patients Personal Injury Patients The Patient Type configuration maps the patient type to the SOAP note a provider should use. For Cash and Insurance Patients, a ...
Enabling Patient Self Check-In
Something that comes up regularly is facilities and providers who want to allow their patients to self check-in when they arrive for their visit. If your facility has turned this feature on, you would require a kiosk stand with a computer or tablet ...
zHealth Onboarding: Configuration, Facility, and Provider Settings
There are lots of that you can do to manage your practice with zHealth Software, so we’ve created onboarding videos to make it easier for you to get started with zHealth. Check out this onboarding video to navigate through our software, learn about ...
What is Self-Service SOAP Notes Builder
If you are interested in testing out this new functionality, please reach out to your Customer Success Specialist or support@zhealthehr.com. When it comes to charting for chiropractic providers, there is no one-size-fits-all solution. Every provider ...
Learn how to access and use the Facility dashboard to set up your practice details.
Learn how to create and manage notes and more from the help articles below.
Explore this complete guide to the setup your Office Ally account, enroll for Payor EDI, and sign-up for ERA.
In this section, learn how to add and manage all staff members and providers in your zHealth account.
Learn how to use zHealth's Telehealth feature, conduct video consultation, and much more.
This section provides users with notable information about zHealth product releases, known issues, and product roadmap.
Check out the video tutorials for zHealth Software. You can always visit this page from your top navigation bar by clicking on the eye icon next to help. Please email support@zhealthehr.com for any questions or training sessions.