Introduction
The Claim History tab within ChiroHD's Insurance V2 Dashboard allows you to easily track and manage all insurance claims that have already been created.
This replaces the Manage Bills section from the old insurance dashboard.
How to Access Claim History
Click Insurance from the top navigation bar.
Select Claim History.
What You’ll See in Claim History
Date Range Filters:
Narrow down your search by selecting a start and end date.Third-Party Payer Filter:
Quickly find claims associated with a specific insurance company or attorney.Posting Date:
Displays the date the claim was created and posted.Claim Details:
When you click into a claim, you can see:All patients included on that claim
The services tied to each patient
Download options and claim actions
Available Actions in Claim History
When viewing a claim, you can:
Action | Description |
Download Claim File | Download the electronic file if you need to manually upload it to your clearinghouse. |
Send to Clearing House | (If integrated) Send the claim directly to your clearinghouse (Office Ally or Trizetto). |
Mark All Items for Rebill | Rebuild all patients included on that bill. (Caution: if you batch billed many patients, it will mark everyone for rebill.) |
Delete Claim | Delete the claim if it was created in error. |
Print Preview | View the claim on a sample HCFA (CMS-1500) form layout for easy validation. |
Key Differences from the Old Dashboard
In the old dashboard, you had to navigate through Manage Bills separately.
In Insurance V2, all previously created claims are centralized under Claim History for easier access and faster claim management.
Additional Tips
If you need to correct a single patient’s claim, you can also access the patient's Insurance History tab and manage the claim directly there.
However, if you need to review an entire batch billing, Claim History is the best place to manage those activities.
If your Claim History page appears empty (common in test offices), it will populate with real claim data once claims are created.
Why Claim History is Important
Quickly accessing and managing created claims is essential for:
Reprinting or resending claims
Rebuiling claims after EOB rejections
Correcting errors before resubmission
Ensuring faster payment cycles
Having everything centralized under Claim History simplifies your insurance billing process.