Overview
This guide is your reference for using the TRP Vital Signs Export in ChiroHD: finding the report, setting up your mapping, running the report, reading the results, drilling into the numbers, and exporting a CSV that pastes into your TRP Vital Signs spreadsheet. We walked through this together during your onboarding — come back here whenever you need a refresher.
Looking for what to do during the beta and how to send us feedback? That's in your companion Your TRP Vital Signs Beta Guide.
Where to find the report
From the main ChiroHD navigation:
Click Reporting in the top menu
Select The Remarkable Practice
You'll land on the Vital Signs Report page. (Alternate path if you've reorganized your menu: Reporting → All Reports (BETA) → Clinic Reports → The Remarkable Practice.)
The report card shows two icons in the top-right corner:
? (blue help icon) — opens this knowledge base
⚙ (gear/cog icon) — opens your mapping setup (next section)
One-time setup
You'll do these three things once during onboarding. After that, the report just works — come back only when something at your clinic changes (a new appointment type, a new referral source).
1. Map your appointment types (the gear icon)
Click the ⚙ gear icon to open the TRP Report Mapping modal. It shows five cards — one per TRP milestone — where you connect your clinic's appointment types to each TRP metric.
TRP milestone | What it counts |
New Patient Exam | New patient examination appointments |
Report of Findings | Report of findings appointments |
R4 / R5 / R6 Report | 4th / 5th / 6th-visit re-examination appointments |
Why this step exists: every clinic names its appointment types differently, so mapping tells ChiroHD which of your types means each TRP milestone. Each card has two fields:
Appointment Types (required) — the ChiroHD type(s) that mean this milestone. Multi-select; you can point several types at one milestone.
Appointment Subtypes (optional) — only needed when one appointment type serves multiple milestones.
The two patterns:
Pattern A — a distinct type per milestone. If you have separate "R4 / R5 / R6" appointment types, just pick the matching type on each card and leave Subtypes blank. Cleanest setup.
Pattern B — one shared type, split by subtype. Common for re-exams: many clinics use a single "Progress Report" (or "Re-Exam") type for all three stages. Add R4 / R5 / R6 subtypes to that type under Settings → Appointment Types, then on each card point at the shared type but pick a different subtype. The system requires each (type + subtype) combination to be unique, which is exactly what this satisfies.
You can mix patterns (Pattern A for NP Exam + ROF, Pattern B for the re-exams), and you can put multiple types on one card. Partial mapping is fine — if you don't have one of the milestones (e.g., no R6), leave that card blank and Save; the report skips it with a small notice and everything else still works.
Click the green Save to commit. You only come back here when you add or rename an appointment type.
2. Categorize your referral sources
The report breaks NP Exams, ROFs, and Conversions out by Internal / External / Digital source. Those breakdowns come from how each referral source is categorized:
Go to System Settings → Referral Sources
Open each source (e.g., "Facebook Ad") → set its Referral Source Category → Save
Rough guide: Digital = Facebook / Google / Instagram / website forms; External = doctor referrals, events, community outreach; Internal = existing-patient referrals, walk-ins from current patients. If a source row shows 0 where you expected patients, check this first.
3. Use Care Plans (required for the report to work)
⚠️ The TRP metrics depend on ChiroHD's Care Plan feature. A patient only counts as an NP Conversion (and feeds R4 / R5 / R6 + retention) when they have a care plan created after their Report of Findings, plus at least one completed appointment on or after the care plan's start date. That's TRP's definition of a patient being "under care."
The typical flow per patient: NP Exam → ROF → create a care plan + complete an adjustment after it starts (→ counts as a Conversion) → at the end of each plan, create the next plan and complete the R4 / R5 / R6 re-exam.
If you're not already using Care Plans consistently, you'll need to start — your TRP coach can help you fold care-plan creation into your post-ROF routine.
If you already use Care Plans: when TRP is enabled, the Care Plan screen gets a refreshed look, but it's the same feature — keep doing what you do. Historical care plans still work, and whether you delete-and-recreate or create a new plan alongside the old one for the next phase, your metrics aren't affected. (The one visible change: you can drag phases to reorder them instead of typing phase numbers.)
Running a report
On the report page, set your date range, then run it:
Date presets — Last Week (the default; Sun–Sat per TRP convention), Month to Date, or Last Month set both dates in one click. Or pick Start / End dates manually.
CSV File Name — auto-filled from your practice + range; edit it if you like.
View (blue) — runs the report and shows results on screen.
Download (green) — runs it and downloads the CSV directly.
Reading the results
After View, the results appear as a single table: metric name on the left, value for your date range on the right, grouped into blocks (New Patient Exams, Report of Findings, Conversions, Retention, Volume, Financial). Block totals are in ALL CAPS; sub-rows show the Internal / External / Digital breakdown.
A few cues:
🔍 magnifier next to a value — click to drill into the patients behind that number (see below).
Underlined metric labels — hover for the definition.
Em dash (—) in a value — that metric doesn't have data for the range you picked.
Drilling into a number (your best tool)
Click the 🔍 on any row to expand a patient-level table right beneath it: patient ID, name (clickable), appointment date, status, and referral category. Click 🔍 again to collapse.
This is the fastest way to confirm a number is right. When something looks off, drill in first — you'll usually spot the cause (an unexpected appointment status, a patient in the wrong referral category, a missing care plan) in seconds.
Exporting to your TRP spreadsheet
Click Download (from either the form view or the results view). The CSV saves to your browser's downloads folder.
Open it and paste it into the Monthly-Quarterly tab of your TRP Vital Signs spreadsheet, starting at the top row. The columns follow TRP's template.
A note on the Reactivation rows
You'll see five "Reactivations > 6 Months" rows in the Conversion Funnel. These are calculated automatically from a back-end patient signal — there's nothing for you to map. We're still finalizing the exact Reactivation definition with TRP, so treat these numbers as provisional for now and flag anything that looks off via your Beta Guide's feedback form.
Troubleshooting
If… | Then… |
A metric reads 0 unexpectedly | Open the ⚙ mapping and confirm that row points to the right type(s)/subtype(s); then drill in with 🔍 to see what's actually being counted. |
The whole report reads 0 | Check the date range covers a period when patients had appointments — try a preset (Last Week / Month to Date / Last Month). |
Source breakdowns look wrong | Check Referral Source Categorization (System Settings → Referral Sources) — a mis-categorized source (e.g., a Facebook ad set to External) lands in the wrong row. |
A new appointment type isn't being counted | Add it under Settings → Appointment Types first, then add it to the right card in the ⚙ mapping and Save. |
The Subtype dropdown is empty | Subtypes must be configured under Settings → Appointment Types before they show up in the mapping. |
You don't have one of the milestones (e.g., no R6) | Leave that card blank and Save — the report skips it and everything else still works. |
A care-plan question this guide doesn't cover | Send it via the feedback form in your Beta Guide; we're building a deeper Care Plan article. |
Quick recap
Find it at Reporting → The Remarkable Practice.
⚙ mapping is a one-time setup — appointment types required, subtypes only when one type serves multiple milestones.
Care Plans are required for Conversions / R4 / R5 / R6 to populate.
Set your referral source categories once so the Internal / External / Digital breakdowns are right.
View to read on screen, Download to export the CSV → paste into your TRP Monthly-Quarterly tab.
The 🔍 magnifier is your fastest way to check any number.
Reactivation rows are automatic + provisional while we finalize the definition with TRP.
For what to do during the beta and how to send feedback, see Your TRP Vital Signs Beta Guide.