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. |
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 |