Visit Tracker Setup in Patient Profile

The Visit Tracker allows offices to create individualized tracking plans directly within the patient profile. Offices can track visit counts, service packages, pacing expectations, and care plan progress.

Please see our other resources on Visit Tracker Overview if you have questions about the Setup Process of the Visit Tracker.

Click Add Visit Tracker to see these Visit Tracker Setup Fields.

A. Name (Optional)
The name of the tracker. Appears on the snapshot.

B. Visit Type
Determines what charges are counted, based on Tracking/Reporting categories.

C. Color
Sets a desired color for the tracker. This will appear as a colored box at the beginning of a tracker. Click into the field and a color picker will appear.

D. Start on the Morning of

Start date for counting charges. If post-dated, counts from that day forward.

E. Minimum Count
Minimum number of charges before the tracker shows in the snapshot. Setting this to 0 makes it appear immediately.

F. Max Count
Total number of charges to be reached for a tracker or phase. For example, if the first phase in a care plan is 12 visits, then you would set up the visit tracker max visit to 12.
​

Important: Min and max values define the range of visits being tracked. The minimum value (Min) is the first visit to track, while the maximum value (Max) is the last. The min and max values cannot be identical; for example, setting both to 8 means the tracker will only count that specific visit.

G. Expected Number of Weeks

The amount of weeks that it should take to complete the phase/tracker (not required).
​
This field is what will prompt the visit tracker to incorporate the pacing features.
If Expected Weeks field is left blank, the visit tracker will revert back to Method 1: Simple Counting.

H. Clear on End

If true, the tracker will disappear from the visit tracker snapshot once the max visits have been reached. This method is used if an office only wants to see what tracker the patient is currently on, they do not wish to see completed or future trackers.
​
If false, the tracker will remain visible on the tracker snapshot. This method is used if an office wants to see current and past completed trackers.

I. Number to Add to Start

This field is only used for migrated offices where a patient’s care plan spans two systems. It lets you start the visit tracker from the original care plan date while accounting for visits already completed in the previous system (and not shown on the current ledger).
​
For example, if a care plan has 24 visits but 10 were finished in the old system, entering “10” ensures the tracker begins accurately and continues seamlessly without requiring manual adjustments.

Progress bar color changes based on pacing:

A pacing dot indicates where the patient should currently be within the care plan timeline.

If Visit Tracker totals appear incorrect:

Incorrect categorization is the most common cause of Visit Tracker discrepancies.

Following the steps above will enable your office to set up visit trackers in ChiroHD tailored to your care plans or packages. Utilize pacing for time-bound packages or simple counting for basic tracking. Reference this guide as you configure your visit trackers for best results.