Patient Insurance Report
This report provides an overview of all patients who have a particular insurance selected by you.
Why you need it?
Use this report to get a quick overview of all patients who have a particular insurance.
 1. On the zHealth dashboard, hover the cursor over your name on the top right corner. Click "Reports". |
2. On the Reports window, scroll down to the Insurance Reports section. Click on Patient Insurance Report. A pop-up window will open. |
3. Select the insurance payer name from the dropdown list. Click 'Generate Report'. |
4. This is how the patient insurance report for a selected insurance name will look like. |
Field Name | Description |
Insurance Name (mentioned on the top) | The name of the insurance for which the report is generated |
Patient Name | This column lists down the names of all patients who has the insurance selected for this report |
Primary Insurance | This column indicates if the patient has the "Selected Insurance Payor" as a primary insurance company (Yes or No) |
Secondary Insurance | This column indicates if the patient has the "Selected Insurance Payor" as a secondary insurance company (Yes or No) |
Tertiary Insurance | This column indicates if the patient has the "Selected Insurance Payor" as a tertiary insurance company (Yes or No) |
