📝 Overview
This article walks through how to attach discounted prepaid or monthly care packages to a patient's case using fee schedules in ChiroHD. It also covers how the system handles automatic service charges and ledger updates as care is delivered.
🔐 Prerequisite: Fee schedules must be created at the system level first. See the article: “Building Fee Schedules for Discounted Care Packages in ChiroHD” for instructions.
💳 Step 1: Process the Initial Payment
Start by recording the patient’s payment:
Navigate to the patient’s profile
Click the Transaction button
Select Payment
Add a description (e.g., "12 Visit Prepaid – $600")
Choose a payment method
Enter the amount and click Submit
📌 The patient’s ledger will now reflect the credit (full for prepaid or partial for monthly installments).
🔗 Step 2: Attach a Fee Schedule to the Patient's Case
Activate the discount automation:
Navigate to the patient’s case
Go to the Default Charges tab
In the Fee Schedule dropdown, choose the correct schedule (e.g., "12 Visit Prepaid – $600")
Click Save Changes
📌 Once attached, ChiroHD will automatically apply discounted rates from the schedule when services are added.
⚙️ Step 3: Automate Service Application (Optional but Recommended)
To streamline visit processing:
Still in Default Charges, manually add the service (e.g., “Adjustment – 3 to 4 Regions”)
Verify the discounted rate is showing (e.g., $50 instead of $90)
Set Charge Frequency to Every Visit
Click Save Changes
✅ This ensures ChiroHD auto-applies services at each visit without manual staff input.
🏥 Step 4: Patient Check-In and Service Delivery
Once setup is complete:
🔄 Refresh your browser (recommended after financial changes)
✅ Check the patient in
📝 Navigate to the SOAP note screen
ChiroHD will automatically apply the discounted service
Complete and submit the SOAP note
📊 Step 5: Ledger Tracking
As visits occur:
The ledger will decrease the credit accordingly
For prepaid plans: Credit reduces evenly with each visit
For installment plans: Credit may fluctuate based on payment timing
The system reconciles all charges and payments
🔚 At completion, the ledger will balance to zero
✅ Key Takeaways
💡 Fee schedules must be built and applied at the system level
🧾 Attach them to Default Charges in the patient’s case
🔄 Automating services saves time and reduces entry errors
📉 Ledger updates reflect real-time credit usage
🎯 System ensures accurate billing and easy reconciliation
📌 Conclusion
Attaching fee schedules and automating discounted services within ChiroHD offers time-saving automation, billing accuracy, and real-time ledger tracking. Whether you're using prepaid plans or monthly auto-debits, this workflow ensures that every charge is properly discounted and accounted for—allowing your practice to focus more on care and less on admin.