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.
Why you need it?
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.
3. This is how the Transaction Summary Report for your facility will look like.
Column Field Descriptions:
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.
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
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
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
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'.
Click the attachment to view a sample of the Transaction Summary Report.
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