In ChiroHD, offices that use Fortis as their merchant service can easily view patient payment information directly within the system.
Purpose and Scope of the Financial Tab
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.
Assessing and Overview of the Financial Tab
You can find this tab by navigating to your Patient Profile, Patient Tab, Financial Tab.
The Financial Tab in the patient’s profile provides a read-only view of payment information synced from Fortis, including:
Saved Cards (Account Vault): Displays any credit or debit cards saved on file.
Recurring Billings: Shows any active recurring payment schedules set up through Fortis.
Important:
You cannot edit or manage cards or recurring billing directly from ChiroHD.
To make changes, you must open the Fortis Contact and update information within Fortis.
The Financial Tab is simply meant to give your team quick and easy access to view patient financial details without needing to leave ChiroHD.
How It Works
Any payments processed through Fortis are automatically synced to the patient’s Transaction Ledger in ChiroHD.
The Financial Tab provides a quick snapshot of how the patient is paying and when they are set up to be charged.
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 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.
Key Takeaways
Fortis remains the system of record for all merchant services activity.
ChiroHD mirrors Fortis data for visibility only — any changes must be made directly within Fortis.
Use the Financial Tab and Recurring Payments Report to manage monthly payment reviews, follow-ups, and overall financial tracking with greater efficiency.
Summary
The Financial Tab is a powerful tool for practices using Fortis. While ChiroHD does not manage recurring billing directly, it provides secure visibility into critical payment data for each patient.