📝 Overview
Office Options is a set of on/off toggles that control optional features in your clinic. This article lists each toggle and links to its own guide, so you can find the setting you need without reading about every option.
🧭 How to Get to Office Options
Navigate to your live location > Settings > Office > Office Configuration
Select the Office Options tab on the left.
Click a toggle to turn it on or off. Changes save when you click the toggle
⚙️ Office Options Toggles
AI Intake To Subjective - Speed up new patient documentation by auto-importing intake details and AI-generated summaries directly into SOAP notes with ChiroHD’s AI Intake Subjective feature. → AI Intake To Subjective Summary
Auto-Complete Appointments – automatically marks an appointment complete once it’s on the calendar, has charges on the patient’s ledger, and has a SOAP note that is finalized or saved as a draft. → Completing An Appointment, Manually or by Using Auto-Complete, and the Incomplete Queue
Calling Module – Manages patient flow by assigning arrived patients to treatment areas, either automatically with auto-queueing or manually with the Call Patient button. → Calling Module - Setup and Configuration | Using the Calling Module - Day to Day
Move appts with mx to end of queue – Holds a patient’s massage appointment at the end of the massage provider’s queue until their adjustment appointment is marked treated → Move Appointment With Massage To End Of Queue
New Patient Emails – Sends the new patient email automatically when a new patient’s appointment is scheduled. → Email Template Setup
Slide Outs – Controls how scheduling and appointment windows open. On: they slide in from the right. Off: they pop up on the screen. → Slide Outs
SOAP Assignment Options – Lets you start a SOAP note in one area and assign it to another → Submit and Assign SOAP Note Feature
Zapier Integration – Connects Zapier to ChiroHD so leads from sources like Facebook and Instagram ads flow into your lead management automatically. → Webhook / Zapier - Integrations
