Patient Visit Report

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. To get started, login to your account at https://www.zhealthehr.com.

Once you’re logged in, you will see your name at the top right corner.

Hover the cursor over to your name. A drop-down menu will open.



2. From the dropdown list, click on the 8th option - Reports.



3. On the Reports window, scroll down to the Patient Reports section. Click on the Patient Visit Report option. A pop-up window will open.



4. Select the date range. Then click 'Generate Report'.



5. 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, Patient Name, and Insurance



This column shows the date of service, name of the patient, and insurance plan 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'.

Click the attachment to view a sample of the Patient Visit Report.

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