How to Add Family Members to a Patient Profile

How to Add Family Members to a Patient Profile

You can add family members in zHealth for your patients in their Patient Profiles.

If you have existing patients at your clinic who would like to add other existing or new patients in their accounts as their family members, you’ll need to do this for them (they can’t do this themselves). Here is how:

1. Watch Video Tutorial



2. Step-by-Step Instructions

1. Enter the first or last name of the patient in the top navigation Search box. Click Enter. From the search results, click on the desired patient name. The Patient Chart will open.



2. On the Patient's Profile page, click "Contact Details ."




3. On the Contact Details page, click the "Family Members" as shown here.


4. On the Family Members page, click the "Add New Family Member" button as shown here. A pop-up window opens.



5. You can add an existing patient as a family member or add a new patient.

a. To add an existing patient, enter the first or last name of the patient in the search box and click Enter. Click "Select" to select the family member from the patient search results. (Check the second screenshot)

b. To add a new patient as a family member, click "New Patient". A drop-down form opens. Enter new patient details (name, patient type, gender, phone number, email, date of birth, physician (if any)) and click "Confirm." (Check the third screenshot)





6. Once added, you can view the family members in the Patient Profile under Family Members tab like this.

You can view the name of the family member, nick name, patient type, and date of birth.

The provider can open chart of a family member from the Patient Profile and even set appointments for a family member from the Patient Profile.




    • Related Articles

    • How to Upload Patient's Profile Image

      Easily associate patients with their record by uploading a profile photo. With this functionality, you can upload add an image in the format of GIF, JPG or PNG. 1. Watch Video Tutorial 2. Read Step-by-Step Instructions 1. Navigate to the Patient ...

    • Patient Chart Overview

      The Patient Chart displays a summary of recently recorded visits, diagnosis, supplements recommended, past notes, contact details, insurance details, invoices, and much more. The Patient Chart also provides access to all the areas necessary for ...

    • How to Add a Follow-up Task to a Patient Chart

      Sometimes, providers need to add a follow-up task to a patient chart. You can do that easily in zHealth. The follow-up task appears inside the patient chart or access the small flag button on the Home Page to view all follow-up tasks. Here's a quick ...

    • How to Add Credit to the Patient Chart (and the related credit action items)

      When a patient pays more or in advance or the insurance company makes an overpayment for any claim, zHealth automatically transfers the extra amount paid by the patient and the insurance company to the Credit section. A provider or biller can use the ...

    • Review Family History, Medical History, Surgical History, and Social History Intake

      zHealth's online patient intake offering providers an easy to use and intuitive experience for capturing patient medical, surgical, family, and social histories in addition to patient's initial complaint and signed consent forms. zHealth sends the ...