The Insurance History screen in ChiroHD provides a comprehensive record of all insurance-related activity for services billed through a patient’s case. This tool is essential for insurance billers, office managers, and administrative staff to view billing timelines, payment history, and the rebill status of services.
Accessing the Insurance History Screen
Navigate to the Patient Profile < Transactions tab < Insurance History Tab
Voided Services: Any voided items will display in pink, with their full history preserved in this screen.
This screen shows a list of charges for ALL cases. This is not case specific.
Filters, Viewing and Set to Rebill
Use the filters at the top of the screen to narrow down the results:
Third-Party Payer
Filter by specific insurer.
Date Range
Use the start and end date pickers to isolate services within a given time frame (e.g., calendar year 2021).
Set All to to Rebill
Reflags all services for rebilling (
only those that are eligible for rebilling - yellow or purple will be reset.
Updates their status to purple, indicating they are pending rebill.
New Bill With All
Creates a new bill in ChiroHD for all services in the case.
Bypasses the Green Sheet validation, which checks for coding, payer, and compliance issues.
Recommendation: Do not use “New Bill” unless explicitly required for a billing exception. Instead, allow services to follow the standard Green Sheet validation process for billing integrity. This should only be used in specific, advanced billing scenarios where validation must be intentionally bypassed.
If you have further questions, please see other resources on this "Create Claim" feature.
3. Set to Rebill (Single Service)
Reflags a specific service for rebilling.
Click Set to Rebill next to the desired service line.
Click Save to confirm.
The service will return to the purple status and be eligible for billing again via the normal workflow. This will only be set back to purple rebill status if the claim is not part of an active billing process.
If you have further questions, please see other resources on this "How to set a claim for rebill" feature.
Bill History and Payment History
To see Bill History:
Navigate to the Patient Profile < Transactions tab < Insurance History Tab < Date Billed Column < History
To see Payment History:
Navigate to the Patient Profile < Transactions tab < Insurance History Tab < Date Paid Column < History
Additional Features
Voided Services: Any voided items will display in red, with their full history preserved in this screen.
Editable Status: Services can be reflagged for rebill without navigating to other parts of the system.
Detailed Status History: Useful for audits and identifying any interruptions in the billing lifecycle.
Best Practices:
Use Set to Rebill for individual service corrections.
Avoid using New Bill unless bypassing validation is necessary.
Use the Filters to simplify reconciliation by date range or payer.
Review the Memo and Payment History for each service before taking billing actions.
For assistance with advanced rebilling, auditing, or troubleshooting EOB discrepancies, contact ChiroHD support.
Summary
The Insurance History Screen in ChiroHD provides a transparent view of all billing and payment activity tied to insurance. It is not case specific. It supports detailed tracking, selective rebilling, and robust audit documentation.