Active Patient Credit Report
This report provides an overview of active patients who have credit balance in their accounts.
Why you need it?
Use this report to get a quick view of the total number of patients, their names, email addresses, and phone numbers with credit balance in their profiles.
 1. Access your zHealth account. On the Dashboard, you will see your name at the top right corner. Hover the cursor over to your name. A drop-down menu will open. Click on "Reports". On the Reports window, scroll down to the Payment Reports section. Click on the Active Patient Credit option. The window will refresh. |
2. This is how the Active Patient Credit report will look like. |
Column Field Descriptions:
Field Name | Description |
Patient Name | The name of the patient |
Phone | This is the first contact number of the patient which is there in Contact Details in the Patient Profile |
Email ID | This is the email address associated with the patient |
Balance On Account | The total credit amount that the patient has on file which is yet to be used |
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 Active Patient Credit Report.