ChiroFusion logo
Knowledge Base & Documentation

How can we help you today?

Find answers, step-by-step guides, and helpful resources to get the most out of ChiroFusion.

193 Articles
12 Categories

Browse by Category

Explore our categorized library of documentation and workflows

91 articles

Billing & Claims Management

Guides on insurance claims, modifiers, payer requirements, and billing workflows.

Top Articles
Medicare AT, GA, GX, GY, and GZ modifier requirements for chiropractic billing
How do I ensure that an insurance payment is sent directly to me and not the patient?
How do I convert an insured patient to self-pay?
24 articles

Blank Forms

Downloadable blank forms and templates for chiropractic practice documentation.

Top Articles
Primary Care Low Back Disability (Revised Oswestry)
Massage Therapist blank SOAP template
Medical Necessity Letter Template
20 articles

Documentation

SOAP notes, treatment records, and clinical documentation best practices.

Top Articles
Why is my digital signature not showing?
Working with Outcomes Assessments
How do I reorder my ICD-10 codes to comply with Medicare requirements?
14 articles

Scheduling

Appointment scheduling, calendars, reminders, and patient booking management.

Top Articles
How do I setup and use Appointment Text Reminders?
How do I track new referrals to my office?
My patient states they did not receive their email reminder. Where did it go?
14 articles

Troubleshooting Guide

Step-by-step solutions for common issues, errors, and technical problems.

Top Articles
Why is the calendar not updating after a patient checks in?
Chrome Troubleshoot: Resolving common issues
I am having a problem exporting ChiroFusion reports to Excel
11 articles

General

General information, FAQs, and common questions about ChiroFusion.

Top Articles
ChiroFusion system requirements
New Users: Helpful tools to use with ChiroFusion
ChiroFusion Security policy, Business Associate (BA) Agreement and End User License Agreement.
6 articles

Tips & Tools

Helpful tips, shortcuts, and productivity tools to get more from ChiroFusion.

Top Articles
Using Google Translate for Intakes: A Step-by-Step Guide
How do I enable voice dictation?
How do I export patient data and medical records from ChiroFusion?
4 articles

Patient Profiles

Managing patient records, demographics, history, and profile settings.

Top Articles
How do we backup our data in ChiroFusion?
How do I generate a Face Sheet for referrals?
Can I Use Same Email For Parent And Child?
3 articles

Integrations

Connect ChiroFusion with third-party apps, clearinghouses, and external services.

Top Articles
How to setup your Physitrack integration with ChiroFusion
Completing online intake forms during patient self check-in
How to set up your MailMyStatements™ integration with ChiroFusion
3 articles

Learn ChiroFusion

Getting started guides and onboarding resources for new ChiroFusion users.

Top Articles
On-Demand Training Videos: Learn ChiroFusion at your own pace
Billing and Claims User Manual
EMR User Manual
2 articles

General Reference

Uncategorized articles and general reference material.

Top Articles
ChiroFusion Good Practice: Optimizing your experience with ChiroFusion
What question is your article answering?
1 articles

Add-Ons

Optional add-ons, premium features, and extensions for ChiroFusion.

Top Articles
How Do I set up and use Online Intake Forms?

All Knowledge Base Articles

Showing 193 matching guides

Billing & Claims ManagementInsurance Claims & Payer Specific Requirements

Medicare AT, GA, GX, GY, and GZ modifier requirements for chiropractic billing

Medicare coverage of chiropractic services may require the use of specific modifier codes.

108 views
Billing & Claims ManagementInsurance Claims & Payer Specific Requirements

How do I ensure that an insurance payment is sent directly to me and not the patient?

This article covers the specific settings required for Assignment of Benefits to ensure that insurance payments are issued directly to the Provider or Facility (as opposed to the patient).

520 views
Billing & Claims ManagementFAQ's

How do I convert an insured patient to self-pay?

This article covers the steps required to convert and insured patient to self-pay.

508 views
Billing & Claims ManagementInsurance Claims & Payer Specific Requirements

Medicare specific requirements for the HCFA 1500 claim form

Medicare has specific requirements for how they want claims submitted on the HCFA 1500 Claims forms. Below we have outlined the areas where you can enter the necessary information to satisfy these Medicare specific requirements.

872 views
Billing & Claims ManagementElectronic Claims & Office Ally Clearinghouse

Working with ERA's (Electronic EOBs)

ChiroFusion's integrated clearinghouse support ERAs with auto-payment posting. This article provides an overview of working with ERAs.

788 views
Billing & Claims ManagementGeneral

How do I apply an adjustment to a patient's account?

This article describes the steps required to enter an Adjustment entry in ChiroFusion.

919 views
Billing & Claims ManagementInsurance Claims & Payer Specific Requirements

How do I refile a claim with unpaid charges?

This article describes the steps required to refile a claim that was not paid in full by a Payer.

220 views
Billing & Claims ManagementElectronic Claims & Office Ally Clearinghouse

Testing your Office Ally and ChiroFusion connection to ensure claims are transmitting properly

This article describes how to properly test your Office Ally connection within ChiroFusion to ensure claims are transmitting properly.

