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.
Billable Items on Suspended Case Report
This sub-report identifies services on insurance-type ledgers (e.g., Medicare, PI, worker’s comp) where billing is suspended.
Steps to Resolve Issues
Review Flagged Items:
Click the card for flagged items.
Click a patient’s name (in blue) to access their Patient Snapshot.
Examine the Ledger:
Navigate to Transaction History to review flagged services.
Check for billing settings marked as Suspended under the insurance case.
Resolve Suspended Billing:
Bill Normally: Moves items back into the billing queue.
Change Responsibility (options listed below):
Use the crisscross arrow to set items as Patient Responsibility while keeping them in the insurance case.
Click Edit on the ledger and use the drop-down menu under Payer and select Patient.
Fully transfer services to a Cash Case if required.
Recheck the Report:
After resolving issues, click Recheck to refresh the dashboard and confirm corrections.
Purpose of the Health Check Report
The Health Check Report highlights items that might be preventing billing or other processes from proceeding. This ensures:
Billing processes are up-to-date.
Flagged items are proactively addressed.
Operational efficiency and financial health are maintained.
Tip: Incorporate this report into your daily, shift-end, or weekly workflow for best results.
Key Benefits
Quick identification of billing and operational issues.
Proactive management of flagged items.
Streamlined resolution process to avoid delays in billing and collections.