📝 Overview
The System Configuration tab in ChiroHD is a central control panel for enabling or disabling key features and permissions across your organization. Once your Tracking and Reporting Configuration is complete, this tab—found under System Dashboard → System Settings → System Configuration—lets you fine-tune the functionality and access levels in your system. Below is a detailed walkthrough of each configuration setting.
Lead Tracking
🔘 Enable Lead Tracking System
Activating this exposes the Lead Funnel at both the system and location levels.
Enables lead notifications, conversion tracking, and scheduling features.
Interface additions:
A top-screen Lead Funnel button
A Leads Tab in the system level
A Lead Funnel button for individual locations
📌 Full feature demonstration will be available in a separate video.
🔘 Referral Source Administration
Toggle ON: Only system admins can add referral sources.
Toggle OFF: Location admins can add referral sources unique to their location.
⚠️ Referral sources created at the location level are not shared across locations.
Referral Type Required
✅ Mandatory Referral Source for New Patients
Prevents scheduling new patients without a selected referral source.
Strongly encouraged for reporting accuracy.
Enables Simple Reporting → Statistics Report, which displays:
Patient source breakdown (e.g., Facebook, Instagram)
Income by referral source
Patient lifetime value by source
🛑 The appointment "Schedule" button remains inactive until all required fields, including referral source, are filled.
Locations Can Add Payers
🔘 Insurance Payer Management
Allows location admins/users with insurance permissions to add third-party payers.
Toggle OFF: Only system admins can add payers network-wide.
Location-added payers:
Found under Insurance Dashboard → Settings → Payers
Are location-specific only
System-added payers:
Found under System Level → Insurance → Third Party Payers
Are shared across all clinics
Moderate Location Services
🔒 Service Moderation by System Admin
When enabled, new services added at the location level require admin approval.
Pending service requests are visible at the top of the System Dashboard.
Admins can approve/reject with detailed view of:
Service name
Price
Tax status
📝 Approved services are available only in the requesting location.
Moderate Location Inventory
📦 Inventory Moderation by System Admin
Similar to service moderation.
Requests submitted by locations appear in System Dashboard → Pending Requests
Admins can view, approve, or deny items before they become location-available.
📝 Inventory moderation and service moderation include optional custom display messages during request submission.
📊 Toggle Visibility of Metrics Dashboard
Controls whether the metrics section appears at the top of the System Dashboard.
Also includes widget display options for enhanced data visualization.
📌 Detailed walkthrough of widget usage to be shown in a future video.
Allow Transient Patients
⚠️ Beta Feature
Only available to select networks.
A broader rollout will follow with official release communication.
Require System Admin to Create Users
🛑 Restrictive Admin Control
When enabled, only system admins can:
Create users
Adjust user permissions
Create user calendars
⚠️ Activating this will heavily restrict user management capabilities across the system.
Discrepancy Threshold
📈 Statistical Discrepancy Alerts
Shows alerts if there's a variance between posting date and created date beyond the set percentage (e.g., 10%).
Used mostly by franchise networks to ensure accurate royalty/fee assessments.
📍 Alert appears in Simple Reporting → Statistics when threshold is exceeded.
Days Before Pending Inactive
📆 Custom Time Frame for Inactive Status
Defines how many days must pass since a patient’s last visit before being flagged as "pending inactive".
Displayed in Simple Reporting → Pending Inactive Report
Common configurations:
14 days
90 days
180 days
📌 Clinics may tailor this to align with their reactivation strategy.
✅ Key Takeaways
Lead Tracking enables conversion tools and dedicated funnels at both system and location levels.
Referral Types and Source Tracking directly influence detailed income analysis.
Third-party Payers and Services/Inventory can be centrally managed or delegated per location.
Moderation features ensure admin oversight for all service and inventory changes.
Discrepancy and Inactive Settings provide operational visibility and accountability across the clinic network.
User creation restrictions can enhance or hinder scalability depending on how permissions are structured.
📌 Conclusion
The System Configuration tab serves as the nerve center for managing permissions, feature availability, and data control across your ChiroHD environment. These options allow organizations to maintain consistency, enforce compliance, and ensure quality across all locations while retaining the flexibility needed for location-specific operations. Be sure to tailor these settings based on your network’s operational structure and goals.