Detailed Payment Report

Detailed Payment Report

​This report provides a detailed overview of all CPT Codes, Diagnoses Codes, Misc Items, Supplements, and Supplies used at your practice along with claim status and membership information over a specific period of time.

Why you need it?

Use this report to know the frequency 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 Payment. A pop-up window will open.



3. Enter the following details to generate a detailed payment 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 in the corner. 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 payment report you generated.

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




5. The Detailed Payment Report provides you insights on the:
  1. Claim ID, Encounter ID, Patient ID, and Patient Name.
  2. Practice Name, Patient DOB, Provider ID, and Provider Name.
  3. Service Location and Service Location ID.
  4. Membership Amount Paid Date, Membership Status, and Transaction ID.
  5. Paid Amount and Payment Type.
  6. Procedure Code, Procedure Description, Date of Service, Encounter Service Date.
  7. Claim Status and Total Applied Payments.
  8. And more.



Column Field Descriptions:

Field Name
Description
Claim ID
This is the unique identification number for the claim.
Encounter ID
This is the unique identification number for the patient-specific encounter.
Patient ID
This is the unique identification number for a patient.
Patient Name
The patient's name associated with an appointment on a given day.
Practice Name
The clinic name where services took place.
Patient DOB
The date of birth of the patient.
Provider ID
This is the 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 the unique identification number of the clinic's service location.
Procedure Code
The CPT code associated with the billed unit(s).
Procedure Description
This provides a short description of the procedure performed.
Date of Service
The actual date of service when the procedure(s) was performed in a patient-specific encounter.
Encounter Service Date
The date of patient encounter when the service(s) was rendered to the patient.
Paid Date 
The date when the claim was paid by the insurance company.
Claim Status 
The status of the claim.
Total Applied Payments
The sum total of
Membership Amount 
The price of the membership plan taken by the patient.
Membership Status
It indicates whether the membership plan is active or inactive.
Paid Amount
The amount paid by the patient for the membership plan.
Payment Type
The mode of payment; whether it's cash credit card, check, or other payment type.
Transaction ID
The unique identification number for the membership payment transaction.








    • Related Articles

    • 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 ...
    • Provider Detailed Charges Report

      This report provides a detailed overview of charges applied to all CPT and diagnoses codes used by a provider 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 ...
    • Payment Report

      This report provides a summary of the payments received by the practice from a specific patient for a designated reporting period. Why you need it? Use this report to get a quick breakdown of the payments received by the practice for a specific ...
    • Detailed Daily Schedule Report

      This report provides a detailed overview of appointments booked on a given date/day at your facility along with diagnosis codes, type of patient, and provider name. Why you need it? Use this report to know the total appointments booked and patients ...
    • Detailed Appointments Report

      This report provides a detailed overview of appointments booked at your practice over a given period, including the name of patients who booked appointments, appointment IDs, appointment types and reasons, appointment statuses, provider names who ...