Patient Settings
How to Add Coinsurance Details to a Patient Chart (video)
Adding a patient's coinsurance information to his or her chart will allow you to readily create invoices and claims directly from your zHealth account. The software will pull the stored coinsurance information from the patient's file to help automate ...
How to Add or Edit Patient's Personal Info in Contact Details (video)
Completing the patient's contact details is important because if you want to auto-populate all details in the HCFA form. This makes the claim generation process easier as every time you submit a claim for a given patient, the primary insurance ...
How to Find a Patient Record (video)
Check out the video tutorial to learn how to search for a patient's record from the zHealth dashboard.
Appointment Confirmation Messages and Reminders (video)
Appointment Confirmation Messages are part of the Patient Communications feature in zHealth. This message is set to automatically email patients when an appointment is scheduled. zHealth also lets you send your patients Automated Email and Text (SMS) ...
How to Generate, Email, and Print Billing Statement for a Patient’s Total Visit (video)
A billing statement summarizes all patient’s visits as well as payments received. It shows the patient’s contact details, provider details, and diagnosis and treatment provided in every visit. You can generate a billing statement for a patient in ...
How to Update Patient’s Visit Count (video)
There are certain insurance companies that allow a specific number of visit counts for each patient. If you have regular patients who visit your practice often, you must update the visit count in the patient profile to ensure you bill insurance ...
View All Past Notes of a Patient from Multiple Facilities and How to Print Them (video)
If your practice provides services in multiple locations, your patients might not always go to the same facility. If you have configured multiple locations in your zHealth account, you can view all past notes for a patient for all facilities along ...
Review Family History, Medical History, Surgical History, and Social History Intake (video)
zHealth sends the intake paperwork link to the patient prior to their appointment. Once the patient submits the intake form, the provider can check the information in the patient's profile. Consent forms, initial complaint forms, and histories are ...
Merge Patients (video)
In the event you have two accounts for the same patient, you can use the 'Merge Patients' option in our software to combine data from both into a single account. Check out the video tutorial to learn how.
How to Upload Patient's Profile Image (video)
Easily associate patients with their record by uploading a profile photo. Check out the video tutorial to learn how you can upload add an image in the format of GIF, JPG or PNG.
How to Upload Patient's Past Notes (video)
If you have patient’s past notes like XRay files, scanned copy of SOAP notes, medical records, or other documents, you can upload them to zHealth. You can upload past notes to a patient profile and access and edit them. You can even print patient’s ...
How to Print a Single Patient's Demographic Information (video)
Check out this video tutorial to learn how to print a single patient's demographic information.
How to Download Patient Demographics from zHealth (video)
Check out this video tutorial to learn how to export your patient demographics to a CSV File from zHealth.
How to Setup Outcome Assessment Form (video)
zHealth has integrated the Outcome Assessment functionality within our software to help you collect the OA forms electronically, rather than on paper. Check out the video tutorial to learn how you can configure the OA form for each patient.
How to Add Family Members to a Patient's Chart (video)
If you have existing patients at your clinic who would like to add other existing or new patients in their accounts as their family members, you’ll need to do this for them (they can’t do this themselves). Here is how:
Appointment Audit Trail (video)
Appointment Audit Trail records past appointments, upcoming appointments, and missed/cancelled/rescheduled appointments. Check out the video tutorial to learn how you can view when an appointment is added or cancelled in the Patient Chart, when the ...
Adding Insurance to a Patient's Chart (video)
Adding insurance details to the patient chart is essential if you want them to auto-populate in the HCFA form. Watch the video tutorial to learn how to add insurance to a patient's chart.
How to a Delete a Patient (video)
Here's a quick video that covers how to delete a patient if you have two or more patient charts created for the same patient.
Patient Chart File (video)