📝 Overview
Scheduling appointments in ChiroHD is quick and efficient, with multiple features to help you manage your calendar effectively. This guide will walk you through creating, editing, rescheduling, and managing appointments, along with understanding key appointment icons and text reminder options.
📅 How to Schedule an Appointment
📌 Method 1: Click-to-Schedule a Single Appointment
Navigate to the Calendar screen
Click the desired appointment time
Search for a patient’s name, or if the Patient Snapshot is pulled up on the left, it will auto-fill
To schedule a family, check off each member’s name (bottom-right of screen)
🔗 Family must first be set up under the Head of Household's Family tab
📘 How to Set Up a Family
🆕 Method 2: Scheduling a New Patient
Click an open time slot on the calendar
Click “New” and enter the following:
First & Last Name
Phone Number (opt-in for text reminders)
Email Address (sends automated welcome email)
Appointment Type & Subtype
Preferred Language (for English/Spanish reminders)
Insurance Case Type (if applicable)
Patient Notes (visible in SOAP and profile)
Appointment Notes (specific to the visit)
Click Save to complete
📦 Method 3: Bulk Schedule
Use for scheduling ongoing appointments or care plans
Navigate to: Patient Profile > Schedule Tab
Fill out the necessary fields
✅ You can bulk schedule a family by checking off family members at the bottom
🛠️ Editing & Managing Appointments
🔄 1. Drag & Drop to Reschedule
Simply drag the appointment to a new time slot
✏️ 2. Edit Appointment
Click the drop-down arrow → Select Edit Appointment
Modify Type, Case Type, Subtype, or Notes
🔁 3. Reschedule Appointment
Click the drop-down arrow → Select Reschedule
A green box appears → Choose new date/time
Click and confirm
❌ 4. Cancel or Delete Appointment
Cancel = Legitimate cancellations
Delete = Mistakes only
🔍 5. Future Appointments Tab
Go to: Patient Profile > Future Appointments
Adjust individual appointments directly
🧹 Bulk Delete Appointments
Open Patient Snapshot
In the Appointments overview, click red text: "delete future appointments"
Select appointment type and day(s) to remove
🗓️ Example: A patient needs to shift all Monday appointments to Tuesday:
Bulk delete Monday appointments
Use Bulk Scheduler to reschedule to Tuesday
🧠 Understanding Appointment Icons
These icons provide quick insight into appointment statuses:
Reminder Sent – Text reminder has been sent
Confirmed – Patient confirmed appointment
Denied – Patient canceled via text
Arrived – Patient has checked in
Walk-In – Walk-in patient
Treated – Ready for checkout
Completed – Appointment finalized
Missed – No-show
✅ Key Takeaways
Schedule individual, new, or multiple appointments with ease
Use Patient Snapshot or calendar drag-and-drop for quick changes
Icons provide at-a-glance appointment status
Use Family setup to manage and schedule entire households
📌 Conclusion
With multiple methods for scheduling and managing appointments, ChiroHD ensures that your clinic runs efficiently and smoothly. Use icons and tools like bulk scheduling and rescheduling to keep your calendar organized and your patient flow steady.