ChiroHD Academy

Welcome!

IMPORTANT ANNOUNCEMENT: System and Location Setup

Introduction to ChiroHD Academy

ChiroHD Release Notifications

From Check-In to Check-Out

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

Using Automations for Patient Sign up

Discounted Prepay & Monthly Auto-Debit Care Packages using Default Charges

Discounted Prepay & Monthly Auto-Debit Care Packages using Fee Schedules (Part 1)

Discounted Prepay & Monthly Auto-Debit Care Packages using Fee Schedules (Part 2)

How To Add An Appointment Note

How to Reschedule an Appointment

How To Run a Payment

IMPORTANT: Location Setup Intro

Location Setup - Providers

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

How to Reorder Calendar Tabs

Office Info

Office Configuration Intro

Office Configuration - Office Options

Historical Billing Info

Office Configuration - Scheduled Text Reminders

Office Configuration - Reminder Options

Office Configuration - Reminder Templates

Office Configuration - Email Notifications

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)

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

Creating System & Location Users - Granting Access To Your Team

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

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

Understanding Alert Types

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

Fortis Overview

SOAP Note Macros: Access and Customize ChiroHD's Macro Set in Your Network

SOAP Note Macro Customization Basics

SOAP Note Macros - Advanced Macros

SOAP Note Macros - Macro Chaining

SOAP Note Macros - Default Options

Provider Mode

Patient Mode

Patient Chart

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

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

Health Check - Duplicate Charges

Health Check - Appointments Missing Charges

Health Check - Appointments Missing SOAP Notes

Health Check - Patients Without Future Appointments

Health Check - Billable Items on Suspended Cases

Health Check - Fortis Split Payment Issues

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

ERA - Overview and Posting

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

New Insurance Paradigm

New Copay Paradigm - Insurance Policy Setup