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

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

1. Access the zHealth Dashboard. Hover the cursor over your name. A drop-down menu will open.  Click the Facility Settings from the drop-down menu.

2. In the Facility Settings 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; leave the checkbox empty g. Click the checkbox if the supply is taxable, 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 a $ 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, and 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 clicking "Save".

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

If you have any questions, feel free to contact us at support@zhealthehr.com. Our support team will be happy to assist you.

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