This report provides a graphical representation of your facility's total appointments, patient visits, claims, and new patients over a period of time.
Why you need it?
Use this report to get a quick overview of the health of your facility in terms of how many patients visited your practice, new patients came to your facility, and claims generated for the selected period.
![]() 1. To get started, login to your account at https://www.zhealthehr.com. Once you’re logged in, you will see your name at the top right corner. Hover the cursor over to your name. A drop-down menu will open. | ![]() |
![]() 2. From the dropdown list, click on the 8th option - Reports. | ![]() |
![]() 3. On the Reports window, scroll down to the General Statistics Reports section. Click on Monthly Statistics Report. A pop-up window will open. | ![]() |
![]() 4. Select the desired date range. Then click 'Generate Report'. | ![]() |
![]() 5. This is how the statistics report for the selected month or date range will look like. ![]() Note: You can click the "Download" icon on the top right corner to download a .csv file of the report. Or click the "Print" icon to save the report as a PDF file or print the report. |
Field Name | Description |
Month | This column shows the month number. Example: September is shown as "9" |
Year | This column indicates the year |
New Patients | This field shows the number of new patients booked in your practice in a given month |
Appointment Count | This field indicates the total number of appointments booked in your practice in a given month |
Visit Count | This indicates the total number (count) of checked-in patients in your practice in a given month |
Claim Count | This indicates the total number (count) of claims generated in a given month |