📝 Overview
This article provides system-level administrators and multi-location leaders with detailed insights into the System Level Insurance Dashboard in ChiroHD. It explains how to access, interpret, and leverage key metrics to monitor insurance performance, health, and workflow across multiple clinic locations.
Accessing the Insurance Metrics Dashboard - System Level
Navigate to your System Dashboard < Reporting < Reporting Dashboard < Insurance.
NOTE: This dashboard surfaces only posted or processed metrics. Real-time claim status tracking and further detail are available within ChiroHD's individual locations.
Dashboard Filter Options
Filter by Location, Metrics Group, Quick Select Date and Date Range.
Another Filter is for Include Inactive Locations.
Last Batch Bill Date
Displays the most recent date a claim was created in ChiroHD.
NOTE:
This Last Batch Bill Date Metric reflects claim creation in ChiroHD only and does NOT indicate:
Claim submission to clearinghouse
Mailed paper claim
Acceptance or rejection status
Total Green Sheet Items
Represents services currently stuck in green sheet validation that cannot be billed until corrected.
Attention is needed from the office to fix the green sheet errors for these items.
Total Billed Amount
Displays the Total Dollar Value of claims created within the selected date range.
Broken down into two categories: New Claims Total and Rebilled Claims Total.
Shows metric in Dollar Amount, Percentage and Graph Visual.
Total Claims
Shows the total number of claims created within the selected date range.
Broken down into two categories: New Claims and Rebilled Claims.
Unlike total billed amounts, which shows dollars, this shows volume.
Shows metric in Number, Percentage and Graph Visual.
Insurance Processed
Shows how payments are being distributed between insurance responsibility and patient responsibility.
Reflects EOB postings within the selected date range.
Data comes from payments received from insurance companies or third party payers posted through the Process EOB screen.
Broken down into three categories: EOB Payments, Copay and coinsurance, and Deductible.
Shows metric in Number, Percentage and Graph Visual.
Payer Ranking
Displays Top 5 Payers and Bottom 5 Payers based on payment volume.
Shows Average Payment per Visit and Average Days to Pay for each Payer.
Data comes from payments received from insurance companies or third party payers posted through the Process EOB screen.
Shows metrics based on a rolling 12-month average, not by the date range selector.
Identify High-performing Payers, Slow-paying Payers or Underperforming Payers.
CPT Code Ranking
Highlights top and bottom five CPT codes reimbursed over 12 months, determining high and low performing procedures based on posted EOBs only.
Displays top CPT codes and bottom CPT codes based on reimbursement .
Data comes from payments received from insurance companies or third party payers posted through the Process EOB screen.
Shows metrics based on a rolling last 12-months, not by the date range selector.
Evaluates procedure profitability, identifies underperforming codes, and analyzes coding trends across locations.
Accounts Receivable
Shows a high-level summary of overall insurance accounts receivable across all clinics.
This is a summary view only. For detailed reporting, navigate to your Live Location < Reporting < All Reports Beta < Accounts Receivable.
General Insurance and Personal Injury/Workers Comp Outstanding
General Insurance displays outstanding balances for standard insurance payers (Medicare, Blue Cross Blue Shield, Humana, Other commercial carriers).
PI/Workers Comp displays outstanding balances for Personal Injury (PI) and Worker’s Compensation.
Allows you to assess global outstanding exposure for standard carriers and supports system-wide AR health.
Addressable Unbilled Items
Addressable unbilled items represent service that can be billed immediately.
Review this number for workflow timeliness and billing efficiency. High values indicate possible claims delay, bottlenecks, or staffing issues.
Does NOT include the following: Inactivated patients, Inactivated cases or Suspended billing cases.
Represents services that:
Have not been billed
Are in the Create Claims Queue
Are eligible for billing
✅ Key takeaways
The system level dashboard consolidates insurance metrics for multi-location oversight.
Filter options allow detailed reviews by location or metrics group.
Green sheet items and addressable unbilled services are key performance and cash flow indicators.
CPT and payer ranking use a 12-month rolling window to highlight system trends.
The dashboard offers high-level AR insight, with drill-downs available at single location level.
📌 Conclusion
By utilizing the system level insurance dashboard in ChiroHD, organizational leadership can proactively track, assess, and optimize insurance and billing operations across all clinics, supporting both efficient workflows and sustained profitability for the organization.