The Accounts Receivable (AR) Report in ChiroHD helps you track outstanding insurance claims that have not yet been paid.
This report is sometimes referred to as an aging report or an outstanding insurance report, but in ChiroHD it is labeled simply as Accounts Receivable.
Note: This report focuses on insurance balances only—not patient balances.
There are separate reports available for tracking outstanding patient payments.
How to Access the AR Report
Navigate to Reporting.
Click All Reports.
Under Report Category, select Practice.
The system will default to Accounts Receivable Detail.
(You can also select Accounts Receivable Summary—see explanation below.)
Running the AR Report
When setting your report filters:
Owning User:
Select the primary doctor responsible for the patient's care.Insurance/Patient Responsibility:
You can toggle between these, but for insurance claims it’s best to leave both selected.Older Than:
Choose a timeframe (e.g., older than 0 days, 30 days, etc.) depending on what you want to track.Third Party Payer:
Leave blank to include all insurance companies.
Or search for a specific payer if you are targeting one (e.g., Blue Cross Blue Shield).
After selecting your filters, click Generate Report.
Detail vs. Summary: Which Report Should You Use?
Accounts Receivable Detail Report
Breaks down each individual service and outstanding amount per patient.
Shows:
Data of Service (DOS)
Number of Days Outstanding
Last Billed Date
Outstanding Insurance Responsibility
Provides totals per patient at the bottom.
Ideal for offices that need a service-by-service breakdown to follow up on specific claims.
More detailed and longer than the summary version.
Accounts Receivable Summary Report
Provides a higher-level view:
Groups outstanding claims by insurance payer.
Lists patients and their total outstanding balances under each payer.
Helpful when:
You need to quickly see how much a payer owes overall.
You are contacting insurance companies to follow up on multiple claims at once.
Example:
If you call Blue Cross Blue Shield and want to ask about a $4,000 total outstanding amount, the Summary report gives you the payer total and associated patient names at a glance.
Quick Comparison
Report Type | Best For |
Detail | Tracking specific services, detailed claim follow-up |
Summary | Reviewing overall payer balances, faster payer calls |
Final Notes
Both versions of the AR Report provide valuable information depending on your needs.
Use Detail for more in-depth claim review.
Use Summary for higher-level financial follow-up and collections management.
If you need help interpreting your AR reports or using them for claim follow-up processes, please contact ChiroHD support.