676 views
Blank FormsOutcome Assessments

Primary Care Low Back Disability (Revised Oswestry)

Please download the attached form to your desktop.

381 views
SchedulingGetting Started

How do I setup and use Appointment Text Reminders?

Text reminders are an excellent way to reduce no-show appointments and last minute cancellations at your office. They also will save your staff time calling to remind patients of their upcoming appointments.

524 views
SchedulingFAQs

How do I track new referrals to my office?

Referrals to your practice can be tracked in ChiroFusion using the 'New Patients' report.

225 views
Billing & Claims ManagementElectronic Claims & Office Ally Clearinghouse

How do I manually add or edit a Payer ID?

If you're unable to locate a specific Payer in the system, you can add the Payer ID manually.

707 views
Billing & Claims ManagementPrinter Templates for HCFA 1500 Forms

HCFA 1500 Form Printer Templates

Is your HCFA 1500 claim form not aligning properly when printing? You may need to replace the Default print template in ChiroFusion with one that matches your printer's make and model.

870 views
Billing & Claims ManagementElectronic Claims & Office Ally Clearinghouse

How Do I Correct Segment SBR09 On My Eclaims?

When Payer or Office Ally indicates that segment SBR09 is incorrect on your eclaims.

613 views
Billing & Claims ManagementInsurance Claims & Payer Specific Requirements

How Do I Add A Taxonomy Code To My Claim Form?

This article will demonstrate the areas where a Taxonomy code can be displayed on a HCFA 1500 form.

450 views
DocumentationTroubleshooting

Why is my digital signature not showing?

When uploading a signature for Exam and SOAP Notes

573 views
GeneralSystem Requirements

ChiroFusion system requirements

These system requirements are regularly updated with recommendations for the optimal use of ChiroFusion.

608 views
Billing & Claims ManagementElectronic Claims & Office Ally Clearinghouse

How Do I Set Up My Existing Office Ally Account for ChiroFusion?

If you already have an Office Ally account and are setting up your ChiroFusion integration, follow these steps to request your SFTP credentials and configuration settings directly from Office Ally.

540 views
Tips & Tools

Using Google Translate for Intakes: A Step-by-Step Guide

This article will discuss how to turn on Google Translate, for translating online intakes into any language you prefer.

415 views
Tips & Tools

How do I enable voice dictation?

Voice dictation converts spoken words into text and can help to improve speed and efficiency when documenting.

869 views
Billing & Claims ManagementFAQ's

What are some common causes of rejected electronic claim files?

Electronic claim forms can be rejected for a number of reasons.

264 views
Billing & Claims ManagementTroubleshooting

I'm unable to preview or print claims

If you are unable to preview or print a claim form, we recommend verifying that pop-ups are not being blocked in Chrome.

297 views
GeneralFor New Clients

New Users: Helpful tools to use with ChiroFusion

Below are some helpful tools that can be used with ChiroFusion:

742 views
Tips & Tools

How do I export patient data and medical records from ChiroFusion?

You have the ability to export your patient data and medical records from your ChiroFusion account.

819 views
Scheduling

My patient states they did not receive their email reminder. Where did it go?

678 views
Blank FormsClinical Forms

Massage Therapist blank SOAP template

This form can be used by massage therapists to document patient encounters. You can upload the form to the patient's medical file after it's been completed.

401 views
Blank FormsClinical Forms

Medical Necessity Letter Template

This letter can be sent to an insurer that has denied payment due to non medical necessity.

943 views
Blank FormsOutcome Assessments

Neck Bournemouth Questionnaire

Please download the attached forms to your desktop.

611 views
Blank FormsOutcome Assessments

Back Bournemouth Questionnaire

Please save attachments to your desktop.

328 views
Billing & Claims ManagementInsurance Claims & Payer Specific Requirements

How do I edit Box 33b?

If there is a requirement from the insurance company to populate box 33b, you can customize it in the global insurance settings.

355 views
Billing & Claims ManagementInsurance Claims & Payer Specific Requirements

How do I print paper HCFA 1500 claim forms?

When printing paper 1500 claim files in ChiroFusion, you have the option to print to plain paper or to an official 1500 form.

765 views
Billing & Claims ManagementElectronic Claims & Office Ally Clearinghouse

How do I regenerate a claims batch?

Regenerating a batch of claims allows you to resend the batch to the clearinghouse without making edits to the claim files.

537 views
Billing & Claims ManagementElectronic Claims & Office Ally Clearinghouse

E-claims status types and what they mean

Office Ally will provide updates and they will appear in E-Claims Tracking for batches and individual claims.

402 views
Billing & Claims ManagementInsurance Claims & Payer Specific Requirements

How do I bill secondary insurance coverage in ChiroFusion?

ChiroFusion supports both Primary and Secondary insurance coverage for patients.

473 views
Billing & Claims ManagementFAQ's

How do I track patient visits for pre-pay packages and plans?

This article covers how to track patient visits using the Authorization feature in ChiroFusion.

503 views
Billing & Claims ManagementFAQ's

How do I delete a patient encounter in billing?

This article covers the steps involved to delete a patient visit or encounter in billing.

