Manage Rooms in Your Facility

Manage Rooms in Your Facility


In the Manage Room Settings, you can incorporate exam rooms into your practice management workflow. You can also easily add, edit or delete exam rooms as needed.
Once a room has been added, it can be assigned to a patient from the Dashboard during the patient visit.

Notes
Note: Manage Rooms is turned off by default, so if your clinic would like to add the rooms feature, they can reach out to support at support@zhealthehr.com. A. How to Add, Enable, Disable, or Check Out a Room.

1. How to Manage Rooms in Your Facility - Watch Video Tutorial



2. How to Manage Rooms in Your Facility - Step-by-Step Instructions

A. How to Add, Delete, Enable or Disable a Room

Info
When you are logged into your zHealthEHR account, navigate to the Explore option located in the top-right section of the header. If the Room feature is enabled for your practice, the Manage Room option will be visible, as shown in the image.


Info
Add Room

On the Manage Rooms window, there is a box where you can type the room name. Click Add Room.


Info
Enable or Disable Room

Enable means a room is available to assign to a patient when he or she checks in or comes to your practice. Enable a room when it is available to assign to the next patient. Disable means a room cannot be assigned to a patient. Disable a room when you have a room busy for some reason and don't want to assign it to a patient for treatment or consultation, etc.


Info
When checking in a patient, you must assign them to a room. Once assigned, the room is marked as Booked in Manage Rooms, as shown in the image. When the patient is checked out, the room is automatically released and updated to available (Empty).


B. How to Check Patient In and Out of a Room

Info
To check in a patient into a room, click the "Settings" icon in front of the patient's appointment in your Calendar. A pop-up window opens.

  


Info
On the pop-up window, select a room from the drop-down and click Check-In. The patient will be assigned a room and checked in for the appointment.


Info
The assigned rooms are visible on your calendar. You can see the assigned room by hovering over the patient's name, as shown in the image.




Info
To check out a patient from an assigned room after the treatment is complete, click the "Settings" icon. A pop-up window opens.

(i) On the pop-up window, click "Check-Out".

(ii) The software will send you to the patient's billing tab to close out the invoice or take payment. When you click the "Checkout" button at the top of the Invoice window, the room becomes available.





Notes
If you have any questions. Feel free to write it to our support team at support@zhealthehr.com
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