Membership Report

Membership Report

The Membership Report* is designed to provide clinics with a more in-depth look at each of the membership payments. Let’s check out how to generate a Membership Report and what details you get in the report.

*Note: Membership Report will be available to clinics that have the "Membership" feature turned on for their facility. To turn on this feature for your clinic, contact customer support team at support@zhealthehr.com.


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



2. On the Reports window, scroll down to the bottom to the section "Membership Reports". Click "Membership Report". A pop-up window appears.



3. On the pop-up window, enter the following information:

a. Click the checkbox for "Include Inactive Memberships" if you want to view inactive membership payment details.
b. Select the date range*
c. Click "Generate Report".
Note 1: Date range is the "Membership Payment Start Date, not the Membership Plan Start Date.
Note 2: Date range should be for 3 months.



4. Next, you will receive a notification. The report will be available in the Message Center. Click "Message Center".



5. On the Message Center, click the download link to download and save your Membership Report onto your computer.



Column Field Descriptions:

Column Name
Description
Org ID
This is the unique identification number for your facility
Org Name
This is the name of your facility/clinic
Patient Id
This is the unique identification number of the patient set by zHealth software
First Name and Last Name
This is the first and last name of the patient
Patient Membership Payment Id
This is the unique identification number for the membership payment paid by the patient
Patient Membership Id
This is the unique identification number for the Membership Plan availed by the patient
Start Date
This is Membership Payment start date
Amount
This is the price set for the given Membership Plan
Plan Type
This is the plan type for the membership plan, such as One Time (O), Monthly ()M), Custom (C).
Is Active
Is the membership plan active (True) or inactive (False)
Paid Amount
This is the paid amount for the Membership Plan taken by the patient
Balance Amount
This is the remaining balance amount that the patient needs to pay for the plan
Payment Error
This is the error message that our system gets when trying to charge a patient for a membership plan
Payment Attempt
This is the number of times payment attempt is made for the membership plan
Card on File
This column indicates if the patient has a card on file
ZH-PAY Transaction Id
This is the zHealth Pay Transaction ID used for membership payment (Only when you use zHealth Pay for transactions)
NCMIC Transaction No
This is the NCMIC Transaction No used for membership payment (Only when you use NCIMIC for transactions)
   

Please click the attachment to view a sample of the Membership Report.

    • Related Articles

    • Membership Summary Report

      This report provides a detailed overview of membership plans, charges, and amount paid by patients in your facility. 1. Access your zHealth dashboard. Hover the cursor over to your name. A drop-down menu will open. From the dropdown list, click on ...

    • 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 ...

    • Money Collected Report

      The Money Collected Report provides an overview of money collected by each provider or all provider at your practice, including money collected from cash and insurance patients, from services, supplements, supplies, and non-billable items for a ...

    • Invoice Payment Report

      The Invoice Payment Report contains information about the patient payments associated with their invoices in the selected date range. Why you need it? This report helps you view all invoice payments as well as payment type and payment date made in ...

    • 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 ...