Dashboard help, downloads, and usage questions.

Individual products are delivered as downloadable HTML dashboard files. The Complete Suite includes five billing workflow capabilities delivered in two downloadable HTML files: Insurance Verification, Claims Follow-Up, Workers’ Compensation, MVA/Attorney Tracking, and integrated Risk/Denial Intelligence.

No. These are downloadable local-use tools. They open in your browser from your own computer. Nothing is hosted in the cloud, there's no login, and there's no monthly account. One-time purchase. No recurring subscription fee.

Chrome or Edge. The dashboards are tested and optimized for both. Do not use Safari or Internet Explorer — they aren't supported. Always right-click the file and choose Open with → Chrome or Edge rather than double-clicking.

Not automatically. The dashboards are standalone tools designed to run alongside your billing software as a workflow and risk-intelligence layer. Each one includes an Excel/CSV importer, so you can pull your existing claims in without retyping — but there's no live two-way integration.

Information entered into a downloaded dashboard is stored locally by your browser on the device where you use it. It is not stored in a JRC-hosted dashboard database or cloud backend as part of providing the downloadable software product.

If you export, copy, back up, email, upload, or otherwise transfer dashboard information, its storage and security depend on the device, destination, network, and services you choose. Website, checkout, waitlist, payment, and support information are handled separately from dashboard-entered information.

JRC does not host or store patient information entered into the downloaded dashboards as part of providing the downloadable software product. That information is stored locally by the customer’s browser on the customer’s device.

Your office is responsible for securing its devices, browsers, networks, users, exported files, backups, browser extensions, and third-party systems. Do not send patient-specific information or PHI through the Office Setup waitlist or ordinary support email.

No software product automatically makes an office HIPAA compliant, and JRC Billing Tools has not been certified or approved by HHS. The dashboards are designed to store entered information locally in the customer’s browser without a JRC-hosted dashboard database or cloud backend for that information.

Each chiropractic office remains responsible for determining its HIPAA obligations and maintaining appropriate administrative, physical, and technical safeguards for its devices, browsers, networks, users, exported files, backups, and third-party systems.

HHS guidance states that merely selling or providing software to a covered entity does not create a Business Associate relationship when the software vendor does not have access to the covered entity’s protected health information. For the present downloadable software-product relationship, JRC does not host or store the patient information customers enter into the downloaded dashboards as part of providing the product.

Whether a Business Associate Agreement is required depends on the specific relationship, services, and access to protected health information. Any separate arrangement under which JRC is given access to PHI must be evaluated independently.

Use it only on secure, office-controlled devices that meet your internal privacy policies — never a public computer. Each dashboard includes a password lock to prevent unauthorized access on the device, but the workstation itself should be one you control.

Yes — the way it's designed to work is one dashboard per workstation. Many offices run a dashboard on each biller's computer and divide the work by carrier, provider, patient range, or case type, so each person owns their own queue and the office still gets reports from each. It's designed so each patient or claim is managed from one designated workstation at a time.

No — and this is the most important thing to understand before setup. Each dashboard keeps its own data on the computer where it runs. It is not a synchronized multi-user database. If several staff need to edit the same live records simultaneously across multiple computers, a centralized cloud system would be the better fit. For offices that divide work by ownership (each person handling their own set of claims), one dashboard per workstation works well.

Give each biller their own dashboard on their own workstation and split the work cleanly — for example, one handles Medicare and BCBS, the other handles UHC and Aetna; or divide by patient last name or case type. Because the work is divided by ownership, no two people are editing the same record, and each workstation produces its own reports for the office. With the Complete Suite (two files), a natural split is verification on one workstation and claims/WC/MVA on another.

Yes. Each dashboard has a password lock screen and auto-locks after 15 minutes of inactivity. You set the password on first use, and it's stored only on your device — JRC Billing Tools never sees your password or your data. Changing the password requires entering your current password, and deleting records requires the password as well.

This is an insider-risk question every office faces with every tool — the same concern applies to your practice-management software, spreadsheets, and paper files. The dashboards reduce the risk in a few ways: deletion requires the password, there's a confirmation step before destructive actions, and you can export backups anytime. The strongest protection is a backup routine you control — we recommend exporting a backup to a secure office network folder that staff can save to but not delete (a standard Windows folder-permission setup). That way, even if a workstation copy is wiped, your office keeps a recoverable copy.

Use the Export / Backup button regularly to save a JSON backup to your computer or a network folder — this is your safety net. Restoring is one click: Import / Restore, then choose your backup file. Important: clearing your browser data permanently deletes what's saved in the dashboard, and the backup file is the only way to restore it, so back up before clearing anything.

If you forget the dashboard password, it cannot be recovered. Resetting the password permanently erases the dashboard’s locally stored data on that device and allows you to create a new password. You may then restore your records from a valid backup.

JRCBillingTools.com may collect ordinary business and customer information submitted through checkout, the Office Setup waitlist, and support communications, such as practice name, contact name, email address, order and transaction information, Office Setup selections, and message content.

The site operates through Captivation Hub/LeadConnector infrastructure and uses Cloudflare analytics and security technology, which may process technical and usage information such as Internet Protocol address, pages viewed, approximate location derived from network information, browser or device information, referring pages, and interaction information. Website information is separate from information entered into downloaded dashboards.

Stripe and PayPal provide the payment technology used at checkout. Payment credentials are entered and processed through Stripe- or PayPal-controlled payment components. JRC and its website platform receive customer, order, and transaction information associated with the purchase. The specific payment-related information available to JRC may depend on the processor and payment method used.

Major Complete Suite updates are included for two years from the original purchase date. Updates are customer-installed using JRC's instructions. Newly created future products are not automatically included.

Before updating or replacing a dashboard file, export a current backup. Open the new dashboard file in the same supported browser. If your existing local data does not appear, use Import / Restore and select the valid backup file.

Before updating or replacing a dashboard file, export a current backup. Open the new dashboard file in the same supported browser. If your existing local data does not appear, use Import / Restore and select the valid backup file.

Limited setup customization is available through the Office Setup Waitlist — pre-loading your staff names, attorney contacts, workers' comp carriers, payer lists, and office branding. It's a separate service; join the waitlist to be notified when spots open.