121 views
Billing & Claims ManagementElectronic Claims & Office Ally Clearinghouse

How to connect your Office Ally account to ChiroFusion

Connecting your Office Ally account to ChiroFusion is required in order to submit e-claims.

417 views
Troubleshooting Guide

Why is the calendar not updating after a patient checks in?

The scheduling calendar is set to auto-refresh every 70 seconds and should reflect any changes after a refresh.

873 views
Blank FormsOutcome Assessments

La Trobe Whiplash

Please download the attached form to your desktop.

227 views
Blank FormsOutcome Assessments

Neck Disability Index Questionnaire

Please download the attached forms to your desktop.

438 views
Blank FormsOutcome Assessments

Functional Rating Index Form

812 views
DocumentationWorking With Exams & SOAP Notes

Working with Outcomes Assessments

The use of outcome assessments is essential in modern health care to assess quality of care and contain costs. This article will show you how to use the digitized Outcomes Assessments in ChiroFusion.

995 views
SchedulingGetting Started

How do I setup and use Online Scheduling?

ChiroFusion's Online Scheduling feature allows patients to schedule appointments with your office 24/7. This article will show you how to setup and get the most from online scheduling.

362 views
SchedulingGetting Started

How do I create color-coded 'status' types for appointments

ChiroFusion offers the ability to create custom, color-coded status types for appointments to indicate patients who are in the waiting room, have checked out, or cancelled.

248 views
DocumentationTroubleshooting

How do I reorder my ICD-10 codes to comply with Medicare requirements?

This article describes how to list ICD-10 codes in the correct order to preserve medical necessity as per Medicare requirements.

591 views
Billing & Claims ManagementFAQ's

How do I set up a Self-Pay fee schedule for my cash patients?

There is no need to create an additional fee schedule for cash pay patients.

443 views
Billing & Claims ManagementPrinter Templates for HCFA 1500 Forms

Printing paper claims - universal print template

532 views
GeneralHIPAA Compliance

ChiroFusion Security policy, Business Associate (BA) Agreement and End User License Agreement.

ChiroFusion is HIPAA compliant web-based EHR software. ChiroFusion has sophisticated infrastructure and procedures in place for redundancy and security.

873 views
Billing & Claims ManagementInsurance Claims & Payer Specific Requirements

How do I attach notes to electronic claims?

This article covers how to attach notes to electronic claims in Office Ally for Auto and Workman's Compensation carriers who require notes to be submitted with claims.

556 views
Billing & Claims ManagementInsurance Claims & Payer Specific Requirements

Where do I enter my Medicare ID, NPI and Provider credentials?

Medicare ID, NPI and Provider credentials are entered in the Admin panel of ChiroFusion.

515 views
Billing & Claims ManagementFAQ's

How do I add sales tax to products sold in my office?

In ChiroFusion, you are able to use the adjustment feature in billing to create a positive adjustment and classify it as sales tax.

743 views
Billing & Claims ManagementGeneral

How do I manage filed claims in ChiroFusion?

This video tutorial provides an overview of how to manage claims that have been filed in ChiroFusion.

542 views
Billing & Claims ManagementElectronic Claims & Office Ally Clearinghouse

How do I setup ERAs in ChiroFusion

One key element of an efficient, hassle-free revenue cycle is payment accuracy, so practices need ways to ensure their claims are being accurately paid in full. ERAs can help reduce posting errors and save time.

301 views
SchedulingGetting Started

Registering new patients and adding insurance coverage

In order to use ChiroFusion's scheduling, reporting and billing functions, you will first need to register your patients and attach insurance coverage to their profile.

115 views
Billing & Claims ManagementFAQ's

Primary insurance and inactive cases: Patient's condition related to....

713 views
GeneralSoftware Update History

Software update history

View a log of our recent software updates and see what's to come.

146 views
Billing & Claims ManagementFAQ's

Archive old records to improve page load time in Billing

The accumulation of a large amount of data can lead to decreased page load times in ChiroFusion. This article describes how to archive data to improve page load speeds in billing.

305 views
Billing & Claims ManagementInsurance Claims & Payer Specific Requirements

How do I edit Box 25 on the HCFA 1500 form to show 'Other' Tax ID and/or SSN?

ChiroFusion is configured by default to display your Tax ID in HCFA 1500 Box 25.

685 views
DocumentationWorking With Exams & SOAP Notes

How do I edit a signed note outside of ChiroFusion?

Signed SOAP notes and Exams in ChiroFusion can be edited, but must first be exported from the patient's record to your desktop.

169 views
Tips & Tools

How to create an email automation for patient birthdays

This article describes the steps involved to setup an automated email birthday campaign for your patients using Mailchimp.

780 views
Billing & Claims ManagementInsurance Claims & Payer Specific Requirements

EDI & EFT Application Forms: Asking for practice management software info

For EDI and EFT enrollments, the Practice Management Software information is not required.

924 views
Billing & Claims ManagementGeneral

Working with two Cases that have different insurance coverage

ChiroFusion gives you the ability to setup multiple Cases for a patient and assign different insurance coverage to each one. This article explains how to work with multiple Cases and generate charges for each.

197 views
Troubleshooting Guide

Chrome Troubleshoot: Resolving common issues

If you are experiencing lagging or freezing while using ChiroFusion, it's most likely related to your web browser or internet connection.

997 views
Blank FormsOffice Forms

Patient Financial Responsibility form

We recommend having your patients read and sign this form to acknowledge their understanding of your authorization for treatment, payment, and patient financial policies.

867 views
Blank FormsOutcome Assessments

Headache Disability Index

Please download the attached form to your desktop.

240 views
DocumentationWorking With Exams & SOAP Notes

Understanding the Clinical and Patient Dashboards

The ChiroFusion Dashboard provides a snapshot of the patient's entire case history and makes it easy to manage their care.

184 views
DocumentationWorking With Exams & SOAP Notes

How do I create a digital signature?

This article will show you how to create and use a digital signature in ChiroFusion. It also covers the steps required to reset your digital signature PIN code.

212 views
DocumentationTroubleshooting

How do I change the date of service while working on a note?

This articles covers the steps to change the DOS for a note that has not yet been signed.

571 views
DocumentationWorking With Exams & SOAP Notes

Exporting and printing patient medical records

This article covers the steps to export and print, or fax a patient's complete medical record.

645 views
Blank FormsOffice Forms

ChiroFusion Blank Patient Intake Form

This form mirrors the software with the same format.

378 views
Integrations

How to setup your Physitrack integration with ChiroFusion

Physitrack is a HIPAA compliant platform for healthcare practitioners to offer high-quality home exercise programs, track patient adherence and initiate Telehealth video calls.

322 views
Billing & Claims ManagementElectronic Claims & Office Ally Clearinghouse

How Do I Enroll for an Office Ally Account?

This page will explain how to enroll for an Office Ally account. You will only need to create 1 Office Ally account even if you have multiple Providers in your office.

168 views
Billing & Claims ManagementElectronic Claims & Office Ally Clearinghouse

Office Ally rejection reasons for e-claims

This article provides helpful information for better understanding e-claim rejections from Office Ally

897 views
Billing & Claims ManagementFAQ's

How do I delete a patient payment after it has been applied?

766 views
Billing & Claims ManagementFAQ's

How do I change the billing Provider for a specific encounter?

When there are multiple Providers in a facility, you have the ability to edit the Provider that appears on a specific date of service in billing.

593 views
Patient ProfilesFAQ's

How do we backup our data in ChiroFusion?

There is not currently a way to locally back up files from your ChiroFusion account on your computer. Your data is securely stored on our servers that utilize the highest levels of bank encryption software and are fully redundant.

394 views
Troubleshooting Guide

I am having a problem exporting ChiroFusion reports to Excel

The Excel report downloaded from ChiroFusion does not open in Excel or opens as a blank document.

377 views
Troubleshooting Guide

I'm locked out of my account and need to reset my password

Provider and Staff passwords can be reset in the Admin panel of ChiroFusion.

917 views
Blank FormsClinical Forms

Paper Exam template

This blank template can be used for handwritten notes that can later be transferred into the software.

231 views
Billing & Claims ManagementElectronic Claims & Office Ally Clearinghouse

I cannot find my ERA in ChiroFusion

If you have confirmed that an insurance company has issued an ERA check and it is not showing up in ChiroFusion, you can follow these next steps:

258 views
Learn ChiroFusionOn-Demand Training

On-Demand Training Videos: Learn ChiroFusion at your own pace

ChiroFusion's on-demand training videos are a great way to get take control of your own learning at a pace that suits you.

888 views
DocumentationTroubleshooting

How do I edit a note after it's been saved?

The article below describes the steps necessary to edit an Exam or SOAP note in ChiroFusion after it's been signed and saved.

348 views
Learn ChiroFusionOnline User Manuals

Billing and Claims User Manual

We offer a comprehensive Billing user manual that provides both written step-by-step instruction and video tutorials on the entire ChiroFusion billing and claims module.

847 views
Billing & Claims ManagementFAQ's

How do I collect a patient co-payment in advance of charges being generated?

There will be times when the flow in the office is so busy that perhaps charges have yet to be generated and the front office staff needs to collect a payment. This article describes how to collect a payment in advance of any charges being generated.

383 views
Billing & Claims ManagementGeneral

How do I run an Insurance Aging Report

The insurance aging report provides a breakdown of the claims that are currently aging to insurance. Any claim that is sent to insurance through e-claim submission or that is printed on a HCFA claim form, will be displayed in this report.

879 views
Billing & Claims ManagementPrinter Templates for HCFA 1500 Forms

How do I correct a misaligned HCFA 1500 form?

This article will show you the steps to tweak the default 1500 form template in ChiroFusion and correct any misalignments that may have occurred during printing.

916 views
DocumentationTroubleshooting

Unable to change locked date of service. System says DOS already exists

This articles provides the steps necessary to unlock a pre-existing date of service in ChiroFusion.

322 views
Blank FormsClinical Forms

Letter Of Medical Necessity For TENS Unit

This letter can be used to justify the need for a prescribed TENS unit.

