Patient Visit Report
This report provides a summary of all patient visits over a given date range as well as the provider information who treated them and insurance and patient payments.
Why you need it?
Use this report to get a quick overview of total patient visits, when they visited, who treated them in your practice, and payment information.
 1. Access your zHealth account. On the Dashboard, you will see your name at the top right corner. Hover the cursor over to your name. A drop-down menu will open. Click on "Reports". |
2. On the Reports window, scroll down to the Patient Reports section. Click on the Patient Visit Report option. A pop-up window will open. |
3. Select the date range. Then click 'Generate Report'. |
4. This is how the patient visit report will look like.  Note: The Patient Visit Report also includes visits which do not have any CPT/services attached to the invoice. |
Column Field Descriptions:
Field Name | Description |
Date of Service | This column shows the date of service |
Patient Name | This column shows the name of the patient |
Insurance | This column shows the primary insurance name taken by the patient |
POS | Place of Service (POS) Code - a two-digit code placed on claims to indicate the setting in which a service was provided |
CPT | This is the CPT code associated with the charge for the given patient visit |
A, B, C, D | These are the four diagnosis pointers associated with the CPT code(s) billed to the insurance |
Days or Units | The number of days or units of CPT code(s) billed |
Provider Name | This field indicates the name of the provider who provided the service |
Charges | This column indicates the unit price of a CPT code or misc item |
Insurance Payment | The amount paid by the insurance company for the billed amount |
DOB | This is the date of birth of the patient |
Office | This is the facility name where the service was rendered |
Patient Payment | The amount paid by the patient for the given visit |
Adjustment | The dollar amount adjusted off by the insurance and for the patient per visit |
Balance | The remaining balance of the charge |
For additional help finding a report or data you are looking for, try our 'Reporting Matrix'.