Payment Plan Report

The Payment Plan Report provides clinics with a comprehensive overview of payments associated with each plan. In this article, we will look at how to generate the report and review the information it contains.

Note: The Payment Plan Report is accessible to clinics that have the "Payment Plan" feature enabled. To activate this feature for your clinic, please reach out to the customer support team at support@zhealthehr.com.

Step-by-step instructions to Access and Generate the Payment Plan Report

1. On the zHealth dashboard, hover the cursor over your name in the top right corner. Click "Reports".

2. On the Reports window, scroll down to the bottom and in the left menu option, locate the "Payment Plan Reports".

3. On the pop-up window, enter the following information: a. Click the checkbox for "Include Inactive Payment Plans" if you want to view inactive payment details. b. Select the Date Range c. Click "Generate Report". Note: The selected date range must not exceed three months.

4. The system will display a modal screen indicating that the report is being generated. Once it's ready, you can access and download it from the "Message Centre".

5. Once the report is generated, a notification will appear in the Message Centre. Navigate to the Message Centre and click the "Download" button to export the Payment Plan Report in CSV format.

Column Field Descriptions

Column Name	Description
Org ID	This is zHealth's internal unique ID assigned to the Practice.
Org Name	This column shows the Practice Name
Patient ID	This column shows the unique identification number of the patient set by the zHealth system
First Name and Last Name	This is the first and last name of the patient
Payment Plan Payment ID	This is the unique identification number for the Payment Plan paid by the patient
Patient Payment Plan ID	This is the unique identification number for the Payment Plan availed by the patient
Start Date	This is the Payment Plan start date
Amount	This is the price set for the given Payment Plan
Plan Type	This is the plan type for the Payment Plan, such as One Time (O), Monthly (M), or Custom (C).
Is Active	This column shows if the Payment Plan is active (True) or inactive (False)
Paid Amount	This column displays the amount paid
Balance Amount	This column displays any remaining balance amount due.
Payment Error	This column displays any error message encountered during the credit card charge process. For example: Credit Card Expired or Insufficient Credit Limit.
Payment Attempt	This column displays the total number of times the system attempted to charge the card on file for the payment.
Card on File	This column shows the card on file that was charged by the system, displaying only the first six and last four digits.
zH-PAY Transaction ID	If the clinic is integrated with zHealth Pay, this column will display the zH-Pay Transaction Number for payments automatically charged under the Payment Plan.
NCMIC Transaction No	If the clinic is integrated with NCMIC, this column will display the NCMIC Transaction Number for payments automatically charged under the Payment Plan.

 

Attached is the Payment Plan Report template in CSV format.

Have questions? Reach out to us at support@zhealthehr.com.

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