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, etc.
How to setup this visit tracker –
Base settings (use these for every month)
Name: VIP Adjustments – Mar 2025 (use month/year naming so staff can tell at a glance).
Visit Type: Chiropractic Encounter
Start on the Morning of: First day of the month
Minimum Count: 0 (show it right away)
Max Count: 4 (hard monthly cap)
Expected Number of Weeks: 4 (enables pacing—progress bar color + “should be here” dot for ~1/wk)
Clear on End: False during the month.
Why: If the patient hits 4 early, you want the tracker to remain visible and alert you. When Max is reached and Clear-on-End is false, the tracker stays and turns red if they exceed the cap—clear signal they’re over the monthly limit.
Monthly entries
January
Name: VIP Adjustments – Jan [YYYY]
Start on the Morning of: 01/01/[YYYY]
(then apply the Base settings above)
February
Name: VIP Adjustments – Feb [YYYY]
Start on the Morning of: 02/01/[YYYY]
March
Name: VIP Adjustments – Mar [YYYY]
Start on the Morning of: 03/01/[YYYY]
April
Name: VIP Adjustments – Apr [YYYY]
Start on the Morning of: 04/01/[YYYY]
May
Name: VIP Adjustments – May [YYYY]
Start on the Morning of: 05/01/[YYYY]
June
Name: VIP Adjustments – Jun [YYYY]
Start on the Morning of: 06/01/[YYYY]
July
Name: VIP Adjustments – Jul [YYYY]
Start on the Morning of: 07/01/[YYYY]
August
Name: VIP Adjustments – Aug [YYYY]
Start on the Morning of: 08/01/[YYYY]
September
Name: VIP Adjustments – Sep [YYYY]
Start on the Morning of: 09/01/[YYYY]
October
Name: VIP Adjustments – Oct [YYYY]
Start on the Morning of: 10/01/[YYYY]
November
Name: VIP Adjustments – Nov [YYYY]
Start on the Morning of: 11/01/[YYYY]
December
Name: VIP Adjustments – Dec [YYYY]
Start on the Morning of: 12/01/[YYYY]
Month-end workflow
Duplicate or recreate the tracker for the next month (e.g., VIP Adjustments – Apr 2025).
Optionally switch last month’s tracker to Clear on End = True (so it rolls off), or leave it visible for history.
🛑 If you’d like to learn how to set up the Visit Tracker, click here to view the full article.