Navigating the Billing Center in zHealth

Navigating the Billing Center in zHealth

Users can view all patients' billing and claim details in the Billing Center. This area provides tracking and insight into the statuses of claims submitted to insurance payers. Users can post ERA or EOB payments, download EDI, generate claims, submit batch claims and even edit invoices before submitting the final claims.

A. Access the Billing Center

1. Access your zHealth dashboard and hover the cursor on your name in the top right corner. Click on the fourth option - Billing Center.

The Billing Center page opens.

B. Navigating the Billing Center

1. On the Billing Center page, you can view specific claims and invoices using the filter options. Filter claims by:

a. Date of service - Defaults to all dates with the latest visit dates showing on the top. Click to select a specific date range.
b. Insurance - Defaults to All Insurances. Click to select an individual insurance name. 
c. Patient type - Defaults to All Patient Types. Click to select a specific patient type.
d. Provider Type - Defaults to All Providers in your facility. Click to select a specific provider.
e. Click "

2. On the Billing Center page, you can filter down your claims further with the following options:
  1. Visit Date
  2. Claim Date
  3. Patient Name
  4. Patient Type
  5. Invoice
  6. Patient Paid
  7. Insurance Paid
  8. Discount
  9. Patient Responsibility
  10. Insurance Responsibility
  11. Balance
  12. Active Claim Status
  13. Invoice Status
You can take action for each claim or invoice. View and edit invoices. View the claim audits using the "three parallel lines" icon. View EDI-837 files of claims, submit a claim, delete a claim, or edit claim status.

3. Click and use the quick action buttons on the Billing Center page to find EOBs and ERAs, print claims, generate claims, submit batch claims, or generate monthly statements.

a. EOB: Click the EOB button to search and view all the Explanation of Benefits (EOBs) received from insurance companies. 
b. ERA: Click the ERA button to search and view all the Electronic Remittance Advice (ERAs) received from insurance companies.
c. Download EDI: Click to search and download Electronic Data Interchange (EDI) claims.
d. Print Claims: Click to search claims by date and/or insurance company and then print the claims if required.
e. Generate Claims: Use this button to quickly generate primary or secondary claims.
f. Batch Submit Claims: Click to search claims by date and/or insurance company and submit all claims at once.
g. Generate Monthly Statements: Click to generate monthly patient statements and email them at once to respective patients.

4. Providers and staff can download or print Billing Center Report from the Billing Center page.

a. Click the "Download" icon to download the .csv file of the
Billing Center report.
b. Click the "Print" icon to print the individual pages of your billing center. To print more pages, click "Previous" or "Next" on the bottom right corner of the Billing Center page.

    • Related Articles

    • How to Download Billing Center Report

      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 ...
    • Moving to the New Billing Interface

      Table of Contents What is the New Billing Interface? What has Changed? Comparing Old vs New Billing Interfaces How to Get Access to the New Billing Interface? Questions? What is the New Billing Interface? The New Billing Interface is a revamped ...
    • Download EDI 837 File

      You can download and save an EDI 837 (ANSI X12 837P/I) file for electronically submitted claims. EDI files can be used with third-party analytical applications and reporting. 1. On the top right corner of the zHealth Dashboard, you will see Your Name ...
    • How to Email PDF of the Monthly Statement

      Monthly Statements are a valuable tool for clinics and providers to be able to see what you’re billing your patients at a glance, as well as the payments they’ve already made to you, all condensed into a single report. A billing statement also allows ...
    • How to Batch Print Claims

      You can use zHealth's 'Print Claims' feature if your payer requires you to print and send claims directly, instead of electronically. This help article covers how to batch print a group of claims that you are mailing directly to the payer. 1. From ...