Knowledge Base
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.
Patient Settings
Learn how to access and use Patient Chart section to add, edit, and update patient-related information.
Provider Settings
This section provides step-by-step workflow on how to setup your provider account in zHealthEHR
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.
SOAP Notes
Learn how to create and manage notes and more from the help articles below.
Self-Service SOAP Notes Builder (Coming Soon)
Build your own SOAP note templates with zHealth's Self-Service SOAP Notes Builder.
Calendar
Manage schedules, appointment time, rooms, office hours, time off, and holiday schedules for providers and office staff.
Insurances
Learn how to setup or configure patients' insurance information in your zHealth account.
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.
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.
zHealth Pay
Learn how to use zHealthPay and Payment Terminal that allow practices to accept and manage payment processing seamlessly.
Claims
Learn how to create, submit, and manage claims quickly from your zHealthEHR account.
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.
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.
Telehealth
Learn how to use zHealth's Telehealth feature, conduct video consultation, and much more.
Memberships
Learn how to use our Memberships tool to provide membership benefits to your patients manage all membership plans and payments.
Reports
zHealthEHR provides a real-time reporting engine that provides a clear picture of your practice's performance at the click of a button.
User Management
In this section, learn how to add and manage all staff members and providers in your zHealth account.
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.
FAQs
Check our FAQs for quick answers to frequently asked questions we receive.
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 Product Roadmap - January 2024
We have designed our Product Roadmap to map out our product's vision, strategic objectives, and development progress over time, making it easy for you to keep a track of where our product is headed. The Roadmap shows: Features What features we are ...
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 ...
Posting an EOB
Improve productivity by automatically posting insurance payments and streamlining the payment posting process. Billers or providers, depending on who is managing the billing process, can automatically post insurance payments with Explanation of ...
How to Fill the HCFA Claim Form in zHealth
This document only explains what type of information you need to fill in each box in the HCFA (CMS-1500) claim form and where you can add, update, or change corresponding information in your zHealth account to ensure accurate information for claim ...
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.
Learn how to use zHealth's Telehealth feature, conduct video consultation, and much more.
In this section, learn how to add and manage all staff members and providers in your zHealth account.
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.