ChiroHD

Insurance V2 Dashboard is the current version in ChiroHD, designed to replace the existing/previous insurance dashboard.

Important: Enabling the Insurance V2 Dashboard is done per location — it is not a system-wide setting.

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Log into the desired location in ChiroHD. ​

Navigate to: ​Settings → Office → Office Configuration. ​

Locate the setting: Scroll to find Insurance V2 Beta.

- Toggle the option to ON.
- Click out of the screen to automatically refresh.

- After enabling, the system will refresh and automatically bring you into the Insurance V2 Dashboard.

1. Log into the desired location in ChiroHD. ​
2. Navigate to: ​Settings → Office → Office Configuration. ​
 
 
3. Locate the setting: Scroll to find Insurance V2 Beta.
 
 
4. Enable the feature:
 - Toggle the option to ON.
 - Click out of the screen to automatically refresh.
 
5. Dashboard Refresh:
 - After enabling, the system will refresh and automatically bring you into the Insurance V2 Dashboard.

How to Enable the Insurance V2 Dashboard

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How to Enable the Insurance V2 Dashboard

Overview

How to Enable the Insurance V2 Dashboard