zHealth

zHealth creates SOAP notes when a patient is checked in or a new note is opened. Providers can enter SOAP information, along with exams, daily notes, acupuncture, and other details. Additionally, providers can also use customizable templates to structure documentation around their preferred clinical workflows. The system also supports copying findings from a previous visit using its 'SALTing' function.

The Eligibility and Benefits (E&B) verification feature helps check insurance coverage and benefit information electronically before services are provided. Staff can verify active coverage, plan details, covered services, deductibles, copays, coinsurance, and authorization requirements. A 'Check Eligibility' option is available for scheduled appointments and patient records.

zHealth’s Billing Center provides a centralized workspace for managing insurance claims. Staff can create and submit individual or batches of claims, view submitted claims and check their processing status. The Billing Center also supports electronic claim submission by generating 837 EDI files and sending them to Office Ally (a clearinghouse integration).

zHealth allows staff tosend new patients an email containing a link to complete intake forms online. The forms work on computers, smartphones, and tablets, and the submitted information is transferred into zHealth. Patient history, problem descriptions, surgical history, and social history can also be incorporated into the subjective section of the SOAP note.

zHealth can automatically send appointment reminders by email and SMS. Practices can configure a first reminder one or two days before an appointment and a second text reminder 30, 60, 90, or 120 minutes beforehand. These reminders are configured within the scheduling system and can be applied to patient appointments.

Practice Analytics is a zHealth add-on that provides information about practice revenue and performance. The feature presents this information through dashboards and reports, allowing users to review practice metrics within the platform.