The Bulk Scheduler in ChiroHD is a comprehensive tool that allows practices to schedule full care plans efficiently across multiple visits and phases. This tool is particularly effective for managing high-volume scheduling, streamlining family scheduling, and ensuring adherence to predefined care pacing.
Prerequisite: Set Up Care Plan Templates
Before using the Bulk Scheduler, care plan templates must be configured under:
System Settings > Care Plan Templates
Each template defines:
Visit frequency (e.g., 3x/week for 6 weeks)
Phase structure (e.g., 3 distinct phases)
Special appointment types (e.g., Report of Findings, Re-exam, X-ray)
Subtype appointments (e.g., adjustments with cupping)
These templates serve as the backbone of the bulk scheduling process.
Accessing the Bulk Scheduler
To use the Bulk Scheduler:
Open the patient’s Snapshot.
Click the Bulk Schedule icon located among the shortcut buttons.
This will open the scheduling interface for that patient.
Step-by-Step: Scheduling a Care Plan
Step 1: Select Core Parameters
Within the Bulk Scheduler:
Select the patient’s case
The system defaults to their designated default case, but this can be changed.Choose the provider
Select the doctor or therapist responsible for the care.Set base appointment type
Typically “Adjustment,” though others may be selected if applicable.Optional: Add base subtypes
Used when specific appointment subtypes are part of the care plan.Schedule family members (optional)
You can schedule multiple family members from the same screen.
Step 2: Build or Apply a Care Plan
You can either:
Build a care plan manually, phase-by-phase:
Define visit count, weekly frequency, and days per week
Customize pacing across weeks and phases
OR
Apply a preconfigured Care Plan Template:
Automatically populates visit pacing
Includes built-in special appointment types (e.g., re-exam, cupping)
You may also allow the system to:
Overbook appointment slots if no availability exists at the preferred time
Step 3: Review and Schedule Appointments
Once the plan is built:
Review all scheduled dates
Conflicts (e.g., unavailable time slots) are flagged
Manually adjust any problematic visits
The system will pre-populate special appointments based on your template (e.g., Re-exam on visit 12, X-ray on visit 24).
When ready, click Schedule Appointments.
Creating a Care Plan Record
If selected, a care plan tracker will be created within the patient’s profile. This will:
Track weekly visit expectations vs. actual visits
Identify under-pacing or over-pacing
Monitor total completed visits by phase
This information is displayed in the Patient Snapshot and updated dynamically as the patient checks in.
Canceling Future Appointments
To manage changes:
Click Cancel Future Appointments in the Patient Snapshot.
Select:
Appointment type(s) to cancel (e.g., only adjustments)
Specific days of the week (e.g., cancel all Monday visits)
Or cancel all future appointments
Click Process Cancellation to confirm.
Summary
The Bulk Scheduler in ChiroHD simplifies the process of long-term care planning by allowing clinics to build, schedule, and manage recurring care across multiple visits, phases, and even family members. By leveraging predefined templates and dynamic conflict checks, it ensures schedule accuracy and optimizes provider and patient efficiency.
Key Features:
Schedule full care plans in minutes
Apply custom pacing by phase
Handle family scheduling in a single action
Automatically assign special appointment types
Integrate with the Care Plan Tracker for performance monitoring
For help setting up care plan templates or managing complex scheduling needs, contact ChiroHD support.