Overview
The Claim History tab is your complete record of every insurance claim that has been created in ChiroHD. It is located inside the Insurance Dashboard.
Important distinction: A claim appearing in Claim History means it was created in ChiroHD — not necessarily that it was sent to your clearinghouse or printed. Use this screen to confirm the status of each claim and take the appropriate next step.
Navigating to Claim History
Navigate to your Live Location, Insurance Tab, Claim History.
The Filters Panel
The left panel controls which claims load into the main view. The list reloads automatically whenever you change a filter — no need to click a search button.
Start Date / End Date — Claim History defaults to the last month. If you are looking for a claim older than that, adjusting the Start Date is the first thing to do. You can set any custom date range.
Third-Party Payer(s) (optional) — Use this filter to narrow results to one or more specific insurance companies. The payer field supports multi-select — start typing a payer's name and use Select All to grab every match at once. Leave this blank to load all payers.
The Claim List
Once filters are set, the right panel loads your claims. Each row represents one claim (one bill) that was created in ChiroHD.
Each row shows:
Claim label — the date the claim was created in ChiroHD and the payer(s) it was billed to.
Total billed amount — displayed on the right side of the row.
Bypassed Validation tag — a purple tag appears on any claim that was created despite failing validation checks (the Greensheet process). This does not mean the claim failed to reach the clearinghouse, but it is a useful flag when troubleshooting a rejection. Bypassing validation should not be standard practice.
Expand a Claim: What You Are Looking At
Click any row to expand it and view the full claim detail.
Summary information at the top:
Field | What it means |
Date / Time | When the claim was created in ChiroHD |
Payer(s) | The insurance company(s) billed |
Total Billed Amount | The total dollar amount on this claim |
Bill From / Bill To | The service date range covered by this claim |
Memo | Any note attached at the time the claim was created |
Clearinghouse Status | If your account is set up to receive clearinghouse acknowledgments, this will show as Acknowledged by Clearinghouse (green) or Awaiting Acknowledgement from Clearinghouse (grey). This label only appears if your location has acknowledgment enabled. |
Service line table: Each row inside the expanded claim is one individual service line included in that bill. The columns are:
Column | What it means |
Status | Billed = submitted, no payment received yet. Rebilled = flagged for resubmission in ChiroHD and queued on a new claim. Paid = a payment response has come back and an EOB has been posted. |
Posting Date | When the charge was originally posted |
Patient | Clickable link to that patient's profile |
Third-Party Payer(s) | The insurance company billed for that line |
Code | The CPT code |
Description | Your office's service description |
Amount | The billed amount for that line |
Action Buttons
When a claim is expanded, a row of action buttons appears above the service line table.
View Paper Claim(s) — Opens an on-screen preview of the claim formatted as an HCFA (CMS-1500) form. Use this to review exactly how the claim was structured before it went out, or if you need to print it on a paper HCFA form.
Download Claim File — Downloads the X12 837 electronic claim file to your downloads folder. Use this if you need to manually upload the file to your clearinghouse or save it for your records.
Send to Clearinghouse — (only visible if SFTP integration is enabled) Sends the claim file directly to your clearinghouse via SFTP. After sending, this button changes to a timestamp — Sent to clearinghouse on [date/time] — so you can confirm at a glance whether a claim was electronically transmitted. If the button still reads Send to Clearinghouse with no timestamp, the claim has not been sent.
Set All Items to Rebill — Marks every service line on this claim for resubmission. Use this when you have found an error in the claim and need to correct it before sending a new claim. After setting to rebill, go back through the standard billing workflow to make corrections and create a new claim.
Delete Claim — Permanently removes the claim record. When a claim is deleted, all service lines are automatically reset to rebill status — the services themselves are not deleted, only the claim that was created for them. This action cannot be undone. Use it when a claim was created in error or needs to be fully resubmitted.
Print (dropdown)
Preview on HCFA — Opens an on-screen HCFA preview. Use this to review the claim layout before printing.
Printer configurations — If your office has printer configurations set up in ChiroHD, they will appear here as additional options for printing directly to a paper HCFA form.
Mark All for Rebill
At the top of the left filters panel, a Mark all for Rebill button appears whenever claims are loaded in your current view.
Instead of going claim by claim, this button resets every claim that matches your current filters — setting all of their service lines to rebill status at once.
NOTE: This will affect every claim currently loaded in your view, not just one.
Use it in situations like:
An SFTP error occurred for a specific date range and claims were not successfully transmitted.
Claims were created during a window when something was misconfigured, and all of them need to be resubmitted.
Adjust your date range and payer filters before using this button to make sure only the intended claims are in view.
Common Workflows
Here are the most common reasons staff use the Claim History tab:
Confirm whether a claim was sent to the clearinghouse Open the claim and check whether the Send to Clearinghouse button shows a timestamp. A timestamp means it was electronically transmitted via SFTP. No timestamp means it was not sent through the integration.
Review a claim, find an error, and resubmit Open the claim, review the service lines, and click Set All Items to Rebill. Then return to the billing workflow, make your corrections, and create a new claim.
Download or print a claim that had a submission issue If a claim could not be transmitted electronically, use Download Claim File to export the X12 file for manual upload, or use Print > Preview on HCFA to print and submit on paper.
✅ Key takeaways
Claim History shows every claim created in ChiroHD — not just ones that were sent to a clearinghouse.
The default date range is the last month. Adjust Start Date first if you are searching for older claims.
Bypassed Validation (purple tag) flags claims that skipped the validation process — useful for troubleshooting rejections.
Set All Items to Rebill and Mark All for Rebill are powerful — confirm your filters before using either.
Deleting a claim is permanent and cannot be undone, but service lines are preserved and reset to rebill status.
📌 Conclusion
Use Claim History when you need to verify what was created, confirm whether it was transmitted, or take action on a specific claim. If you need to correct and resubmit a single patient's claim and it does not involve a batch, you can also access it from the patient's Insurance History tab directly. For batch claims or when reviewing multiple claims at once, Claim History is the right place to work.