Course curriculum

Complete these chapters in order for the best results

  • 1

    Welcome to your ChiroHD Setup!

    • Welcome to your ChiroHD Setup Course!
  • 2

    System Setup

    • Your Resource Library

    • Setup Intro

    • Users and Granting Login Access to Your Team

    • User Tips and Login Troubleshooting

    • Proactive Action Items

    • Creating Services

    • Invoice Presets

    • Introduction to Reporting Configurations

    • Reporting Configuration Part 2

    • System Configuration

    • Appointment Settings Intro and Schedule Templates

    • Creating Appointment Types

    • Appointment Settings - Valid Charge Types for Health Check

    • Creating Appointment Subtypes

    • Inventory

    • Referral Sources

    • Payment Types

    • Tags

    • Understanding Alert Types

    • Patient Alert Templates

    • Email Template Builder

    • Task List Templates

    • Triggers

    • Reputation Management

    • SOAP Note Macros: Access and Customize ChiroHD's Macro Set in Your Network

    • SOAP Note Macro Customization Basics

    • SOAP Note Macros - Advanced Macros

    • SOAP Note Macros - Macro Chaining

    • SOAP Note Macros - Default Options

    • Patient Subjective Setup

    • Adding DX Codes to the System vs. to Patient Cases

    • Third Party Payers

    • Acknowledgements

    • Conclusion
  • 3

    Location Setup

    • Location Setup - Appointment Settings, Inventory, Services

    • Location Level Users

    • Providers

    • Calendar (Enabling, Disabling, and Moving Appointments to Another Provider)

    • Calendar (Provider Hours, Exception Hours, Future Schedule)

    • How to Reorder Calendar Tabs

    • Calendar Settings Button

    • Office Info

    • Office Configuration - Office Options

    • Office Configuration - Scheduled Text Reminders

    • Office Configuration - Reminder Options

    • Office Configuration - Reminder Templates

    • Office Configuration - Email Notifications

    • Office Configuration - New Macro Layout

    • Location Setup - Integrations Intro

    • Merchant Services (Fortis/Cash Practice)

    • Twilio (Texting Phone Number) - Integrations

    • STOP!

    • X-Rays - Integrations

    • SKED - Integrations

    • Web (New Patient Scheduler for Your Website) - Integrations

    • Go High Level (GHL)

    • Clearinghouse - Integrations (SFTP)

    • Patient Mobile App - Settings, Inviting a Patient, Demo

    • Check-in Device

    • Adjusting Areas

    • Location-Specific Email Templates

    • Location-Specific Tags

    • Location-Specific SOAP Macros

    • Utilizing Patient Alert Templates and Creating Location Patient Alert Templates

    • Acknowledgements
  • 4

    Training Location

    • Your Training Location
  • 5

    Action Items

    • Next Steps
  • 6

    Going Live Recommendations

    • Going Live Recommendations