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 the option - Reports. |
 2. On the Reports window, go to the Batch Reports section on the left side of the screen. Click on Membership Summary Report. A pop-up window will open. |
3. Enter the following details to generate a detailed payment report: a. Select date range. b. Then click 'Generate Report'. |
4. You can download your Membership Summary Report from the "Message Center". Click the 'Message' icon on the top navigation bar. Then click the download link as shown here. |
5. The Membership Summary Report will provide insights on the:
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Column Field Descriptions:
Field Name | Description |
Service Location ID | This is a system generated unique identification number assigned to your facility |
Practice Name | The facility name where services took place |
Plan ID | This is a system generated unique identification number for the membership plan created by your practice |
Plan Name | The name of the membership plan taken by patients |
Plan Type | This field tells you if the membership plan is a monthly plan (M) or one-time plan (O) |
Number of Visits | The number of visits allowed as per the membership plan |
Membership Charge | The price of the membership plan |
Amount Paid | The amount paid by the patients for the plan |
Number of Unique Patients (bought membership) | The unique number of patients who bought the given membership plan |
Number of Payments | The number of payments received from patients for the given membership package. |
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 Membership Summary Report.