The Billing Center in zHealth helps providers and staff to view patients' billing, invoices, and claims. You can download the Billing Center report to get a list of invoices and claims with their statuses, patients' names, patient and insurance responsibilities, and other details. Here is how you can download the Billing Center Report.
1. Watch video Tutorial
2. Check Out Step-by-Step Instructions
1. Access your zHealth dashboard and hover the cursor over your name on the top right corner. Click on the fourth option - Billing Center.
2. On the Billing Center tab, filter the claims and invoices based on the:
a. Date of service
b. Insurance company
c. Patient type
d. Click "Search"
3. Click the small "Download" icon on the top right side of the screen. You will receive a message a notification once the report is generated and will be available in Message Center.
4. Click the small "Message" icon on the top navigation bar. Click the "Download" link to download your Billing Center report as shown here.
Save the report in your system. The report will be saved in the .csv format.
5. The Billing Center Report provides details of:
Provider Name
Facility Name
Invoice ID
Patient Name
Patient DOB
Visit date
CPT Codes
Diagnosis Pointers (A:B:C:D)
Primary Claim Date
Primary Insurance ID
Primary Insurance Name
Primary Claim Status
Primary Claim Amount
Secondary Claim Date
Secondary Insurance ID
Secondary Insurance Name
Secondary Claim Amount
Secondary Claim Status
Co-Pay Payment Amount
Patient Paid
Insurance Paid
Patient Responsibility
Insurance Responsibility
Balance
Invoice Status (Closed or Open)
Notes (Internal Notes, if any)
Claim Error (if any)
Click the attachment to download a sample Billing Center Report.
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