Monthly Statistics Report

Monthly Statistics Report

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.


Column Field Descriptions:

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



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 Monthly Statistics Report.
    • Related Articles

    • Transaction Summary Report

      The Transaction Summary Report gives an overview on all the visits made between the date range. It does not matter when a payment is received in those visits. The report shows the number of visits, charges, number of insurance payments, total ...
    • Membership Summary Report

      This report provides a detailed overview of membership plans, charges, and amount paid by patients in your facility. 1. On your zHealth dashboard, hover the cursor over to your name on the top right corner. A drop-down menu will open. 2. From the ...
    • End of Day Summary Report

      The End of Day Summary Report provides a summary of the daily financial activity for a practice on the designated reporting day. The report helps you keep track of all details performed on a given day in terms of charges, payments received, ...
    • Supplement Report

      This report provides an overview of all supplements recommended to patients and the amount charged for each of them over a period of time.   Why you need it? Use this report to get a quick overview of supplements providers recommend and charge to ...
    • Supplies Report

      This report provides an overview of all supplies recommended to patients and the amount charged for each of them over a period of time. Why you need it? Use this report to get a quick overview of supplies providers recommend and charge to ...