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Using the All Reports Tab

Updated over 9 months ago

Overview

The All Reports tab in ChiroHD is where you’ll find a full library of reporting tools to support your clinic’s daily operations, financial tracking, patient management, and more. This section provides access to updated and expanded reporting features designed for easier navigation and better data visibility.


Accessing the All Reports Tab

To access reports:

  1. Navigate to Reporting in the top navigation bar.

  2. Click on All Reports.


Report Categories Available

Reports are organized into several easy-to-navigate sections:

  • Daily Reports

  • Patient Reports

  • Find Patient

  • Sales Reports

  • Clinic Reports


Examples of Available Reports

  • Collections Report:
    Track and review all collections activity.

  • Statements (Superbill and Statement of Account):
    Generate patient financial statements or superbills.

  • Find Patients By Charge:
    Search for patients based on specific charges, services, or inventory items.

  • Birthdays Report:
    Quickly find patients with upcoming birthdays.

  • By Tag, DX Code, or Case Type:
    Filter and locate patients based on custom tags, diagnosis codes, or case types.

  • Case Balance Report:
    Identify patients with outstanding balances or credits across all case types.

    Example: Quickly find patients with a balance greater than $0 for follow-up or collections.

  • Sales Reports:
    Analyze transactions by payment type, service, or inventory item.

  • Clinic Reports:
    Access overall clinic performance metrics and administrative data.


New Reporting Features

  • Tips Report:
    For clinics that track tips (for services like massage therapy), a dedicated Tips Report is now available.
    This makes it easy to gather data for payroll or accounting purposes.


Additional Information

  • All reporting tools are continuously being enhanced based on user feedback.

  • Always check the All Reports section first for the most updated and comprehensive list of available reports.


Summary

Feature

Details

Report Navigation

Reporting > All Reports

Types of Reports

Financial, patient management, administrative

Key New Report

Tips Report for payroll tracking


If you have questions about any specific report or would like help setting up custom reports, please reach out to ChiroHD support.

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