365 views
SchedulingGetting Started

Scheduling and managing patient appointments

ChiroFusion offers a robust patient scheduler that can help you to better manage appointments and track productivity and growth.

732 views
DocumentationTroubleshooting

Receiving an error when trying to delete a diagnosis (ICD-10 ) code

This article covers the steps required to resolve an error message when trying to remove a diagnosis code from a note. The issue is due to the ICD-10 code being linked to a diagnosis pointer.

296 views
Patient Profiles

How do I generate a Face Sheet for referrals?

A Face Sheet (also called a demographic page) is a page that can be printed from the system with basic information regarding your patient. This allows for easier transfer of information from one provider to another.

923 views
Blank FormsOffice Forms

ChiroFusion Blank Patient Intake Form (Spanish)

This form mirrors the software with the same format.

422 views
Billing & Claims ManagementFAQ's

How do I transfer a patient account credit to ChiroFusion from another software?

This article covers how to manually transfer an account credit into ChiroFusion from another EHR software.

686 views
Billing & Claims ManagementFAQ's

How do I apply charges to a self-pay or cash-pay account?

611 views
Billing & Claims ManagementElectronic Claims & Office Ally Clearinghouse

Using re-submission codes (HCFA 1500 claim form: Box 22)

This article will walk you through the process of editing a claim to show a specific re-submission code in Box 22 before refiling.

124 views
Billing & Claims ManagementFAQ's

How do I edit Box 11 on the HCFA claim form?

This articles covers the steps involved to edit Box 11 on the HCFA 1500 claim form.

415 views
DocumentationTroubleshooting

Why do I get an error when uploading files to a patient's medical record?

ChiroFusion only accepts PDF, PNG & JPEG formats. If you attempt to upload another file format, you will receive an error.

749 views
Billing & Claims ManagementInsurance Claims & Payer Specific Requirements

How do I show Employment in Box 10a of the HCFA 1500 form?

If you have a need to show ‘Employment’ in box 10a of the HCFA 1500 form, you can configure these settings within the patient’s profile.

899 views
Patient ProfilesFAQ's

Can I Use Same Email For Parent And Child?

ChiroFusion requires a unique email address to be associated with each patient including minors.

516 views
SchedulingTroubleshooting

My updates to Online Scheduling are not showing

This article covers the steps involved to test updates that have been made to Online Scheduling.

912 views
Billing & Claims ManagementFAQ's

How do I post an insurance payment to multiple dates of service or to multiple patients?

There are times when you may receive a check from a Payer that covers multiple dates of service or multiple patients. This article will show you how to properly post payments to multiple DOS or multiple patients.

778 views
Billing & Claims ManagementOpenEdge Payment Processing Integration

Does OpenEdge payment processing accept ApplePay, AndroidPay, and/or HSA type credit cards?

All OpenEdge EMV enabled devices support NFC (near field communication) transactions.

741 views
Billing & Claims ManagementInsurance Claims & Payer Specific Requirements

Accepting Assignment: HCFA 1500 claim form Boxes 27 and 13

As a Provider, you have the option to accept or decline assignment of benefits in ChiroFusion.

911 views
Billing & Claims ManagementInsurance Claims & Payer Specific Requirements

How do I edit and refile an insurance claim

This article covers the steps involved to edit and refile an insurance claim in ChiroFusion.

106 views
Billing & Claims ManagementInsurance Claims & Payer Specific Requirements

HCFA 1500 claim form: Box 26 patient account number - What this number means

The information located in Box 26 of the HCFA 1500 form is auto-generated by ChiroFusion.

423 views
Troubleshooting Guide

I'm unable to approve charges in billing

Being unable to approve charges in billing is usually caused by disabled or blocked pop-up windows in Chrome.

320 views
Blank FormsClinical Forms

Treatment Denial Letter (to be sent to Payer)

Please see attached treatment denial letter that can be used to dispute and services that have been denied by a Payer.

411 views
Blank FormsOutcome Assessments

Quadruple Numerical Rating Scale

813 views
Blank FormsOutcome Assessments

Shoulder Pain & Disability Index

Please save the attached files to your desktop.

888 views
SchedulingGetting Started

Configuring practice settings and adding staff users

This article provides an overview of the Admin portal in ChiroFusion and covers the steps necessary to configure your practice settings and manage users.

196 views
IntegrationsPatient Self Check-in

Completing online intake forms during patient self check-in

Patients who have not finished their intake paperwork before their appointment at your office can complete it during check-in.

806 views
Billing & Claims ManagementGeneral

How do I attach insurance to a Self-Pay visit that I have already generated in billing?

This article covers the steps required to convert a Self-Pay encounter to an insured encounter.

576 views
Troubleshooting GuideGeneral Topics

Why is my patient's subjective complaint not populating from the intake form?

This article will address why subjective complaints are missing from your patient's intake forms.

792 views
Billing & Claims ManagementInsurance Claims & Payer Specific Requirements

How do I process an EOB with a credit card number?

Did the insurance company send you an Explanation of Benefits (EOB) with a credit card number as a way to collect payment from them? If yes, please follow the instructions below.

