What Is Patient Plus?
zHealth Patient Plus
zHeath's Patient Plus helps you communicate with and engage patients automatically. You can close the communication gap with automated recall messages, birthday texts, and missed appointment notifications. Patient Plus works automatically so you can focus on patient care and our system takes care of patient communications.
Note 1: Patient Plus is a paid service available with our Basic and Advanced plans. If you want to add this feature to your plan, please email support@zhealthehr.com or call 1-800-459-0302.
Note 2: You can request our Customer Support to add your custom landline number for texting so you can receive reply to any text, including Appointment Reminders and Bulk Texts; set up patient-initiated texting (patients can reply to Conversations, Review Plus, and Patient Plus), and configure non-patient initiated texts too.
Note 3: Today, zHealth supports receiving SMS texts (Short Message Service) only. Any MMS texts (Multimedia Messaging Service) that include emojis, gifs, and/or images will not be delivered. Allowing MMS texting is an enhancement scheduled on the 2024 roadmap.
Note 2: You can request our Customer Support to add your custom landline number for texting so you can receive reply to any text, including Appointment Reminders and Bulk Texts; set up patient-initiated texting (patients can reply to Conversations, Review Plus, and Patient Plus), and configure non-patient initiated texts too.
Note 3: Today, zHealth supports receiving SMS texts (Short Message Service) only. Any MMS texts (Multimedia Messaging Service) that include emojis, gifs, and/or images will not be delivered. Allowing MMS texting is an enhancement scheduled on the 2024 roadmap.
1. Watch Video Tutorial
2. Read the Step-by-Step Instructions
A. Automated Recall Messages
Automated recall messages support return business for your practice by reminding patients who have not visited your practice for a while. zHealth automatically identifies active patients who are not on the schedule after 3, 6, and 12 months. The system sends recall messages to these patients on the actual 3rd, 6th, and 12th month dates*.
Our software stops sending recall messages when:
- A patient opts out by replying to the recall message with “STOP”.
- You manually check the “inactive” box on the patient’s Profile/Chart page.
3-month Recall Message That We Send to Active PatientsHi <Patient Firstname>! We haven't seen you in a while. Please call <facility phone number> or text back to book an appointment with <Provider>.6-month Recall Message That We Send to Active PatientsHi <Patient Firstname>! We haven't seen you in about 6 months. Please call <facility phone number> or text back to book an appointment with <Provider>.12-month Recall Message That We Send to Active PatientsHi <Patient Firstname>! It’s been about a year since your last visit. Call us at <facility phone number> or text back to book an appointment with <Provider>.
If you have a customized recall duration, the default template verbiage that will be sent to the patient:
Hello! <Patient Firstname>! We haven't seen you in ${timePeriod} and would like to get another appointment scheduled for you at ${facility.name}.
Please call us at ${facility.phoneNumber} or visit our website.
B. Automatic Birthday Messages
Patient Plus send automatic birthday wishes to patients on the date of birth based on the following criteria: 1) If DOB is entered, 2) they are not inactive, 3) have a past appointment in the facility sending the text, 4) are subscribed (haven't replied back "stop" or "cancel" to text), 5) have valid cell phone number, and 5) the Birthday Message checkbox is checked in the patient’s Profile/Chart page.
Birthday Text That We Send to the Patients
Happy Birthday from all of us at <Facility Name>. We hope you have a wonderful day and see you again soon!
C. Missed Appointment Notifications
Missed appointment notification is sent about 1 hour after the end time of a patient's missed appointment (if not checked in).
Missed Appointment Text That We Send to the Patients
Hi <Patient Firstname>! We missed you today at your appointment with <Provider>. Please call <Facility Phone> or text back to reschedule.
*Texts sent back are forwarded to the <Patient Plus Phone> located under the Facility Tab unless you have Conversations turned on.
The Conversations feature is a separate add-on feature that can be added to Patient Plus. It will allow the clinic to initiate or respond to text messages from patients. If you want to add the Conversations feature to Patient Plus, please email support@zhealthehr.com or call 1-800-459-0302.
To view Patient Plus and Conversations pricing, click here.
To view Patient Plus and Conversations pricing, click here.
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Patient Plus FAQs
Frequently Asked Questions Q: Do patient plus recall messages get sent to all patients whether they've had an appointment in zHealth or not after the 3, 6, or 12 months? I don't want all my patients who may have had appointments in my old software a ...Manually Inactivate Patients to Stop Sending Recall Messages
If you're using Patient Plus, you can easily inactivate patients to stop sending recall messages. This can be done through the patient's Profile page. 1. Enter the first or last name of the patient on the top navigation search box. 2. Click on the ...Turn On Birthday Text
Birthday texts are an easy way for providers to engage with patients yearly. The automated birthday feature is a good opportunity to remind patients that your practice is thinking about them. Birthday emails have been shown to drive more visits to a ...