📝 Overview
The Recurring Sales report shows all recurring payment transactions that have been processed through ChiroHD within a selected date range. Recurring payments in ChiroHD are automated charges set up on a patient's account — typically processed through Fortis or BridgePay — that charge a configured service or inventory item to the patient's case on a scheduled basis.
This report gives you visibility into recurring payment activity at the transaction level, including which patients were charged, what they were charged for, and when. It is most useful for offices that use recurring billing as a significant part of their collections workflow — such as practices with membership programs, monthly care plans, or subscription-based billing.
To access this report, go to Reporting > All Reports Beta, select a location, and click Recurring Sales under Daily Reports.
💡 How Recurring Payments Work in ChiroHD
Recurring payments are set up on individual patient accounts and tied to a specific service or inventory item. When a recurring payment processes, ChiroHD automatically adds the configured service or inventory item to the patient's ledger as a charge and records the payment — without staff needing to manually collect it.
Key things to understand about recurring payments:
They are processed through a connected merchant services, like Fortis
Each recurring setup is tied to a specific service or inventory item that gets charged to the patient's case
The billing provider for recurring payments defaults to the Default Billing Provider set under your location settings — recurring payments cannot be assigned to a specific rendering provider at the time they are set up (see the Collections Report KBA for more detail on this limitation)
Recurring payment activity also appears on the Collections Report under the recurring payments section — this report gives you the patient-level detail behind those totals
🔽 Report Filters
Filter | What It Does | Required? |
Start Date / End Date | Sets the date range for recurring transactions to include — defaults to the current month | ✅ Required |
Inventory Item Category | Filter results to recurring charges tied to a specific inventory item category | ❌ Optional — single selection only |
Service Category | Filter results to recurring charges tied to a specific service category | ❌ Optional — single selection only |
Export options: PDF and CSV
⚠️ Important: Unlike the Services by Category and Inventory by Category reports — which allow multiple categories to be selected at once — the Recurring Sales report only allows one category to be selected at a time from each filter. If you need results across multiple categories, run the report separately for each or leave both filters blank to see all recurring activity.
📋 Filter Details
📅 Start Date / End Date (Required)
Sets the date window for the report. Includes any recurring payment transaction processed within this range. Defaults to the current month.
🏷️ Inventory Item Category (Optional — Single Selection)
If your office uses recurring billing for inventory items (such as monthly supplement subscriptions), you can filter to a specific inventory item category. Only one category can be selected at a time.
Available inventory item categories:
Supplements
DME
Weight Loss
Inventory Misc
Lab Test (Inventory)
🏷️ Service Category (Optional — Single Selection)
If your office uses recurring billing for services (such as monthly membership adjustment plans), you can filter to a specific service category. Only one category can be selected at a time.
Available service categories: New Patient, Chiropractic, Exam, Massage, Nutrition, Stretch, Laser, Red Light Therapy, Acupuncture, Rehab, Weight Loss, Neuropathy, Mental Health, Decompression, Shockwave
Tip: If your recurring charges span multiple service or inventory categories and you want to see everything at once, leave both filters blank. The report will return all recurring transactions in the date range regardless of category.
📊 What the Report Shows
This report is labeled Detail in the system — it shows individual recurring payment transactions at the patient level, not aggregate totals. For each transaction, the report shows:
Patient name
The service or inventory item charged via the recurring payment
The transaction date
The amount charged
Note: There is no Summary version of this report — all recurring transaction data is presented at the individual transaction level.
⚠️ What This Report Does Not Show
Failed or declined recurring payments — the report shows processed transactions only. Failed recurring payments that did not successfully charge will not appear here. For failed payment tracking, review your payment processor's dashboard or alerts.
Upcoming scheduled recurring payments — the report is historical only. It shows what has processed, not what is scheduled to process in the future.
Provider-level breakdown — recurring payments default to the location's Default Billing Provider and cannot be broken out by rendering provider in this report.
Refunds on recurring payments — if a recurring payment was refunded, that refund may appear separately rather than as a reversal of the original transaction. Review carefully if refund activity is expected in the date range.
💡 Common Use Cases
Membership billing review — Run monthly to confirm all recurring membership charges processed as expected and identify any gaps or failures in the billing cycle
Recurring revenue tracking — Use as the patient-level detail behind the recurring section of your Collections Report — helpful when investigating a total that doesn't match expectations
Category-specific recurring review — Filter to a specific service or inventory item category to see all recurring charges for that type in the period
Patient-level recurring history — Export as a CSV and sort by patient name to review all recurring charges for a specific patient or group of patients
Reconciliation support — Cross-reference recurring transactions in this report against your Fortis or BridgePay processor dashboard to confirm all expected charges processed successfully
❓ Common Questions
What is the difference between this report and the Collections Report? The Collections Report shows recurring payments as a grouped total within your overall collections — it does not break them down by patient. The Recurring Sales report shows each individual recurring transaction at the patient level, giving you the detail behind the Collections Report's recurring total.
Why are only one category filter selections allowed at a time? The Inventory Item Category and Service Category filters on this report are single-select only — unlike Services by Category and Inventory by Category which allow multiple selections. If you need to see recurring charges across multiple categories, either leave the filters blank (to see all categories) or run the report separately for each category.
Can I see recurring payments that failed to process? No — the report only shows successfully processed transactions. For failed or declined recurring payments, review your payment processor dashboard (Fortis or BridgePay) or any failure notifications sent by the processor.
Can I see which provider each recurring charge is attributed to? Recurring payments default to the location's Default Billing Provider and cannot be assigned to a specific rendering provider at setup. All recurring charges will be attributed to that default provider — there is no provider filter on this report, and the output will not break charges out by rendering provider.
Why does a recurring charge appear on both the Collections Report and this report? That is expected behavior. The Collections Report captures all payments received — including recurring payments — as part of your total collections. The Recurring Sales report shows the same recurring transactions at the patient level. They are two views of the same activity.
Can I see what is scheduled to process in the future? No — this report is historical only. It shows transactions that have already processed within the date range you select. Future scheduled recurring payments are not visible in this report.
✅ Key Takeaways
The Recurring Sales report shows individual recurring payment transactions processed within a date range — it is the patient-level detail behind the recurring section of the Collections Report.
This report has a single Detail view only — there is no Summary version.
Date range defaults to the current month.
The Inventory Item Category and Service Category filters are both optional and single-select only — only one category can be selected at a time from each filter, unlike other category-filtered reports.
Recurring payments default to the location's Default Billing Provider — provider-level breakdown is not available in this report.
The report shows successfully processed recurring transactions only — failed or declined payments do not appear.
This report is not PHI-flagged, though it does contain patient-identifying information alongside transaction amounts.
Export as CSV for detailed review, reconciliation against your payment processor, or combining with other reports.
📌 Conclusion
The Recurring Sales report is the go-to tool for offices that rely heavily on recurring billing — whether for memberships, monthly care plans, or subscription-based inventory charges. It provides the patient-level transaction detail that the Collections Report does not, making it valuable for reconciliation, billing cycle verification, and investigating recurring revenue discrepancies. The single-select category filters and the absence of a Summary view keep it focused — for a broader financial picture, use it alongside the Collections Report and the relevant category-level Sales Reports.