Tip Summary Report

The Tip Summary Report provides a comprehensive record of all tip transactions and amounts collected within a facility over a specific period of time.

Note: The Tip Summary Report is generated at the facility level, meaning that encounters or invoices created at a specific facility, along with the tips paid for them will appear only in that facility’s corresponding Tip Summary Report.

Generating a Tip Summary Report

Follow these step-by-step instructions to generate a Tip Summary Report.

1. Log in to your zHealth account. Hover your cursor over your name located in the top-right corner to open the dropdown menu. From the dropdown, select Reports.

2. On the Report window, go to the Payment Report section on the left side menu bar of the screen.

Click the "Tip Summary Report", A pop-up window will open.

3. The modal window contains the following two filters:

Date Range: Choose the period for which you want to view tips. Only tips paid during this timeframe will appear in the report.
Provider: By default, it's set to "All", but you can select a specific provider from the dropdown to see how much tip that provider received.

4. When the user clicks the "Generate Report" button, the system displays the report on the screen and provides options to export it as a CSV file or print/download it in PDF format.

5. To export the report in CSV format, click the download icon located in the top-right corner of the screen.

6. To print or download the report in PDF format, click the Print icon located in the top-right section of the screen.

Column Field Descriptions

Column	Description
Patient ID	Unique identifier for the patient available in the patient's file
Patient First Name / Last Name	Patient Full Name
Date Of Visit	Encounter Created Date
Invoice Number	Unique number associated with an invoice
Tip Date	When the tip was actually given
Tip Amount	The amount of the tip (in dollars)
Practitioner Name	Who received or was associated with the encounter
Payment Method	How the tip was paid (defaulted to "zH-PAY")
Transaction ID	Payment transaction number

The Provider column shows the name of the provider associated with the appointment for which the patient paid a tip during the invoice payment process.
In cases where no appointment exists (e.g., Invoice Only or a Note/Encounter without an appointment), the Provider column shows the name of the staff member who created the note, encounter, or invoice.

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 Tip Summary Report

Have Questions? Our customer support team is here to help, reach out at support@zhealthehr.com.