📝 Overview
Transaction Presets in ChiroHD allow you to bundle services, apply discounts, and standardize workflows across promotions, insurance cases, and default visit types. Whether you're creating a "$21 New Patient Special" or grouping services for Medicare patients, this tool helps automate and simplify transaction entries across your clinic(s).
1. What Are Transaction Presets?
Transaction presets are predefined bundles that may include:
Services
Inventory items
Pricing rules and write-offs
They can be used for:
Promotions (e.g., Facebook ads)
Insurance-specific setups (e.g., Medicare)
Default treatment plans
SOAP note efficiency
Network-wide billing consistency
Example: "$21 New Patient Special" = 2 X-rays + Initial Consultation, with write-off reducing the price from $100 to $21.
2. Key Configuration Settings
Name: Be clear and descriptive (e.g., "$21 Facebook Special – Day 1").
Visible for Transactions:
Toggle on to make it searchable on the Transaction screen.Visible for Case Settings:
Toggle on for it to be selectable during case setup.Override Case Pricing:
Use when preset pricing should take precedence over a patient's case prices.
3. Example Use Cases
Promotional Preset – "$21 New Patient Special"
Day 1: X-rays + Brief Exam
Day 2: Adjustment + Report of Findings (free)
Insurance Preset – “Medicare Services”
Medicare-eligible services
CMS-allowed pricing for compliance
Default Case Services – “Standard Insurance Patient”
Common services and codes used for insured patients
Applied automatically when setting up new patients
4. Where Can You Use Transaction Presets?
a. SOAP Note Screen
Click “Quick Add”
Choose preset (e.g., "$21 Day 1 Special")
Services auto-apply to note and transaction
b. Transaction Screen
Type "preset" in service field
Choose from listed presets
Populates all bundled items and pricing
c. Case Defaults
During case setup, type "preset"
Apply bundle as case default services
⚠️ Important: Any in-line write-offs created within Transaction Presets cannot be used on insurance cases - they may only be applied to cash cases.
5. Important Notes and Troubleshooting
Presets may appear inaccurate if:
Write-off settings were changed
Shared environments caused unintended edits
Services were modified after preset creation.
Services must exist in your Services list before adding to a preset
Updating service pricing? Manually update presets to reflect changes
If a fee schedule is assigned to a patient or profile, it may override transaction presets. Remove the fee schedule and reapply the preset to ensure correct pricing.
6. Best Practices
Name presets clearly (e.g., “Medicare Day 1 Bundle”)
Group services logically by visit structure or insurance
Standardize across clinics using system-level presets
Test presets with a dummy patient to ensure accuracy
7. Action Step
Take a few minutes now to create your top transaction presets:
"$21 New Patient Special"
"Standard Insurance Visit"
"Medicare Bundle"
"Pediatric Exam Package"
"Massage + Adjustment Combo"
Any promotion bundles you plan to offer
Need help? Review during your onboarding call for expert input!
✅ Key Takeaways
Any in-line write-offs created within Transaction Presets cannot be used on insurance cases - they may only be applied to cash cases.
Transaction presets group services, pricing, and write-offs for efficiency
Use them across promotions, insurance billing, and SOAP notes
Easily accessible from Transaction, Case, or SOAP Note screens
Keep services and preset pricing up to date for accuracy
Streamline workflows and ensure consistency across your team
📌 Conclusion
Transaction presets in ChiroHD are a powerful way to speed up billing, improve consistency, and simplify workflows. By building service bundles around patient types or promotions, your team can work faster, more accurately, and with fewer errors. Start creating your key presets today—and elevate your billing process with automation and clarity.