📝 Overview
The Insurance Report shows EOB (Explanation of Benefits) posting activity for a selected date range. Specifically, it shows how many EOBs have been posted and the corresponding copay, deductible, coinsurance, and payment totals that were entered during the EOB posting process. This is a report of what was recorded on posted EOBs — not a report of money collected from patients.
To access this report, go to Reporting > All Reports Beta, select a location, and click Insurance under Daily Reports.
💡 What the Insurance Report Shows vs. What It Does Not
This is the most important thing to understand about this report — and the most common source of confusion:
| Insurance Report | Collections Report |
What it reflects | EOB posting data — copay, deductible, coinsurance, and insurance payment totals as entered on the EOB | Actual payments received — both patient payments and insurance payments posted |
Source of data | The EOB posting screen in ChiroHD | Payment transactions recorded on patient ledgers |
Date reflected | The date the EOB was posted in ChiroHD | The date the payment or posting action was recorded in ChiroHD |
Shows patient payments? | No — only EOB-level data | Yes — patient payments and insurance payments both included |
In plain terms: The Insurance Report tells you what your EOBs said. The Collections Report tells you what money came in. If you want to know how much insurance has paid your office, the Collections Report is the right tool. If you want to see a breakdown of the benefit amounts on your posted EOBs — copays, deductibles, coinsurance, and insurance payments as entered during posting — this report is where to look.
🔽 Report Filters
Filter | What It Does | Required? |
Start Date / End Date | Sets the date range for EOB posting activity to include — defaults to the current month | ✅ Required |
Export options: PDF and CSV
Note: There are no additional filters on this report beyond the date range. You cannot pre-filter to a specific insurance carrier, provider, or case type within the report options. To focus on a specific carrier or subset of data, export as a CSV and filter in a spreadsheet.
📄 Summary vs. Detail
Summary
Shows overall totals for EOB posting activity across all carriers in the date range — total copay, deductible, coinsurance, and insurance payment amounts posted
Best for a quick overview of EOB activity for the period
Detail (PHI — requires appropriate access)
Breaks down the EOB data by individual insurance carrier — showing each carrier's contribution to the totals separately
Best for offices that bill multiple insurance companies and want to see how each carrier's EOBs break down individually
✅ Recommended when you need carrier-specific data or are reconciling activity per insurer
📊 What the Report Shows
The report captures the following figures as entered during the EOB posting process:
Column | What It Represents |
EOBs Posted | The number of EOBs posted within the date range |
Copay | The total copay amounts entered across posted EOBs |
Deductible | The total deductible amounts entered across posted EOBs |
Coinsurance | The total coinsurance amounts entered across posted EOBs |
Insurance Payment | The total insurance payment amounts entered across posted EOBs |
⚠️ These figures reflect what was entered during EOB posting — not necessarily what was collected from patients. The copay, deductible, and coinsurance amounts represent patient responsibility as recorded on the EOB. Whether those amounts have actually been collected from the patient is tracked separately in the Collections Report and on the patient's ledger.
⚠️ What This Report Does Not Show
Patient payments collected — the report shows EOB-level benefit data only. Patient payments are tracked in the Collections Report.
Claims sent or outstanding — the report reflects posted EOBs only, not claims that have been submitted and are awaiting a response. For claim status, use the Insurance Dashboard.
Write-offs or contractual adjustments — these are tracked in the Write-Offs Report, not here.
Unposted EOBs — if an EOB has been received but not yet posted in ChiroHD, it will not appear in this report.
Provider or case type breakdown — no provider or case type filter is available. Use the CSV export to sort by these dimensions if needed.
💡 Common Use Cases
EOB activity reconciliation — Run for a specific period to see how many EOBs were posted and the total benefit amounts recorded, and cross-reference against your remittance statements
Carrier-level breakdown — Run the Detail view to see how each insurance carrier's EOBs break down by copay, deductible, coinsurance, and payment — useful for multi-carrier practices tracking payer mix
Monthly insurance reporting — Some offices run this report monthly alongside the Collections Report and Write-Offs Report to give a complete picture of insurance activity — what was billed, what EOBs were posted, what was collected, and what was written off
Verifying EOB entry accuracy — If a total seems off, the Detail view allows you to see which carriers' postings are contributing to the discrepancy
❓ Common Questions
How is this different from the Collections Report? The Collections Report shows money received — patient payments and insurance payments that have been recorded as income. The Insurance Report shows what was entered on posted EOBs — copay, deductible, coinsurance, and insurance payment totals as documented during the posting process. The Collections Report is the right tool for understanding income; this report is for understanding your EOB posting activity.
Why don't the copay/deductible amounts on this report match what patients have paid? The copay and deductible figures here reflect patient responsibility as recorded on the EOB — not amounts actually collected. If a patient has not yet paid their portion, the amounts will still appear here as posted. Use the patient's ledger or the Collections Report to see what has actually been received.
Can I filter by insurance carrier? Not within the report options — the only filter is the date range. Run the Detail view and export as a CSV to see carrier-level data, then filter in your spreadsheet tool.
Can I filter by provider? No — there is no provider filter on this report. Export as a CSV to sort or filter by provider if needed.
Why are some EOBs not showing up? EOBs only appear in this report once they have been posted in ChiroHD. If an EOB has been received but not yet entered through the EOB posting workflow, it will not appear. Also confirm that the posting date falls within the date range you selected.
How do I know what was actually collected from insurance vs. what was just posted on an EOB? The Collections Report is the right tool for that question. It shows insurance payments that have been received and recorded — the Insurance Report shows what was entered on the EOB, which includes what insurance is expected to pay, not necessarily what has cleared.
✅ Key Takeaways
The Insurance Report shows EOB posting data — copay, deductible, coinsurance, and insurance payment totals as entered during the EOB posting process. It is not a report of money collected.
The only filter is the date range — defaults to the current month. No carrier, provider, or case type filter is available in the report options.
Summary shows overall totals across all carriers. Detail (PHI-flagged) breaks down the data by individual insurance carrier.
Copay, deductible, and coinsurance amounts reflect patient responsibility as recorded on the EOB — not amounts actually paid by patients.
Unposted EOBs do not appear — only EOBs that have been posted in ChiroHD within the date range are included.
For money actually received from insurance, use the Collections Report. For claim status, use the Insurance Dashboard. For write-offs recorded during posting, use the Write-Offs Report.
Export as CSV and use the Detail view for carrier-level analysis or multi-insurer reconciliation.
📌 Conclusion
The Insurance Report is a focused snapshot of your EOB posting activity — how many EOBs were posted in a period and what the benefit amounts recorded on those EOBs look like, broken down by copay, deductible, coinsurance, and insurance payment. Its most important limitation to communicate is that it reflects what was entered during posting, not what has been collected. For a complete picture of insurance-related financial activity, plan to use this report alongside the Collections Report and Write-Offs Report.