📝 Overview
Transaction Presets allow clinics to quickly apply bundled services, inventory items, pricing, and write-offs to a transaction. This is helpful for promotions, standard visit types, insurance-specific service groups, and recurring care bundles.
What Are Transaction Presets?
Transaction presets are predefined bundles that may include:
Services
Inventory items
Pricing rules and write-offs
Examples they can be used for:
Promotions (e.g., Facebook ads)
Default treatment plans
Insurance-specific setups (e.g., Medicare)
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.
Accessing Transaction Presets
Navigate to your System Dashboard, System Settings, Transaction Presets. Click Add New Transaction Preset.
Transaction Presets Settings
Name
Enter a clear, specific name, such as Facebook Special Day 1 or Medicare Initial Visit.
Visible for Transactions
Turn this on to make the preset searchable from the New Transaction screen.
Visible for Case Settings
Turn this on to make the preset available when setting default services in a patient case.
Override Case Pricing
Use this when the preset pricing and write-offs should override pricing already attached to the case.
Important Note About Write-Offs
Inline write-offs in Transaction Presets are intended exclusively for cash cases. They should not used for insurance contractual write-offs. For those situations, please utilize our Insurance Fee Schedule Feature instead.
Where to Use Transaction Presets in ChiroHD
1. SOAP Note Screen: Charges
Open the patient’s SOAP Note.
Go to the charges area (if in Patient Chart, under Note Tab)
Type in the preset name in the search field.
Select the preset.
The bundled services will populate.
2. Patient's Profile: Transaction Modal Screen
Navigate to a Patient's Profile.
Open New Transaction.
Type in the preset name in the search field.
Select the preset.
The services, inventory items, pricing, and write-offs will populate.
3. Patient's Profile: Default Charges
Open the Patient Profile, Case Tab.
Go to Defaults Tab.
Type the name of the preset in the add service field.
Select the preset to add the bundled services as case defaults.
Examples Using Transaction Presets
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
Troubleshooting Transaction Presets
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.
Presets may appear inaccurate if:
Write-off settings were changed.
Shared environments caused unintended edits.
Services were modified after preset creation.
Setting Up Your Transaction Presets
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
Strategically bundle services that are commonly billed together (e.g. new patient visits, promotions)
Ensure preset pricing and write-offs are accurate for your practice's workflow
Inline write-offs should not be used for insurance cases—only for cash cases
Use clear, specific names for presets to support efficient staff selection
Apply presets on transactions, SOAP Notes, or as patient case defaults for faster, more reliable billing
📌 Conclusion
Transaction presets in ChiroHD are a valuable tool for increasing billing efficiency, minimizing errors, and supporting both routine and promotional patient workflows. By carefully setting up and using transaction presets, clinics can streamline the billing process and ensure all team members are applying services and write-offs consistently and accurately.