Account Receivable Report
This report provides an overview of money owed from patients and insurance companies for a given provider for 30 days, 60 days, and 90 days. You can also view a detailed Accounts Receivable (AR) report.
Why you need it?
Use this report to get a quick view of the AR for your facility for a specific period.
 1. On the zHealth dashboard, hover the cursor over your name on the top right corner. Click on "Reports" from the drop-down. |
| 2. On the Reports window, scroll down to the Payment Reports section. Click on the Account Receivable Report option. The window will refresh. |
| 3. This is how the AR report will look like. The Report organizes your Accounts Receivable in by Money Owed from Patients and Money Owed from Insurances. This allows you to understand the time-frame between providing a service and receiving payment from patients and insurance companies. |
5. To get detailed Insurance AR report, scroll down and click on the link on "Click Here". The detailed Insurance AR report will appear below that. To download the detailed Insurance AR report, click the "Download Icon" as shown here. The detailed Insurance AR report will have the following information for each insurance company that you deal with in your clinic:
|
Field Name | Description |
Report generated for | The name of the chiropractic service provider is shown here |
Money owed from Patients | |
Patient Name | This column indicates the name of the patients who owe you money |
| Date of Birth | This column indicates the date of birth of the patient who owe you money |
Contact | This column indicates the contact number* of the patient who owe you money.  *Note: This is the first contact number (Home, Work, or Mobile Number) of the patient added to the Patient's Contact Details. |
Address | This column indicates the address of the patient |
<30 days | Outstanding balance; 0-29 days old |
30-60 days | Outstanding balance; 30-60 days old |
60-90 days | Outstanding balance; 60-90 days old |
>90 days | Outstanding balance; more than 90 days old |
Total | The total dollar amount owed by all patients |
Money owed from Insurances | |
Insurance Name | This column indicates the names of the insurance companies that are yet to pay your billed claims |
<30 days | Outstanding balance; 0-29 days old |
30-60 days | Outstanding balance; 30-60 days old |
60-90 days | Outstanding balance; 60-90 days old |
>90 days | Outstanding balance; more than 90 days old |
Total | The total dollar amount owed by all insurances |
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