zHealth Additional Options and Add-ons

zHealth Additional Options and Add-ons


zHealth offers a number of features above and beyond the “Essentials” package. Some are included at no charge if requested and others may incur a monthly fee or usage fee. Below are some additional options and add-ons of zHealth. Please reach out to zHealth’s support team (support@zhealthEHR.com) to learn more.

Info1. Available Options by Request

  1. SALTing Last Visit? Our default SALTing of SOAP 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.
  2. 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.
  3. 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. 
  4. Allow New Patient to Create Profile and Walk-in: Not normally 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, schedule a walk-in appointment, and go through the sign-in process.
  5. 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.
  6. Room Assignment: Adds the ability to create and manage rooms in the admin section and offers those room selections during appointment scheduling.
  7. 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.
  8. Disable Pain Diagram: If a clinic does not want to print the Pain Diagram with Past Notes, zHealth can disable the pain diagram from being viewed or printed.
  9. Remove NPI & EIN In Past Notes: Removes NPI and EIN in Past Notes.
  10. Disable Intake History In Past Notes: Removes any intake history (medical, family, social, surgical) from displaying in the Past Notes.
  11. 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.
  • Self-Service SOAP Notes (SSSNB): We offer the ability to create your own SOAP notes in zHealth. Use and/or edit pre-built templates or create your own from scratch.
  • Patient Mobile App: Allows patients to view past and upcoming appointments as well as book, reschedule, and cancel appointments. Patients are able to fill out there demographic and insurance details and even check-in on the app* (*if the clinic is using a predefined Subjective and zHealth's standard intakes).
  • Online Appointment Portal and Emailed Intakes
      • 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.
        • Offer "Earliest Available Appointment": For busy clinics, offer your patients the ability to find the first available appointment instead of searching day by day.
        • Offer "Booking With Date": Our default search points patients to first choose their provider. However, if patients are trying to book a certain day/time rather than provider, this is a great option to enable.
        • 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.
      • Show an Online Appointment 'source' on your Schedule: If you'd like to quickly see where/how patients are booking their appointments from, you can add the following behind your custom url: ?source=XYZ (An example would be https://www.zhealthehr.com/appointmentPortal/86f6ecb9-1ce4-4878-841a-0a355010f42b?source=FACEBOOK which will show FACEBOOK when you hoover over the patients appointment on the schedule)
      • Patient Portal Same-Day Check-in: This is a feature we can enable in the clinic's patient portal that allows patients to check-in from the patient portal website (https://www.zhealthehr.com/patient_login) if they have an appointment that day. This will show the patient has checked in (which will create a SOAP note for the day) and allow them to fill out any paperwork requested. Please emails support@zhealthehr.com if you'd like this enabled.
    • Inventory Management for Supplies and/or Supplements: instead of tracking what your clinic sells on paper, a spreadsheet, 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.
    • 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.
      • Legacy Membership Module Applies "visit" to invoice automatically. No CPTs or value associated with the invoice
      • New Membership Module (added January 2025)-Assigns certain CPT codes to each membership so payment receipts for invoices w/ associated CPT codes can be provided to patients.
    • Daily Log: Turns on the Daily Log so that notes can be added for the day and per patient. The Daily Log icon will show next to the Follow Up flag.
    • Show Printed Note as "Chiropractic Report" with Improved Header Design and date signed: Looking for a more polished note to send to attorney's? zHealth can enable the "Chiropractic Report" which has a zHealth Logo, an improved header, and the date/time it was signed. Available for single note printing, not in batch.
    • Phone Note Button: A phone note option is similar to a SOAP Note, but based only on a phone call without the SOAP template or ability to check a patient in. The ability to sign the phone note and an invoice will still be created for this simplified note.
    • Placeholder Column (Ghost Column/Waitlist): Sometimes a provider DOES NOT want to create a note, but needs a place to put patients so staff and other providers know the room is taken or booked, you can do that with the Placeholder Column. A Placeholder Column won't produce a note, won't send confirmations or reminders, and will NOT allow a patient to check-in. This feature would be beneficial for an appointment column that is shared by different providers like a laser room or a patient needs something from another provider in addition to an existing appointment with their main provider. Clinics have also found this column beneficial for a waitlist.
    • Telehealth: 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.
    • Multi-Factor Authentication (2FA/MFA): Security method requiring two or more verification methods to log in, adding layers beyond just a password (something you know) to confirm your identity, like a code sent to your phone or email (something you have access to), making accounts exponentially harder to breach even if a password is stolen.
    • Routing Slip: Can be enabled for each patient as a printable document should the provider be in an area without Internet connection or tablet when in a mobile setting. This one page document will have basic patient data, insurance information, current diagnosis, upcoming & previous appointment details, balances, and credts so the provider has a view of the patient and can make appropriate notes.

