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
To view a patient’s bill history:
Open the Patient Profile.
Navigate to Transactions.
Select 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.
Understanding the Bill History Interface
Each claim is displayed as a card, summarizing key billing metadata:
Bill Creation Date (top left of each card)
Submission Method (e.g., Paper, Office Ally, or Standard Electronic)
Date Range of Services Included
Memo Field (optional, typically used for internal notes)
Note: The bill creation date shown on the card 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 bill card 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 card 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 bill card 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.
Key Capabilities:
View all insurance claim submissions for a patient
Inspect individual or batch bill details
Access digital or paper file versions of claims
Rebill or delete claims when appropriate
Print and preview formatted claims
For guidance on insurance claim corrections or advanced submission workflows, contact ChiroHD support.