Overview
The All Reports tab in ChiroHD provides users with access to various reports related to collections, sales, patient data, insurance, and practice management. Reports are currently being transitioned to the All Reports Beta section, which features new layouts and formats.
Accessing the All Reports Tab
Navigate to Reporting.
Select All Reports.
Report Categories
Cash Reports – Provides collections-related reports.
Daily Reports – Includes sales reports, listing services and charges.
Patient-Specific Reports – Offers reports related to individual patients, including:
Finding patients by third-party payer (e.g., Medicare, Blue Cross Blue Shield).
Various customizable patient-specific data.
Insurance Reports – Includes reports related to insurance processing and claims.
Practice Reports – General reports related to practice management.
Report Format Options
Many reports offer an option to generate them in CSV (Spreadsheet) or PDF format.
Selecting CSV will provide data in spreadsheet format for further analysis.
Some reports allow the inclusion of referral sources.
Customization Options
Most reports include a date range selection to filter data for specific time periods.
Users can explore different reports, particularly in the Patient-Specific category, to find detailed insights.
Transition to All Reports Beta
Reports are gradually being moved from All Reports to All Reports Beta.
Users may see duplicate report options in both sections during this transition.
Key Takeaways
The All Reports tab provides categorized reports for financials, patients, insurance, and practice management.
Reports are being transitioned to the All Reports Beta section for better usability.
Reports can be exported in CSV (spreadsheet) or PDF formats.
Users are encouraged to explore report options, especially within Patient-Specific Reports.
For additional guidance, refer to the Knowledge Base or contact support.