📝 Overview
The Days Before Pending Inactive feature in ChiroHD enables your office to decide when a patient should be flagged after missing a visit, helping streamline patient management and outreach. This article describes how to set this feature and explains its impact on pending patient reports and follow-up actions.
Accessing and Configuring Days Before Pending Inactive
To configure the Days Before Pending Inactive setting:
Navigate to your System Dashboard, System Settings, System Configuration.
Click the Days Before Pending Inactive field.
Enter the desired number of days since a patient's last visit before they are flagged as pending.
After entering the number, click anywhere outside the field to save your changes.
Viewing the Pending Inactive Report
Once the setting is applied, flagged pending patients will appear in the Pending Inactive report.
Navigate to your Live Location, Reporting, Simple Reporting, Pending Inactive.
The report displays patients who have not visited within your specified threshold.
NOTE: ChiroHD does not automatically mark patients as inactive. It only flags those who meet your criteria. Inactivation is a manual process handled by your office.
Taking Action on Pending Patients Using Simple Reporting
Use the report to bulk inactivate, individually inactivate, or download the list as a CSV or PDF.
Utilize text message functionality to reach out to all listed patients for efficient re-engagement.
You can also snooze any patient if you do not wish to see them on the report for a set period (e.g., when a patient is known to be away for an extended time). Specify the desired snooze period when prompted.
Please see other resources on Simple Reporting Pending Inactive Report and Advanced Patient Search Report if you have other questions on this topic.
✅ Key takeaways
ChiroHD never marks anyone inactive automatically; your office manages this step manually.
The Days Before Pending Inactive setting simply highlights patients for review based on their gap in visits.
The Pending Inactive report empowers your office to efficiently track, inactivate, and reengage patients as needed.
📌 Conclusion
Properly configuring the Days Before Pending Inactive setting in ChiroHD ensures proactive patient management and maximizes the effectiveness of your outreach efforts, keeping your patient base active and engaged.