How to Add & Manage Insurance on a Patients Chart (video)

How to Add & Manage Insurance on a Patients Chart (video)

In this video, you will learn how to add and manage insurance on a patient's chart.


    • Related Articles

    • Adding Insurance to a Patient's Chart (video)

      Adding insurance details to the patient chart is essential if you want them to auto-populate in the HCFA form. Watch the video tutorial to learn how to add insurance to a patient's chart.
    • Manage Rooms in Your Facility (video)

      In the Manage Room Settings, you have the ability to incorporate exam rooms into your practice management workflow. Watch the video tutorial to learn how to add, edit or delete exam rooms as needed.
    • How to Add Family Members to a Patient's Chart (video)

      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:
    • How to View and Download Follow-up Tasks for All Patients (video)

      zHealth allows providers to add a follow-up task to a patient's chart and follow-up tasks for all patients appear at the Flag button that can be easily accessed from the dashboard. Check out the video tutorial to learn how to view completed and ...
    • How to Add Coinsurance Details to a Patient Chart (video)

      Adding a patient's coinsurance information to his or her chart will allow you to readily create invoices and claims directly from your zHealth account. The software will pull the stored coinsurance information from the patient's file to help automate ...