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.
Split Payment Issues in Health Check
The Health Check Report includes a Fortis Split Payment Issues sub-report, which identifies discrepancies in split payments. This occurs when:
A bulk transaction is processed under one patient.
A portion of the payment is transferred to other patient accounts using the Fortis split payment feature.
Occasionally, a miscommunication between ChiroHD and Fortis may result in a split payment not appearing on the patient’s ledger in ChiroHD.
Resolving Split Payment Issues
To resolve flagged split payment items:
Sync with Fortis:
Go to the flagged patient’s Ledger.
Click the gray Sync with Fortis button.
From the dropdown arrow, select All.
Refresh the Ledger:
Click the green Refresh button after syncing.
Repeat for All Accounts:
Perform these steps for every account involved in the split payment (e.g., parent and children’s accounts).
Recheck the Report:
Return to the Health Check Report and click Recheck.
Confirm the flagged items are cleared.
Best Practices
Daily or Weekly Checks: Integrate the Health Check Report into your office workflow to ensure flagged items are addressed promptly.
Contact Support: If split payment issues occur frequently, reach out to ChiroHD support for troubleshooting and assistance.