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Health Check - Appointments Missing Charges
Updated over a month ago

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

  1. Log in to your live location in ChiroHD.

  2. 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

  1. Open the Health Check Report.

    • The date picker defaults to today but can be customized for any range.

  2. 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.


Appointments Missing Charges Report:

This report identifies appointments without valid charges based on your system’s configurations.

  • Step 1: Verify Appointment Settings

    • Go to System Settings > Appointment Settings > Appointment Types.

    • Select the appointment type and review the Valid Charge Type. This determines the bucket (e.g., Chiropractic Visit) used to validate charges for this appointment type.

      • The valid charges for each bucked/category is listed under the Tracking and Reporting page at the system level. System Dashboard > System Settings > System Configuration > Tracking/Reporting Configuration.

  • Step 2: Check the Patient Ledger

    • Click on the patient’s name in the report to access their snapshot.

    • Open the transaction history and verify if a valid charge for the appointment date is present.

Methods of Resolution:

  1. Resolving Missing Charges:

    1. If no charge exists, add the correct charge to the patient’s ledger with the appropriate date.

    2. Click Recheck on the Health Check Report to update it.

  2. Adjusting Tracking and Reporting Settings:
    If valid charges exist but are not mapped correctly:

    1. Go to System Settings > System Configuration > Tracking and Reporting.

    2. Add the missing service to the relevant bucket.

    3. Save your changes and rerun the Health Check Report to reflect the update.

  3. Excluding Items from the Report:

    1. If you verify that a flagged item is correct and no further changes are needed, click Exclude from Report.

    2. This action permanently removes the flagged item from the report.

      1. Note: This is not a temporary dismiss action. Once excluded, the item will no longer appear on the Health Check Report.

Recommended Workflow:
To maximize efficiency and minimize discrepancies:

  • Run the Health Check Report daily, at the end of each shift, or weekly.

  • Review flagged items promptly and address them as needed.

  • Regularly update appointment and tracking configurations to align with your office’s processes.

Key Considerations:

  • Missing items on this report can affect billing, collections, and patient account accuracy.

  • Establish a workflow to check the Health Check Report regularly.

  • Use the "Exclude from Report" option only after verifying that no changes are required.

By following this guide, you can ensure your office stays on top of flagged items, maintains accurate records, and prevents workflow disruptions.

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