In zHealth, your entire business or practice is known as the Organization. Within your Organization, you can have one or more Facilities, which typically represent individual office locations or distinct departments. 🏢
Understanding this distinction is key to managing your settings effectively. Some features are controlled at the Organization level, meaning a change will apply to all facilities. Others are managed at the individual Facility level, giving you granular control over each specific location.
This guide will help you identify where to find and manage different features.
The table below provides a detailed breakdown of which features are managed at each level.
Portal/Organization Features: These are global settings that apply across your entire account. This includes core elements like your patient list, insurance payers, CPT codes, and user login credentials.
Facility Features: These settings are specific to a single location. This allows you to customize things like front desk check-in, business hours, billing, and inventory for each office independently.
Shared Features: A few features, like Provider and User profiles, exist at the Organization level but are then assigned to specific Facilities.