Collections Report (All Reports Beta)
📝 Overview
The Collections Report shows all money paid to your office within a selected date range. This includes patient payments and insurance payments (posted via EOB). It is designed to help you track income coming into — and leaving — your practice, and to reconcile what you see in ChiroHD against your bank account.
To access the Collections Report, go to Reporting > All Reports Beta, then select a location. The Collections Report is listed under Daily Reports.
💰 What the Collections Report Includes
The Collections Report captures:
Patient payments — any payment manually collected at the time of service
Recurring payments — automated payments processed through Fortis or BridgePay
Insurance payments — amounts posted when an EOB is entered in ChiroHD
Refunds — money leaving the office (shown as a separate line item)
Why does insurance show up in collections? Collections is designed to show all money coming into and going out of your office — not just patient payments. Insurance checks deposited into your bank account are part of your total income, and the Collections Report allows you to reconcile those deposits against what has been posted in ChiroHD.
If you only want to view patient payments, you can run the report and remove the insurance section from the exported CSV.
📅 How Dates Work in This Report
The date shown on each line item reflects when the action was performed in ChiroHD — not when the money physically hit your bank account.
Payment Type | Date Recorded As |
Patient card payment | Date the card was run in ChiroHD |
Recurring payment | Date the recurring payment processed in ChiroHD |
Insurance (EOB) | Posting date entered when the EOB was posted in ChiroHD |
⚠️ Important: There may be a difference between when money arrives in your bank account and when it appears in ChiroHD. For example:
A card payment may take 1–2 business days to process through your merchant service, but it will appear in the report as of the day you ran it in ChiroHD.
If you batch-enter multiple EOBs on the same day, they will all show the same posting date — even if the insurance payments arrived on different days.
Tip: When posting EOBs, ChiroHD gives you the option to backdate the posting date. If you want your Collections Report to more closely match your bank statement, consider entering the EOB check date rather than today's date.
📄 Summary vs. Detail
When you open the Collections Report options, you will choose between two report types:
Summary
Shows overall totals grouped by payment category (credit/debit card, cash/check, insurance, etc.)
Best for a quick snapshot of what was collected
Detail
Breaks down each category into individual line items (e.g., each EOB posted, each patient payment collected)
Best for identifying exactly what made up a total
✅ Recommended for most use cases — offices typically need the detail view to answer specific questions about their collections
📁 Export Options: PDF vs. CSV
Formatted document — what you see is what you get
Best for sharing or printing
CSV
Opens as a spreadsheet (in Excel, Google Sheets, or Numbers)
Best for offices that want to manipulate, filter, or combine data
Working with CSV in Google Sheets:
Download the CSV from ChiroHD
Open a new Google Sheet
Go to File > Import > Upload
Select the downloaded file and choose Replace spreadsheet or Insert new sheet
Click Import data
You can repeat this process to import multiple reports into one spreadsheet and organize or sort the data as needed. Note: Google Sheets will not automatically align data from different reports — you will need to organize the columns manually.
🔽 Report Filters and Options
When running the Collections Report, you have the following filter options:
Filter | What It Does |
Start Date / End Date | Sets the date range for the report |
Date Range Breakdown | Choose Combined (one total) or Separated by Date (totals broken out per day) |
Patient Case Type | Filter collections by a specific case type (e.g., Cash, Insurance, PI) |
Filter by Provider | Filter the report to show collections attributed to a specific provider |
Breakdown by User | Choose how to organize collections — by all users combined, or broken out by individual provider |
👤 Provider Attribution and the "Breakdown by Provider" Option
You can run the Collections Report broken down by provider — but how this works depends on how your office is set up.
✅ If your office uses New Insurance Paradigm (NIP):
When a payment is collected at the time of service, the staff member running the payment can select which provider the payment is attributed to. This works the same way as assigning a rendering provider on a service.
The Filter by Provider and Breakdown by User dropdowns in the report are driven by this setting.
⚠️ If your office does NOT use New Insurance Paradigm:
Older offices on the legacy billing method will see different breakdown options (by owning provider, billing provider, or calendar provider at the case level). These reflect how collections were organized under the previous billing structure.
If you are unsure which setup your office is on, contact ChiroHD Support.
🔄 Recurring Payments and Provider Attribution
Recurring payments currently cannot be assigned to a specific provider at the time they are set up.
When a recurring payment processes, it defaults to the Default Billing Provider set under your office's location settings — regardless of which provider the patient saw for that visit.
Example: If your office has 6 providers but runs all patient payments as recurring monthly charges, every recurring payment will be attributed to the Default Billing Provider only — not to the provider who rendered the service.
This is a known limitation. If accurate provider-level collections tracking is important to your office, consider collecting payments manually at the time of service when possible, so the rendering provider can be selected at the time of payment.
🚫 What the Collections Report Does NOT Show
It is important to understand what is not included in this report so you can set accurate expectations:
What's Missing | Why It Matters |
Collections by service | The report does not break down what service a payment was collected for (e.g., $350/month does not show how much went toward adjustments vs. supplements) |
Write-offs | The report does not show how much was written off on a charge — only what was collected |
Fee schedule / allowed amounts | Allowed amounts are not reflected — the report shows what was actually collected, not what was expected |
Initial Balance transactions | Initial Balances (used for migration opening balances or credits) do not appear in the Collections Report — this is by design |
Note: If your office is trying to compare what was billed vs. what was collected, or track write-offs alongside collections, the Collections Report alone will not provide that. You may need to combine it with the Sales Report and export both as CSVs to review the data side by side.
❓ Common Questions
Why is insurance included in my collections? Collections represents all money coming into your office — patient payments and insurance payments both deposit into your bank account. The report is designed so you can reconcile everything in one place. If you only need patient payments, export to CSV and remove the insurance rows.
Why are my dates different from my bank statement? The report reflects when actions were performed in ChiroHD, not when the bank processed the transaction. For EOBs, you can use the backdate option when posting to align the dates with your bank statement.
Why don't I see a "Filter by Provider" option? If your office is not on New Insurance Paradigm, you will see different breakdown options based on legacy billing fields (owning provider, billing provider, calendar provider). If you expected to see provider filtering and don't, contact ChiroHD Support to confirm your billing setup.
Can I see what service a payment was collected for? Not currently. The Collections Report does not map payments to individual services. This is a known gap.
✅ Key Takeaways
The Collections Report shows all money received by your office — patient payments, recurring payments, and insurance payments posted via EOB.
Dates in the report reflect when the action was performed in ChiroHD, not when money hit your bank account.
Use the Detail view for the most useful breakdown of your collections data.
Export to CSV if you need to filter, sort, or combine data from multiple reports.
Provider-level breakdown requires New Insurance Paradigm to be enabled. Recurring payments default to the office's Default Billing Provider and cannot be assigned to a specific rendering provider.
The report does not include write-offs, allowed amounts, or a breakdown of collections by individual service.
📌 Conclusion
The Collections Report in All Reports Beta is your primary tool for tracking money received by your office and reconciling it against your bank account. Understanding what it includes — and what it does not — will help you answer questions accurately and set the right expectations with your team. For data that goes beyond what collections alone can provide (such as write-offs or collections by service), plan to combine it with other reports or export to a spreadsheet for further analysis.
If you have questions about your specific reporting setup, reach out to ChiroHD Support through the in-app chat.