📝 Overview
This article provides a detailed, step-by-step guide for setting up appointment types using ChiroHD's Appointment Settings Wizard. Follow these instructions to streamline your scheduling process and tailor appointment types to your practice’s needs.
Accessing the Appointment Settings Setup Wizard
Navigate to your System Dashboard, System Settings, Appointment Settings, Appointment Settings Wizard.
Uploading Previous Appointment Data via CSV (Optional)
If you have a CSV file with appointment settings from a prior EHR: - Upload it in this step to continue.
Initial Wizard Setup Questions
How Many Providers Schedule Patients?
Single provider, 2-3 Multiple Providers, or 4+ Multiple Providers.
What Type of Services Do You Offer?
Select your practice type: Chiropractic, Chiro + Massage or Multidiscipline
This informs ChiroHD which appointment types and categories best fit your office.
What interval do you Schedule Adjustments in?
Choose typical duration for adjustment appointments (e.g., 15 minutes).
How long is a New Patient Visit?
Enter the duration for new patient visits (e.g., 60 minutes).
Are New Patient Visits done Instead of Adjustments during that time, or Alongside them?
Specify how new patient appointments fit with adjustments: Instead of adjustment (blocks adjustment during that slot) or Alongside adjustment (can book both at same time).
Do You Offer Any Other Services?
Indicate which additional services are available (e.g., decompression, acupuncture, massage). Uncheck any that you do not offer.
Review and Edit Proposed Appointment Types
ChiroHD generates a recommended list of appointment types.
Review and Edit the following fields:
Color
Name
Abbreviation
Category
Duration
Segments (Relates to number of columns the appointment takes up on your calendar) Adjust segment numbers as needed for accurate scheduling (e.g., new patient blocking all columns if booked instead of adjustment).
After reviewing, delete or add appointment types.
When done reviewing, Create Appointment Type.
ChiroHD will automatically generate and save your selected appointment types, standardizing your scheduling structure and expediting onboarding.
✅ Key takeaways
The Appointment Settings Wizard automates and customizes appointment setup for your clinic.
Practice-specific inputs ensure tailored scheduling recommendations.
Flexibility to upload prior settings and edit appointment types.
Segments control overlap and exclusivity of appointments on your calendar.
The process reduces manual work and accelerates clinic onboarding.
📌 Conclusion
ChiroHD’s Appointment Settings Wizard offers a streamlined, intuitive process for setting up appointment structures customized to your practice. Using this tool during onboarding ensures robust, flexible, and standardized scheduling that matches your workflow. Optimize your clinic's efficiency by leveraging these guided setup features.