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

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. 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.




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