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.
2. On the Reports window, go to the Batch Reports section on the left side of the screen. Click on Outstanding Claims Report.
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.
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
- Amount Paid by Patient
- Amount Paid by Patient
- Total Due
- Amount To Be Paid by Patient
- Amount To Be Paid by Insurance
Column Field 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
This column shows the CPT codes for the services rendered
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
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 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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