How to Add or Edit Patient's Contact Details

How to Add or Edit Patient's Contact Details

Completing the patient's contact details is important because if you want to auto-populate all details in the HCFA form. This makes the claim generation process easier as every time you submit a claim for a given patient, the primary insurance details will be fetched from the patient’s Primary Insurance to the HCFA form.  


1. Enter the first or last name of the patient in the Search box at the top of the navigation bar on the zHealthEHR dashboard. Click Enter.



2. Click on the desired patient name to edit information. The Patient’s Profile will open. By default, you will be at the Summary section of the Patient Profile.



3. On the Profile window, click on the third option - Contact Details.



4. Under the Contact Details > Personal Information section, add, edit, or verify the following information:
a. The patient's first, middle, and last name.
b. Patient's nick name (optional)
c. The patient's sex.
d. The patient's date of birth (allowed from 1/1/1900 till present date).
e. Our system displays the age of the patient when you enter Date of Birth. (It's a view-only field).
f. The patient's SSN Number
g. The patient driving license number (optional)
h. The patient's active mobile phone/home/work phone number.
i. The patient's 2nd mobile phone/home phone/work phone number
j. The patient's email address for communication purpose.
k. The marital status of the patient (optional)
l. The occupation and employer name of the patient, required for Worker's Compensation.
m. Spouse/Partner name of the patient
n. The Username created by the patient through the Patient Portal or Appointment Portal. It is a read-only field.



5. On the Personal Information section, continue adding, editing, or verifying the next information:
a. The patient's home address, city, state, and zip code
b. To lookup the address from another patient living at the same address, click "
Lookup Patients".

c. Any comments related to the patient can be entered in the "Comments" box.
d. The appointment reminder notification for Text and Email is checked or not for communication purpose.
e. Click to select the preferred communication method
f. If the patient is referred by another patient, an ad, or any other means add it here. (You are able to view this field in the demographic report and the new patient report)
g. If the patient has been referred by any physician, enter the name of the physician here.
h. This is a manual checkbox to track if the patient has signed consent forms outside of zHealth (previous software or paper)
i. Uncheck this checkbox if the patient has not signed the Release of Information form (this is checked by default and relates to box 12 on the HCFA)




6.  On the Personal Information section, continue adding, editing, or verifying the next information:
a. Facility Plan ID if you use another means to track patient ID
b. Click to select or change the patient type from the drop-down menu - Cash, Insurance, Personal Injury, etc.
c. Click to select the Primary Provider from the drop-down menu
d. Click the checkbox if you want to send birthday text messages to the patient (this is only for Patient Plus customers)
e. Last visit date will automatically populate from the patients last appointment.
f. Click "Yes" or "No" to indicate if the patient is active or inactive



7. At the bottom of the page, click 'Save' to save the details.


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