📝 Overview
This guide provides a step-by-step walkthrough for configuring Location-Specific SOAP Macros in ChiroHD.
SOAP Macros streamline documentation, saving time and improving efficiency.
⁉️ Why Would a Clinic Switch to Location-Specific Macros?
Location-specific macros are designed primarily for clinics that belong to a multi-location group.
In a multi-location setup, SOAP note macros are typically created and managed at the system level, making them available across all locations within the organization. This helps maintain consistency and standardization throughout the group.
However, some locations may have unique documentation requirements, workflows, or provider preferences that differ from the rest of the organization. If a specific clinic needs the ability to create and manage its own SOAP note macros independently from the shared system-level macros, switching to location-specific macros allows that location to customize and maintain its own set of macros without affecting other clinics in the group.
For single-location organizations, switching to location-specific macros is generally unnecessary. Since there is only one location, all SOAP note macros should be created and maintained at the system level, where they are already available to the entire organization.
🔐 1. Log into ChiroHD
Navigate to the ChiroHD Login page
Enter your credentials and access your account
Click on your Location to proceed
⚙️ 2. Access the Settings Menu
Locate the Settings tab in the top navigation bar
Click Settings to open the dropdown menu
Hover over Initial Setup and click on it
Under Initial Setup, click SOAP Macros
🔄 3. Switch to Location-Specific Macros
If a message appears:
"You are currently using system macros, these macros are available to all locations"
👉 Click "Click here to switch to location-specific macros" to enable customization for your specific location
➕ 4. Create or Copy Macros
To create macros from scratch:
Click on any macro button and begin customization
To use Network’s System Macros as a template:
Click "Copy Macros from System"
✅ 5. Confirm Changes
A confirmation prompt will appear asking if you’re sure about overwriting macros
Click "Yes" to proceed
🛠️ 6. Customize Macros
Click on any macro button to modify or create new macros tailored to your clinic’s needs
📝 Additional Notes
SOAP Macros improve documentation efficiency with quick and consistent note-taking
You can switch between system-level and location-specific macros at any time, but you can’t use both types side-by-side. Choose one or the other—but don’t worry, both sets are always accessible when needed.
✅ Key Takeaways
Access SOAP Macros via Settings > Initial Setup > SOAP Macros
Use system macros as a template or create your own from scratch
Confirm before overwriting existing macros
Customize macros for efficient, clinic-specific documentation
📌 Conclusion
Location-specific SOAP Macros provide your clinic with tailored documentation tools that save time and enhance consistency. Easily switch, edit, or create new macros to match your workflow and streamline daily operations.