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:
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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.
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.Related Articles
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