Video On How To Download Patient Demographics from zHealth

Step-by-Step Instructions: How to Download Patient Demographics

1. Access your zHealth dashboard. To search for all patients in your practice, click on the "Search" icon on the top navigation bar.

2. You will see a list of all active and inactive patients at your practice.

3. Click on green button - "Download All Patients" - on the top right side of the screen. Save the file to your computer system. Note: If you change the file name when saving, be sure to add .CSV to the end of the file name.

The exported file will include the following information:

1. Patient ID Number
   
2. MRN
   
3. Patient First, Second, and Last Name
   
4. Sex
5. Birth Date
   
6. Address
   
7. Phone Number
   
8. Email address
   
9. Active/Inactive Status 
   
10. Primary Insurance ID
    
11. Primary Insurance
    
12. Secondary Insurance ID
    
13. Secondary Insurance
    
14. Referred By
    
15. Employer
    
16. Patient Type