You can find Tracking and Reporting by navigating to your System Dashboard < System Settings < System Configuration < Tracking/Reporting Configuration.
The following Categories can be tracked in ChiroHD:
1. New Patient
The typical Services here would include 99202 and 99203. Do not include any additional Services here.
2. Chiropractic
The typical Services here would include:
Adj 1-2 Regions 98940
Adj 3-4 Regions 98941
Adj 5 Regions 98942
Adj Medicare 98941AT
Wellness Adjustment S8990
Do not include Extremity or Extra-Spinal in this category.
If you have separate Services for each Insurance Company, include all of them in this category.
3. Exam
The typical Services categorized here would include a Re-Exam and Exit Exam
Do not include any add-on services in this category.
4. Massage
The typical Services categorized here would include Massage Services only (any Service with the CPT Code 97124), such as a 30 Minute Massage, 60-Minute Massage, 90-Minute Massage, etc.
Do not include any add-on services such as Cupping or Aromatherapy in this category.
5. Nutrition
The typical Services categorized here would include any Service charged at a Nutrition Consultation, such as:
97802 Initial Nutritional Assessment
97803 Follow Up Nutritional Consultation
97804 Group Nutritional Consultation
6. Stretch
The typical Services categorized here would include the basic Stretch Therapy Service, such as:
30 Minute Stretch Session
60 Minute Stretch Session
Do not include any add-on services in this category.
7. Laser
The typical Service categorized here would include any service with the 97530 CPT Code attached.
8. Acupuncture
The typical Services categorized here would include:
97810 Initial Acupuncture.
97811 Acupuncture Subsequent Unit.
97813 Initial Acupuncture with Electrical Stimulation.
97814 Acupuncture Subsequent Unit with Electrical Stimulation.
Do not include any add-on Services in this category.
Follow the same pattern for the remaining categories:
9. Rehab
10. Weight Loss
11. Neuropathy
12. Mental Health
Please note that if a Reporting Category you are used to tracking in your clinic is missing from this list, you can repurpose another unused category to track the item or category that is missing.
Once you have categorized your Services into the appropriate categories, there are three settings on each individual service that will determine the behavior of that service in your Reporting Configurations.
1. Include in Total Visits
This will be tracked as a visit in the office’s overall visits, and included in metrics such as PVA (Patient Visit Average) and PPV (Price Per Visit) Patient Visit
These metrics are visible in your location under Reporting > Simple Reporting > Statistics
2. Include in Category Visits
This visit will be trackable by Category. If this is selected, and total visits is unchecked, it will not be included in PPV or PVA, but you will still be able to track the metric. If this is left unchecked, this will only be used to track the Service in Care Plans and Visit Trackers. This was previously known as an “Untracked Visit”
To create an Untracked Visit, that tracks in the Patient’s Care Plan, but does not affect Reporting Numbers, Uncheck both “Include in Total Visits” and “Include in Category Visits”
3. Include in Care Plans/Visit Trackers
This will cause each categorized Service to be included in Care Plans and Visit Trackers for the selected Category. This cannot be changed, and all categorized Services will be included in Care Plans and Visit Trackers by default.