Transaction Presets in ChiroHD are a powerful feature that allows you to streamline billing, standardize service bundles, and quickly apply discounts or write-offs. Whether you're running promotional specials (like a "$21 New Patient Special") or setting up default services for insurance types like Medicare or Blue Cross Blue Shield, transaction presets help you group related services and apply them efficiently.
This guide will walk you through:
What transaction presets are
When and why to use them
How to create and apply them
Where they appear within ChiroHD
Best practices and troubleshooting
1. What Are Transaction Presets?
Transaction presets are predefined bundles of services, inventory items, and pricing rules, optionally including write-offs or discounts, that can be used for:
Promotions (e.g., Facebook ads or marketing specials)
Insurance-based service groupings
Default treatment plans
Streamlining SOAP note entries
Ensuring consistent billing procedures across clinics
For example, if you're offering a $21 New Patient Special that includes two X-rays and an initial consultation, you can create a transaction preset that includes those services and automatically applies a write-off to reflect the promotional pricing.
2. Key Configuration Settings in a Transaction Preset
When editing or creating a transaction preset, you’ll see the following options:
Name
A clear, descriptive title (e.g., “$21 Facebook Special – Day 1”, “Medicare Standard Bundle”).
Visible for Transactions
When enabled, this preset can be quickly accessed on the Transaction screen by typing
"preset"into the search bar.
Visible for Case Settings
When enabled, the preset will be available during patient case setup, under default services.
Override Case Pricing
When enabled, the preset will take priority over any pricing already configured within a patient’s case.
Use this if you want the preset's pricing to always apply, regardless of case-specific service prices.
3. Example Use Cases
Promotional Preset – "$21 New Patient Special"
Day 1: Two X-rays + Brief Exam
Day 2: Adjustment + Report of Findings (priced at $0 as follow-up to Day 1 payment)
Preset includes a write-off to reduce the bundled price from $100 to $21.
Insurance Preset – “Medicare Services”
Group Medicare-eligible services
Configure allowable charges per CMS guidelines
Streamline compliance and billing
Default Case Services – “Standard Insurance Patient”
Common codes and services included in insured visits
Applied as defaults when setting up new patients
4. Where Can You Use Transaction Presets in ChiroHD?
You can apply transaction presets in three primary areas:
a. SOAP Note Screen
Navigate to the SOAP note screen
Use the “Quick Add” button to pull up transaction presets
Select the desired preset (e.g., “$21 Day 1 Special”)
The associated services will be added to that visit’s documentation and transaction
b. Transaction Screen
In the New Transaction window, type
"preset"in the service fieldAll available presets will appear
Select one to populate the services and pricing automatically
c. Case Defaults
While setting up a patient case, clear any existing services
Type
"preset"to access all available transaction presetsSelect the preset to apply a pre-defined bundle of default services for that case
5. Important Notes and Troubleshooting
If a preset appears inaccurate or mispriced, double-check the write-off configuration or ask your team if anyone has modified it. Shared environments may reflect testing or demo edits.
Services in a preset must already exist in your Services list to be included. Be sure to configure services first.
Presets reflect pricing and structure as defined at the time of their creation—updates to service pricing may require manually updating the preset.
6. Best Practices
Use clear naming conventions for easy identification (e.g., include “Day 1” or “Insurance Type”).
Bundle services logically based on patient flow or billing structure.
Standardize across your network—if managing multiple locations, create presets at the system level to ensure consistency.
Test each preset by applying it to a dummy patient case to confirm pricing, write-offs, and service grouping work as intended.
7. Action Step
Take a few minutes now to create your most common transaction presets. Here are some ideas to consider:
$21 New Patient Special
Standard Insurance Visit
Medicare Bundle
Pediatric Exam Package
Massage + Adjustment Bundle
Promotional packages
Need help brainstorming? Discuss your ideas during your onboarding call—we’ll be happy to help you structure these effectively.