![]() 1. Access your zHealth dashboard. Search for the patient name using the top navigation search box. Click on the desired patient name to open their Patient Chart. On the patient Chart just below the patient name, email and DoB, you will see "Balance". Click on the “Balance Amount” link. |
![]() 2. A pop-up window will open for Balance Details. Review the balance details and click on the "Email Patient Balance*" button. Once you click it, you will receive a message saying "Balance sent to the patient". ![]() *Note: "Email Patient Balance" will appear only when an email address is added to the Contact Details in the Patient Chart. |
![]() 3. This is the Patient Balance email the patient will receive. The patient can simply click on "Review and Pay" to pay the balance online. |
![]() 4. When they click on that Review and Pay button, they will head to a page that breaks down the amount owing, and gives them the opportunity to add "Credit or Debit Card". Once they click "Credit or Debit Card", they will then get a card details screen where they need to enter card number, expiry date, CVV. Once they click "Submit", the payment will be done from their end. ![]() |
![]() 1. On the Patient Chart, click on the small "Message" icon to open the Communication Audit window. |
![]() 2. On the Communication Audit window, you can view all the messages or emails sent to the patient with details like date, type of communication, contact number or email address. |