📝 Overview
Care Plan Templates in ChiroHD allow clinics to define structured pacing and schedule special appointments like re-exams or x-rays. These templates apply only to adjustment appointments and are designed to streamline bulk scheduling of patients over a care period. While not required, care plan templates offer significant benefits for offices aiming to standardize visit schedules and automate appointment planning. This guide covers how to create and configure care plan templates at the system level.
Disclaimer: Although care plans will be phased out in the future, the template used in care plans will remain required for bulk scheduling.
Where to Create Care Plan Templates
➡️ Go to:
System Dashboard → System Settings → Care Plan Templates
You’ll see a list of existing templates or a blank screen if none have been created yet.
Example: Corrective Care Plan Template
An example care plan might look like:
3x/week for 12 weeks
2x/week for 6 weeks
1x/week for 24 weeks
With special appointments:
12th visit → Re-exam
24th visit → X-ray
Creating a New Care Plan Template
Click to create a new template
Name the template (e.g., 24 Visit Care Plan)
Add Phases to define pacing:
Each phase represents a block of recurring visits.
The order number starts at 0, which signifies the first phase (standard coding structure).
Example Phases:
Phase 0: 2x/week for 3 weeks
Phase 1: 1x/week for 6 weeks
Phase 2: 1x every 2 weeks for 12 cycles
(↳ Use Cycle dropdown to modify frequency)
📌 These phases only apply to adjustment appointments (other types are not supported).
Understanding the Structure
The top section (Phases) defines adjustment pacing — how frequently adjustments should occur.
The bottom section (Appointments) defines special visit types that should occur at specific points in the care plan only during bulk scheduling.
Adding Special Appointments (Optional)
To add special appointments:
Click “Add Appointment”
Choose which visit number should be a special appointment:
Example:
Visit #10 → Re-exam
Visit #12 → X-ray
Optionally, assign an Appointment Subtype if they’ve been set up at the system level
💡 These appointments only auto-populate when the care plan is applied during bulk scheduling.
Using Subtypes with Special Appointments
If your system has subtypes configured, you can associate them with these special appointments to ensure:
Proper labeling
Visual cues via calendar colors
Accurate time adjustments
Saving Your Template
Once your pacing and optional appointments are configured:
Click Submit to save the care plan template
You can now apply this template when bulk scheduling patients for long-term care plans (covered in a separate video).
✅ Key Takeaways
Care Plan Templates apply only to adjustment appointments
Templates help define:
Visit frequency (pacing)
Special appointments like re-exams or x-rays
Created and managed at the system level
Phases define the sequence and interval of visits
Special appointments only apply during bulk scheduling
Subtypes can be linked to enhance clarity and tracking
📌 Conclusion
Care plan templates in ChiroHD provide a streamlined method for scheduling consistent care, helping ensure patients follow a structured progression through their treatment plan. By leveraging these templates, clinics can automate visit pacing and insert key touchpoints like re-exams and imaging into their patients’ schedules — all while maintaining centralized configuration control. Now is the perfect time to evaluate the care plans in your office and begin setting them up for efficient use.