Note 1: Automated sending of intake and consent forms is available with the Professional Package. Customers with the Essentials Package will be able to have their patients take the intake and consent forms when they arrive at the office. Please contact your Customer Success Specialist if you want to upgrade your Professional Package.

1. Adding Consent Forms to Your Facility - Watch Video Tutorial

A. Viewing Three Consent Forms that zHealth Offers

1. Access the zHealth Dashboard. Hover the cursor over your name. A drop-down menu will open.

2. Click on the third option - Facility Settings - from the drop-down menu.

3. In the Update Info window, click on the first tab - Facility. Browse through the menu on the left side of the screen and click on the third option - Consent Forms.

4. You will see three consent forms already available in the Consent Forms window: HIPAA Notice Informed Consent Appointment Cancellation Policy

B. Adding Your Own Consent Form to Your Facility

If your practice/facility offers multiple types of treatments and services like massage therapy, physical therapy, acupuncture, or other services, you can add a new consent form depending on the services you offer.

To add your own customised consent form to your facility, other than the three consent forms zHealth offers, follow these steps:

1. On the Consent Forms section, there is a green colored button - ‘Add New Consent Form’. Click on it. A pop-up window will open.

2a. Enter the Form Name, such as Physical Therapy Form. b. Browse the PDF file of the Consent form from your desktop or tablet. (Note: The consent form should be in PDF file format if you want to upload it to the zHealth Consent Forms section. c. Click on ‘Yes’ if you want to make it mandatory for patients to sign the consent form, or click ‘No’. d. From the drop-down, select Patient Type. You can select ‘All’ or a particular patient type from the drop-down list. Then, click ‘Save’ to save the new consent form.

3a. Your new consent form will appear at the top of the list of consent forms added to your facility. b. Use the view, edit, delete, and reorder options to view, edit, delete, and rearrange the new consent form anytime.