Sharing Access to Past Notes with Patients

Sharing Access to Past Notes with Patients

There’s a feature in the Patient Chart page that allows you to share access to past visit notes with your patients. So long as your patient has an account set up using our zHealth Patient Portal, you can use this to share access to SOAP notes.

1. Watch Video Tutorial



2. Read Step-by-Step Instructions

1. Navigate to the Patient Chart to Share Note Access
Enter the first or last name of the patient in the top navigation search box. Click Enter. Select the patient from auto-populated result with whom you want to share note access. The Patient Chart page opens.

Share Note Access 

On the Patient Chart page, click on the "
Send Patient Access" button. A pop-up window opens.




2. Click "Yes" to share note access to the patient. 



3. Email Notification
If email address is available in the Patient's Contact Details, zHealth will automatically send an email notification to the patient with a link.

If the patient has not created their account in the zHealth Patient Portal, they need to first create an account. Once they create an account, they can access their past visit notes.

If the patient has already created an account, they can login to their account and access the notes.





    • Related Articles

    • Patient Type and SOAP Notes

      In zHealth, there are three patient types available by default: Cash Patients Insurance Patients Personal Injury Patients The Patient Type configuration maps the patient type to the SOAP note a provider should use. For Cash and Insurance Patients, a ...
    • How to Download or Print All SOAP Notes of a Patient

      Sometimes you need to download or print all SOAP notes of a patient for your internal purpose, any legal request or referral to another practitioner. In zHealth, you can print or download SOAP notes: 1. With Invoice 2. Without Invoice 3. With Invoice ...
    • SALTing in SOAP Notes or How to Copy Previous Note

      How does SALTing work? zHealth supports copying of the previous visit SOAP note findings to the new visit. This is called SALTing, aka Same As Last Time. Currently, the way SALTing works depends upon the Provider who is going to see the patient ...
    • How to enable the microphone for zHealth to record SOAP notes?

      zHealth is compatible with Chrome browser. If you change your Chrome browser settings, you can start recording using voice dictation in our SOAP notes: To change a site's camera & microphone permissions Open Chrome. At the top right, click More. ...
    • How to Use SOAP Templates

      If you’d like to standardize your charting or, better yet, reduce the overall time you spend creating notes, using Save Templates in our SOAP Note section is the way to go. Templates are used to save information about similar patients so you don't ...