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.
Patients Without Future Appointments Report
One key sub-report is the Patients Without Future Appointments Report, which helps track patients who have stopped scheduling appointments.
Report Features
Criteria: This report identifies active patients who:
Had an appointment within the selected time frame (e.g., last 7, 30, or 60 days).
Do not have any future appointments scheduled.
Flexibility: The report is not limited to a specific appointment type; it checks for any appointment type within the selected range.
Taking Action
Review Flagged Patients:
Drill into the card to view the flagged patients.
Click a patient’s name to open their patient snapshot.
Check their appointment history to confirm when their last appointment occurred.
Communicate with Patients:
If a patient has a cell phone number listed, click on it to open the two-way texting feature.
Send a message like: “Hi, would you like to schedule your next appointment?”
Alternatively, call the patient directly.
Export or Print Reports:
Click the printer icon to print as a PDF.
Use the CSV export option to download the data into a spreadsheet.
Advanced Options
If you require more specific parameters for identifying patients, use the Advanced Patient Search feature. This allows for tailored searches beyond the capabilities of the standard Health Check Report.
Summary
Regularly using the Health Check Report in ChiroHD will help your office stay on top of key processes, ensure timely follow-ups, and maintain efficient workflows. By addressing flagged items promptly, you can improve billing accuracy, collections, and overall patient retention.