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.
Scheduler
Manage schedules, appointments, rooms, office hours, time off, and holiday schedules for providers and office staff.
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
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.
SOAP Notes
Learn how to create and manage notes and more from the help articles below.
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.
Invoice and Billing
Create Invoice and Bill patients and insurance providers quick and easy with the help articles listed below.
Insurance and Claims
Learn how to create, submit, and manage claims quickly from your zHealthEHR account.
Office Ally
Explore this complete guide to the setup your Office Ally account, enroll for Payor EDI, and sign-up for ERA.
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.
zHealth Mobile App
This section details how to download and use the mobile apps of zHealth for patients (and providers on the Standard Package)
Bulk-Text Message Feature
Learn what is bulk texting, why you need it, and how to send bulk text messages using zHealth.
zHealth Pay
Learn how to use zHealthPay and Payment Terminal that allow practices to accept and manage payment processing seamlessly.
Gift Cards
zHealth offers Gift Card Management for zHealth Pay customers
Conversations
Learn how to access, send and receive 2-way text messages.
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.
Email Marketing Integration
zHealth's Email Marketing Integration helps you effortlessly connect with patients through targeted email campaigns and communication with Mail Chimp.
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.
Recent Articles
Gift Card Management
Introduction The Gift Card Management feature in zHealth enables clinics with zHealth Pay to create and issue digital gift cards that can be delivered electronically to purchasers via their registered email address, mobile number, or both. It also ...
Tip Summary Report
The Tip Summary Report provides a comprehensive record of all tip transactions and amounts collected within a facility over a specific period of time. Note: The Tip Summary Report is generated at the facility level, meaning that encounters or ...
EDI 837P: Taxonomy Details
Introduction This guideline document explains how the zHealth system automatically populates provider and/or practice taxonomy information in the EDI 837 Professional (837P) files, and how the same taxonomy information is also populated on the ...
Tipping Made Easy: zHealth Wellness App Guide
Let patients show appreciation with ease! Patients can add a tip during payment, choose a preset or custom amount, and pay it securely, cashless and hassle-free. Tips go directly to the providers (like a therapist or massage professional), making it ...
Payment Plan Report
The Payment Plan Report provides clinics with a comprehensive overview of payments associated with each plan. In this article, we will look at how to generate the report and review the information it contains. Note: The Payment Plan Report is ...
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 ...
zHealth Overview Video
Welcome to zHealth! Before you dive into all of zHealth's features, it is important to ensure that your settings are configured and accurate. We recognize that every practice is different, so zHealth is packed with plenty of customizable settings to ...
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 ...
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.
zHealth offers Gift Card Management for zHealth Pay customers
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.