Overview
When receiving a check for a Personal Injury (PI) case, you must post it correctly through the EOB (Explanation of Benefits) Posting Screen — not through standard payment entry.
Posting the check properly ensures that:
The payment is applied toward insurance responsibility.
The patient’s ledger accurately reflects insurance activity.
Collections reports show correct insurance payment totals.
Why You Should Not Use the "Insurance Check" Payment Option
If you use the "Insurance Check" option under New Transaction > Payment, it posts the payment as patient responsibility, not as an insurance payment.
This causes:
Incorrect patient credits.
Unchanged insurance balances.
Recommendation:
Deactivate the Insurance Check payment type in Settings > Payment Types to avoid accidental misuse.
Correct Method to Post a PI Check
Step 1: Access the EOB Posting Screen
If using Insurance V2 Dashboard:
Go to Insurance > Process EOB.If using Insurance V1 Dashboard:
Go to Insurance > Process EOB from the dropdown menu.
Step 2: Enter EOB Information
Third-Party Payer:
Type the name of the attorney or insurance company.Check Number:
Enter the check number (for tracking).Check Amount:
Enter the total check amount received (e.g., $750).Upload EOB (Optional):
You can upload a scanned copy, but it is not required.
Step 3: Allocate the Payment
For each date of service:
Click into the Payment Field.
Use hotkeys:
Press P = Post the full amount for that service.
Press W = Write off any remaining balance after posting.
Continue clicking P until all funds are allocated across the services.
If you accidentally post too much on a line:
Click into the line and press X to reset that row.
Tip:
Watch your Remaining Balance at the top.
It should decrease to $0 once all funds are properly allocated.
Step 4: Finalize the EOB
Once all funds are allocated and all necessary services have been written off, click Finalize to complete the posting.
This will post the insurance payment properly into:
The patient's Ledger.
Your Collections report.
Verifying the Payment
Go to the Patient’s Ledger:
Click Show Billing Info.
You should see:
The payments posted against each service.
Any write-offs applied.
Green lines indicating that the services are fully settled.
Go to Simple Reporting > Collections:
You will see the full insurance payment recorded under Insurance Payments for the date you posted.
Important Reminders
Posting through EOB ensures payments are attributed to the correct responsible party (insurance/attorney), not the patient.
Hotkeys streamline the posting process:
P = Paid in Full
W = Write Off
X = Reset Row
Finalize the EOB only after verifying that the Remaining Balance is $0.
Summary
Correctly posting a PI check in ChiroHD ensures:
Proper ledger tracking.
Accurate insurance reporting.
A clean and error-free Collections report.
Following this process prevents misapplied credits and ledger inaccuracies that can disrupt insurance and patient account balances.