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Scheduling

Efficiently schedule, manage, and track appointments in ChiroHD using helpful tools, icons, and bulk scheduling options.

Updated over a week ago

πŸ“ 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.


πŸ“… How to Schedule an Appointment

πŸ“Œ 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)

πŸ”— Family must first be set up under the Head of Household's Family tab
πŸ“˜ How to Set Up a Family


πŸ†• Method 2: Scheduling a New Patient

  • Click an open time slot on the calendar

  • Click β€œNew” 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


πŸ“¦ Method 3: Bulk Schedule

  • Use for scheduling ongoing appointments or care plans

  • Navigate to: Patient Profile > Schedule Tab

  • Fill out the necessary fields

βœ… You can bulk schedule a family by checking off family members at the bottom


πŸ› οΈ Editing & Managing Appointments

πŸ”„ 1. Drag & Drop to Reschedule

  • Simply drag the appointment to a new time slot

✏️ 2. Edit Appointment

  • Click the drop-down arrow β†’ Select Edit Appointment

  • Modify Type, Case Type, Subtype, or Notes

πŸ” 3. Reschedule Appointment

  • Click the drop-down arrow β†’ Select Reschedule

  • A green box appears β†’ Choose new date/time

  • Click and confirm

❌ 4. Cancel or Delete Appointment

  • Cancel = Legitimate cancellations

  • Delete = Mistakes only

πŸ” 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

πŸ—“οΈ Example: A patient needs to shift all Monday appointments to Tuesday:

  1. Bulk delete Monday appointments

  2. 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


βœ… 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


πŸ“Œ 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.

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