The Simple Reporting screen in ChiroHD is a great way to get a high-level overview of key performance metrics for a selected time period. It provides fast, easy-to-read summaries of your office’s collections, appointments, sales, and patient retention.
How to Access Simple Reporting
Navigate to Reporting in the navigation menu.
Click on Simple Reporting.
Setting the Date Range
You can quickly set your reporting period by:
Manually selecting a Start Date and End Date, or
Using quick-select options:
Today
This Week
This Month
This Quarter
This Year
You can also easily move between periods by clicking Previous and Next.
Simple Reporting Categories
The Simple Reporting screen is divided into several important sections:
1. Collections Summary
Displays total collections for the selected date range.
Categories include:
Other
Cash and Check
Insurance
Refunds
Totals are shown for:
Total Before Refunds
Total After Refunds
Printing Collection Reports:
Click the Print button to generate:
Cash Summary Report: High-level summary of collections.
Cash Detail Report: More detailed breakdown by transaction.
Tip: Expanding your date range (e.g., to This Year) will display more complete data across multiple categories.
Quick Example
View | What You'll See |
Today | Collections and activities posted today only |
This Month | Collections broken down by type for the full month |
This Year | Annual collection totals across all categories |
Summary
Function | Description |
Set Date Range | Select specific dates or use quick keys |
View Collections | See a breakdown of income and refunds |
Print Reports | Generate quick financial summaries |
Navigate Easily | Move between previous/next weeks, months, or years |
The Simple Reporting tool is designed to make it easy to monitor your clinic’s financial and appointment health at a glance.
If you have questions about interpreting Simple Reporting data or using it for deeper insights, please reach out to ChiroHD support.