The patient signs up for a plan where they pay a flat fee every month, and they can receive 1 adjustment per week and/or up to 4 adjustments within a month. This is an ongoing care plan until the patient decides to stop. Sometimes an office could call this a VIP plan, Maintenance Plan, etc.
How to setup this visit tracker –
Create 12 trackers (one per “month/phase”).
For each tracker, use these common fields:Visit Type: Chiropractic Category
Start on the Morning of: Membership start date (same for all 12)
Color: your choice
Clear on End: True (hides completed months automatically)
Then set the values below as shown:
Tracker Table
Tracker (Month) | Start Date | Minimum Count | Max Count (cumulative total) | Expected # of Weeks (cumulative) |
VIP – Jan 2025 | 1/1/25 | 0 | 4 | 4 |
VIP – Feb 2025 | 2/1/25 | 1 | 4 | 4 |
VIP – March 2025 | 3/1/25 | 1 | 4 | 4 |
VIP – April 2025 | 4/1/25 | 1 | 4 | 4 |
VIP – May 2025 | 5/1/25 | 1 | 4 | 4 |
VIP – June 2025 | 6/1/25 | 1 | 4 | 4 |
VIP – July 2025 | 7/1/25 | 1 | 4 | 4 |
VIP – Aug 2025 | 8/1/25 | 1 | 4 | 4 |
VIP – Sept 2025 | 9/1/25 | 1 | 4 | 4 |
VIP – Oct 2025 | 10/1/25 | 1 | 4 | 4 |
VIP – Nov 2025 | 11/1/25 | 1 | 4 | 4 |
VIP – Dec 2025 | 12/1/25 | 1 | 4 | 4 |
What you’ll see month to month
During a month, only that month’s tracker is visible.
After the 4th visit, that tracker auto-clears (disappears).
The next month becomes visible on the patient’s first visit of that new month (when the cumulative visit count hits the next Minimum Count).
Result: You set it up once; it rolls forward without manual edits.
🛑 If you’d like to learn how to set up the Visit Tracker, click here to view the full article.