📝 Overview
ChiroHD offers a suite of automation tools that significantly reduce manual tasks and ensure a consistent onboarding and care experience for patients. This article outlines how task lists, triggers, visit trackers, and patient alert templates work together when a patient signs up for care—and how to set them up so the system does the work for you.
🔧 Key Automation Components
🗂️ Task Lists
Custom action item checklists for key visits (e.g., Day 2). Tasks can be assigned to specific roles and given due dates.⏱️ Triggers
Rules that automatically assign task lists based on criteria like appointment type and arrival status.📣 Patient Alert Templates
Predefined alerts to notify staff or patients about upcoming care plan milestones (e.g., visit 5 scan reminders).📈 Visit Trackers
Track patient progress against care packages. Alert your team as patients near the end of their plan.
🔄 Workflow Overview: How Automations Work Together
✅ Step 1: Create and Attach a Task List
Navigate to: System Settings > Lists
Example Task List (e.g., “Day 2”):
Take payment
Add visit tracker
Apply patient alert template
✅ Step 2: Set a Trigger to Launch the Task List
Navigate to: System Settings > Triggers
Example Trigger:
When: Appointment status changes to Arrived
What: Appointment type = Day 2
Action: Apply “Day 2 Task List”
✅ Step 3: Create Patient Alert Templates
Navigate to: System Settings > Patient Alert Templates
Example Alerts:
On 5th visit: “Schedule scan at next visit”
On 11th visit: “Next visit is the last”
On 12th visit: “Discuss wellness care”
📌 Build templates for common care plans to save time at enrollment.
👥 Patient Enrollment in Action
🔹 Step 1: Day 1 Visit
Add new patient
Schedule and check in
Provider completes SOAP note
Front desk takes payment for new patient exam
🔹 Step 2: Day 2 Visit
Schedule and check in
Trigger fires, applying the Day 2 Task List
Staff follows each task in the list
🧩 Completing the Day 2 Task List
💳 Take Payment for Care Package
Record in Transactions
Ledger shows credit
💲 Set Discounted Charges
Navigate to: Patient Case > Default Charges
Apply write-off (e.g., $40 off a $90 adjustment)
Set Charge Frequency to Every Visit
📊 Add a Visit Tracker
Go to Visit Tracker tab
Name the tracker (e.g., 12 Visit Prepaid)
Start from today, count = 12 visits
Tracker updates automatically
🚨 Apply a Patient Alert Template
Go to Alerts tab
Choose prebuilt template (e.g., 12-visit package)
Alerts are generated (e.g., scan due on visit 5)
🧾 Add Today’s Adjustment (if applicable)
Go to Transactions > New Transaction
Select the adjustment
Discounted fee applies automatically
Ledger updates
📊 Monitoring Progress
As the patient continues care:
Charges apply automatically
Visit tracker increments each visit
Alerts notify team of milestones
Ledger balances reduce as care is delivered
📌 Result: Consistent, automated, and time-saving workflows with minimal manual input.
✅ Key Takeaways
Use task lists, triggers, alerts, and visit trackers to automate patient onboarding
Setup once and let ChiroHD guide your team at each step
Milestones and care progress are tracked in real-time
Patients receive consistent, professional service across all visits
📌 Conclusion
ChiroHD’s automation tools bring efficiency and structure to patient onboarding and care delivery. From triggering workflows to tracking visits and sending reminders, your team saves time and ensures every patient receives a consistent experience. Set up your automations once—and let ChiroHD do the rest.
For detailed video tutorials, see: