📝 Overview
In this article, you'll learn how to set up default services in a patient's case in ChiroHD. We'll walk through a realistic example using all three types of default services, including configuration for discounts, care plan components, and how these settings streamline patient billing and care delivery.
Default Services Example
Jane Doe signed up for a care plan that includes 30 adjustments, then a VIP monthly membership for 6 months, 12 massages, a ChiroFlow Pillow, and a bottle of Super Omegas. Jane decides to pay for her care plan in a monthly installment (paying on the 15th of the month), so the office gives her a 15% discount on the entire care plan.
Here is how I would set up her default services:
Only the adjustment charge is set up as Every Visit as Jane would not receive the other services every time she came in.
I would not add the VIP monthly charge until it is that time in her care plan, but wanted to provide a visual.
✅ Key takeaways
Set up all recurring and one-time services in advance using default services for maximum billing efficiency.
Use accurate write-off amounts and reasons for each service or product, especially when bulk discounts apply.
For recurring services (like adjustments), designate them as Every Visit; for occasional services or products, use Time of Purchase.
📌 Conclusion
Setting up default services in ChiroHD streamlines the care plan and billing process, ensuring patients' discounts and charges are applied automatically and accurately. Proper initial configuration improves office efficiency and minimizes manual accounting errors throughout the life of a care plan.