📝 Overview
This guide outlines everything you need to know about managing, customizing, and creating services in your ChiroHD system—whether at the system or location level. It covers setup steps, compliance best practices, and tools to help your clinic run more efficiently.
📍 Navigating Services in ChiroHD
Where to View Services
System-Level Services:
Predefined by your system administrator
➡️ Go to System Dashboard > System Settings > SettingsLocation-Specific Services:
Customized for your specific office
➡️ Go to your Live Location > Settings > Services
👁️ Customizing Service Visibility
Even though system-level services are automatically available to all locations:
✔️ Check the box to make a service visible and billable
❌ Uncheck to hide it from billing and transaction options
📌 Hidden services will not appear during billing or when searching for services in transactions.
🔁 Merging & Managing Services
From the System Dashboard, you can:
Merge duplicate or unused services
Review the full services list for edits or updates
🏪 Location-Specific Services
🔒 Moderating Location Services
Navigate to System Configurations > Moderate Location Services
When enabled, System Admin approval is required for any new location-level service
Submitted services appear at the top of the system dashboard for review
📝 Requesting New Location-Specific Services
If service moderation is enforced:
Navigate to Live Location > Settings > Services
Click Create Service
Fill out required fields
Submit for System Admin approval
📌 ChiroHD does not participate in the approval process. For updates, contact your system administrator.
💰 Price Overrides
Click the service name to edit
Enter a custom price in the Override Price field
Overridden prices appear in blue, alongside the system default
🔒 Other details like CPT codes and categorization cannot be modified at the location level.
🛠️ How to Create System-Level Services
⚠️ Please ensure you are logged into the System Dashboard, not a location.
If you see a green button at the top right of your ChiroHD screen, you are in a Location. Click it to return to the System Dashboard.
Steps to Create a New Service:
Navigate to System Dashboard > System Settings > Services
Click Create New Service
Then complete the following fields:
Decide what to name your service and add this information to the “Name” field.
Decide what you will charge for this service, and add this number to the “Default Price” field.
Any discounts on services can be added elsewhere (default services in the patient's case or fee schedules).
You want this number to reflect the full charge amount for the Service in order to avoid dual fee schedules.
If the item is taxable, toggle the “Taxable” field to “True”
The “Category” field is entirely optional and does not affect any reporting.
This is a custom field one of our franchise partners uses for a custom proprietary report specific to their systems, and will be removed in the future.
Next, enter in the CPT code associated with the service.
If you type in the CPT code and it does not appear, please reach out to ChiroHD Support via the integrated chat widget and one of our team members can get it added for you in a jiffy!
We do our best to keep these up-to-date, but if none of our partners have ever used a code, or if it is out-of-date, it will not appear when searched.
If you are creating a Service that requires multiple billed units, please record how many billed units this particular service reflects.
For example, a 30 minute Massage is 2 billed units, whereas a 90 minute Massage is 6.
Each service needs to be entered separately for ease of billing, both on the patient side as well as the insurance side.
Determine the place of service and record it in the “Place of Service” field.
If you aren’t sure what this should be, please reference the following link: https://www.cms.gov/Medicare/Coding/place-of-service-codes/Place_of_Service_Code_Set
In most cases, Place of Service will be 11, which stands for Services that were rendered in the Clinic.
Enter up to four modifiers.
Any modifiers added to the Service will be attached to ALL instances of that service on all patient ledgers. You can either create one service without the modifiers and manage modifiers using fee schedules, or you can create one service with the modifier and one service without the modifier.
Note that every insurance company has different requirements for which modifiers should be submitted. Please consult with your billing expert to determine which Insurance companies require which Modifiers.
If you need to speak to someone and aren’t sure who to speak to, reach out to your onboarding specialist and they will schedule a free consultation and training call with our Billing Experts through Sage Healthy. We’re a partner in your practice, and happy to help you remain compliant.
If the Service requires a Box 19 or 24 note, they can be added to the coinciding fields.
Unbillable on Selected Case Types:
ChiroHD offers an Insurance Validation feature that can prevent items billing through a Case Type they shouldn’t, such as a 98941 without the AT modifier billing through a Medicare Case.
Our available Case Types are as follows:
Cash
Insurance
Medicare
Workman’s Compensation
Personal Injury
If a Service is accidentally billed through a Case Type on which the Service is marked as Unbillable, our Insurance Validation tool will catch the error, and the Service will not bill out until the error is fixed.
By specifying which Case Types can NOT bill the service item, rejections can be prevented.
If the Service price should be enforced when billing to Insurance, toggle the “Enforce Price for Billing” field to “True”
When enforcing price for billing, if a Service is accidentally billed at any other price than the Service Price, our Insurance Validation tool will catch the error, and the Service will not bill out until the error is fixed.
Default Responsibility:
Any Service can be set to Patient Responsibility, Third Party Payer Responsibility, or Case Type responsibility in ChiroHD.
By setting Default Responsibility on a Service, that service will automatically be applied to the set responsibility. For example, if you know Medicare will never pay on a certain CPT Code, but your Medicare Patient receives those services regularly, you can apply the Service Price to Patient Responsibility by default, saving your Insurance Biller time and helping you run more efficiently!
🔁 Default Services
Configure default services, pricing, and recurring charges within patient cases for consistent, automated billing.
✅ Key Takeaways
Manage both system-wide and location-specific services
Customize service visibility, pricing, and modifiers based on clinic needs
Merge, adjust, and request services with approval workflows
Use CPT, POS, modifiers, and case types for billing compliance
Leverage default services for efficient, consistent patient billing
📌 Conclusion
The ChiroHD Services module empowers your clinic to deliver care with precision and compliance. Whether you're managing pricing, tracking modifiers, or enforcing insurance rules, the tools outlined here streamline your workflow and prepare your practice for scalable success.