Reports
Membership Report
The Membership Report* is designed to provide clinics with a more in-depth look at each of the membership payments. Let’s check out how to generate a Membership Report and what details you get in the report. *Note: Membership Report will be available ...
Reporting Matrix
zHealth Reporting Matrix provides a quick view of all the terms and their definitions used in zHealth Reports. The definitions for each cell header is added as a note. Hover the cursor over the cell to view the note. You can find the Reporting Matrix ...
Detailed Money Collected Report
This report provides a detailed overview of money collected in your practice, including date of service and payment date. Why you need it? Use this report to get insights into how much money your practice collected from insurance companies and ...
Outstanding Claims Report
The Outstanding Claims Report provides a detailed view of all the claims that have pending insurance or patient payments. The report helps you keep track of all the outstanding claims 1. Access your zHealth dashboard. Hover the cursor over to your ...
zHealth Pay Sweep Report
Some zHealth Pay reports’ information is based on a special event called a “sweep”. Sweeps occur on a scheduled basis and gather all transactions whose proceeds have been “funded” into a ProPay account together into a “batch”. The sweep event then ...
zHealth Pay Advanced Transaction Search Report
The zHealth Pay Advanced Search Report provides a breakdown of all the details related to a transaction that were processed via zHealth Pay within the specified date range. The report page shows transaction details, account number, and other ...
zHealth Pay Transactions Report
The zHealth Pay Transactions Report provides a breakdown of all of the transactions that were processed via zHealth Pay within the specified date range. Here is a little bit more information on the information that is included in zHealth Pay ...
Patient Recall Report
This report provides a detailed overview of patients who haven't visited your clinic for 3, 6 and 12+ months. 1. Access your zHealth dashboard. Hover the cursor over to your name. A drop-down menu will open. From the dropdown list, click on the ...
Patient Demographics Data
In this help guide, learn how to export your patient demographics to a CSV File from zHealth. 1. Watch Video Tutorial 2. Check out Step-by-Step Instructions 1. Access your zHealth dashboard. To search for all patients in your practice, click on the ...
End of Day Summary Report
The End of Day Summary Report provides a summary of the daily financial activity for a practice on the designated reporting day. The report helps you keep track of all details performed on a given day in terms of charges, payments received, ...
Invoice Payment Report
The Invoice Payment Report contains information about the patient payments associated with their invoices in the selected date range. Why you need it? This report helps you view all invoice payments as well as payment type and payment date made in ...
Outstanding Balance Visit Report
This report provides an individual patient's outstanding balance visit details for the selected date range, including invoice amount, patient responsibility, insurance responsibility, insurance payments, patient payments and adjustments. Why you need ...
Membership Summary Report
This report provides a detailed overview of membership plans, charges, and amount paid by patients in your facility. 1. Access your zHealth dashboard. Hover the cursor over to your name. A drop-down menu will open. From the dropdown list, click on ...
Detailed Appointments Report
This report provides a detailed overview of appointments booked at your practice over a given period, including the name of patients who booked appointments, appointment IDs, appointment types and reasons, appointment statuses, provider names who ...
Provider Detailed Charges Report
This report provides a detailed overview of charges applied to all CPT and diagnoses codes used by a provider at your practice along with Misc Items, Supplements, and Supplies over a period of time. Why you need it? Use this report to know the ...
Detailed Charges Report
This report provides a detailed overview of charges applied to all CPT and diagnoses codes used at your practice along with Misc Items, Supplements, and Supplies over a period of time. Why you need it? Use this report to know the charges of codes ...
Detailed Payment Report
This report provides a detailed overview of all CPT Codes, Diagnoses Codes, Misc Items, Supplements, and Supplies used at your practice along with claim status and membership information over a specific period of time. Why you need it? Use this ...
Patient Insurance Report
This report provides an overview of all patients who have a particular insurance selected by you. Why you need it? Use this report to get a quick overview of all patients who have a particular insurance. 1. On the zHealth dashboard, hover the cursor ...
Monthly Statistics Report
This report provides a graphical representation of your facility's total appointments, patient visits, claims, and new patients over a period of time. Why you need it? Use this report to get a quick overview of the health of your facility in terms of ...
Supplies Report
This report provides an overview of all supplies recommended to patients and the amount charged for each of them over a period of time. Why you need it? Use this report to get a quick overview of supplies providers recommend and charge to patients ...
Supplement Report
This report provides an overview of all supplements recommended to patients and the amount charged for each of them over a period of time. Why you need it? Use this report to get a quick overview of supplements providers recommend and charge to ...
Appointment Detail Report
This report provides an overview of all appointments booked in your practice, the name of the provider who provided the services and when along with appointment type, appointment status, patient name, and more. Why you need it? Use this report to get ...
Day Sheet Report
This report provides a summary of the amount charged to each patient by a provider for different CPT and diagnoses codes on a given day. Why you need it? Use this report to get a quick overview of amount a provider charged to all patients on a given ...
Generic Schedule Report
This report provides an overview of all appointments, including missed/cancelled appointment, booked by a given patient over a period of time. Why you need it? Use this report to know how many appointments a patient booked over a given period. 1. On ...
Last Day Visit Report
This report provides an overview of last day visits of all patients at your practice for the selected date range. Why you need it? Use this report to know which patient last visited your practice so that you can send appointment reminders for their ...
Missed/Cancelled Report
This report provides a detailed overview of all missed or cancelled appointments for a given patient over a period of time. Why you need it? Use this report to know how many appointments a patient missed or cancelled at your facility over a period of ...
Detailed Daily Schedule Report
This report provides a detailed overview of appointments booked on a given date/day at your facility along with diagnosis codes, type of patient, and provider name. Why you need it? Use this report to know the total appointments booked and patients ...
Daily Schedule Report
This report provides a list of appointments booked on a given date/day at your facility. Why you need it? Use this report to know which provider has how many appointments booked on a given date. 1. To get started, access your zHealth dashboard. Hover ...
Birthday Report
This report provides an overview of all patients who have their birthdays in a given month. Why you need it? Use this report to know which patients have birthdays in the coming months and send them personalized Birthday Wishes. 1. Access your zHealth ...
Last Appointment Report
This report provides details of the last appointment made by a specific patient at your practice. Why you need it? Use this report to know when a given patient visited your practice and if you should recall that patient. 1. Access your zHealth ...
Patient Visit Report
This report provides a summary of all patient visits over a given date range as well as the provider information who treated them and insurance and patient payments. Why you need it? Use this report to get a quick overview of total patient visits, ...
New Patient Report
This report provides a summary of all new patients who visited and got treated at your facility in a designated reporting period. Why you need it? Use this report to get a quick overview of new patients, when they visited, their contact details, and ...
Payment Report
This report provides a summary of the payments received by the practice from a specific patient for a designated reporting period. Why you need it? Use this report to get a quick breakdown of the payments received by the practice for a specific ...
Active Patient Credit Report
This report provides an overview of active patients who have credit balance in their accounts. Why you need it? Use this report to get a quick view of the total number of patients, their names, email addresses, and phone numbers with credit balance ...
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 ...
Money Collected Report
The Money Collected Report provides an overview of money collected by each provider or all provider at your practice, including money collected from cash and insurance patients, from services, supplements, supplies, and non-billable items for a ...
Account Receivable Report
This report provides an overview of money owed from patients and insurance companies for a given provider for 30 days, 60 days, and 90 days. You can also view a detailed Accounts Receivable (AR) report. Why you need it? Use this report to get a quick ...