📝 Overview
Mastering care plan workflows in ChiroHD ensures your TRP Vital Signs report accurately tracks patient progress, conversions, and retention metrics. Care plans serve as the vital data source for this report, so utilizing them consistently is critical.
Accessing Care Plans in ChiroHD
Care plans are managed within each patient's profile in ChiroHD. Access the patient's profile and navigate to the Care Plan tab.
🎯 Why Care Plans Are Required
The TRP Vital Signs report uses Care Plans to measure patient conversion and retention.
For a patient to count as a New Patient Conversion, two things must occur:
A Care Plan must be created in the patient's record.
The patient must complete at least one appointment on a later day after the Care Plan begins.
Without a Care Plan, the patient cannot be counted as a conversion.
Because Conversion data is used throughout the report, missing Care Plans can also impact:
R4, R5, and R6 Retention Metrics
Net Momentum
Patient Visit Average
Collection Visit Average
Other retention and performance calculations
⚠️ Care Plans are a required component of TRP Vital Signs reporting and are necessary for accurate conversion and retention metrics.
Step by Step: The Care Plan Workflow
1. Schedule and Complete Appointments
Schedule the New Patient Exam and Report of Findings appointments with mapped appointment types in the TRP report setup.
After each visit, ensure the appointment is marked as completed in ChiroHD, either manually or via autocomplete.
Following the Report of Findings (ideally at checkout), go to the patient's Care Plan tab and select to create a new care plan.
Enter the correct start date (when care begins) and phase details (number of visits per week and duration).
Use care plan templates if available for consistency.
Save the care plan to activate it.
3. Confirm First Return Visit
Patient must complete at least one follow-up appointment on or after the care plan’s start date to count as a conversion.
This step is essential to trigger accurate conversion metrics.
As a patient progresses (e.g., to R4/R5/R6 milestones), repeat: schedule the milestone visit, mark as complete, create a new care plan for the next phase, then record a return visit under the new plan.
Use the “End” button to formally close completed or discontinued care plans.
Use the Edit option to update active plans as needed and the End option to close them when appropriate. The Care Plan History screen lists all completed or ended plans for reference.
🛑 Understanding the End Plan Button
When TRP Vital Signs is enabled, an End button appears within Care Plans. This button allows you to formally close an active Care Plan and move it to Care Plan History.
Use the End button when a patient discontinues care, moves away, stops scheduling, or needs a different treatment plan.
The End button can also be used when transitioning between care phases. You may either end the current Care Plan before creating the next one or create a new Care Plan while the current plan remains active. Both workflows are supported in TRP Vital Signs.
📋 If Your Clinic Uses Visit Trackers
You can continue using Visit Trackers as part of your existing workflow. However, TRP Vital Signs does not read data from Visit Trackers—it reads data from Care Plans.
For accurate TRP reporting, create a Care Plan when a patient starts care, even if you also use Visit Trackers.
⚠️ A patient with a Visit Tracker but no Care Plan will not be counted as a New Patient Conversion in the TRP Vital Signs report.
🗃️ Backfilling Existing Patients
Backfilling is optional. TRP Vital Signs will report accurately moving forward even if you do not backfill existing patients.
If you want more complete historical reporting, you can manually create Care Plans for active patients using the date they originally began care.
If backfilling every active patient is not practical, simply begin using Care Plans for new patients moving forward.
⚠️ Early reports may show fewer Conversions than expected until new patients begin moving through the Care Plan workflow.
📚 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
Care plans are mandatory for accurate TRP metric calculation.
Always create and activate a care plan upon patient agreement to care.
Track re-signs by creating new care plans at each major care milestone.
Visit trackers do not populate TRP metrics; care plans do.
Backfill old care plans for complete reports if desired.
📌 Conclusion
Consistent use of care plans within ChiroHD is key to generating accurate, reliable results in the TRP Vital Signs report. By establishing this workflow as standard practice, your clinic ensures full, valid reporting on patient conversions and retention at every phase.