Outstanding Claims Report
The Outstanding Claims Report provides a detailed view of all the claims that have pending insurance or patient payments. The report helps you keep track of all the outstanding claims
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. |
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2. On the Reports window, go to the Batch Reports section on the left side of the screen. Click on Outstanding Claims Report.
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3. The report will be generated automatically. Click the "Message Center" link to access the generated report. | |
4. You will be redirected to the Message Center. Click the "Download" link to download your Outstanding Claims Report to your system. |
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6. Once you download the report to your system, click to open it. Here is how the report will look like. It provides insights into:
- Patient Name
- Date of Service
- CPT Codes
- Diagnosis Pointers
- Total Amount Without Tax
- Total Amount with Tax
- Adjustments
- Amount Paid by Patient
- Amount Paid by Patient
- Total Due
- Amount To Be Paid by Patient
- Amount To Be Paid by Insurance
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Column Field Descriptions:
Column Name | Descriptions |
Patient First Name | This shows the first name of the patient |
Patient Last Name | This shows the last name of the patient |
Date of Service | The date when the service was rendered to the patient |
CPT Codes | This column shows the CPT codes for the services rendered |
Diagnosis Pointers | This column shows the diagnosis pointers |
Total Amount Without Tax | The total charge of the CPT codes without the tax |
Total Amount with Tax | The total charge of all CPT codes with the added tax |
Adjustments | The total adjustments made to the services |
Amount Paid by Patient | The total amount paid by the insurance company for the service |
Amount Paid by Insurance | The total amount paid by the patient for the visit |
Total Due | Total due amount for a given claim |
Amount to be paid by Patient | Total due amount to be paid by the patient |
Amount to be paid by Insurance | Total due amount to be paid by the insurance company |
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 Claims Report.
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