Setup your ChiroSpring Scheduler and Appointment Settings

Setting up your ChiroSpring scheduler will make it easy for your front desk staff to book patient visits. The scheduler can be customized with colors, providers or rooms as well as time blocks (specific blocks of time where you are only willing to see patients for specific appointment categories). Below we will show you how to setup your ChiroSpring scheduler.

From the Main Menu, select Settings/Scheduler & Appts. We have already provided every clinic with some basic appointment types. You can edit those appointment types. There are two types of appointments: Provider and Patient.

Provider Appointments track:

1. In and out times
2. Lunch
3. Vacation and
4. Others that you add

In the Calendar Settings you will establish the hours each day the office is open to close. With these Provider Appointments, you can individually customize your scheduler times per person on your schedule.

For Example, if your office is open from 8 am to 5 pm on Monday, but one of your providers doesn't come in until 10 am on Monday's, you can use the Provider Appointment In at 10 AM and set to repeat weekly on Monday's.

Patient Appointments can track any category of appointment you desire. As an example, you may want to create an appointment category for "New Patient Visit". Or, you may want to create an appointment category for "Adjustment".

To create an appointment category click "Add New". Then populate the following sections.

1. Name
2. Description
3. Color
4. Default time duration
5. The default type of appointment when adding a new appointment (patient or provider)
   1. Patient = booking an appointment for a patient
   2. Provider = blocking out time for the provider such as lunch, meeting, etc.
6. Link Forms - Determine which forms, if any, should be sent to the patient when scheduled to this appointment category. As an example, you might assign your HIPAA form for "New Patient Visit".
7. Send Reminder - Toggle on if you want appointment reminders sent when patients are booked to this appointment category
8. Show Online - Toggle on if you want patients to be able to book appointments for this appointment category
9. Time Block - Determine if this appointment category will be used as a time block.
   1. Learn more about time blocks here
10. Enable "Enahnced Reminders" if desired (Part of GrowthHub Pro). This allows for customized messaging for appointment reminders when patients are booked to this appointment category.

The appearance of your Scheduler is also set here as well. At the bottom click "edit scheduler settings". The dialog (image below) will appear.

1. Day start time
2. Day end time
3. Time increments
4. Maximum number of appointment conflicts for online scheduling and
5. Patient name appearance