The Financial Tab in the patient profile and the Recurring Payments Report in ChiroHD provide visibility into recurring payment setups for practices that use Fortis as their merchant service provider. These tools do not manage billing configurations directly but are designed to mirror information from Fortis to improve accessibility and efficiency.
Purpose and Scope
These features are available only to offices that use Fortis. They provide a read-only view of saved payment methods and recurring billing data that already exists within the patient’s Fortis profile.
ChiroHD does not store or manage any credit card or recurring billing information directly. All payment data is securely stored and processed through Fortis.
Accessing the Financial Tab
To access a patient’s financial data:
Open the Patient Profile.
Navigate to the Financial Tab.
What You Will See:
Saved Cards on File (Fortis account vaults)
Recurring Billing Profiles (active schedules for auto-payments)
This tab gives a consolidated overview of how the patient pays and when payments are scheduled, without needing to log into Fortis directly.
Managing Payment Information
If you need to:
Change the card on file
Edit or cancel a recurring billing schedule
You must open the Fortis Contact for that patient:
Click "Open Fortis Contact" from within ChiroHD.
Perform edits directly in Fortis.
Reminder: Fortis is the system of record for payment processing. ChiroHD only displays synced data for convenience.
Recurring Payments Report
To access the full list of patients with active recurring payments:
Navigate to the top menu in ChiroHD.
Go to Reporting > Recurring Payments.
This report displays:
All patients with recurring billing schedules configured in Fortis
A real-time snapshot of active monthly or automatic payments
This allows administrative teams to quickly verify who is currently set up for automated billing.
Viewing the Report in Fortis (Optional)
You can also access this same report directly within Fortis:
Open a Fortis Contact.
Navigate to Reports > Recurring Billings.
This view may provide expanded details, but the ChiroHD reporting screen is intended to streamline daily operations by avoiding the need to log in to a separate system.
Summary
The Financial Tab and Recurring Payments Report are powerful tools for practices using Fortis. While ChiroHD does not manage recurring billing directly, it provides secure visibility into critical payment data for each patient.
Key Points:
View-only access to cards and billing profiles through the Financial Tab
Centralized reporting of all recurring payment schedules in ChiroHD
All edits must be made in Fortis, not in ChiroHD
Designed to increase efficiency without sacrificing security or accuracy
For help linking your Fortis account or troubleshooting a recurring billing issue, contact ChiroHD support.