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 video that covers how to add a follow-up to a patient chart or you may like to read the step-by-step instructions below.
Video: How to Add a Follow-up Task
Step-by-Step Instructions: How to Add a Follow-up Task
 1. Navigate to the Patient Chart. You will be at the Summary section of the patient profile. At the top right corner, there is an option - Add Follow-up. Click on it. A pop-up window will open. |
4. Enter the following details to create a follow-up task for the patient: a. Enter the follow-up reason like 'Collect $150 on the next visit'. b. Enter the target date by clicking on the Calendar box. c. Click the check box if you want the follow-up task to use for administrative purpose only. d. Click 'Confirm.' |
5. The patient chart will refresh automatically. You will be able to see the small flag in front of the patient name at the top left side turning red. |
6. Click on the small red flag. A pop-up window will open. You will be able to see the follow-up task you have just added. |
7. To view the same follow-up task, go to the Home Page. Click on the small flag icon as shown here. You will be able to view follow-up tasks for all patients. Search for the patient name to view the follow-up task for that patient. |
9. There is another way to add a follow-up task to a patient chart from the Calendar section. Search for the patient to which you want to add the Follow-up Task. Click the "Settings" icon. A pop-up window will open. Click "Add Follow-up". Another pop-up window will open. Enter the follow-up reason, set target date, and click the checkbox for Admin-Only (optional). Click "Confirm". Follow-up Task will be added to the patient chart. |
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