📝 Overview
This guide outlines the process for scheduling appointments in ChiroHD, including both existing and new patient workflows. Step-by-step visuals and explanations will walk you through using the calendar, selecting or adding a patient, and completing all required information.
Scheduling an Appointment for an Existing Patient: using Search Name function
Navigate to your Live Location, Calendar Screen.
Click on the desired Appointment Time you want to schedule.
Type in the Patient Name in the search field.
Enter the Patient Case, Appt Type, and Appt Note.
Click Schedule Appointment.
Scheduling a Basic Appointment for an Existing Patient: Shortcut with Patient Snapshot
Navigate to your Live Location, Calendar Screen.
With your Patient Snapshot open in the left of the screen, click on the desired Appointment Time you want to schedule.
Enter the Patient Case, Appt Type, and Appt Note.
Click Schedule Appointment.
Scheduling a Basic Appointment for a New Patient
Navigate to your Live Location, Calendar, click on the desired Appointment Time.
Click New to create a new patient.
NOTE: If there is a patient pulled up in the Patient Snapshot, click clear.
Enter the new patient's information.
NOTE: Any fields highlighted in blue are required and must be completed before saving.
Once all required information is entered, click Schedule Appointment to complete the process.
✅ Key Takeaways
Use the calendar screen for both new and existing appointments.
Select or search for an existing patient using the snapshot to schedule quickly.
Required fields are highlighted, making missing information easy to spot.
For new patients, all blue-highlighted fields must be filled before saving.
📌 Conclusion
Scheduling appointments in ChiroHD is a straightforward process that accommodates both existing and new patient workflows. Follow the guided prompts, fill required information, and your appointment will be set efficiently.