Patient Settings
How to Apply a Credit to a Balance (Patient and Insurance Balances)
After you have created a patient credit, due to advance payment from patient or over payment from the patient's insurance company, you can now apply the credit to balances (patient balance and insurance balance), which reduces the amount you can see ...
How to Use the Lookup Patients Feature in Patient Contact Details
With zHealth, you won't have to worry about the time required to complete a patient's contact details and insurance information. The "Lookup Patients" feature in Patient Chart > Contact Details > Personal Information and Patient Chart > Insurance ...
How to Add Credit Card to Patient's Contact Details
Securely save and manage patient'c credit card information in zHealth to easily collect copays and outstanding balances. Practices using zHealthPay can process credit card payments through zHealth Payment Terminal. New patients can also add credits ...
How to Find Patient Record
There are two ways to search for a patient's record from the zHealth dashboard. 1. Watch Video Tutorial 2. Read Step-by-Step Instructions A. Click the "Search" icon to view all patients 1. On the top navigation bar, you will see a search box. Just ...
Patient Chart Overview
The Patient Chart displays a summary of recently recorded visits, diagnosis, supplements recommended, past notes, contact details, insurance details, invoices, and much more. The Patient Chart also provides access to all the areas necessary for ...
Appointment Audit Trail
As appointments move through their lifecycle, your practice may need to see past, upcoming, and missed/cancelled appointments for different patients. Appointment Audit Trail records past appointments, upcoming appointments, and ...
How to Print a Single Patient's Demographic Information
Sometimes, you need to print or keep a PDF file of a patient's demographic information for your own record purposes. You can do it easily in zHealth. The demographic information includes: Name of the patient Address of the patient Cell phone number ...
How to Add Family Members to a Patient Profile
You can add family members in zHealth for your patients in their Patient Profiles. 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 ...
View All Past Notes of a Patient from Multiple Facilities and How to Print Them
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 ...
Appointment Confirmation Messages and Reminders
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) ...
Review Family History, Medical History, Surgical History, and Social History Intake
zHealth's online patient intake offering providers an easy to use and intuitive experience for capturing patient medical, surgical, family, and social histories in addition to patient's initial complaint and signed consent forms. zHealth sends the ...
How to Download Patient Demographics
Use these guidelines to export your patient demographics to a CSV File from zHealthEHR. 1. Access your zHealth dashboard. To search for all patients in your practice, click on the "Search" icon on the top navigation bar. 2. You will see a list of all ...
How to Setup Outcome Assessment Form
Patient-reported outcome assessments provide valuable insight into patient's well-being and facilitate better communication between providers and their patients. The Outcome Assessment (OA) form contains standardized, validated questions that help ...
How to Delete a Patient Record
If zHealth detects multiple patient records that share similar demographic information (such as patient name, patient type, gender, and date of birth), it considers those patients potential duplicates. When this condition exists, you can resolve this ...
How to Add Coinsurance Details to a Patient Chart
Coinsurance % is the percentage of costs that a patient pays for healthcare service expenses. When a patient has a coinsurance, it means that he or she is financially responsible for a set percentage of the contracted rate. Adding a patient's ...
Merge Patients
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. Important Note: Before you merge duplicate patient charts you must make sure the ...
Navigate Patient Communication Audit Trail
zHealthEHR automates the patient communication process for your practice if you use our Appointment Portal and Patient Portal or Review Plus and Patient Plus add-ons. The following items will show on the communication audit trail: Emailed ...
How to Add Patient and Insurance Credit to the Patient Chart
When a patient pays more or in advance or the insurance company makes an overpayment for any claim, zHealth automatically transfers the extra amount paid by the patient and the insurance company to the Credit section. A provider or biller can use the ...
How to Send Lifestyle Documents to Patient
Sometimes, providers need to send specific lifestyle documents to patients via email. zHealth helps you streamline and automate the process. You can upload your lifestyle documents like diet chart, health recommendation, exercising tips, and more on ...
How to Add a Follow-up Task to a Patient Chart
Sometimes, providers need to add a follow-up task to a patient chart. You can do that easily in zHealth. The follow-up task appears inside the patient chart or access the small flag button on the Home Page to view all follow-up tasks. Here's a quick ...
How to Update Patient’s Visit Count
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 ...
How to Upload Patient's Profile Image
Easily associate patients with their record by uploading a profile photo. With this functionality, you can upload add an image in the format of GIF, JPG or PNG. 1. Watch Video Tutorial 2. Read Step-by-Step Instructions 1. Navigate to the Patient ...
How to Upload Patient's Past Notes
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 Generate, Email, and Print Billing Statement for a Patient’s Total Visit
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 ...
Adding Insurance to Patient Chart
Adding insurance details to the patient chart is essential if you want them to auto-populate 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, secondary, or ...
How to Add or Edit Patient's Personal Info in Contact Details
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 ...