Introduction
The Insurance Dashboard in ChiroHD offers a streamlined, centralized interface for managing your insurance workflow. This article provides an overview of the home screen layout and functionality.
Insurance V2 Dashboard
1. Accounts Receivable Snapshot
The home screen currently includes a quick-view Accounts Receivable report.
This will continue to be built out to display additional financial and operational metrics.
2. Available Tabs on the V2 Dashboard
Insurance Home: Returns you to the main home screen.
Create Claim: Start a new insurance claim for a patient.
Claim History: View and manage the history of submitted claims.
Process EOB: Post payments from insurance companies through Explanation of Benefits (EOB) documents.
EOB History: Review previously processed EOBs.
Settings: Manage key insurance setup elements.
Fee Schedules
Column Configurations
Printer Configurations
Overrides
Payers
Reason Code Behaviors
Navigating the Insurance ERA Dashboard
If you have ERA enabled, your Insurance Dashboard will still have all the same available tabs at the top, in additon to the following sections.
Key Sections of the Insurance ERA Dashboard:
Accounts Receivable: Displays unsettled services on insurance-related cases.
Addressable Unbilled: This represents the total value of services currently held in greensheets that remain unbillable until the necessary corrections are made.
Pending EOBs: Shows EOBs that have been started manually and saved as drafts, or ERA files awaiting review and finalization.
ERAs: Lists failed ERA files with errors that need to be addressed before processing.
If you do not see any of these features and would like to add them, please contact the Support Team.