Prerequisites:
Adjusting Areas Setup: Ensure adjusting areas are configured. Navigate to your live location > Settings > Initial Setup > Adjusting Areas in the location settings.
Step-by-Step Setup Instructions:
1. Assign Adjusting Areas to Devices
Go to each computer or tablet located at an adjusting area.
Open your preferred SOAP notes screen (Provider Mode, Patient Mode, or Patient Chart).
Use the drop-down menu at the top-right to assign a label to that device. For example, if you're on the computer at "Table 1," select "Table 1" from the menu.
2. Confirm Time Clock Settings
Ensure the computer’s time zone matches your actual time zone. Incorrect time settings can disrupt the calling module's functionality.
3. Identify the Device Connected to Speakers
Determine which device (computer, tablet, etc.) is connected to the speakers, as this will be the ONLY device where you enable calling. Enabling calling on multiple devices will cause each to start calling names, leading to conflicts.
Note: We officially do not support the use of bluetooth speakers for the calling module due to the vast variance in functionality between brands and models. You can certainly try a bluetooth speaker, but our support team will not be able to troubleshoot any calling module issues if you choose to use one, and we cannot guarantee that the calling module will function correctly with the use of a bluetooth speaker.
If the device that is connected to the speakers is also your check-in device, please scroll below to “Enable the calling module on the check-in device.” This setup does differ slightly from the normal setup instructions. |
4. Enable the Calling Module
Go to the Calling tab on the ChiroHD calendar screen.
Click Enable Audio on This Device/Tab on the blue warning screen.
Important: Only enable audio on the device connected to your speakers.
5. Configure the Calling Module
You'll be taken to the calling module configuration page with the following options:
A. Calling
Once audio is enabled, this section will turn blue. To disable, click it again to toggle to a gray "Disable Calling on This Device" button.
B. Auto-Queuing
Use the drop-down menu to enable or disable auto-queuing. When enabled, the system automatically assigns arrived patients to available adjusting areas.
C. Speech Style
Choose between SSML or Text. SSML is recommended for adjusting verbiage, speech rate, etc.
D. Voice
Select the voice for the calling module from the drop-down menu.
E. Verbiage Template
Customize the verbiage to suit your preferences. Adjust punctuation (commas, periods, exclamations) to improve clarity and flow.
Change the break time and rate of speech by switching to SSML:
Break Time: Adjust the seconds of pause between patients. Only change the number before "s."
Rate of Speech: Modify the speed. Only change the number before "%."
F. Test Audible Message
Click to hear a sample of the calling module’s settings.
G. Location Areas
Click to enable or disable specific adjusting areas. Disabled areas will not be assignable.
Rearrange the order of areas via drag-and-drop.
To add a new area, click Create Area.
Enabling the Calling Module on a Check-in Device
Log into the check-in device. Ensure this is the device connected to the speakers.
Type 555-555-5555 on the check-in screen.
Click Enable Audio on This Device/Tab on the blue warning screen.
Configure the settings as described above.
Click Go Back to Check-in Screen so patients can continue checking in as usual.
Using the Calling Module: Three Options
Option 1: Auto-Assign Patients to Rooms
Follow the setup instructions above.
Set Auto-Queuing to Enabled. The system will automatically call patients to available adjusting areas.
Option 2: Manually Assign Patients to Rooms
Follow the setup instructions.
Set Auto-Queuing to Disabled.
Use the Flow tab on the calendar screen to manually drag and drop patients to the desired area.
Option 3: Assign Patients via Provider SOAP Notes Screen
Follow the setup instructions.
On the devices in adjusting areas, click the user’s name in the top right and go to Preferences.
When patients are marked as arrived, providers can assign them to specific areas from the queue by clicking their name.
Use the Call Patient button to initiate the call.
By following these steps, you will have the calling module set up and ready for efficient patient management. Make sure to regularly review your settings and test the audible messages to ensure everything is functioning smoothly.