Setting Up Family Members and Applying Credits in zHealth
Video demonstrating how to set up family members and apply credits in zHealth system.
The video shows the step-by-step process for how family members can share a patient’s credit to pay an invoice.
A guide providing step-by-step instructions explaining how family members can share a patient’s credit to pay an invoice.
 1. First, ensure that the family members are linked to the patient’s chart. To do this, navigate to the patient’s chart, open the Contact Details tab, and click on Family Member in the left-hand section of the screen and will display the list of linked family members. |
2. If no family members are currently linked, or if you’d like to add more, click the green Add New Family Member button located at the top right of the Family Member screen. |
3. Clicking the Add New Family Member button allows the user to search for and select a patient to link as a family member. |
4. Once a patient is linked to the chart as a family member, any available credit for one family member becomes accessible to all linked family members for invoice payments. |
5. If a family member uses credit to pay an invoice, the corresponding amount will be deducted from the credit balance of the family member who originally had the available credit. |
Note: If you have any questions, feel free to contact us at support@zhealthehr.com.
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