In ChiroHD, you can assign a status to each patient. This is managed within the patient’s profile and allows your office to categorize patients based on their level of engagement.
How to Change Patient Status:
Navigate to the patient’s profile.
At the top left corner, next to the profile picture, you’ll find a dropdown menu for Patient Status.
Use the dropdown to select the appropriate status.
What Each Status Represents:
Patient statuses are entirely determined by the office. ChiroHD does not automatically update a patient’s status—it is up to the office to decide.
Active:
Indicates the patient is an active member of the office.
The office defines which patients qualify as active.
Inactive:
Indicates the patient is no longer active but can still receive communications, such as texts or marketing/email campaigns (feature in progress).
At this time, an inactive patient cannot text the office back.
The office determines which patients fall into this category.
Terminate:
Indicates the patient is no longer active and should be excluded from all future communications, including texts or marketing/email campaigns (feature in progress).
The office decides which patients should be terminated.
By understanding and utilizing these statuses, your office can better organize patient management and communication preferences.