how to print a patient balance report from chiro touch

by Nannie Waters 3 min read

Support - Chirotouch

24 hours ago Click the Print button. In some areas of ChiroTouch, the Report Options dialog box appears that asks you for further information. Enter the requested information and click the OK button to … >> Go To The Portal


Print or export a report

  1. Click the Print button.
  2. In some areas of ChiroTouch, the Report Options dialog box appears that asks you for further information.
  3. Enter the requested information and click the OK button to continue.
  4. In the Select report destination dialog box, select whether you would like to print your report on the printer or preview your report on the screen.

Full Answer

How do I audit individual patient balances?

Auditing of individual patient balances. This report provides the ability to take a deep dive into individual patient balances: Built-in hyperlink gives access to the Edit Claim window for the selected item. Click Reports > Patients > Patient Balance Detail.

What is included in a patient balance report?

This report provides an individual patient balance detail for the report date, including procedure code/description, charges, adjustments, insurance payments, patient payments and where current balances stand (pending insurance or patient balance). Use this report to audit the current state of the patient’s outstanding balances.

How do I access chirotouch resources?

Visit our Resource page for assets available to the public, or visit CTCommunity for exclusive access as a ChiroTouch user. Access the profession’s largest library of software help assets. We’ve gathered over 760 articles & 235 videos, only available to ChiroTouch users on CTCommunity.

How do I take a deep dive into patient balances?

This report provides the ability to take a deep dive into individual patient balances: Built-in hyperlink gives access to the Edit Claim window for the selected item. Click Reports > Patients > Patient Balance Detail. Select filters. Patient: Either leave blank to report on all patients with financial activity within the reporting period.

Can ChiroTouch run financial reports?

ChiroTouch can run reports and figure out the patients who do not have an appointment, hence schedule it accordingly. Financial reports can be moved into excel format for setting goals for collections. Patients can view their x-rays and bills on the computer and download the details for future references accordingly.

How do I print past appointments at ChiroTouch?

You may view a record of all saved statements at any time by clicking View>Statement History in this Ledger screen. Appointment Receipt – Click Appointment Receipt. A Select Appointment Date dialog box appears. Select the appointment receipts to print.

How do you Rebill a ChiroTouch?

Click Rebill to add charges from the selected claim to the next batch waiting to be billed. The current claim will be marked "Rebilled" in the ledger charge details. Note: This action cannot be undone.

Is ChiroTouch cloud based?

ChiroTouch offers two ONC certified EHR chiropractic software systems, one cloud-based and one on premise. Both systems are designed from the ground up to maximize efficiencies for virtually every process, including patient self-check-in, scheduling, SOAP notes, billing, interoffice communication, and more.

How do I cancel an appointment with Athena?

Once an appointment is booked, you can cancel or reschedule it using one of the following calls: /appointments/{appointmentid}/cancel. /appointments/{appointmentid}/reschedule.

How do I print a Chirotouch HCFA form?

HCFA Printing Offsets – Choose a form from the drop-down menu, and use the left and right arrows to set the printing offsets for the left, top, and bottom of your HCFA forms. To test your settings, place a HCFA form in your printer, and click Print Test Form to check your settings.

What is resubmission code 8 on a claim?

Frequency code 8 Void/Cancel of Prior Claim: Indicates this bill is an exact duplicate of an incorrect bill previously submitted. This code will void the original submitted claims.

Can Dirty claims be resubmitted?

Dirty claims cannot be resubmitted. Electronic claims are submitted via electronic media. Claims that are done by direct billing first go to a clearinghouse. Insurance information should be collected on the first visit.

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Report Purpose

This report provides an individual patient balance detail for the report date, including procedure code/description, charges, adjustments, insurance payments, patient payments and where current balances stand (pending insurance or patient balance).

Value

Use this report to audit the current state of the patient’s outstanding balances.

Kareo PM Recommendation

This report provides the ability to take a deep dive into individual patient balances: Built-in hyperlink gives access to the Edit Claim window for the selected item.

Patient Correspondence

Generate patient listings, labels, and letters by selecting a wide range of search options. Patient information can be merged into letters to add a personal touch. Professional letters can also be created using other word processors (such as Microsoft Word).

Aging Report

Print an accounts receivable aging report showing patient and/or insurance balances. This report will break down account balances by 30, 60, and 90 days past due. The report can be sorted by name or balance.

Transaction Listing

Print a list of transactions for a specific procedure, date range, and/or doctor. Other report options include a payment / procedure code cross totals report.

Appointments Report

Print appointment or missed appointment schedules. Produce a list of active patients that do not have any appointments scheduled. Run a mail-merge from any of these listings to produce letters or postcards for appointment reminder notices and missed appointment notices.

Transactions (Daily)

Print daily transaction reports. The daily transaction report displays services, payments, and account adjustments for the selected day. Other report options include an individual doctor report, a doctor summary report, and a payment/procedure code cross totals report.

Year To Date

Print totals for any given date range. Use this option to print your weekly, monthly, and annual reports. Report options include an individual doctor report, a doctor summary report, and a payment/procedure code cross totals report.

Personal Health History

Are you pregnant, or have you had any signs of pregnancy? (Female Only)

Auto Accident

Were you wearing a seat belt? Yes No Have you worked since this injury? Yes No

Authorization

I certify that I'm the patient or legal guardian listed above. I have read/understand the included information and certify it to be true and accurate to the best of my knowledge. I consent to the collection and use of the above information to this office of chiropractic.