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.
![]() 1. Enter the first or last name of the patient in the Search box at the top of the navigation bar on zHealthEHR dashboard. Click Enter. | ![]() |
![]() 2. Click on the desired patient name. The Patient’s Profile will open. | ![]() |
![]() 3. 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 profile page 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. | ![]() |