📝 Overview
This article will guide you step-by-step through setting up patient alert templates in ChiroHD. Patient alert templates allow you to create reusable notifications that support your office workflow, care plans, and key reminders for both office staff and patients.
Before creating Patient Alert Templates, review the Understanding Alert Types article or video. Understanding the available alert types and trigger options will help you configure templates efficiently and accurately for your practice.
Accessing Patient Alert Templates in System and Location
Patient Alert Templates can be created at either the system level or location level. System-level templates are available to all locations, while location-level templates are specific to the location where they are created.
System Level: System Dashboard, System Settings, Patient Alert Templates
Location Level: Live Location, Settings, Initial setup, Patient alert templates
Purpose of Patient Alert Templates
Patient Alert Templates are pre-configured collections of alerts that can be added to a patient's profile with a single action.
These templates are commonly used to:
Mirror care plans or treatment packages.
Track patient progress through care.
Remind staff about re-examinations.
Notify staff when a patient reaches a milestone.
Alert patients when they have reached visit limits.
Ensure important care plan tasks are not overlooked.
Creating a Patient Alert Template
To create a new template:
Navigate to System Settings, Patient Alert Templates.
Click Create System Patient Alert Template.
Enter a name for the template.
Click Add Alert to begin configuring alerts.
Repeat as needed to add additional alerts.
Click Submit to save the template.
Configuring Alert Settings
When creating an alert, you'll define how and when the alert should trigger.
A. Template Name
Enter a descriptive name for the alert template. Many offices name templates after a care plan, treatment package, or workflow they are designed to support.
B. Selecting a Trigger Type
Select the type of alert you would like to create. Available trigger types include:
Charge Count
Appointment Count
Next Appointment
Approximate Date
The selected trigger type determines when the alert will be displayed.
If you are unsure which trigger type to use, review the Understanding Alert Types article for detailed explanations and examples of each option.
C. Office Internal Message
The Office Internal Message is displayed to staff when the alert is triggered. Use this field to provide reminders, instructions, or other important information related to the patient's care.
Example:
Patient is at the end of their care plan.
D. Patient Message (Optional)
The Patient Message is displayed to the patient during check-in when the alert is triggered. This field is optional and can be used to communicate milestones, reminders, or next steps to the patient.
Example:
Congratulations! You're halfway through your care plan.
E. Tracking
The Tracking field determines what Appointment Category this alert is monitoring. Depending on the appointment category you selected, you may choose to track items such as chiropractic visits, massage visits, or other tracked services.
If you have further questions on this field, please see our other resources on Tracking and Reporting.
F. Count
The Count field determines when an alert will trigger.
Example:
For Approximate Date alerts, the Count represents the number of days until the alert should be triggered.
For Charge Count alerts, the count of 6 will trigger the alert on the 6th qualifying charge.
For Charge Count alerts, the count of 12 will trigger the alert on the 12th qualifying charge.
For more information about Approximate Date alerts and Count, refer to the Understanding Alert Types article.
G. Alert Display Options
By default, alerts are displayed in the office notification area at the bottom of ChiroHD if no boxes are checked.
For increased visibility, you may also choose additional display options, including:
Block From Queue
Pop Up
Prompt Provider
These options help ensure important notifications are seen by staff when the alert is triggered.
Managing Alerts Within an Alert Template
While editing a template, you can:
Add new alerts by clicking Add Alert in the upper-right corner.
Edit existing alerts by modifying the alert settings directly within the template.
Delete alerts by clicking the red X next to the alert.
Reorder alerts by dragging and dropping them into the desired sequence.
Once your changes are complete, click Submit to save the template.
Alert Template Examples or Scenarios
Example: Midpoint Reminder
Configure an alert to trigger:
Charge Count alert
6th chiropractic charge
Internal Message: Patient is halfway through their care plan.
Optional Patient Message: Congratulations! You're halfway through your care plan.
Tracking Category: Chiropractic Visits
This alert will trigger after six qualifying chiropractic charges have been posted to the patient's ledger.
Example: Re-Exam Reminder
You may want to create a reminder for:
Charge Count alert
11th chiropractic visit.
Internal Message: Schedule re-exam before next visit.
This helps ensure the patient is scheduled appropriately and prevents important re-examinations from being missed.
Example: Care Plan Completion
Configure an alert to trigger:
Charge Count alert
12th chiropractic charge
Internal Message: Patient has reached the end of their care plan.
This alert helps staff identify when a patient has completed their prescribed treatment plan.
Example: Tracking Additional Services
Alert templates can also track services such as massage visits.
Charge Count alert
6 massage visits
Internal Message: Massage visits exhausted.
Patient Message: Please see the front desk regarding additional massage visits.
This can help notify both staff and patients when package limits have been reached.
For detailed instructions on how to apply this to a Patient's Profile, see our other resources on
Alerts for more information.
✅ Key takeaways
Patient alert templates streamline recurring reminders for both staff and patients.
Templates support complex workflows, such as care plans and treatment packages.
Alerts can target visit counts, charge counts, or specific timeframes.
Custom messages improve communication and compliance for both teams and patients.
Organization and adjustment of alerts make templates flexible and tailored to your practice’s needs.
📌 Conclusion
Setting up patient alert templates in ChiroHD allows you to automate critical parts of your care process, ensuring important steps and reminders are not overlooked. By utilizing these templates, your office can deliver consistent care, improve efficiency, and enhance the patient experience throughout their treatment journey.