• Online Appointment Portal: Choose which appointments and which providers you’d like to offer patients (and potential patients) the ability to book appointments online.
  
• Upgraded New Online Appointment Portal: Utilizes the new online appointment portal which includes an upgraded UI, appointment categories, multiple bookings, provider pictures and requires patients to login (or create login) during online appointment bookings to reduce duplicate patient charts.
• Allow First time users/patients to book on the Online Appointment Portal: zHealth can allow users to sign-up (not just sign-in) and create an online account in the online appointment portal. Note: This is the same username and password for the patient portal.
• Appointment Credit Card Required: Requires a patient to enter a credit card to put on file to book an appointment (but not take payment). Credit card details will be saved in the patient file and without that patients can not book. This only works with NCMIC and/or zHealth Pay.
• Appointment Credit Card Payment Required: Requires a patient to make payment to be made to the clinic in order to book an appointment. This only works with NCMIC and/or zHealth Pay.
• Enable Memberships To Be Booked Online: zHealth can enable all memberships (not certain ones) to be booked online.
  
• Emailed Intakes: Intakes can be automatically or manually emailed to your new patients to fill out on zHealth’s patient portal prior to them arriving in the office.

• New Billing Center: Portals built after May 2022 have the new billing center. Older clinics are encouraged to upgrade their insurance billing with the ability to view and take the appropriate action on ERAs and post multiple EOBs. See the difference here.
• Inventory Management for Supplies and/or Supplements: instead of tracking what your clinic sells on paper, Excel, or separate software, you are able to manage your inventory in zHealth.
• Connect and display your zHealth calendar in Google: Each provider can sign into their Google account to display their zHealth calendar as a Google Calendar.
• SALTing Last Visit? Our default SALTing of SOAPE Notes is based on the last visit from a specific provider. However, some of the larger clinics want to SALT notes based on the last visit, regardless of the provider. 
• If checked, SALTing will occur from the last visit (regardless of provider). 
• If not checked, SALTing will be based on last visit from the provider (2nd visit will populate from previous visit regardless until the provider in question has at least filled out their own notes.
• Ability to create/edit your own SOAPE Note: In 2024, we’ll be releasing our Self-Service SOAPE Note Builder.
• Add Sunday to Schedule: If you see patients on Sunday we can add Sunday to your clinic’s schedule for booking regardless of if it is open during business hours.
• Allow Existing Patient Walk-Ins to check in at the front desk: By default, patients can only check in at the front desk kiosk if they are on the schedule today. If you accept walk-ins, we can allow any existing patient (must be in the system) without an appointment for today to check-in with their phone number for the next available appointment. 
• Allow New Patient to Walk-in: Not recommended, but if a phone number isn’t found in zHealth, a new patient who hasn’t visited your clinic before can create a patient profile and go through the sign-in process.
• Add Memberships: zHealth has the ability to add memberships within the portal and to a patient’s chart. Best if used with integrated credit card processing
• New Invoice Button: This allows for an invoice to be created outside of an appointment and SOAP note. Recommended if clinic is selling or charging for products/services without an appointment.
• Room Assignment: Adds the ability to create and manage rooms in the admin section and offers those room selections during appointment scheduling.
• Distribute and Apply Detailed Payments on Invoice: This was created for clinics who wanted detailed payment details at the CPT, Supplement, and Misc. Item (Supplies) level. It should only be used by clinics who want detailed reporting. If this is enabled, the invoice payment interface changes - it will ask for detailed patient payments only.
• Enable CC to Provider Email: This will copy any invoice sent to the patient to the Provider’s email address on file.
• Daily Log: Turns on the Daily Log so that notes can be added for the day and per patient. The Phone Log/Daily Log icon will show next to the Follow Up flag.
• Disable Pain Diagram: If a clinic does not want to print the Pain Diagram with Past Notes (or it is taking too long to print a note), zHealth can disable the pain diagram from being viewed or printed.
• Remove NPI & EIN In Pastnotes: Removes NPI and EIN in Pastnotes
• Disable Intake History In Past Notes: Removes any intake history (medical, family, social, surgical) from the Past Notes.
• Hiding Intake Tabs
• Hide Family History: Hides the Family History section of the Intake forms so the clinic won’t see them. 
• Hide Social History: Hides the Social History section of the Intake forms so the clinic won’t see them. 
• Hide Medical History: Hides the MedicalHistory section of the Intake forms so the clinic won’t see them. 
• Hide Surgical History: Hides the Surgical History section of the Intake forms so the clinic won’t see them.
• Distribute Balance: When enabled it shows Patient & Insurance balances distributed in the billing statements.

Pricing for these features can be found on https://myzhealth.io/pricing/

• Text Patient In Waiting Room and/or view check-in queue (No fee, but only available if one of the below texting features is enabled): zHealth can enable this additional feature located under the calendar viewable for a single provider Daily view (not weekly or all). zHEalth Developed for a specific clinic who wanted their walk-in patients to go directly back to the Dr.’s office when texted. Clinic can click the button below and a text will be sent to the patient letting them know the Dr. is ready to see them now.

• Review Plus (Monthly fee per provider): Automatic texting which asks patients for provider/clinic rating and based on that rating will send a response to learn more or send a link to post on social media. Notifications look like this.
• Instead of the standard 2-step process (first get a rating of 1-5, THEN send review link), we can activate a 1-step process which will ONLY send the review link and no rating or reminders.
• Note: Patients who are inactive may still receive Review Plus texts if they have appointments
• Here is how clinics can find their Google Business Review Link
• Patient Plus (Monthly fee per facility): Automatic texting sent to patients on their birthday, an hour after an appointment is missed, and if they haven’t visited the office in the last 3, 6, and/or 12 months.
• Conversations (Monthly fee per provider): Feature that allows a clinic to initiate or respond to any texts the system or a patient sends.
• Custom “From/To” Texting Number (Set-up fee per facility): zHealth has default texting numbers for different texts that are sent for different purposes. Let zHealth know if you’d like us to configure a custom landline number (no VOIP or cell) so ALL texts are sent from/to one custom landline number. This feature is recommended with Conversations
• Patient/Person Generated Texting: Ability to turn on or off 1) patient generated texts and 2) non-patient texting (will create new patient record if the phone number is not in the software)

• zHealth Pay (One-time terminal fee. Other fees based on transaction only): zHealth’s credit card processing feature. Flat rate fees for either card-present or card-not-present. Terminal optional for additional price and shipping/handling.
• Ability to text/email to pay online from Monthly Statements page (by request only)
• Telehealth (Monthly fee per provider): Telehealth can be added for video appointments. Let zHealth support know which appointment type to turn Telehealth and an appointment with telehealth will send a link to the patient for a video meeting.