📝 Overview
Before using the TRP Vital Signs report, there are several setup tasks that should be completed to ensure accurate reporting. These settings establish how the report tracks appointment milestones, referral sources, and patient conversions within your clinic.
Most offices only need to complete this setup when first implementing TRP Vital Signs. However, you may need to revisit these settings if appointment types, referral sources, or clinic workflows change in the future.
This setup includes:
Mapping appointment types
Categorizing referral sources
Verifying Care Plan usage
Once configured, the report will automatically track key TRP metrics based on your clinic's activity.
⚙️ Appointment Type Mapping
Appointment Type Mapping tells ChiroHD which appointment types correspond to the milestones tracked within the TRP Vital Signs report.
To access your mapping settings:
Open the TRP Vital Signs report.
Click the Gear icon in the upper-right corner.
The mapping screen contains five milestone cards:
New Patient Exam
Report of Findings
R4 Report
R5 Report
R6 Report
For each milestone, select the appointment type or appointment types that should be included in that category.
Multiple Appointment Types
If your clinic uses multiple appointment types for the same milestone, you can select all applicable appointment types on the same mapping card.
Using Appointment Subtypes
Some clinics use a single appointment type for multiple re-exam milestones such as R4, R5, and R6.
In these cases:
Verify that appointment subtypes are setup for each milestone.
Select the shared appointment type.
Assign the appropriate subtype to each milestone card.
For example:
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| Milestone | Appointment Type | Subtype |
| R4 Report | Re-Exam | R4 |
| R5 Report | Re-Exam | R5 |
| R6 Report | Re-Exam | R6 |
⚠️ Each appointment type and subtype combination must be unique within the mapping configuration.
Additional Notes
Not all milestones are required.
If your clinic does not use R5 or R6 appointments, those mapping cards can be left blank.
Unmapped milestones may generate a warning message, but the report will continue functioning normally.
Review your mappings anytime appointment types, subtypes, or scheduling workflows change.
When finished, click Save.
🔎 Referral Source Categorization
The TRP Vital Signs report groups new patient activity into three referral categories:
Internal
External
Digital
To review referral source settings:
Navigate to System Settings > Referral Sources.
Open each referral source.
Assign the appropriate category.
Save your changes.
Category Examples
Digital
Google
Facebook
Instagram
Website Forms
Online Advertising
External
Medical Providers
Professional Referrals
Community Events
Health Fairs
Internal
Existing Patient Referrals
Family Referrals
Word-of-Mouth Referrals
⚠️ Incorrect or missing referral source categories can affect New Patient reporting metrics.
🗂️ Care Plans
Care Plans are a critical component of the TRP Vital Signs report.
A patient is only counted as a New Patient Conversion when:
A Care Plan is created after the patient's Report of Findings.
The patient completes at least one appointment on a later date after the Care Plan is created.
Without a Care Plan, the patient cannot be included in conversion calculations.
Because conversion data drives many report metrics, missing Care Plans can also impact:
Conversion Metrics
R4 Retention
R5 Retention
R6 Retention
Net Momentum
Financial Averages
Retention Calculations
If your clinic already uses Care Plans consistently, no additional workflow changes are required.
If your clinic primarily uses Visit Trackers, Care Plans can still be used alongside Visit Trackers to support TRP reporting.
⚠️ If Conversion, R4, R5, or R6 metrics are displaying zero, Care Plan usage should be reviewed first.
📚 Additional TRP Resources
Looking for additional TRP training and reference materials?
Visit the TRP Resources section of the ChiroHD Help Center to access all available TRP articles, setup guides, workflows, and troubleshooting resources.
✅ Key Takeaways
Map appointment types to the appropriate TRP milestones.
Use appointment subtypes when multiple milestones share the same appointment type.
Categorize referral sources as Internal, External, or Digital.
Care Plans are required for conversion and retention reporting.
Review setup settings whenever appointment types, referral sources, or workflows change.
If key TRP metrics are showing zero, verify that Care Plans are being used correctly.
📌 Conclusion
The TRP Vital Signs First-Time Setup process consists of three configuration tasks: mapping appointment types, categorizing referral sources, and ensuring Care Plans are used appropriately. Once completed, the report will automatically track patient milestones and provide accurate performance metrics for your clinic.
If your clinic's appointment types, referral sources, or workflows change in the future, review these settings to ensure your reporting remains accurate.