Enable New Patient Chart from SMS

Enable New Patient Chart from SMS

Patients can initiate a text message first, rather than only replying to a message from your clinic, provided you have a custom number configured for your clinic.

In this help article, we will explain how zHealth automatically creates a new patient chart when a patient sends a message using a new number that is not in the database. If you have the Conversations feature enabled, you can conveniently view these messages in the Conversations dashboard. 

Step 1: Get The Feature Enabled
Ensure that the "New Patient from SMS" feature is enabled for your clinic. To turn on this feature, request the customer support team at support@zHealthEHR.com.

Step 2: Patient Sends a Message from a New Number
When a patient sends a message using a new number, zHealth will automatically detect that the number is not in the database.

Our software will create a new patient chart for this contact, populating it with the information provided in the incoming text message. This ensures that all patient data is captured and organized efficiently. Additionally, it will also update the patient contact table and map the patient with the designated facility.

Step 3: Accessing the New Patient Chart from the Conversations Dashboard
If you have the Conversations feature enabled, you can conveniently view these messages from new patient numbers. 

    • Related Articles

    • How to Add a New Patient Type

      Patient Type is the first level of indication that dictates the patient intake forms and consent forms you send to each patient when they book an appointment. By default, zHealth will provide you with three types of patients - CASH, INSURANCE, and ...

    • Enable CC to Provider While Sending Invoice

      You can receive a copy of the invoice while emailing it to the patient. Administrator can easily enable or disable this feature in their zHealth account under the Facility tab. 1. Enable CC to Provider While Sending Invoice - Video Tutorial 2. Enable ...

    • Switch to the New Online Appointment Portal

      At zHealthEHR, we recently made some changes to the User Interface (UI) of the Online Appointment Portal. The new user interface is designed to enhance your patients' experience by streamlining the layout and the booking process. The new Online ...

    • Manage Rooms in Your Facility

      In the Manage Room* Settings, you have the ability to incorporate exam rooms into your practice management workflow. You can also easily add, edit or delete exam rooms as needed. Once a room has been added, it can be assigned to a patient from the ...

    • Setting Appointment Types in Your Facility

      Put simply, appointment types are the names of the appointments that your patients or your staff can book. Typically practices have at least two appointment types: New Patients: 30 minutes and Existing patients: 15 minutes. In case you have multiple ...