How to Add or Edit Patient's Personal Info in Contact Details

How to Add or Edit Patient's Personal Info in 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.  

A. Watch Video Tutorial


B. Read Step-by-Step Instructions

1. Navigate to the Patient Chart. On the Chart window, click on the third option - Contact Details.



2. 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.



3. 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)




4.  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.

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




    • Related Articles

    • How to Add Credit Card to Patient's Contact Details

      Securely save and manage patient'c credit card information in zHealth to easily collect copays and outstanding balances. Practices using zHealthPay can process credit card payments through zHealth Payment Terminal. New patients can also add credits ...

    • How to Add Coinsurance Details to a Patient Chart

      Coinsurance % is the percentage of costs that a patient pays for healthcare service expenses. When a patient has a coinsurance, it means that he or she is financially responsible for a set percentage of the contracted rate. Adding a patient's ...

    • How to Use the Lookup Patients Feature in Patient Contact Details

      With zHealth, you won't have to worry about the time required to complete a patient's contact details and insurance information. The "Lookup Patients" feature in Patient Chart > Contact Details > Personal Information and Patient Chart > Insurance ...

    • Patient Chart Overview

      The Patient Chart displays a summary of recently recorded visits, diagnosis, supplements recommended, past notes, contact details, insurance details, invoices, and much more. The Patient Chart also provides access to all the areas necessary for ...

    • How to Add Family Members to a Patient Profile

      You can add family members in zHealth for your patients in their Patient Profiles. 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 ...