This article explains how to create a patient in Zoho and which fields to enter information.
1. Confirm that the Patient is Not Already in The System
A. Check Zoho for Patient
- Login to Zoho with Sign in using Google using your ViTel Health Email
- Choose account to login to
- Click Patients
4. Go to Search records
5. Type Patient's Name. If it doesn't come up, proceed to check Dashboard. If patient's name does come up, check other details such as date of birth to confirm if it's the same patient.
6. If it's the same patient, there is no need to create this patient. Review patient's information and update what's needed.
B. Check Dashboard for Patient
- Click link to go to Dashboard
- Click Continue with Google
3. Click your google account
4. Click RPM/CCM app
5. Click View Data Management System
- In Dashboard, go to Health Coach and if your name is present, hover mouse over down arrow and click X.
- In Status, click X to unselect active
- Type Patient's name into search bar
- If patient does not appear in search, proceed to Create New Patient. If patient's name does come up, check other details such as date of birth to confirm if it's the same patient.
- If it is the same patient, make note of this as you will need to note this in Zoho Patient Chart.
2. Create New Patient
1. Click Create Patient
A. Add EHR ID (only if patient was on Dashboard)
- If the patient was on Dashboard, Go to Dashboard. If patient was not on Dashboard, skip to Enter Patient Details
- In Dashboard, in the Patient's chart, copy digits at the end of the hyperlink OR go to eMHR ID, highlight and copy ( ctrl c)
- Go to Zoho, go to EHR ID and paste eMHR ID (ctrl v)
- Click checkmark
B. Enter Patient Details
1. Enter Patient Details as shown below
- Red asterisk indicates required information if available/applicable.
- Only the patient's legal First and Last names are allowed in Patient Name
- Do not write anything extra in Patient Name section -nicknames/preferred name belong in Preferred Name section
- Middle names have their own field
2. Continue to enter Patient Details as shown below
3. Continue to enter Patient Details as shown below
4. Continue to enter Patient Details as shown below
- If you are scrubbing the patient, fill out the following information.
- Click Save
0 Comments
Add your comment