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Adjusting Areas

Create and manage Adjusting Areas to track where patients are being seen during visits.

Updated over 2 weeks ago

πŸ“ Overview

Adjusting Areas help identify the specific table or room where a patient is currently being seen or has been assigned for their visit. This feature can be used independently or alongside the Calling Module, which audibly calls patients to the correct area. We will cover the Calling Module in a future lesson, but for now, please create all necessary adjusting areas.
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πŸ”“ 1. Access Adjusting Areas

  • Log into your live ChiroHD Location

  • Click Settings

  • Select Initial Setup

  • Click Adjusting Areas


βž• 2. Create an Adjusting Area

  • Click Add Area


Fill in the following details:

  • Name: The name of the adjusting area

  • Phonetical Name (Optional): Used by the Calling Module to correctly pronounce the area name

  • Order Number: Determines the order in which the adjusting areas appear on the Flow tab

  • Click Add Area to save

  • Repeat for any additional adjusting areas


πŸ› οΈ 3. Managing Adjusting Areas

  • Adjusting Areas can also be set up through the Calling Module

To do this:

  • Navigate to the Calling Module Tab (located to the left side of your calendar)

  • Enable Calling

  • Click Create Area to add new adjusting areas directly from this screen

  • Drag and drop to reorder adjusting areas within the Calling Module


πŸ“ Notes

  • Adjusting Areas can be created for exam rooms, treatment tables, X-ray rooms, or any area where patients receive care

  • If using the Calling Module, ensure that Phonetical Names are entered correctly for accurate patient callouts


βœ… Key Takeaways

  • Adjusting Areas identify where a patient is during their visit

  • Areas can be created under Settings > Initial Setup > Adjusting Areas

  • Use Phonetical Names for correct pronunciation if using the Calling Module

  • Adjusting Areas can be reordered and managed in the Calling Module

  • Areas can represent tables, rooms, or any care space


πŸ“Œ Conclusion

Setting up Adjusting Areas ensures accurate tracking of patient locations throughout your clinic. This feature streamlines workflow, especially when combined with the Calling Module for seamless patient flow and communication.

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