📝 Overview
To streamline your insurance billing workflow, ChiroHD allows integration with Clearinghouses. Here’s how to set up your Clearing House integration!
🔧 Accessing Clearinghouse Integration Settings
Log in to your ChiroHD account.
Navigate to Location Settings.
Click on Initial Setup.
Go to Integration and select Clearinghouse.
ChiroHD currently supports direct integrations with the following Clearinghouses:
Office Ally
TriZetto
❗️ Important Setup Requirement
Before configuring the integration, you must contact your Clearinghouse and inform them that you will be using ChiroHD as your EHR.
Even if you have been using the same clearinghouse with a previous system, this step is necessary because setup steps on their end are required.
⚠️ Failing to notify the Clearinghouse may result in integration issues.
🔄 How Clearinghouse Integration Works
ChiroHD generates electronic claims in X12 format, which most Clearinghouses accept.
If using a non-integrated Clearinghouse, compatibility is not guaranteed, but you may still attempt to use the X12 claim file.
🧾 Manual Billing Option
The SFTP integration is NOT required to create claims in ChiroHD. You can still:
Create claims in ChiroHD
Manually download the electronic claim file
Log into your Clearinghouse's website
Upload the claim file and process it
🛠️ Integration Setup Steps
Sender ID: Enter your Sender ID (provided by your Clearinghouse).
If left blank, ChiroHD will use your EIN number.
SFTP Credentials: Obtain your SFTP username and password from your Clearinghouse.
These credentials are different from your website login.
✅ Be sure to request SFTP credentials, not regular login info.
📤 How to Use the SFTP Integration
Once the SFTP integration is set up:
When you create a claim in ChiroHD, a Send to Clearinghouse button will appear.
Clicking this button will upload the electronic claim file to your Clearinghouse.
🔔 You must still log into your Clearinghouse's website to finalize and send the claim to third-party payers.
🚫 Without SFTP Integration
If you don’t have the SFTP setup:
Download the electronic claim form from ChiroHD
Save it to your computer
Manually log into your Clearing House’s website
Upload the file and complete the claim process
📚 Viewing Claim History
In ChiroHD, you can view claim history for all created claims.
Click on a claim to expand it.
If you used Send to Clearinghouse, it will show Sent to Clearinghouse with a timestamp.
📝 Reminder: You still need to finalize claims in the Clearinghouse.
✅ Key Takeaways
ChiroHD supports Clearinghouse integration with Office Ally and TriZetto.
SFTP integration simplifies claim uploads but does not complete the process.
You must request SFTP credentials from your Clearinghouse (not regular login).
Claims can still be manually created and uploaded if SFTP is not configured.
Claim upload history is viewable in ChiroHD with a timestamp.
Final claim submission must still occur via your Clearinghouse’s website.
📌 Conclusion
ChiroHD’s Clearinghouse integration provides a streamlined and efficient billing workflow, allowing practices to upload claims directly via SFTP. Whether you choose to integrate or handle submissions manually, ChiroHD ensures flexibility while maintaining X12 compatibility with supported Clearinghouses.