211 views
DocumentationWorking With Exams & SOAP Notes

How to create and use macros in ChiroFusion.

Macros are text expanders which can save you time when documenting a visit. Macros also give you the ability to quickly and easily customize your notes.

859 views
Billing & Claims ManagementElectronic Claims & Office Ally Clearinghouse

Understanding the billing and claims flow process

This article explains in detail the flow of the billing and claims process in ChiroFusion.

614 views
Billing & Claims ManagementTroubleshooting

Error when posting Secondary check: 'Allowed amount cannot be greater than...'

The error message "Allowed Amount Cannot Be Greater Than Remittance" is usually due to one of two reasons.

676 views
Learn ChiroFusionOnline User Manuals

EMR User Manual

We offer a comprehensive EMR user manual that provides both written step-by-step instruction and video tutorials. Topics include patient scheduling, documentation, and practice configurations.

320 views
GeneralFor New Clients

New Client Enrollment Packet

At ChiroFusion, we're committed to simplifying and enriching your practice. Our entire team looks forward to meeting the needs of your practice and exceeding your expectations.

467 views
Billing & Claims ManagementGeneral

Billing Reports: We offer various reports for tracking billing activity and productivity

This article provides a summary of the billing reports available in ChiroFusion. New reports are being added with each software update.

491 views
Billing & Claims ManagementGeneral

How do I apply a $0 EOB from a Payer as a check or as a denial and close an insurance claim

This article will show you how to apply a $0.00 EOB as a check and how to manage a denial by transferring the balance to the patient.

334 views
Troubleshooting Guide

My updates to the Patient Intake Forms are not showing

This article covers the steps involved to test updates that have been made to Online Patient Intake forms.

742 views
Blank FormsOutcome Assessments

Croft Disability Questionnaire

Please save attached forms to your desktop.

492 views
Billing & Claims ManagementInsurance Claims & Payer Specific Requirements

Medicare billing for non-participating Providers

A non-participating Provider is a Provider involved in the Medicare program who has enrolled to be a Medicare Provider but chooses to receive payment in a different method and amount than Medicare Providers classified as participating.

781 views
Billing & Claims ManagementFAQ's

Can an out-of-network Provider bill insurance through ChiroFusion?

ChiroFusion supports billing for both in-network and out-of-network Providers.

795 views
Billing & Claims ManagementInsurance Claims & Payer Specific Requirements

How do I re-print a HCFA 1500 claim form?

This article provides instruction on how to re-print a HCFA 1500 claim form.

382 views
Billing & Claims ManagementInsurance Claims & Payer Specific Requirements

Why is Box 32 and 32a blank on my HCFA 1500 form?

If a Provider does not have a group NPI number, the national standard for EDI claims is that Box 32 is not necessary as it is already displayed in Box 33.

500 views
Billing & Claims ManagementInsurance Claims & Payer Specific Requirements

HCFA 1500 Form Explained

The HCFA-1500 (CMS 1500) is a medical claim form employed by doctors, nurses, and professionals, including chiropractors and therapists to process the medical claim of a patient.

397 views
Billing & Claims ManagementFAQ's

How do I refile claims for the same dates of service to a different insurance company?

If you have previously transmitted claims to an incorrect Payer, and need to refile and submit to the correct payer, it is possible to do so.

204 views
GeneralView Server Status

Check server status for reported outages and application health and performance

Be informed of service outages and scheduled maintenance.

457 views
Billing & Claims ManagementFAQ's

What does a yellow line item in Approve Charges mean?

A yellow highlighted line in Approve Charges indicates that there is missing data for the encounter.

593 views
Billing & Claims ManagementFAQ's

How do I revert or delete an insurance payment

This article covers the steps involved to revert or delete an insurance payment that has been posted or closed in the billing module.

338 views
Billing & Claims ManagementFAQ's

How do I manage a negative insurance payment or overpayment?

There are times when you will receive an adjustment from an insurance company as a negative payment due to over-payment.

671 views
Billing & Claims ManagementOpenEdge Payment Processing Integration

OpenEdge payment processing assistance

Utilizing OpenEdge’s integrated payment platform, ChiroFusion users can seamlessly and securely process credit card payments.

849 views
SchedulingGetting Started

How to create custom appointments for non-patient related events

The scheduler and customized appointment types can be used to manage the office schedule for not only patient appointments, but also for non-patient related events.

202 views
DocumentationWorking With Exams & SOAP Notes

Auto-Save Feature for Documentation

Does ChiroFusion automatically save my notes?

621 views
Patient Profiles

How do I terminate patient insurance?

This article explains how to remove insurance from a patient profile.

382 views
DocumentationWorking With Exams & SOAP Notes

How do I create and edit Care Plan templates?

ChiroFusion offers users the ability to create and save custom care plan templates which can be used for all patients. This article covers the steps required to create and edit care plan templates.

950 views
SchedulingGetting Started

How do I set-up and use patient self check-in?

ChiroFusion's self check-in portal allow patients to easily and quickly self check-in.

135 views
Blank FormsClinical Forms

Review Of Systems Blank Checklist Form

This is a printable checklist for review of systems and medical history.

