📝 Overview
This article explains how to set up default services and use inline write-offs in ChiroHD for both cash and insurance case. You’ll find detailed steps for adding services or inventory to a patient's default services, applying discounts, and managing fee schedules.
Where to Set Up or Edit Default Services
1. Default Services can be set up under the Patient's Case.
Navigate to the Patient's Profile, Cases Tab, Defaults/Patient Rates/Recurring Charges.
2. Default Services can also be set up via the SOAP Notes screen in two different places.
Pull up a Patient on the SOAP Notes screen. Click on the Charges to edit the charges/services for the day.
Or by clicking on the charges in the bottom left-hand corner (like seen below).
When the charges are entered and the SOAP note is complete, Select"Yes" when prompted if you want to save today's charges as default.
Default Services Settings
Service/Inventory Item: The name of the service or inventory item that was added.
Charge Amount: The default price of the service or inventory item. DO NOT CHANGE THIS AMOUNT.
If you want to provide the patient a discount, this needs to be done by using the write-off field.
If you just change the Charge Amount, this can come across as a dual fee schedule. Versus keeping the charge amount the same across the board for all patients, but utilize the write-off field to provide a discount.
Write-off Amount: This ill apply an in-line write off to that single service or inventory item. This amount is the amount of discount, not the total price including discount.
Write-off Reason: The category or reason for providing the write-off.
NOTE: These Write off categories provided are not editable at this time.
Units: Number of units that you wish you add to the service.
DX Code Mapping: Can be used if you wish to set specific DX pointers on a service.
Modifiers: This is to be used if you need to apply a specific modifier onto a service.
Charge Frequency: This is to indicate the type of default service (explained in our other resource on Types of Default Services).
Default Services Settings - Specific to Every Visit and an Insurance Case
You will see on Insurance Cases, you do not have the Write off amount or Write off reason fields.
An inline write off cannot be used with Insurance Cases. You will need to use fee schedules feature on insurance cases.
Please see our other resources on Setting Up Fee Schedules and How to How to Attach a Fee Schedule to a Patient's Case for more information.
Default Service Settings - Specific to Monthly
Charge Day of Month: Used when Monthly default service type is selected. It simply indicates which day of the month you want the system to add the charge to the patient's ledger.
Charges Remaining: Used when Monthly default service type is selected. It simply indicates how many times that monthly charge needs to be added.
This will automatically reduce every time a monthly charge is added to a patient's ledger.
Common Workflow Mistakes to Avoid
Posting charges through the Visits tab.
Completing SOAP notes on a different day.
(Saving a SOAP note as a draft on the same day is acceptable)
Expecting default services to apply to more than one case
✅ Key takeaways
Always use the inline write-off field for discounts to maintain standard charge integrity.
Inline write-offs provide transparency and prevent dual fee schedules.
Insurance cases do not support inline write-offs at charge setup—write-offs occur during EOB posting if needed and the use of fee schedules.
Fee schedules must be selected before assigning default services when used.
Default services post automatically only when all set workflow conditions are met (correct provider/calendar, appointment marked "Arrived", and SOAP note completed same day).
📌 Conclusion
Efficiently managing default services and write-offs with ChiroHD supports billing accuracy and discount transparency, while ensuring compliance with fee schedule policies. Use inline write-offs for discounts and maintain consistent charge amounts to simplify your practice’s finance tracking.