2. Texting, Communications, & Other Add-ons (Included in the Professional Plan)

Please inquire with support@zhealthehr.com for stand alone pricing for these products if you don't have the Professional Plan
  • Review Plus (Monthly fee per facility): 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
  • Conversations (Monthly fee per facility): Feature that allows a clinic to initiate or respond to any texts the system or a patient sends.
    • *See below for ability to have all zHealth texts come from one custom number (must be land line)
  • Provider Mobile App (Monthly fee per facility): Allows Providers to view patients, book appointments, block schedule, assign in-app exercises, bulk text, and/or send in-app notifications. Clinics with zHealth Pay can charge patients from the app (and include tipping if enabled). The Provider app is currently available with Standard Plan only or for an additional monthly fee.
  • Email Marketing Integration (Monthly fee per facility): Send emails to all or a subset of your patients through an integration with Mail Chimp. Currently available with Standard Plan only.
  • Text Patient In Waiting Room and/or view check-in queue (No fee, but only available by request and if one of the above 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 this for a specific clinic who wanted their walk-in patients to go directly back to the Dr.’s office when texted (displays who has checked in as well). The clinic can click the 'text now' button and a text will be sent to the patient letting them know the Dr. is ready to see them now.
  • Emailed Intakes: Intakes can be automatically emailed to your new patient appointments who don't yet have a SOAP Note on file to fill out on zHealth’s patient portal prior to them arriving in the office. Clinics are also able to manually send intakes to certain patients of their choice regardless of patient type, appointment type, or SOAP Note.

4. Other Add-Ons Available For An Additional Monthly Fee (Regardless of Package)

  • zHealth Pay (One-time terminal fee. Other fees based on transactions only): zHealth’s integrated credit card processing feature. Flat rate fees for either card-present or card-not-present. Terminal optional for additional price + shipping/handling. Many additional features offered as well (save cc on file, set recurring payments, integrated into patient chart, require cc for online appointments, email/text patient for online payment, etc.)
    • Ability to text/email to pay online from each invoice, patient balance, or the Monthly Statements page
    • Use of the Gift Card Management feature
    • Ability to set recurring credit charged (called Payment Plan)
    • Ability to set recurring Membership charges
    • Option to pass a surcharge (up to 3%) onto patients or offer a cash discount - by request only
    • Ability to offer tipping option to patients (Provider Mobile App required) - by request only Benefits 
  • Patient Plus (Monthly fee per facility): Automatic texting sent to patients based on the following criteria...
    • 1) on their birthday,
    • 2) an hour after a missed appointment, and
    • 3) if they haven’t visited the office in the last 3, 6, and/or 12 months (or customize your own 3 timeframes).
  • 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 and visible in Conversations. This feature is recommended (and ONLY available) with Conversations. Note, each facility must have a different number.
    • 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)
  • Need a Website? (Monthly fee): Did you know zHealth can build you a custom website? zHealth’s website designs empower chiropractic clinics to showcase their services online to potential and existing patients, easily without any coding knowledge. Choose from a number of designs for a low monthly price. Reach out to our support team (support@zhealthehr.com) with any questions on how to get started.
  • Add another Provider (Monthly fee): All our pricing packages are priced per provider per month. Message Therapists or other providers who don't bill or don't have an NPI qualify for discounted rates.
  • Add a Facility/Location (Monthly fee): zHealth has the ability to add additional facilities with different calendars, online appointment portal, addresses, Tax ID, and billing information for a low monthly fee.
  • Electronic Eligibility & Benefits (E&B) Verification (Monthly fee or per check fee): Check and view your patients eligibility with a push of a button right from zHealth!
  • AI Scribe (Monthly fee): Released February 2026. Reach out to support to add this to your account.
  • Practice Analytics Dashboard (Monthly fee): New graphical reporting dashboard showing overview, patient visits, money collected, and accounts receiveable from the previous Sunday. Coming Soon!
Notes
Please note that there is a 1-year minimum term for all contracts and/or paid add-on. By default, our agreements renew after 1 year without a 30-day written notice prior to the next billing cycle or term.

    • Related Articles

    • zHealth Additional Options and Add-ons

      zHealth offers a number of features above and beyond the “Basic” package. Some are included at no charge if requested and others may incur a monthly fee. Below are some additional options and add-ons of zHealth. Please reach out to zHealth’s support ...

    • Add a Custom Number for All zHealth Texts

      zHealth uses various default phone numbers to send texts based on texting standards (business purposes, marketing purposes, etc.). Here are the default numbers utilized for different purposes in zHealth: Appointment Reminders, Bulk Texts, Check-in ...

    • Feature Management: Facility vs. Organization

      In zHealth, your entire business or practice is known as the Organization. Within your Organization, you can have one or more Facilities, which typically represent individual office locations or distinct departments. ? Understanding this distinction ...

    • Navigating Through the New Customer Support Portal

      Our Customer Support Portal has been recently upgraded, adding a new look and feel, new features, and better search capabilities. The support portal is your central information source accessing a comprehensive repository of information relating to ...

    • How to Generate a QR Code

      QR code is short for 'quick response' code. It's a square-shaped black-and-white symbol that is scanned with a smartphone to learn more about a product or service. You can generate a QR code for your online appointment portal (if you're a customer of ...