📝 Overview
Triggers in ChiroHD automate essential tasks based on specific actions within your practice. Think of triggers as your automation assistant, ensuring consistent patient engagement and workflow management without manual intervention. Each trigger monitors for defined events and performs set actions, facilitating reliable and timely communication with patients and staff alike.
Understanding Triggers in ChiroHD
Triggers can automatically:
Add task list templates to patient profiles
Send email templates 📧
Attach patient tags to patient profiles 🏷️
Send text messages 📱
Execute multiple actions simultaneously
These automations help standardize workflows, enhance efficiency, and maintain patient connections precisely when needed.
7 Trigger Types in ChiroHD
ChiroHD has triggers based on the following trigger types: appointment status, patient tags, charged invoice items, days since last visit, visit count, patient status, and case status.
Trigger Type 1: Appointment Status Trigger
The appointment status trigger activates when an appointment type reaches a specific appointment status (ie. scheduled, arrived, treated, completed, missed, canceled or rescheduled).
You can choose the appointment type, monitor the desired status, and set a delay for when the trigger executes after the status update.
The trigger runs once per appointment status change.
For example, in the screenshot above, after a new patient appointment is marked as completed, ChiroHD will automatically send a follow-up text ten minutes later detailing next-step home healthcare instructions.
Trigger Type 2: Patient Tag Trigger
The patient tag trigger operates when a specific tag is added to a patient profile.
Only one tag can be selected per trigger.
The action runs each time the tag is applied.
For example, in the screenshot above, applying a Pregnancy tag in the patient chart can prompt ChiroHD to send both the Prenatal Care email template and the Prenatal Care text message template.
💡NOTE: If the tag is removed and re-added later, the trigger will activate again.
Trigger Type 3: Charged Invoice Item Trigger
The Charge Invoice Item trigger fires when a specific service or inventory item is posted to a patient's ledger.
For example, in the screenshot above, if a cervical traction device inventory item is added to a patients ledger, the Cervical Traction email template and the listed text message template will send.
💡NOTE: You can select one or multiple services or items for the trigger to monitor. This trigger executes once, enabling repetitive automation should the item be posted multiple times to the ledger.
Trigger Type 4: Days Since Last Visit Trigger
This Days Since Last Visit Trigger reviews the time since a patient's most recent completed visit.
This trigger looks at all appointment types (not a specific appt type) and always references the latest completed visit.
The system checks once daily (in the late afternoon to evening).
The action triggers once per lapsed interval and resets once a new appointment is marked completed.
For example, in the screenshot above, if 14 days elapsed without a visit, the text message template would send. The cycle restarts whenever the time threshold is met again.
Trigger Type 5: Visit Count Trigger
The visit count trigger activates when a patient reaches a defined number of charge-based visits as tracked in your settings.
You define which service buckets are counted and monitored. You can choose this by which visit category you choose.
Uses charged services, not appointment statuses.
Executes once per visit milestone.
For example, in the screenshot above, after a fourth adjustment visit, an automated reputation management link can be sent inviting the patient to leave a Google review.
Trigger Type 6: Patient Status Trigger
This trigger runs when a patient's overall status changes—such as becoming active, inactive or terminated.
Multiple Patient statuses can be selected.
The trigger activates once per status change, making it perfect for onboarding new patients with tailored task lists and welcome communications.
For example, in the screenshot above, when a patient status gets set to active, the Patient Reactivation Onboarding Tasks Task List Template is put on a patient profile as well as the text message template is sent.
Trigger Type 7: Patient Case Status Trigger
This trigger responds when a patient case status changes (ie. open, closed, or collections).
You can select multiple statuses.
Each status change activates the action.
For example, in the screenshot above, closing a case can automatically assign the case closed tasks list template to the patient profile.
Managing Triggers: Triggers Dashboard
On the triggers dashboard, you can review, pause, or delete existing triggers.
Location Restrictions
When adding a new trigger, you have the option to set location restrictions. For example, if you are a multi-location practice, you can limit a trigger so it only runs at specific locations.
Location filters (not triggers themselves) let you assign triggers to one or more office locations in your practice.
Simply select the target locations you want this trigger to be restricted.
✅ Key takeaways
Triggers automate communication, education, and workflows
Each trigger monitors specific events and runs predefined actions
Configure triggers for appointment status, patient tags, invoice items, days since last visit, visit count, patient status, and case status
Systematic use of triggers saves time, improves consistency, and keeps patients engaged
📌 Conclusion
With thoughtful setup, triggers in ChiroHD enable hands-off automation for critical communications, patient engagement, and internal workflows, boosting both practice efficiency and patient satisfaction.