User Types

User Types

User types are determined by the type of work the user performs. Different user types have different default permissions. Permissions allow a user to access certain features and perform certain functions in the zHealth software.


Different user types have different default permissions. 

Appointment Clerk
  • View patients
  • Edit patients
  • Manage calendar
  • Manage his or her profile
  • Create SOAP notes
  • Finish notes
  • Create Invoices
  • Submit Claims
  • Manage Claims
  • Submit HCFA form
  • Manage other users
  • View patient portal
Assistant (Chiropractic Assistant or PTA)
  • View patients
  • Edit patients
  • Start notes
  • Forward notes
Biller
  • View patients
  • Edit patients
  • Manage calendar
  • Manage his or her profile
  • Create SOAP notes
  • Finish notes
  • Create Invoices
  • Submit Claims
  • Manage Claims
  • Submit HCFA form
  • Manage other users
Front Desk Person
  • View patients
  • Edit patients
  • Manage calendar
  • Manage his or her profile
  • Create SOAP notes
  • Finish notes
  • Create Invoices
  • Submit Claims
  • Manage Claims
  • Submit HCFA form
  • Manage other users
  • View patient portal
Office Manager
  • View patients
  • Edit patients
  • Manage calendar
  • Manage his or her profile
  • Create SOAP notes
  • Finish notes
  • Create Invoices
  • Submit Claims
  • Manage Claims
  • Submit HCFA form
  • Manage other users
  • View patient portal
User Permissions

Users with User Manager permissions can manage permissions for all users. Click here to know how to manage users.



Notes
Important Note: To add an additional Chiropractor to your practice, please reach out to your Customer Success Specialist or email support@zHealthEHR.com.


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