How to Add Supplies Details To Your Account

Some facilities sell supplies like cervical pillows, orthotics, and more as part of their practices. Users with Admin Access can add supplies to their facility's master list. This will help you increase efficiency when creating new invoices*. 

*Note: Any supply item added to the "Miscellaneous" box on the Invoice will populate the master list only when you add that supply item to your facility's master list under Update Info. However, if you leave the master list blank or delete any supplies from the master list, no new "Miscellaneous" items added on the Invoice will populate the master list.

A. How to Add Supplies to Your Facility - Watch Video Tutorial

B. How to Add Supplies to Your Facility - Step-by Step Instructions

1. Access the zHealth Dashboard. Hover the cursor over to your name. A drop-down menu will open.  Click on - Update Info - from the drop-down menu.

2. In the Update Info window, click on the sixth tab - Supplies.

4. There are two ways to add Supplies to your zHealth account: a. Import Supplies file from your system b. Add Supplies one by one

A. Add Supplies one by one

1. Adding Supplies one by one When you click the ‘Add Supplies button, a pop-up window will open. Fill in the following details to add the desired Supplies to your facility account: a. Enter Supply Description b. Enter Supply Code c. From the dropdown, select ‘Place of Service’* d. Enter the Supply Price** e. Enter the recommended quantity for the Supply f. Click the checkbox if the supply has a non-billable CPT code, otherwise leave the checkbox empty g. Click the checkbox if the supply is taxable, otherwise leave the checkbox empty h. Click ‘Add’ to add the Supply Repeat the above steps to add more supplies. Notes: *Place of Service should always be 11. It indicates Office/Clinic. **Supply Price should always be a number without $ sign in the values.

B. Import Supplies file from your system

1. Importing Supplies file When you click on the ‘Import Supplies button, a pop-up window will open.  Click Browse and select a .csv file containing the Supplies List you would like to provide to patients at your facility. Note: The format of the file should be Supplies Code, Supplies Description, Price, Place Of Service, Taxable (true/false).

C. Add Supplies using zHealth Supplies List

1. To make it easier for facilities, zHealth has provided a list of Supplies that you can download and edit for your facility. Click on the ‘Import Supplies’ button on the Supplies page, a pop-up window will open. Click on the link provided for downloading the Supplies List to your system. Edit the file on your system as per your needs and upload the edited file by clicking ‘Browse’ and then click ‘Save.’

Once you add Supplies to your account, this is how it is going to look under Facility  > Supplies.

• Related Articles

• Adding Supplement Details To Your Account

  Some facilities sell nutritional supplements as part of their practices. Users with Admin Access can add supplements to their account to aid in efficiency when creating new invoices. A. Adding Supplement To Your Account - Watch Video Tutorial B. ...

• How to Update Facility Details

  You might be wondering what you should be doing to get zHealthEHR configured for you. The first step to get your zHealth account up and running is to add your facility information. There are 4 basic steps that are required to add the facility ...

• How to Add a New Patient Type

  Patient Type is the first level of indication that dictates the patient intake forms and consent forms you send to each patient when they book an appointment. By default, zHealth will provide you with three types of patients - CASH, INSURANCE, and ...

• Inventory Feature - How to Access and Use It

  zHealth's Inventory Feature enables chiropractic practices to add supplements and miscellaneous items such as supplies and keep a track of products. With this feature, you can: Track your inventory quantity Products added to invoices can be ...

• Switch to the New Online Appointment Portal

  At zHealthEHR, we recently made some changes to the User Interface (UI) of the Online Appointment Portal. The new user interface is designed to enhance your patients' experience by streamlining the layout and the booking process. The new Online ...