The Health Check Report in ChiroHD helps identify missing items on appointments, serving as a check-and-balance system to ensure your office's workflows are running smoothly. This guide explains how to access and use this report effectively.
Accessing the Health Check Report
Log in to your live location in ChiroHD.
Navigate to Reporting > Simple Reporting > Health Check.
The Health Check Report provides a snapshot of your office's operational health by flagging specific items that require attention. Incorporate running this report into your workflow:
Daily
At the end of each shift
Weekly
Regular use of this report ensures that billing, collections, and operational tasks remain up-to-date. Staying proactive is much easier than catching up on missed items.
Running the Health Check Report
Open the Health Check Report.
The date picker defaults to today but can be customized for any range.
Initiate the report:
Click Check All to run all available reports.
Alternatively, click Run on specific reports as needed.
You’ll see:
Reports with no items found: No issues flagged.
Reports with items found: Indicates areas needing attention.
Click on flagged reports to view detailed information about the issues.
Duplicate Charges
One key report under Health Check is Duplicate Charges, which flags multiple identical charges for the same date of service.
Steps to Address Duplicate Charges:
Open the Health Check Report and locate flagged items under Duplicate Charges.
Click on the flagged card to view appointment details.
Select the patient’s name (hyperlinked) to open their Patient Snapshot.
Click the Ledger Snapshot to review charges.
The Duplicate Charges Report identifies potential duplicates for your review.
If the duplicate charges are intentional, click Exclude from Report to permanently remove the flag from the Health Check Report.
If the duplicate charges are unintentional, edit the ledger:
Void one of the duplicate charges.
Save your changes.
Rerun the Health Check Report by clicking Recheck or Check All.
Note: Using Exclude from Report permanently removes the flagged item from future Health Check Reports. Use this feature cautiously.
Additional Scenarios: Quantity-Based Items
The Duplicate Charges Report also flags inventory or service items entered with a quantity greater than one (e.g., two units of supplements).
If flagged:
Verify the quantity on the patient’s ledger.
If correct, click Exclude from Report to remove the flag.
If incorrect, adjust the quantity in the ledger and save changes.
Rehun the Health Check Report by clicking Recheck or Check All.
Best Practices for Health Check Reports
Run Health Checks Regularly: Incorporate these reports into your daily or weekly workflows to catch issues early.
Verify Before Excluding: Ensure flagged items are accurate before using Exclude from Report, as this action is permanent.
Resolve Issues Promptly: Address flagged items immediately to maintain accurate records and workflows.
Conclusion
The Health Check Report in ChiroHD is an essential tool for maintaining your office's operational health. By regularly reviewing and addressing flagged items, you can ensure smoother workflows, accurate billing, and improved overall efficiency.