Detailed Charges Report

Detailed Charges Report

This report provides a detailed overview of charges applied to all CPT and diagnoses codes used at your practice along with Misc Items, Supplements, and Supplies over a period of time.


Why you need it?

Use this report to know the charges of codes providers use at your practice over a given period.

1. On the zHealth dashboard, hover the cursor over your name on the top right corner. Click "Reports".



2. On the Reports window, go to the Batch Reports section on the left side of the screen. Click on Detailed Charges. A pop-up window will open.



3. Enter the following details to generate detailed charges report:

a. Select date range.
b. Click the checkboxes for CPT Code, Supplement Code, and Misc Items.
c. Then click 'Generate Report'.

You will get a notification that says - "It can take a few minutes to generate the report. You will receive a notification once the report is generated and will be available in Message Center."




4. Close the pop-up window by clicking on the small cross icon the corner. Wait for a few seconds and then scroll up.

Click on the small message icon on the top of the navigation bar at the right side of the screen.

The first message here is the detailed charges report you generated.

Click on the download link. Save the report to your computer or tablet.





5. The Detailed Charges Report provides you insights on the:
  1. Claim ID, Encounter ID, Patient ID, and Patient Name
  2. Practice Name, Provider ID, Provider, Service Location ID, Service Location.
  3. Procedure Code, Procedure Description, DOS, and Encounter Service Date.
  4. Claim Status, Last Billed Date
  5. Modifier
  6. Total Charges
  7. Membership ID, Name, Amount, and Active Status



Column Field Descriptions:

Field Name



Description



Claim ID



This is a system generated unique identification number assigned to the claim (if any).



Encounter ID



This is a system generated unique identification number assigned to the patient-specific encounter



Patient ID



This is a system generated unique identification number assigned to a patient by our system



Patient Name



The patient's name associated with an appointment on a given day.



Practice Name



The clinic name where services took place.



Provider ID



This is a system generated unique identification number for the provider who provided services.



Provider Name



The name of the provider who provided services.



Service Location



The clinic name where services took place



Service Location ID



This is a system generated unique identification number of the clinic's service location.



Service/Procedure Code



The service or precedure code associated with the billed unit(s).



Service/Procedure Description



This provides a short description of the service or procedure billed.



Date of Service



The actual date of service or invoice (year month format) when the service or procedure was billed in a patient-specific encounter.



Encounter Service Date



The date of patient encounter when the service or procedure was rendered to the patient.



Claim Status



The status of the claim (if any).



Last Billed Date



The date when the claim was submitted



Modifier



The modifiers associated with the billed CPT code (if any)



Total Charges



The total amount of the charges


For additional help finding a report or data you are looking for, try our 'Reporting Matrix'.
Note: This report will show Membership details only when your practice is providing membership plans to the patients. In the report, "Membership ID" is a system generated unique ID assigned to a membership plan; "Membership Name" is the plan name, "Is Active" indicates the membership active or inactive status, and "Amount" is the price of the Membership Plan.

Click the attachment to view a sample of the Detailed Charges Report.

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