Transaction Summary Report
The Transaction Summary Report gives an overview on all the visits made between the date range. It does not matter when a payment is received in those visits. The report shows the number of visits, charges, number of insurance payments, total insurance payments, number of patient payments, total patient payments, number of adjustments, and total adjustments during the selected date range.
Use this report to get a quick view of the total insurance and patient payments collected at your practice and check the financial health of your facility.
 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". On the Reports window, scroll down to the Payment Reports section. Click on the Transaction Summary Report option. A pop-up window will open. |
2. Enter the following details to generate Transaction Summary Report: a. Select Report Options - Date of Service or Payment Date b. Select Report Type - Daily or Monthly c. Select a date range d. Click 'Generate Report'. |
3. This is how the Transaction Summary Report for your facility will look like. |
Field Name | Description |
Date | The date reflects the month and year for which the transaction summary report has been generated |
Number of Visits | The number of visits (this only includes finalized, billable notes) that took place during the selected month. |
Charges | The dollar amount billed out during the selected month |
Number of Insurance Payments | The total number of insurance payments applied to claims during the selected month |
Insurance Payments | The total dollar amount received from the insurance claims during the selected month |
Number of Patient Payments | The total number of patient payments applied to claims during the selected month |
Patient Payments | The total dollar amount collected from the patients during the selected month |
Number of Adjustments | The total number of adjustments applied to claims during the selected month |
Adjustments | The dollar amount of adjustments (insurance and patient) applied to claims during the selected month |
For additional help finding a report or data you are looking for, try our 'Reporting Matrix'.