Tipping Made Easy: zHealth Wellness App Guide

Let patients show appreciation with ease! Patients can add a tip during payment, choose a preset or custom amount, and pay it securely, cashless and hassle-free. Tips go directly to the providers (like a therapist or massage professional), making it simple to reward great care.

The Tip feature, now available in the zHealth Wellness Provider Mobile App, allows patients to add a tip when making payment for their in-clinic visit at the front desk.

Note: The Tip feature is an optional add-on and may not be active for your clinic. To enable it, please contact zHealth Customer Support.

Video Guide: Tip Feature on the zHealth Wellness Mobile App

This video demonstrates how the Tip feature works in the zHealth Wellness Mobile App.

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Step-by-Step Guide: How the Tip Feature Works

1. Access and View Patient Invoices in the zHealth Wellness Mobile App Log in to the zHealth Wellness Mobile App as clinic staff or a provider. From the navigation bar, click the "Patients" option You will be taken to the Patient List page. To find a specific patient, use the “Patient Search” field at the top Select the DOS invoice from which you want to collect payment. The invoice details will load, including: ICD-10 / Diagnosis Codes Services Rendered (CPT Codes, Supplements, Supplies) Total Balance Due

Note: Once you locate the desired patient, clicking on their name will open all their DOS invoices, allowing the practice/staff to select the invoice for payment. Each invoice listed on this screen displays the following information: Total Balance Due Date of Service/Visit (DOS) Status Paid Invoices will be highlighted in Green color Unpaid invoices will be highlighted in Red color

2. Collect Payment with Flexibility in the zHealth Wellness App Click the "Collect Payment" button to open the invoice screen. The screen displays the total balance due, which may include: Patient Balance Insurance Balance Taxes on Supplements or Supplies (if applicable) Patients can choose how they want to pay: Full Balance- Pay the entire amount due. Co-Pay Amount- Covers co-pay, supplements, supplies, and applicable taxes. Custom Amount- Enter any amount they wish to pay

3. Choose Payment Method After selecting the payment amount, click the "Next" button. You will be redirected to the payment page. Choose a payment method from the following options: Card on File Swipe Card Add New Card

4. Choose a Tip Amount  After selecting a payment method, the user is redirected to the Tip screen. The screen displays the total payment amount selected on the previous page. The system provides the following tip options: 3 Pre-Set Options- Can be a percentage or flat amount, configured by the practice at the facility level. No-Tip Option- For users who do not wish to add a tip. Custom Tip Option- Allows users to enter a custom tip amount they want to pay. Note: The header labelled "Amount to Pay" on the Tip screen shows both the payment amount selected previously and the tip amount chosen by the patient.

5. When the user selects the "Custom Tip" option, a modal screen opens, allowing them to enter the tip amount they wish to give to the provider associated with this DOS encounter/invoice. Note: The system supports amounts up to two decimal places (e.g., $10.99)

6.  After selecting a tip amount (or choosing no tip), the patient must electronically sign. To sign, click the signature field, which opens a modal where the patient can sign using a finger or stylus and click "Confirm" to save. If the patient skips signing and clicks "Proceed to Pay", the system will display a prompt reminding them to complete the signature.

7. Proceed to Payment After selecting the tip amount, click "Proceed to Pay" to initiate payment using the selected payment method. If the payment fails, the system displays a red error message indicating the failure. If the payment is successful, the system displays a green success message confirming the transaction.

8. Final Step: Send Receipt After a successful payment, the screen displays a "Next" button. Click "Next" to send the payment receipt to the patient's email address. It only works if the patient’s email is saved in their file.

Configuring the 3 Pre-set Tip Options

The clinic can configure the pre-set tip options directly within the system by navigating to: Update Info > Facility Tab > Tip Settings.

Note:

1. The Tip Settings option will only be visible if the Tip Feature is active for your clinic.
   
2. If you do not see the Tip Settings option in your system, it means the Tip Feature has not been enabled. Please contact zHealth Customer Support to activate it for your clinic.
   

There are two ways to set up the tip preset options, as explained below:

In % format: This calculates the % of the payment amount selected on the invoice payment screen that the patient wants to pay at the front desk in the clinic. By default, the system has 3 preset options 10%, 18% and 20%

Flat Dollar ($) Amount: This allows the clinic to define fixed dollar values for tips.  There are no default values set by the system.  Clinics can configure three preset flat amount options based on their needs.  These preset amounts will appear on the Tip screen in the zHealth Wellness Provider Mobile App for patients to choose from.

Related Topics

1. Tip Summary Report
   

Have Questions? Reach out to our customer support team at support@zhealthehr.com.

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