How to Send Lifestyle Documents to Patient

Sometimes, providers need to send specific lifestyle documents to patients via email. zHealth helps you streamline and automate the process. You can upload your lifestyle documents like diet chart, health recommendation, exercising tips, and more on the system and send them to patients whenever you want. 

A. Watch Video Tutorial

B. Read Step-by-Step Instructions

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

2. By default you will be able to see the first tab - Facility > Facility Details. On the Facility Details window, scroll down to the bottom. Under Other Settings, you will see 'Enable Lifestyle Documents.' Click on the check box in front of Enable Lifestyle Documents.

3. Lifestyle Documents tab will be added to your account. In the same Update Info window, click on the 'Lifestyle Documents' tab. On the Lifestyle Documents tab, you will have to fill in the following details: a. Enter the description for the document like Diet Chart, Nutrition Plan, etc. Note: The description section has a character limit of 45. b. Browse the lifestyle document by clicking on the Browse button. Upload the document from your computer. c. Click 'Save' once done.

4. Now navigate to the Patient Chart to whom you want to send a lifestyle document.  You will be at the Summary section of the patient profile. At the top right side, there is an option - LifeStyle. Click on it. A pop-up window will open.

5. On the pop-up window, you will see all lifestyle documents you have added to your facility. Click on the check box in front of the document that you want to email to the patient. Then click 'Email Lifestyle'. Once you email the document, you will be able to see the document sent, date, and message under Audits on the same pop-up window.

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