Transaction Summary Report

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. 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 option - Reports.



3. On the Reports window, scroll down to the Payment Reports section. Click on the Transaction Summary Report option. A pop-up window will open.



4. 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'.





5. This is how the Transaction Summary Report for your facility will look like.



Column Field Descriptions:


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'.
Click the attachment to view a sample of the Transaction Summary Report.

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