Scheduler
Scheduler, Email and Text Notifications FAQs
Frequently Asked Questions Q: How long will it take for changes made in zHealth to appear in Google? A: Almost instantly. However, if the changes don't appear instantly, wait for a few seconds to minute and refresh the Google Calendar for the zHealth ...
Add or Change an Appointment
If you want to add or change an appointment for any patient, you can do that easily from the Scheduler, Patient Chart, and Next Appointment section in the Patient Chart. 1. Add or Change an Appointment - Video Tutorial 2. Add or Change an Appointment ...
How to Set Multiple Appointments for a Patient (Recurring and Non-Recurring Appointments)
Setting multiple appointments for a patient can help ensure they receive consistent care and make it easier for both the patient and the practice to manage schedules. There are two types of multiple appointments that you can set for your patients: ...
View zHealth Appointments in Your Google Calendar
You can sync or integrate your zHealth appointments to your Google Calendar. This allows you to quickly see all zHealth appointments and your personal appointments in Google Calendar. Currently, this is a one way sync, meaning you can only sync your ...
Patient Daily Logs
A daily log is kind of a small note (simple text) attached to a patient for a given day. In zHealthEHR, you can create daily logs when a patient schedules an appointment with your practice. Here is how to do it: 1. On the Scheduler dashboard where ...
How to Move an Appointment
Patient appointments can be easily moved in the zHealth Calendar to help organize the practice’s daily schedule. You can easily move an appointment up and down by dragging the appointment to a new time slot or by opening the appointment and changing ...
How to Schedule Follow-Up Visit for an Existing Patient
Follow these steps to schedule a follow-up appointment through the Calendar for patients who require ongoing visits. 1. Locate the Patient Name on your Calendar for whom you want to add a follow-up appointment. Click on the ‘Settings’ icon. A pop-up ...
How to Print Daily or Weekly Schedule
As a provider, you can print the Daily or Weekly Schedule from the Scheduler or Calendar to view a summary of appointments for the day or the entire week. 1. Access the zHealth Dashboard/Scheduler. a. Select the Provider from the drop-down menu b. ...
How to Delete Patient Appointment from the Calendar
A patient appointment can be easily deleted in zHealth to help you or your staff manage the practice’s daily schedule. 1. Locate the Patient Name on the Calendar. Click on the ‘Delete’ icon. A pop-up window opens. 2. Enter the appointment cancelation ...
How to Book and Schedule a New Patient
In this help guide, learn how to book and schedule a new patient. There are two ways to book an appointment for a new patient: a. From the Monthly Calendar 1. From the monthly calendar on the left side of the dashboard, pick a date and time. Click on ...
How to Block Your Schedule and Delete/Remove Single or Recurring Blocks
In the zHealth Calendar, providers can block specific time slots in their daily or recurring schedules by adding time offs, holidays, or vacation time as events, and patient appointments can be efficiently scheduled around them. When time off events ...
Change Number of Months in Appointment Calendar
zHealth provides an easy way to change default schedule view on your Home Dashboard to help you get more detailed patient appointment information using color codes and helpful icons. 1. Access your zHealth Dashboard. Hover the cursor over to your ...
Change Default Schedule View
zHealth provides an easy way to change default schedule view on your Home Dashboard to help you get more detailed patient appointment information using color codes and helpful icons. 1. Access your zHealth account. Hover the cursor over to your name. ...
Navigating the New Scheduler
Through the Scheduler Dashboard, you can easily and efficiently view and manage patient appointments on a daily or weekly basis for the providers in your practice. When you login to your account, you will see the Scheduler Dashboard by default. A. ...
Color Coded Appointment Status
The front office staff member or a provider can seamlessly check or track a patient's appointment status based on the following color coding: 1.Empty or White Color - Indicates that the patient has not arrived as yet. 2. Filled-in Blue Color - ...