📝 Overview
This article guides you on using the ChiroHD calling module to manage daily patient flow and treatment area assignments effectively. It shows both manual and automated workflows, including blocking patients from the queue and handling treatment area availability, ensuring smooth operations within your clinic.
Please see our other resource on Setup and Configuration of the Calling Module if you have further calling module setup questions.
The Calling Module feature has two separate functions:
Auto-Queueing is where ChiroHD automatically assigns an arrived appointment to the first available appointment area and/or honors the appointment settings you set up (vs Manual Assigning if this is disabled).
Calling (or audio notification) is the part of the feature where a voice will come over your speakers and tell patients which area to go to.
You can use any combination of the two.
Disable Auto-Queuing (manually assign) and enable calling.
Disable Auto-Queueing (manually assign) and disable calling.
Enable Auto-Queuing and enable calling.
Enable Auto-Queuing and disable calling.
Auto-Queuing Options
There are three options for Auto-Queuing. We will go through the options and what settings should be used.
Option 1: Use Auto-Queuing to Auto-Assign Patients to Rooms
Follow the setup instructions.
Set Auto-Queuing to Enabled. The system will automatically call patients to available treatment areas.
You can prevent auto-queueing a specific appointment type by setting that appointment to "false".
Option 2: Disable AutoQueuing and Manually Assign Patients to Rooms Using the Flow Tab
Follow the setup instructions.
Set Auto-Queuing to Disabled.
Use the Flow tab on the calendar screen to manually drag and drop patients to the desired area.
Option 3: Disable Auto-Queuing and Manually Assign Patients via Provider SOAP Notes Screen
Follow the setup instructions.
Set Auto-Queuing to Disabled.
When on the device in treatment areas, click the user’s name in the top right and go to Preferences.
Choose dropdown on Show Call Button to True.
NOTE: This is a user preference that needs to be changed with each user, not per device.
When patients are marked as arrived, providers can assign them to specific treatment areas from the queue by clicking the Call Patient button to initiate the call to the room assigned to that workstation.
Calling Options
If Calling is enabled, voice will come over your speakers and tell patients which area to go to.
If Calling is disabled, patients may still be assigned to treatment areas but no audible announcements will play.
Blocked from Queue
Two ways to block a patient from the queue after they have been arrived (for example, if you need to speak to them first):
From Flow Screen:
Drag the patient to the Block from Queue section
To unblock:
From the Flow Tab, Press Play OR
From the SOAP note screen, select the call option to unblock the patient.
Using Alerts:
You may also use alerts or preemptively set future blocks for incoming visits, or block them immediately from the flow screen.
Please see our resources on Patient Alerts if you have further questions on how to use this feature.
Calling Patients from SOAP Note Screen
After following the steps above to enable this Call Patient button, you will be able to call patients directly from the SOAP Note screen, moving them to appropriate rooms as necessary.
Enable Call Patient button in your preferences (see steps above)
Remember to Assign the Treatment room to the workstation (see setup article for more information).
Click Call Patient and you will see the Patient name on the left bar change to your Treatment room.
Treatment Area Availability Controls
From the SOAP note screen, use the lock button to enable/disable treatment areas.
Disabled areas show as locked and are unavailable for assignments.
Re-enable from either calling configuration or directly from the area screen.
Calling a Family Together (Family Management)
If you have further questions about the specifics on Family Management and using the calling module to check in a family, please reference our other resources on this topic.
Submit and Assign
If you have further questions about the specifics on using the Submit and Assign feature, please reference our other resources on this topic.
✅ Key takeaways
Manage patient flow and treatment assignments centrally in ChiroHD.
Use manual or automated assignment, with or without announcement.
Block, unblock, and re-assign patients as needed.
Control area availability directly from SOAP notes or calling configuration.
Support family check-ins and seamless handoffs between treatment areas.
📌 Conclusion
Proper use of the ChiroHD calling module—via manual or automatic workflows—supports efficient patient flow and treatment area management, allowing the clinic to adapt to daily needs and preferences while ensuring every patient is promptly and properly assigned during their visit.