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.
Accessing the Insurance Dashboard
Navigate to your Live Location, Insurance Tab. This opens the Insurance Dashboard.
NOTE: If you don't see the Insurance tab, you likely don't have Insurance permissions yet — contact your office administrator.
Insurance Dashboard - Section by Section
Insurance Home — Returns you to the main home screen.
Create Claim — Start a new insurance claim for a patient. Please see our other resources on How to Create a Claim.
Claim History — View and manage the history of submitted claims. Please see our other resources on Using the Claim History Tab.
Process EOB — Post payments from insurance companies through Explanation of Benefits (EOB) documents. Please see our other resources on How to Process an EOB as well as How to Process an EOB/ERA.
EOB History — Review previously processed EOBs. Please see our other resources on Using the EOB History Screen.
Settings — Manage key insurance setup elements.
Fee Schedules: Please see our other resources on Setting Up and Using Fee Schedules.
Column Configurations: Please see our other resources on Column Configurations.
Printer Configurations: Please see our other resources on Setting up Printer Configurations.
Overrides: Please see our other resources on Overrides.
Payers: Please see our other resources on Setting up Third Party Payers.
Reason Code Behaviors: Please see our other resources on ERA Reason Code Behaviors.
Accounts Receivable — A snapshot of your outstanding insurance balances, broken out by general insurance and personal injury claims. These figures update automatically as claims are submitted and EOBs are finalized.
Addressable Unbilled — Services that haven't been billed to insurance yet.
Pending EOBs — Your action queue.
EOBs generated from ERA files that ChiroHD successfully processed.
Manually saved draft EOBs that your staff started but haven't finalized.
Everything here needs review before it can post to a patient's ledger.
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 addition to the ERA section at the bottom.
Please see our other resources on How to Setup ERA if you have further questions on how to get this feature added as well as further information on ERA Specifics.
Key Takeaways
The Insurance Dashboard is your central hub for all insurance-related activity in ChiroHD.
Use the top navigation tabs to create claims, view claim history, process EOBs, and manage settings.
Accounts Receivable, Addressable Unbilled, and Pending EOBs give you a real-time snapshot of your insurance workflow status.
Pending EOBs require review before they can post to a patient's ledger.
If ERA is enabled, additional ERA-specific tools will appear at the bottom of your dashboard.
Access to the Insurance Dashboard requires the appropriate permissions — contact your office administrator if the tab is not visible.
Conclusion
Understanding the layout of the Insurance Dashboard is the first step to managing your insurance workflow efficiently. Each section is designed to guide you through the full lifecycle of a claim — from initial billing through payment posting — so nothing falls through the cracks. For a deeper dive into any specific feature, follow the linked resources throughout this article or reach out to your ChiroHD support team for assistance.