📝 Overview
In ChiroHD, Appointment Settings help define how your calendar operates across locations and providers. Found under System Settings → Appointment Settings, this section includes three major configuration categories:
Base Appointment Types
Appointment Subtypes
Schedule Templates
This guide provides an overview of how to structure your appointment system efficiently. Appointment types and subtypes will be covered in more detail in a future video.
Base Appointment Types and Calendar Increments
⏱️ Appointment Length vs. Calendar Interval Syncing
Appointment types are set with durations like 15, 30, 45, or 60 minutes.
Calendars should be configured with matching time intervals to avoid display inconsistencies.
📌 Example Scenario:
If your appointment type is 15 minutes but your calendar is set to 10-minute intervals, it may lead to:
Visual overlaps on the calendar
Scheduling "bleed" into adjacent time slots
📌 Best Practice:
Keep all appointment lengths consistent with your calendar interval (e.g., 15, 30, 45 minutes).
Alternatively, use 5-minute intervals for flexibility (e.g., mix of 10- and 15-minute appointments).
⚠️ This will enlarge the calendar display significantly—1 hour may take up 3–4 inches of screen space.
✅ Proper alignment ensures appointments stack cleanly and maintain calendar homeostasis.
Appointment Subtypes
🧩 Subtype Functionality
Subtypes extend the duration of base appointment types.
Example: Scheduling an adjustment for an additional 15 minutes.
The appointment spans two or more time slots instead of one.
📌 Allows customization of specific patient needs while retaining the primary appointment label.
Schedule Templates
🗓️ Standardized Clinic Scheduling Layouts
Created by system admins and applied by locations.
Templates adjust the number and type of appointment slots available per segment.
Example Templates:
🔹 First Month Template
2 segments per 15 minutes
Simple design for new or smaller clinics
🔹 Growth Template
4 segments per 15 minutes
2 dedicated slots for new patients
Ideal for high-volume or expanding clinics
📌 Applied under Provider Schedule, and a page refresh is required for changes to take effect.
🖥️ Visual Impact:
The number of available slots and segment color-coding changes based on the selected template.
For example:
Gray segments may be used for report of findings
Additional slots appear during high-volume hours
📌 Color schemes and slot configurations are customizable per clinic needs.
✅ Key Takeaways
Appointment durations must align with calendar intervals to prevent scheduling errors.
Use 5-minute intervals if you need more granular appointment flexibility, but note the trade-off in screen space.
Subtypes add time to an appointment without altering its core type.
Schedule templates streamline scheduling logic and support operational growth stages.
Refresh your calendar after applying a new template to see changes in effect.
📌 Conclusion
The Appointment Settings section in ChiroHD provides essential tools for structuring time, managing volume, and standardizing workflow across clinics. Understanding how appointment lengths interact with calendar intervals, and how templates can scale with your clinic’s growth, ensures a smoother and more professional scheduling experience.