📝 Overview
Triggers in ChiroHD are a powerful automation feature that allows your office to streamline workflows by automatically executing specific actions based on appointment statuses or patient tag changes. While still in beta, triggers currently support the following three functions:
Add a Task List Template to a patient profile
Send an Email Template to the patient
Send a Text Message to the patient
These actions can happen individually or be combined in a single trigger.
Accessing Triggers
Navigate to:
System Dashboard → System Settings → Triggers
Triggers are only available at the system level and cannot pull from location-level task or email templates.
Trigger Functionality & Current Limitations
Triggers can execute when:
An appointment status is changed
A patient tag is added manually
Current Limitations (Beta Status):
Triggers cannot detect appointment counts (e.g., “12th visit”)
No dynamic connection to specific paperwork types (e.g., pediatric vs. pregnancy)
Creating a Trigger Based on Appointment Status
Example: New Patient Scheduled
Name your trigger (e.g., “New Patient Scheduled”)
Select Appointment Type (e.g., New Patient)
Choose Appointment Status (Scheduled, Arrived, Treated, etc.)
Set Minutes After (e.g., 0 = immediate, but may take up to 5 minutes to run)
Choose one or more of the following:
Add a Task List Template
Send an Email Template
Enter a Text Message
You can mix and match the 3 actions above—use one, two, or all three per trigger.
Creating a Trigger Based on Patient Tag
Example: Pregnancy Tag
Choose Trigger Type: Patient Tag
When the “Pregnancy” tag is manually added to a patient's profile:
Send a related Email Template
Send a specific Text Message
Tag-based triggers are manual—you must apply the tag to initiate the trigger.
Text Message Setup in Triggers
Text message content can be:
A custom typed message
Contain macros for personalization (e.g., patient name, appointment date)
To find available macros:
Go to:
Location Settings → Office → Office Configuration → Scheduled RemindersClick “Add Text Schedule” or “Preview”
Copy macros exactly as shown—do not alter spacing or brackets
You can also access these from:
Calendar Screen → Text Reminder → Preview
Including Intake Links in Texts
To add your intake form link:
Go to:
Location → Utilities → Intake LinkClick “Copy” to get your intake landing page link
Paste into your trigger’s text message field using the intake link macro if available
Useful for encouraging patients to fill out paperwork before their appointment.
HIPAA Compliance Reminder
📢 Always ensure your text message content is HIPAA-compliant—avoid including sensitive health or personal data.
Example Use Case: Multi-Action Trigger
Trigger: New Patient Appointment Scheduled
Upload new patient task list
Send new patient welcome email
Text patient with intake paperwork link
All actions happen within minutes of the appointment being created—saving staff time and ensuring consistency.
✅ Key Takeaways
Triggers automate: task uploads, email sends, and text messages
Triggers are initiated by either an appointment status change or patient tag
Use system-level templates only—location-level templates are not supported
Keep texts HIPAA-compliant and use macros correctly (copy-paste without edits)
Combine tasks, emails, and texts into one seamless workflow
Intake links and macros can be added to enhance your automation
Updates are in progress to make triggers more robust and feature-rich
📌 Conclusion
Triggers in ChiroHD offer a simple yet powerful way to streamline your practice's workflow through automation. By harnessing triggers, you reduce repetitive administrative tasks, improve patient communication, and enhance operational efficiency. With future updates on the horizon, triggers are poised to become even more impactful for your office’s daily operations.