Payment Report

This report provides a summary of ALL payments either collected or applied to an invoice by the practice from a specific patient for a designated reporting period. 

Why you need it? 

Use this report to get a quick breakdown of ALL payments made (both collected or applied to an invoice) for a specific patient for a given date range. The custom options allow you to analyze all payments received from a given patient by adding options like Provider Name, Insurance Company, Check Number, and Date Range. 

Example: If a patient paid $100 in credit on January 1st, but $50 of that credit was applied to Provider A's invoice on February 5th, this report would show both the $100 in credit on January 1st and the $50 for Provider A on February 5th for the date range of January 1st to February 28th.

Note*: This report will display both credits/payment plans collected and applied to an invoice showing ALL payments for the clinic to review.

1. To see ONLY money collected for a certain time period, please see the "Money Collected Report" or "Detail Money Collected Report"
   
2. To see ONLY money applied to an invoice for commission purposes (regardless of when the money was collected), please see the "Invoice Payment Report"
   

Note**: If you are generating this report for a specific provider, the report will NOT show money received from patients as credits, payment plans, or memberships because these payment methods are not associated to a specific provider, like the invoices do. The "All Provider" view will show all payments received.

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".

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

4. Enter the patient first and last name. You can further customize the report by entering insurance company name, check number, date range, and provider. Click Generate Report.

5. This is how the payment report will look like.

Column Field Descriptions:

Field Name	Description
Report generated for	The name of the selected chiropractic service provider is shown here. *please note that patient credits are not associated with a provider and may show on this report. You can run this for All Providers or run the Invoice Payment Report for invoice only payments.
Date Range	The date range for which the report is generated in shown here
Patient Name	This column indicates the name of the patients
Patient Type	This column indicates the type of patients, such as Cash, Insurance, Personal Injury, etc.
Paid By	The name of the person who paid the patient responsibility (copay/coinsurance/supplements/supplies)
Method	The method of payment: Is it credit card, check, cash, etc.
Insurance	The name of the insurance plan
Check Number	If the patient paid via check, the check number will be displayed in this column
Amount	The total dollar amount paid by the patient/insured person
Payment Date	If it is a patient payment, then it's the date paid in the invoice payment or patient credit record. If it is an insurance payment, it's the actual paid date from the ERA or EOB.
	Note: You will find the patient payment details date-wise in this report. Scroll down to see payment details for a given date in the selected date range.

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 Payment Report.

• Related Articles

• 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 ...

• Invoice Payment Report

  The Invoice Payment Report contains information about any patient payments associated with invoices in a selected date range. Why you need it? This report helps you view all invoice payments and credits (Payment Plan payments coming soon!) either ...

• Detailed Payment Report

  This report provides a detailed overview of all CPT Codes, Diagnoses Codes, Misc Items, Supplements, and Supplies used at your practice along with claim status and membership information over a specific period of time. Why you need it? Use this ...

• Membership Report

  The Membership Report* is designed to provide clinics with a more in-depth look at each of the membership payments. Let’s check out how to generate a Membership Report and what details you get in the report. *Note: Membership Report will be available ...

• Supplies Report

  This report provides an overview of all supplies recommended to patients and the amount charged for each of them over a period of time. Why you need it? Use this report to get a quick overview of supplies providers recommend and charge to patients ...