This guide provides step-by-step instructions to create a Workman's Compensation (Workman's Comp) case and configure the associated policy in ChiroHD.
Step 1: Create the Workman's Comp Case
Access the Patient Profile.
Search for the patient using the search bar.
OR click on their name on the calendar.
Click on the Cases tab, and click Create New Case.
Choose from the dropdown menu, Workman's Comp.
Choose Billing Method:
It is common practice to select Billing Suspended for Workman's Comp cases.
Reason: Many insurance companies or attorneys prefer to receive billing documents (such as statements and SOAP notes) only after the case is fully resolved, rather than receiving bills weekly.
Click Submit.
(Optional) Set the case as the Default Case if it is the active treatment case for the patient.
Step 2: Add Diagnosis Codes (DX Codes)
Open the Insurance Case < Treatment / DX Tab
Add Diagnosis Codes by clicking in the Add code to case.
Choose the Start Date (It will default to today’s date).
Save Changes.
Tip: If you backdate the first DX code, subsequent codes will use the same start date automatically.
Step 3: Set Up the Policy Information
Navigate to your Insurance / Coverage tab. Click Add New Insurance / Coverage.
Complete Policy Information:
Insurance Company/Attorney: Select the appropriate third-party payer (must be pre-created).
Priority: Set as Primary.
Coverage Dates: Input the start date from the Workman's Comp case documents. The end date can be left blank if unknown.
Claim Number: Enter the claim number provided by the insurance or employer.
Additional Required Information:
Claims Related To: Set to Work (for a work-related injury).
State of Incident: Select the state where the injury occurred.
Maximum Coverage: If available, enter the maximum covered amount for medical claims.
Date of Injury: Input the date the work-related injury occurred.
Onset Qualifier: Select Accident.
Optional Fields:
Complete Box 19 if necessary for additional notes.
Accept Assignment defaults to Yes and can be modified if required.
Referring Provider is typically not required for Workman's Comp cases.
Save the Policy Information.
Step 4: Configure Default Services (Optional)
Under Default Services tab, select services that will automatically populate on each SOAP note for this case.
Click Save Changes.
For more information and detailed instructions and step-by-step guidance please refer to our other resources on Default Services.
Step 5: Manage Billing and Settings
Navigate to your Workers Comp Case < Settings Tab.
Suspend Billing: Used primarily for PI (Personal Injury) cases where billing should be delayed until settlement.
Edit Case Name: Adjust the Case Name if desired (e.g., “Insurance 2024").
Change Case Type.
Set Default Calendar Provider and Default Billing Provider for this case.