📝 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 Part 1 of this article for further information. If you have further questions about fee schedules, please see our other resources on How to Set Up a Fee Schedule or How to Attach a Fee Schedule to a Patient's Case.
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.