Outstanding Balance Visit Report

This report provides an individual patient's outstanding balance visit details for the selected date range, including invoice amount, patient responsibility, insurance responsibility, insurance payments, patient payments and adjustments.

Why you need it?

Use this report to get a quick view of where current balances stand for each patient visit in the selected date range.

1. Access your zHealth dashboard. Hover the cursor over to your name. A drop-down menu will open.

From the dropdown list, click on the option - Reports.

2. On the Reports window, scroll down to the Batch Reports section. Click on the Outstanding Balance Visit Report option. A pop-up window will open.

3a. Select the date range

b. Click 'Generate Report'. Wait for a few few seconds. Your report will be generated and sent to the Message Center.

4. To view the report, click the small "Message" icon on the top of the navigation bar. Click the "download" link to download the Outstanding Balance Report to your system. It will look like this.

Column Field Descriptions:

Field
Descriptions
Patient Name
The patient's name associated with an appointment on a given day.
DOB
The date of birth of the patient
Address 1
This column shows the address of the patient, typically home or apartment number
Address 2
This column shows the address of the patient, typically street number
City
The city name mentioned in the patient's address section in the Patient Profile
Zip
The zip code mentioned in the patient's address section in the Patient Profile
Date of Service
The actual date of service or the date when the invoice was created
Invoice Amount
The invoice amount for the service provided on the date of service
Total Paid
The total amount paid (by both patient and insurance) for the patient visit.
PR
The patient responsibility for the specific patient visit for which the invoice was created
IR
The insurance responsibility for the specific patient visit for which the invoice was created
Patient Paid
The amount paid by the patient for the specific patient visit on the date of service
Insurance Paid
The amount paid by the insurance company for the submitted claim
Adjustments
The outstanding balance still remaining on the invoice

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 Outstanding Balance Visit Report.

Field	Descriptions
Patient Name	The patient's name associated with an appointment on a given day.
DOB	The date of birth of the patient
Address 1	This column shows the address of the patient, typically home or apartment number
Address 2	This column shows the address of the patient, typically street number
City	The city name mentioned in the patient's address section in the Patient Profile
Zip	The zip code mentioned in the patient's address section in the Patient Profile
Date of Service	The actual date of service or the date when the invoice was created
Invoice Amount	The invoice amount for the service provided on the date of service
Total Paid	The total amount paid (by both patient and insurance) for the patient visit.
PR	The patient responsibility for the specific patient visit for which the invoice was created
IR	The insurance responsibility for the specific patient visit for which the invoice was created
Patient Paid	The amount paid by the patient for the specific patient visit on the date of service
Insurance Paid	The amount paid by the insurance company for the submitted claim
Adjustments	The outstanding balance still remaining on the invoice