315 views
Billing & Claims ManagementFAQ's

Can my patients pay their bill online?

ChiroFusion’s integrated payment partner, Global Payments, makes it quick and convenient for patients to pay their bill online.

422 views
Billing & Claims ManagementInsurance Claims & Payer Specific Requirements

What is the difference between type 1 NPI and type 2 NPI?

There are two categories of heath care Providers for NPI enumeration purposes. Entity Type 1 (Individual) and Entity Type 2 (Organization).

996 views
Troubleshooting Guide

How do I access the ChiroFusion login page?

919 views
Blank FormsOffice Forms

Chiropractic office letter templates

These sample letters are provided as a reference for practices developing their own materials and may be adapted to local needs.

902 views
Blank FormsClinical Forms

Patient Post Self IME Report

145 views
DocumentationTroubleshooting

I signed a note and need to move the visit to the billing queue

This article covers how to submit charges from a signed note to the billing queue in ChiroFusion.

355 views
DocumentationWorking With Exams & SOAP Notes

How to document a patient's Medical History in ChiroFusion

The Medical Hx tab provides a user with the ability to document a thorough patient medical history with ChiroFusion.

143 views
Troubleshooting GuideGeneral Topics

Why is patient profile picture uploading sideways?

This article helps explain why photos will upload in a rotated format.

851 views
General

Why are my patients archived?

Patients will be categorized as archived if they match certain criteria.

567 views
Billing & Claims ManagementFAQ's

Can I process credit cards with ChiroFusion?

ChiroFusion supports integrated credit card processing through OpenEdge payments.

508 views
Billing & Claims ManagementFAQ's

Can I list multiple dates of service on one HCFA 1500 claim form?

We do not recommend listing multiple dates of service on a single HCFA 1500 form as this can complicate posting and tracking.

362 views
Billing & Claims ManagementElectronic Claims & Office Ally Clearinghouse

How do I file Secondary claims electronically and show the Primary EOB details?

When filing Secondary claims electronically, the claim files need to include information from your primary EOB posting.

967 views
Billing & Claims ManagementGeneral

How do I save CPT codes with a modifier attached?

This article provides an overview of how to save modifiers to stored CPT codes.

998 views
SchedulingGetting Started

How do I use the Task Manager?

ChiroFusion's Task Manager can be used to assign and track tasks, and track unfinished notes that have been saved as Drafts.

579 views
DocumentationWorking With Exams & SOAP Notes

Working with Exams and SOAP notes

ChiroFusion's reporting engine simplifies and expedites chiropractic documentation. Users are able to create a compliant note and claim file in about 30 seconds.

997 views
Billing & Claims ManagementGeneral

Changes to a patient's Primary insurance information are not updating in Billing

This article covers the steps to update a patient's Primary insurance policy in ChiroFusion.

500 views
GeneralHIPAA Compliance

Does ChiroFusion have a disaster recovery plan?

ChiroFusion has sophisticated infrastructure and procedures in place for redundancy and security.

166 views
Billing & Claims ManagementInsurance Claims & Payer Specific Requirements

Health Network Solutions and claims filing

This article is for providers located in NC or SC, and who are required to use HNS for claims filing.

647 views
Billing & Claims ManagementGeneral

Secondary Claims 'Filed' status option: Choose to file a Secondary claim or auto-mark as filed

In ChiroFusion, you have the option to physically file a secondary claim, or simply auto-mark it as filed.

173 views
Billing & Claims Management

How do I email an account ledger to my patient?

Users have the ability to email account ledgers, statements and detailed receipts to patients directly from the software.

367 views
GeneralFor New Clients

How do I install Google Chrome?

Google Chrome is a fast, free web browser and the only browser supported by ChiroFusion.

103 views
Billing & Claims ManagementFAQ's

How can I view all charges for a particular patient?

The Patient Account will display all charges for a specific patient.

272 views
Billing & Claims ManagementFAQ's

How do I edit the addressee on a patient statement?

This article describes the steps to add a different addressee in the statement tab when generating a patient statement.

854 views
Billing & Claims ManagementElectronic Claims & Office Ally Clearinghouse

Secondary Claims: Adjustment Reason Codes

Primary EOB details are required for all claims submitted to Secondary Payers.

737 views
DocumentationTroubleshooting

CPT codes will not save to my notes

If you have completed a note and notice that the CPT codes are missing or that they have not been transferred to billing, chances are you forgot to save the codes prior to signing the note.

308 views
Tips & Tools

ICD-10 cheat sheet for chiropractors

Our ICD-10 cheat sheet will help you to submit claims faster and with greater accuracy.

751 views
SchedulingFAQs

How do I view future appointments for a patient?

This article describes the options available in ChiroFusion to view future appointments for a patient.

870 views
SchedulingFAQs

How do I change the time-interval for when text appointment reminders are sent out?

Text appointment reminders can be triggered from 2 - 24 hours prior to an appointment. This article will show you how to customize text appointment reminders in ChiroFusion.

716 views
Billing & Claims ManagementGeneral

Payer ID description in ChiroFusion doesn't match Office Ally site

It's common to find mismatches in the Payer IDs listed in ChiroFusion and those listed with Office Ally. This isn't a problem.

