📝 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
🔗 Full resource on How to Schedule a Basic Appointment here.
Method 1: Existing Patient, using Search Name Function
Navigate to the Calendar screen
Click the desired appointment time
Search for a patient’s name.
Schedule Appointment.
Method 2: Existing Patient, using Patient Snapshot
Navigate to the Calendar screen
Open the patient's Snapshot on the left
Click the desired appointment time
Schedule Appointment.
How to Schedule a New Patient
🔗 Full resource on How to Schedule a New Patient here.
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
How to Schedule an Appointment with Family
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
🔗 Full resource on How to Set Up a Family and Family Management linked here.
Bulk Schedule Appointments
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
🔗 Full resource on How to Bulk Schedule an Appointment here.
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
Editing & Managing Appointments
1. Drag & Drop to Reschedule
Simply drag the appointment to a new time slot. Drag and Drop only works for same day scheduling.
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
🔗 Full resource on How to Reschedule an Appointment here.
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
Understanding Appointment Icons
🔗 For more information on Icons on the Calendar as part of the Calendar Settings Overview click here.
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.