Account Receivable Report

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. To get started, login to your account at https://www.zhealthehr.com.

Once you’re logged in, you will see your name at the top right corner.

Hover the cursor over to your name. A drop-down menu will open.



2. From the dropdown list, click on the 8th option - Reports



3. On the Reports window, scroll down to the Payment Reports section.

Click on the
Account Receivable Report option. The window will refresh.



4. 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.




Column Field Descriptions:


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


For additional help finding a report or data you are looking for, try our 'Reporting Matrix'.

Click the attachment to view a sample of the Patient and Insurance Accounts Receivable Report.

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