New Patient Report

New Patient Report

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. 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 Patient Reports section. Click on the New Patient Report option. A pop-up window will open.



4. Select the date range . Then click ' Generate Report '.



5. This is how the new patient report will look like.



Column Field Descriptions:

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.

Email

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

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 New Patient Report.

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