The Bill History tab in ChiroHD provides a chronological record of all insurance claims submitted for a specific patient. It displays individual and batch-submitted claims, including billing method, date created, and submission details. This feature is essential for verifying claim status, auditing billing activity, and managing insurance communication.
Accessing the Bill History Tab
All claims that include the patient—whether individually billed or submitted as part of a batch—will appear in this section.
Navigate to the the Patient Profile < Transactions Tab < Bill History tab.
Understanding the Bill History Interface
Each bill/claim is displayed on a tab, summarizing key billing metadata:
Bill Creation Date (top left of each tab)
Submission Method (e.g., Paper Submission or Standard Electronic)
Date Range of Bill Dates Included
Memo Field (optional, typically used for internal notes)
Note: The bill creation date shown is not the date of service—it is the date the claim was generated. Specific service dates are available within the expanded view.
Viewing Claim Details
To inspect the content of a claim:
Click on a claim to expand its details.
Within the expanded view, you can:
View Paper Claim
View Office Ally File
View Digital File
Send to Clearinghouse
Mark for Rebill
Delete Bill
Print Preview to generate a preview of the claim layout
This allows staff to confirm what services were included in a claim, verify claim formatting, or trigger re-submission when needed.
Batch Billing and Patient Visibility
If a patient was included in a batch submission, their bill history will reflect this. In such cases:
The patient’s name will appear alongside other patients who were submitted together.
The claim will still be accessible from the individual patient’s Bill History tab.
This ensures full visibility, regardless of how the claim was created.
Example: If Patient A was part of a batch claim on March 1, that claim—and all its associated services—will show in Patient A’s Bill History, even if it includes services for other patients.
Expanded Claim View
Clicking into a claim provides full details for each service billed within the claim:
Service Status
Posting Date
Third-Party Payer
CPT Code
Service Name
Billed Amount
This detailed view is essential for validating what was included in a claim and for cross-referencing insurance responses or EOBs.
Summary
The Bill History tab in ChiroHD offers a transparent and comprehensive overview of all insurance claims associated with a patient, whether submitted individually or in batch. It ensures traceability for each service billed and supports billing teams in managing rejections, tracking submissions, and maintaining compliance.