Inventory Feature - How to Access and Use It
zHealth's Inventory Feature enables chiropractic practices to add supplements and miscellaneous items such as supplies and keep a track of products. With this feature, you can:
Note: To enable the Inventory feature for your clinic, please contact our customer support team at
support@zhealthehr.com
or call (800) 459-0302.
1. How to Access and Use the Inventory Feature - Video Tutorial
2. How to Access and Use the Inventory Feature - Step-by-Step Instructions
A. Adding Quantity for Each Supplement or Supply
1. Once the Inventory feature is enabled for your facility, login to your zHealth account. Hover the cursor over your name on the top right corner. Click on "
Update Info
" from the drop-down menu.
|
|
|
2. On the
Update Info
window, click on the "
Supplements
" tab.
|
|
|
3. On the
Supplements
tab, you need to add quantity for each supplement. To do that, click on the "
Edit
" icon. A pop-up window opens.
|
|
|
4. On the "
Edit
Supplement
" pop-up window:
a. Add Quantity by entering the number in the box provided. b. Click "Update" Follow Step 3 and Step 4 to add the quantity for each supplement. |
|
Note: If you provide misc items like supplies, go to Update Info > Supplies. Edit each supply and add quantity.
B. Adding Supplements/Supplies to Invoice and Tracking Quantity
|
Once you have added quantity for all supplements and supplies, you can start adding them to invoices when required. When a patient comes in for treatment, create the SOAP note and invoice. On the Invoice page, add the supplement or supplies code and quantity you have recommended to the patient.
|
|
|
If you try to add more quantities of a supplement/misc item than available in your inventory, you will get a message: "
Required quantity of Supplement/Misc Item XYZ is not available in the facility
".
|
|
|
If the quantity of a supplement reaches below the Inventory Threshold* value, you will receive a message in the Message Center. To view the message, click on the small "
Message
" icon on the top right corner of your screen. You can read the message and
easily track which supplement or supply needs to be refilled.
*Note: Inventory Threshold allows you to limit the quantity of your product available in your facility. When the quantity of supplements/supplies reaches below the Inventory Threshold value, zHealth will send you a message notification so you can track your inventory and refill them when needed. Contact our customer support team to know how you can set your Inventory Threshold.
|
|
Related Articles
2-Step Verification (Multi-Factor Authentication)
What is 2-Step Verification? We have introduced a two-step verification process when you login to your zHealth account. Two-step verification (or multi-factor authentication) is your shield against unauthorized access to your zHealth account. By ...Enable CC to Provider While Sending Invoice
You can receive a copy of the invoice while emailing it to the patient. Administrator can easily enable or disable this feature in their zHealth account under the Facility tab. 1. Enable CC to Provider While Sending Invoice - Video Tutorial 2. Enable ...Add a Custom Number for All zHealth Texts
zHealth uses various default phone numbers to send texts based on texting standards (business purposes, marketing purposes, etc.). Here are the default numbers utilized for different purposes in zHealth: Appointment Reminders, Bulk Texts, and ...Managing Multiple Facilities in zHealth
There are several types of practice setups that might require another facility to be added to your zHealth account. If you've multiple facilities in different locations with different availability, or you have multiple practices that share providers ...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 ...