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Location-Specific SOAP Macros

How to Set Up SOAP Macros in ChiroHD

Updated over 3 weeks ago

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. You can switch between system-level macros and location-specific macros as needed.


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.

  • In the dropdown menu, hover over Initial Setup and click on it.

  • Under Initial Setup, find and click SOAP Macros.

3. Switch to Location-Specific Macros

  • If a message appears stating, "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 are 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 by allowing for quick and consistent note-taking.

  • You can switch between system-level and location-specific macros at any time.

  • For further assistance, contact ChiroHD Support or refer to the ChiroHD Help Center.

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