Detailed Money Collected Report

This report provides a detailed overview of money collected in your practice, including date of service and payment date.

Why you need it?

Use this report to get insights into how much money your practice collected from insurance companies and patients over a period of time.

1. Access your zHealth dashboard. Hover the cursor over to your name. A drop-down menu will open. From the dropdown list, click on the option - Reports.

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

3. Enter the following details to generate a Detailed Money Collected Report: a. Report Options - You will get two report options - Date of Service and Payment Date. Select one option to proceed. b. Select the date range. c. Select "All" providers or specific provider from the dropdown menu. d. Click 'Generate Report'.

4. You will get a notification like this.

5.  The pop-up window will close automatically. Wait for a few seconds and then scroll up. Click on the small message icon on the top of the navigation bar on the right side of the screen. The first message here is the Detailed Money Collected Report you generated. Based on whether you selected "Date of Service" or "Payment Date", the report will show (DOS) and (Payment Date) in brackets as shown here. Click on the download link. Save the report to your computer or tablet.

6. The Detailed Appointments Report (Date of Service Report or Payment Date) provides you insights on the: Type (such as invoice, patient credit, etc.) Patient First Name and Last Name Patient Type Practice Name Provider First and Last Name Payment Date Date of Service Payment Amount Adjustments Paid By Payment Type (such as refund, check, credit card, cash, etc.) Payment Posted By (provider name)

Column Field Descriptions:

Field Name	Description
Type	This column indicates the type of money collected (invoice or patient credit).
Patient First Name	This column indicates the first name of the patient.
Patient Last Name	This column indicates the last name of the patient.
Patient Type	This column indicates the type of patient, such as Cash, Insurance, Personal Injury, etc.
Practice Name	This field shows the name of the practice where the service was provided.
Provider First Name	This column indicates the first name of the provider who provided the service.
Provider Last Name	This column shows the last name of the provider who provided the service.
Payment Date	This field indicates the Payment Date.
Date of Service	This field indicates the Date of Service.
Payment Amount	This column shows the amount your practice collected from insurance companies and patients.
Adjustments	The outstanding balance still remaining on the invoice.
Paid By	The column shows the payment is made by insurance or patient.
Payment Type	The type of payment, whether it's electronic, check, cash, credit, etc.
Payment Posted By	This column shows the name of the provider or staff who posted the payment.

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 Detailed Money Collected Report.

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