404 views
Billing & Claims ManagementTroubleshooting

'Duplicate claim within 90 days': Why am I seeing this rejection?

A rejection of 'Duplicate Claim Within 90 Days' notice is the result of an Office Ally filter that's meant to block an identical claim from being sent within 90 days of the original claim filed.

650 views
General Reference

ChiroFusion Good Practice: Optimizing your experience with ChiroFusion

Being that ChiroFusion is a cloud or web-based software, there are certain requirements in order to ensure you are optimizing your experience

285 views
Billing & Claims ManagementInsurance Claims & Payer Specific Requirements

Submitting electronic claims to Medicare through Office Ally

Chiropractors may decide to be participating or non-participating Providers with regard to Medicare, but they may not opt out.

472 views
Billing & Claims ManagementEOB Posting & ERAs

How do I post an insurance payment when the date of service does not appear in EOB posting?

This article will walk you through how to troubleshoot when a date of service does not appear in the search results when posting an insurance payment.

578 views
Billing & Claims ManagementFAQ's

How do I transfer an Insurance balance to patient responsibility?

This article covers how to close an insurance claim and transfer the balance to the patient.

846 views
Troubleshooting Guide

Insurance company settings and claim filing options: Electronic vs Paper

ChiroFusion gives you the option to file claims electronically or by paper. This article explains how to setup and manage electronic and paper claim submissions in ChiroFusion.

254 views
Troubleshooting Guide

I am having issues viewing the entire ChiroFusion screen

The minimum recommended screen resolution for ChiroFusion is 1024 x 728.

274 views
Troubleshooting Guide

Why can't I click the signature link for Patient Self Check-In?

If you're unable to view the signature button on the patient self check-in screen, your tablet's screen resolution may need to be adjusted.

698 views
Billing & Claims ManagementFAQ's

How do I populate an insurance claim number on HCFA claim form (HCFA Box 11b)

This article covers the steps to change the information appearing in Box 11b on the HCFA 1500 claim form.

752 views
Integrations

How to set up your MailMyStatements™ integration with ChiroFusion

MailMyStatements™ is the leading provider of healthcare statement printing and mailing across the country.

555 views
Tips & Tools

How To Install Google Chrome (Browser) To Your Windows/PC Or MAC Computer

845 views
Blank FormsOffice Forms

Assignment of Benefits form

An Assignment of Benefits, or an AOB, is a document signed by a policyholder that allows a Provider or Facility to seek direct payment from the insurance company.

240 views
Blank FormsOutcome Assessments

Patient Specific Functional & Pain Scale

Please download the attached form to your desktop.

382 views
Add-OnsPatient Online Intakes

How Do I set up and use Online Intake Forms?

Our customizable HIPAA-compliant online patient intake forms allow your patients to complete their paperwork from the convenience of a desktop, laptop, tablet, or cellular device before arriving for their appointment at your office.

343 views
Billing & Claims ManagementGeneral

How do I delete a patient or case?

This video will show you how to delete a patient profile and/or a Case.

729 views
Troubleshooting GuideGeneral Topics

I am having issues with printing reports

Help with printing and exporting reports from ChiroFusion

317 views
DocumentationWorking With Exams & SOAP Notes

How do I add Review of Systems to my Exams?

ChiroFusion gives you the ability to quickly and easily include a complete and detailed review of systems in your exams and notes.

871 views
Troubleshooting Guide

How do I delete a User from my account?

A Staff user can be deleted from ChiroFusion by logging into the Admin panel and removing them as a user.

285 views
Blank FormsClinical Forms

ChiroFusion Clinical SOAP Note Blank Form

This form mirrors the software with the same format for SOAP Notes.

365 views
General

I took a payment under the wrong patient? What do I do?

418 views
General Reference

What question is your article answering?

987 views
Billing & Claims ManagementElectronic Claims & Office Ally Clearinghouse

Setting up Medicare as Secondary Insurance (MSP Codes)

Learn where to select the Medicare Secondary Payer (MSP) code when Medicare is configured as a secondary insurance.

803 views
Billing & Claims ManagementEOB Posting & ERAs

I posted an insurance check to the wrong payer. How do I fix this?

Learn how to correct an ERA or insurance check that was posted to the wrong payer, including steps for both open and closed checks. 

512 views
General

How do I set up Multi-Factor Authentication (MFA)?

Learn how to enable Multi-Factor Authentication (MFA) for a user account in ChiroFusion to add an extra layer of security during the login process.

662 views

Most Read Articles

Frequently referenced articles and tutorials

01
Billing & Claims Management

How do I save CPT codes with a modifier attached?

998 views • 4 helpful
02
Troubleshooting Guide

Chrome Troubleshoot: Resolving common issues

997 views • 21 helpful
03
Documentation

Working with Exams and SOAP notes

997 views • 39 helpful
04
Billing & Claims Management

What is the difference between type 1 NPI and type 2 NPI?

996 views • 15 helpful
05
Documentation

Working with Outcomes Assessments

995 views • 17 helpful