📝 Overview
Duplicate Charges is one of several Health Check panels under Simple Reporting. It flags charges that appear to be duplicates — multiple identical charges posted on the same date for the same patient and case — so you can review whether the duplication was intentional or an error, and take action accordingly.
To access this report, go to Reporting > Simple Reporting, then select the Health Check tab and open the Duplicate Charges panel. From the Health Check tab, click Check All to run every Health Check panel at once, or Run on this panel individually.
💡 Recommended cadence: Run Health Check daily, at the end of each shift, or weekly. Catching duplicate charges early is easier than unwinding billing errors after the fact.
📊 What the Report Shows
If everything is clear, the panel displays: "Congratulations, you don't have any items that match this health check!"
When items are flagged, the panel shows a table with:
Column | What It Shows |
Patient | The patient's name — displays nickname if one is on file (clickable — opens the patient's snapshot) |
Case | The case the duplicate charge appears on |
Item | The name of the service or inventory item flagged as a duplicate |
Date | The posting date of the charge |
Amount | The patient-responsible portion of the charge |
Actions | An "Exclude from report" button |
⚠️ Date and Amount clarification: The Date column reflects the charge's posting date, not the date of service — these can differ if charges are backdated. The Amount column shows the patient-responsible portion of the charge, not the total billed amount.
🔍 What Triggers a Flag
The Duplicate Charges health check flags invoice items that match on the same patient, case, service or item, and posting date — indicating the same charge may have been added more than once. It can also flag items with a quantity greater than one, since a quantity of two or more on a single line item may represent a duplicate entry rather than a legitimate multi-unit charge.
✅ Resolving Flagged Items
Click the patient's name to open their snapshot, then navigate to their Transaction History to review the flagged charges and determine whether the duplication was intentional or an error.
1. ✂️ Duplicate Was Unintentional — Void the Duplicate
If the charge was added twice by mistake:
Identify which charge is the duplicate in the patient's Transaction History
Void the duplicate charge
Save your changes
Click Re-check on the panel to confirm the flag clears
2. ✅ Duplicate Was Intentional — Exclude from Report
If the same charge legitimately appears more than once on the same date (for example, two separate units of a service or item that were each entered individually):
Click Exclude from report on the flagged row
The item will be permanently removed from future Duplicate Charges checks
⚠️ "Exclude from report" is permanent and per item. It sets a persistent flag on that specific invoice item — not on the patient or the charge type broadly. Once excluded, that specific charge will not reappear on this health check again. Use it only after confirming the duplication is correct and intentional. If a quantity of more than one on a single line item is correct (e.g., two units of a supplement sold together), verify the quantity on the ledger first — if it's accurate, exclude the flag; if it's wrong, correct the quantity instead.
❓ Common Questions
What is the difference between voiding and excluding? Voiding removes the duplicate charge from the patient's ledger entirely — it undoes the transaction. Excluding leaves both charges on the ledger but permanently removes the flag from this health check. Use void when the charge was a mistake; use exclude when both charges are legitimate.
Why does the Amount column show less than the full charge amount? The Amount column reflects the patient-responsible portion of the charge, not the total billed amount. If part of the charge is assigned to insurance, only the patient-responsible portion appears here.
Why does the Date column not match the date of service? The Date column shows the posting date — the date the charge was entered into ChiroHD — not the date of service. If a charge was backdated to a prior date of service, the posting date and service date may differ.
Can I undo an exclusion? There is no undo button within this health check panel. Exclusion sets a flag directly on the invoice item. If you excluded something in error, you would need to address it directly on the patient's ledger rather than through this panel.
Why is a single item with a quantity of more than one flagged? A quantity greater than one on a single charge line can indicate the same item was entered multiple times as a quantity rather than as separate charges. The health check flags this for review — if the quantity is correct, exclude the flag; if it was entered in error, correct the quantity on the ledger and re-check.
Will clicking Re-check automatically clear resolved items? Yes — after voiding the duplicate charge, click Re-check on the panel to pull a fresh result. Resolved items will no longer appear.
✅ Key Takeaways
Duplicate Charges flags invoice items that appear to be charged more than once on the same date for the same patient and case — including single line items with a quantity greater than one.
The table shows Patient, Case, Item, Date, Amount, and Actions — the Date is the posting date and the Amount is the patient-responsible portion only.
Two resolution paths: Void the duplicate charge (if it was an error) or Exclude from report (if it was intentional).
"Exclude from report" is permanent and per invoice item — it cannot be undone from within this panel.
After voiding, click Re-check to confirm the flag clears.
Recommended cadence: daily, end-of-shift, or weekly.
📌 Conclusion
Duplicate Charges helps catch billing errors before they affect collections or create reconciliation problems. The key decision point for every flagged item is simple: was this duplication intentional or not? Void what was a mistake; exclude what was correct. Because exclusion is permanent and tied to the specific invoice item, take a moment to confirm the flag before clicking — especially for quantity-based flags where the underlying quantity on the ledger may just need to be corrected rather than excluded.