How to Send Lifestyle Documents to Patient

How to Send Lifestyle Documents to Patient

​Sometimes, providers need to send specific lifestyle documents to patients via email. zHealthEHR 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. 

1. If you are already logged in, then skip to the step 1a. If you’re not, log in to your account at 

a. Once you’re logged in, you will see your name at the top right corner. 

b. Hover the cursor over to your name. A drop-down menu will open.

2. Click on the third option - Update Info.

3. By default you will be able to see the first tab - Facility. On the left side of the screen, there is a section - Facility Details. Click on it.

4. 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.

5. Lifestyle Documents tab will be added to your account. Click on the 'Lifestyle Documents' tab.

6. 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.

7. Now enter the first or last name of the patient in the Search box at the top of the navigation bar on the zHealthEHR dashboard. This is the patient to whom you want to send a lifestyle document. Click Enter.

8. Click on the desired patient name. The Patient’s Profile will open.

9. 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.

10. 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'.

11. The document you sent to the patient will be shown under Audits like this.

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