Rebilling a claim in ChiroHD is necessary when corrections need to be made after an EOB denial, when adjustments are needed to CPT codes, modifiers, or diagnosis codes, or when other insurance processing issues arise. There are three primary locations from which you can mark a claim for rebill — each suited to different situations.
Understanding Claim Status Colors
Before rebilling, it's important to understand what statuses are involved.
Please see our other resources on the Transaction Ledger and Color Legend to understand which part of the billing process the claim is in.
Overview of Rebilling Options
There are three primary ways to rebill a claim:
Method | Location | Best Used For | Scope |
Option 1: Claim History | Insurance Dashboard, Claim History | Rebilling an entire bill | Entire bill (all patients if batch billed) |
Option 2: Insurance History, Recommended | Patient Profile, Transactions Tab, Insurance History | Targeted rebill by date of service | Individual services or full case |
Option 3: Bill History | Patient Profile, Transactions Tab, Bill History | Rebilling a specific patient's bill | Entire bill (all patients if batch billed) |
Option 4: Mark All for Rebill | Insurance Dashboard, Claim History | Rebilling for an entire Payer | All claims for a certain payer |
Option 1: Rebill from Claim History Tab
Navigate to Insurance Dashboard, Claim History.
Search for the bill you want to correct.
Click Set all items to rebill
All services on that bill will be marked for rebill.
Caution — Batch Billing: If the original claim was batch-billed (multiple patients on one bill), clicking Set All Items to Rebill will mark all patients on that bill for rebill — not just the one you intended.
Use this option only when the bill contained a single patient, or when you intentionally need to rebill everyone on the batch.
Option 2: Rebill from the Insurance History Tab (Recommended)
Navigate to Patient Profile, Transactions Tab, Insurance History.
This method gives you the most control — you can target a single date of service without affecting other services on the case.
To rebill all dates of service on a case:
Click Set All to Rebill.
All dates of service on the case will move to purple (rebill) status.
To rebill a specific date of service:
Locate the specific date of service you need to rebill.
Click Set to Rebill next to that date.
Click Save.
The selected services will change to purple status — ready for editing and resubmission.
Why this method is preferred: It lets you target only the specific services that need correction without touching unrelated claims or other dates of service on the same case.
Option 3: Rebill from the Bill History Screen
Navigate to Patient Profile, Transactions Tab, Bill History Tab.
All claims associated with this patient will appear in this screen.
Locate the bill you want to rebill and click Mark for Rebill.
Caution — Batch Billing: If the original bill was batch-created, all patients on that bill will be marked for rebill. Use carefully.
Option 4: Mark All for Rebill on the Claim History Tab
Navigate to Insurance Dashboard, Claim History.
Search for the appropriate payer, filter by the needed date range, and mark all claims for rebill.
TIP: This is a good method to rebill claims for an entire payer (e.g., after setting up an override.
Making Changes on a Claim before Resubmitting
Once services are in purple (rebill) status, you can make the necessary corrections before resubmitting:
Navigate to the patient's ledger and click the Edit icon on the service line.
Make your changes (CPT codes, modifiers, units, provider, ICD/DX codes) and click Save.
To void a service, click the X (Void) icon on the line item.
Navigate to Insurance, Create Claims to resubmit.
If this is a corrected claim, enter the resubmission code and the original reference number from the EOB or clearinghouse denial notice.
NOTE: By default, all patients are selected. You can uncheck individual patients if you only want to create a claim for a specific subset — for example, when adding a resubmission code that applies to one patient only.
Rebill Utility Feature
ChiroHD does have a feature that mass rebills depending on the change to the claim that you need to make.
Please see our other resources on this Rebill Utility feature.
Troubleshooting: How to Rebill FAQ
How do I rebill a service to add a modifier?
Go to Patient Profile, Transactions Tab, Insurance History and click Set to Rebill for the relevant service. Save and refresh.
Go to the patient's ledger and click the Edit icon to add the modifier.
The updated service will be included in the next billing batch.
How do I make changes to a service that has already been paid by insurance?
To change the insurance payment amount: Go to Insurance Dashboard, EOB History, locate the EOB, click Delete EOB, and re-post the EOB payment. Insurance payment amounts cannot be edited directly from the patient ledger.
To adjust deductible, co-insurance, copay, or write-off amounts: Go to the patient's ledger, click the Edit icon under the Billed column, update the amounts, and click the green checkmark to save.
To change CPT codes, modifiers, DX mapping, or other charge details: Navigate to the Patients Profile, Insurance History, click Set to Rebill for all services on the relevant date of service that need changed. Click save and refresh, make edits in the ledger, then reprocess through billing with the corrected claim code as shown above.
Please see our other resources on How to Edit a Transaction on a Patient's Ledger if you have further questions.
Key Takeaways
Services in Yellow, Blue, or Green status are part of an active claim and cannot be edited directly — set to Rebill first.
Use the Insurance History tab (Option 2) for the most precise, targeted rebills.
Options 1 and 3 (Claim History and Bill History) will rebill all patients on the bill if it was batch-built — use with care.
After setting to Rebill, services turn purple — make your changes then resubmit through Create Claims.
Always include a resubmission code and original reference number when submitting a corrected claim.
Always save after selecting services to be rebilled.
Conclusion
Knowing which rebilling method to use saves time and prevents unintended changes to other patients' claims. When in doubt, the Insurance History tab is your safest option — it gives you the most control over which services are marked for rebill. Once services are back in purple status, make your corrections, then take the claim back through Create Claims with the appropriate resubmission code if needed. If you run into issues with a specific payer or need help with an appeal, reach out to your billing specialist for support.