Supplement Report

Supplement Report

This report provides an overview of all supplements 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 supplements providers recommend and charge to patients for the selected period. 


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 Product Reports section. Click on Supplement Report. A pop-up window will open.



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



5. This is how the supplement report for the selected date range will look like.



Column Field Descriptions:

Field Name

Description

Date



The date when the supplement was given to a patient


Sold By
This column indicates who sold the supplement
 Provider 
 The name of the provider

Supplement Name



The name of the supplement recommended/sold to the patient



Quantity



The number of units of the supplement sold to the patients



Unit Price



The price of a unit of supplement



Cost



Unit Price * Quantity = Total Cost exclusive of taxes



Tax



The tax charged for selling the supplement



Amount



Total Billed Amount inclusive of taxes


Grand Totals
 The row shows the grand total number of transactions, units of supplement sold, total cost, total tax, and total amount collected from the sale of supplements.

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 Supplement Report.

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