ChiroHD Academy

Welcome!

IMPORTANT ANNOUNCEMENT: System and Location Setup

Introduction to ChiroHD Academy

IMPORTANT: Location Setup Intro

Location Setup - Appointment Settings, Inventory, Services

Location Level Users

Location Setup - Providers

Calendar (Enabling, Disabling, and Moving Appointments to Another Provider)

Calendar (Provider Hours, Exception Hours, Future Schedule)

How to Reorder Calendar Tabs

Calendar Settings Button

Location Setup - Office Configuration + Office Info

Office Info

Office Configuration Intro

Office Configuration - Office Options

Office Configuration - Scheduled Text Reminders

Office Configuration - Reminder Options

Office Configuration - Reminder Templates

Office Configuration - Email Notifications

Office Configuration - New Macro Layout

Location Setup - Integrations Intro

Merchant Services (Fortis/Cash Practice)

Twilio (Texting Phone Number) - Integrations

STOP!

X-Rays - Integrations

SKED - Integrations

Web (New Patient Scheduler for Your Website) - Integrations

Go High Level (GHL)

Clearinghouse - Integrations (SFTP)

Patient Mobile App - Settings, Inviting a Patient, Demo

Check-in Device

Adjusting Areas

Location-Specific Email Templates

Location-Specific Tags

Location-Specific SOAP Macros

Utilizing Patient Alert Templates and Creating Location Patient Alert Templates

Acknowledgements

Training Location

Users and Granting Login Access to Your Team

User Tips and Login Troubleshooting

Calling Module

Scheduling

Print Button on Calendar and Notification Bar

Events

Completing An Appointment, Auto-Complete, & Incomplete Queue

Preferences

Subscription

Life CCR Survey

Acknowledgements

System Overview

System Level Reporting

Inventory

Services

System Settings + Adding DX Codes from within a Location

Referral Sources

Review of Office Info Settings (Covered in Location Setup Chapter)

Historical Billing Info

Generic Day 1, Day 2, and Day 3 Walkthrough Example

Scheduled Text Reminders

Reminder Options

Reminder Templates

Sending Text Reminders Manually

Two-Way Texting

Text Opt In And Opt Out For Patients

Integrations Overview and Review

Documents / X-Rays

Insurance Eligibility

Intake Link (Paperwork) - How to Access Paperwork Intake Link

Mass Notification

Patient Paperwork

Rebill Utility

Insurance Renewal

Merge Patients - How To Merge Duplicate Patient Profiles

Monthly Payments

Patient Snapshot

Patient Profile - Info Tab

Family Management Tab - How To Set Up A Family

Bulk Scheduler

Cases

Default Services

Alerts

Patient Profile - Tags

Visit Tracker

Visits (SOAP Note Records)

Transaction Ledger

Insurance History

Bill History

Documents

Financial Tab & Recurring Payments Report

Patient Profile Shortcut Buttons

Mobile App - Login Troubleshooting

Fortis Overview

SOAP Note Macros - Default Options

Provider Mode

Patient Mode

Patient Chart (BETA)

How to Post a SOAP Note

Red Box With Dashes In A SOAP Note

Submit and Assign SOAP Note Feature

All Reports

All Reports (BETA) Overview

Metrics Dashboard

System Level Reporting

Additional Insurance Reports

Accounts Receivable (A/R)

Lead Tracking Report

Financial Tab & Recurring Payments Report

Accessing ChiroHD Reporting Dashboards

Metrics Dashboard - Location Level

Trends Dashboard

Insurance Metrics Dashboard

Appointments Metrics Dashboard

Financial Metrics Dashboard

Referral Tree Dashboard

Advanced Patient Search

Simple Reporting - Collections

Simple Reporting - Sales

Simple Reporting - Appointments

Simple Reporting - Statistics

Simple Reporting - Call List

Simple Reporting - Task List

Simple Reporting - Pending Inactive

Simple Reporting - New Patient Retention

Simple Reporting - Patient List

Third Party Payers - System Level and Location Level

NPI Type 1 vs 2 and Taxonomy Codes

Insurance - Insurance Case / Policy Setup

Insurance - Medicare Case / Policy Setup

Insurance - Personal Injury Case / Policy Setup

How to Process a Personal Injury (PI) Case - Start to Finish

Insurance - Workman's Comp Case / Policy Setup

Insurance - How To Apply Charges On An Insurance Ledger

Insurance - How To Rebill A Claim

Insurance - Additional Insurance Reports

Insurance - DX Mapping / Pointers

Insurance - Billed Units

Insurance - Modifiers

Insurance - How To Post A Recoupment

Virtual Credit Card (VCC) Payment - Start To Finish

How To Edit A Service That Has Been Billed

Insurance - V2 - How To Enable

Insurance - V2 - Insurance Home

Insurance - V2 - Create Claim

Insurance - V2 - Claim History

Insurance - V2 - Process/Posting EOB

Insurance - V2 - How To Post An EOB from Secondary Insurance

Insurance - V2 - How To Post A Check For A Personal Injury Case

Insurance - V2 - EOB History

Insurance - V2 - Fee Schedules

Insurance - V2 - Column Configs

Insurance - V2 - Printer Configs

Overrides - Insurance

Insurance - V2 - Payers

IMPORTANT Distinction on NPI 1 vs 2 and Taxonomy Codes

New Insurance Paradigm

New Copay Paradigm - Insurance Policy Setup

Schedule Billing Readiness Call

ChiroHD Open Billing Forum