This report provides a summary of all new patients who visited and got treated at your facility in a designated reporting period.
Why you need it?
Use this report to get a quick overview of new patients, when they visited, their contact details, and insurance information.
![]() 1. Access your zHealth account. On the Dashboard, you will see your name at the top right corner. Hover the cursor over to your name. A drop-down menu will open. Click on "Reports". |
![]() 2. On the Reports window, scroll down to the Patient Reports section. Click on the New Patient Report option. A pop-up window will open. |
![]() 3. Select the date range . Then click ' Generate Report '. |
![]() 4. This is how the new patient report will look like. |
Field Name | Description |
Patient ID | This is a system generated unique patient ID |
Name (First, Middle, and Last Name) | This field indicates the name and address of the patient |
Patient Type | This field shows the type of patient, such as Insurance, Cash, Personal Injury, etc. |
This is the email address of the patient | |
DOB | This is the date of birth of the patient |
Address | This field shows the address of the patient |
Sex | This is the gender of the patient: Male, Female, or Other |
Start Date | This is the actual date when the patient first booked an appointment with your practice or visited your practice |
Primary Insurance | Name of the primary insurance of the patient |
Primary Insurance ID | A member identification number, assigned by the primary insurance payer, to the patient |
Secondary Insurance | Name of the secondary insurance of the patient |
Secondary Insurance ID | A member identification number, assigned by the secondary insurance payer, to the patient (if any) |
Cell Number | The cell phone number of the patient |
Referred By | The name of the provider/physician/doctor who referred the patient to your practice |
Employer Name | The name of the patient's employer |