📝 Overview
In this article, we will cover how missed appointments and missed appointment texting works in ChiroHD. You'll learn how to configure automatic marking of missed appointments, the differences between missed and canceled appointments, how to manage missed appointment texts, and steps for manually marking and notifying about missed appointments.
Accessing Missed Appointment Settings
Navigate to your Live Location < Settings < Office < Office Configuration < Reminder Options.
Automatically Marking Missed Appointments
Find the toggle called Automatically Mark Missed Appointment Options.
If the toggle is OFF: Appointments are NOT automatically marked as missed.
If this toggle is ON:
- Appointments will automatically be marked as missed after the specified time has passed.
- Choose a Timeframe: How long the system should wait before marking an appointment as missed?If the patient is not marked as arrived within the set time, their appointment status changes to missed.
Missed Appointment Texts
On the Reminder Options screen, select when a missed appointment text should be sent.
Never: ChiroHD marks appointments as missed, but does not send a text.
After First Missed Appointment: Sends a missed text after the first missed appointment on a day with multiple appointments.
After Last Missed Appointment: Waits until the last appointment of the day is marked missed, then sends the text.
Manually Marking Appointments as Missed
On the calendar, open the appointment dropdown menu of the Patient, go to Status Options and select Missed.
Important NOTE: Automatic missed appointment texts are only sent if ChiroHD marks as missed automatically. Manual missed markings require manual text sending.
Manually Sending Missed Appointment Texts
The first step is to Create a Text Preset.
If you have questions on this please reference our other resources on Setting up Texting Presets.From the calendar, open the dropdown menu, under Appointment Options, select Send Text Reminder.
NOTE: The option is available only if the appointment has not already been marked missed.
Enter the preset. Click Send.
For the example above, we used the Missed Appt - Adj Preset.
Triggers for Missed Appointment Messages
Another option, is to set up a Trigger which will allow all appointments to automatically send a text message, whether manually or automatically marked as missed.
You can do this by navigating to your System Dashboard < System Settings < Triggers.
Please see our resources on Triggers if you have further questions about setting this up.
Missed vs. Canceled Appointments
Canceled appointments leave the calendar.
Missed appointments stay on the calendar.
Troubleshooting Missed Appointment Text Messages
If a missed appointment text message was not sent automatically, review the following:
Appointment Status
Confirm the appointment was marked as Missed and not Cancelled.
How the Appointment Was Marked
Determine whether the appointment was marked as missed automatically by ChiroHD or manually by staff. Remember, only appointments automatically marked as missed will trigger an automatic text message unless a custom trigger is configured.
Automatic Missed Appointment Setting
Verify that Automatically Mark Missed Appointment Options is enabled.
Wait Time Configuration
Ensure a wait time has been entered for missed appointment processing.
Missed Text Timing Setting
Check the configured option to determine when the text will be sent:Never
After the first appointment is missed on a day
After the last appointment is missed on a day
Reminder Templates
Confirm that the appropriate reminder templates are set up correctly.
Browser Requirement (Manual Actions)
If performing manual actions from the calendar, ensure you are using Google Chrome.
✅ Key Takeaways
Enable automatic marking for missed appointments in ChiroHD settings.
Missed vs. canceled: Missed stays on the calendar; canceled is removed.
Customize when and if missed appointment texts are sent.
Manual status changes require manual text sending, unless triggers are used.
📌 Conclusion
Managing missed appointments and texts in ChiroHD ensures patients and staff stay informed and organized. Automatic settings help streamline follow-up, but manual options remain if needed for increased flexibility.