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 information to your account:
Facility Details
Facility Details
 1. To get started, log in to your account at https://www.zhealthehr.com. Once you’re logged in, you will see your name at the top right corner. Hover the cursor over to your name. A drop-down menu will open. |
2. Click on the third option - Update Info - from the drop-down menu. |
3. In the Update Info window, click on the first tab - Facility. Browse through the options on the left side of the screen and click on the first option - Facility Details. |
4. Fill in all the facility details as per the tips shared above. Click ‘Update’ to save your facility details. |
Here are a few tips to keep in mind while completing this information:
Facility Name: Enter your practice’s name. Ensure it is the same as listed in your tax papers, billing paper, or website.
Address: Enter the complete address of your facility, including building name, street, city, state, and ZIP.
Phone Number: Ensure you enter the current phone number of your facility.
Time Zone: Ensure the Time Zone is accurate to your location.
NPI: Enter the NPI number of your practice. If you need to find your NPI number, click on the link here: http://www.npino.org/doctor/chiropractic-providers/chiropractor-111N00000X
State License Number: Enter your State License Number, the state where your practice is located.
Provider Taxonomy Number: For chiropractic practices, the provider taxonomy number is Chiropractic 111N00000X. If your practice offers different services, you can search for the taxonomy code set at https://taxonomy.nucc.org/.
Default Payment Type: Depending on whether you’re a cash-only practice or accept electronic payments, you can select the default payment type from the dropdown.
Send an email to patient on appointment booking: Click to select "Yes" or "No" from the drop-down based on whether you want our system to send appointment confirmation emails to patient when they book an appointment with your clinic.
Appointment Reminder (1-day prior): Set it to ‘Yes’ if you want to send appointment reminders to patients 1-day before their appointment date.
Second appointment text reminder: Set the time for sending the second reminder to patients. From the drop-down list, you can select from the four timing options. Set it to ‘No’ if you don’t want to send a second appointment reminder.
Billing Facility Name: If you have an in-house billing staff, the billing facility name will be the same as your facility name. If you have hired an external billing company, enter the billing facility name.
Billing Facility Address: If you have an in-house billing staff, the billing facility address will be the same as your facility address. If you have hired an external billing company, enter the billing facility address.
Default Slot Duration: This will be the appointment time for each patient whenever they book an appointment with your provider from the online appointment booking portal or you book an appointment for a patient from the calendar. The default slot duration is set as 15 minutes. If you want to change the slot duration, please contact support@zhealthehr.com
Slot Start Time: This is the time when you open your practice for the day. From the dropdown, select hour, minute, and AM/PM.
Slot End Time: This is the time when you close your practice for the day. From the dropdown, select hour, minute, and PM.
Min. Appt Window (In Minutes): The minimum appointment window allows you set a buffer time (in minutes) that prevents patients from booking the same-day appointments for the current time at the last minute, helping you avoid unexpected surprises.
Maximum Online Appointment Booking Range (in Days): This setting allows clinics to define the maximum number of days in advance that a patient can book an appointment online.
Facility Color: This allows the clinic to assign a color code to the facility for easy and quick visual identification.
Inventory Threshold: If your facility is using our Inventory feature, you can set the Inventory Threshold. Inventory Threshold allows you to limit the quantity of your product available in your facility. When the quantity of the supplies/supplements/miscellaneous items reaches below the threshold value, zHealth will send you message notification so you can keep track of your products inventory. Contact zHealth Customer Support Team to know more about this feature.
Hours: These are the hours of your clinic that will display on your online appointment portal. This is a text field so you can add whatever days and language you would like your patients to see on your online appointment portal.
Other settings: Under Other Settings, there are 5 options. Check all the three boxes if you:
- Want to send lifestyle documents or any health-related information to patients
- Wish to send an email to the provider when an appointment is booked online using appointment portal link.
- Want to copy provider while sending invoice/billing statement emails to patients.
- Want to make the schedule show up to 7 providers on the schedule without scrolling horizontally
- Want the schedule to be a little smaller to minimize scrolling (8am-5pm with 30 minute blocks will show on one screen)
- Want to send lifestyle documents or any health-related information to patients
- Wish to send an email to the provider when an appointment is booked online using appointment portal link.
- Want to copy provider while sending invoice/billing statement emails to patients.
- Want to make the schedule show up to 7 providers on the schedule without scrolling horizontally
- Want the schedule to be a little smaller to minimize scrolling (8am-5pm with 30 minute blocks will show on one screen)
Review Plus: If you're a Review Plus user, you will get options to set minimum visit count, reminder SMS visit count, minimum rating, marketing phone number, maximum reminder SMS, and review posting link.
Patient Plus: If you're a Patient Plus user, you can set the Phone Number that will be sent in the text message to your patients who have not visited your practice for the last 3, 6, and 12+ months.
Appointment Portal Link: If you're using our Online Appointment Portal, the portal link will be displayed on the Facility > Facility Details page.
Billing Statement/Invoice Note: This is a text box to add a custom note to your billing statement and invoice that are sent to patients.
Additional Identifications (Click here): When you click it, you will find two fields where you can fill the Provider Commercial Number and Location Number, if needed for insurance claims.
*Note: zHealth Software covers all appointment-related notifications, except appointment cancellation notifications. All appointment notifications may be turned off for your facility. Please contact your Customer Success Specialist or send an email to support@zhealthehr.com if you'd like facility notifications to be turned off.
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