Payment Report

This report provides a summary of the payments received 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 the payments received by the practice for a specific patient for a given reporting period. The custom options allow a practice to analyze payments received from a given patient by adding options like Provider Name, Insurance Company, Check Number, and Date Range. 

Note: ** Please note if you are generating this report for a specific provider, the report might not be completely accurate as the money received from patients as credits are not recorded at the provider level **

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.

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