How do I send my appointment report from ChiroHD?
In ChiroHD, run Appointments By Status for last week in its detail view, export it as CSV, and email the file to your private Rebound address.
Step by step
- In ChiroHD, open Reporting, then All Reports.
- Choose Appointments By Status, and its detail view.
- Choose last week’s dates, and export it as CSV.
- Attach the file to an email to your private Rebound address, and send it. Once a week is enough.
Good to know
- If the report lists canceled or missed appointments, leave them out before you export (or delete those rows), so only real visits count.
- Leave out anything about anyone’s care: not notes, not diagnoses, not treatment codes. Rebound doesn’t need them, and doesn’t keep them.
- Rebound reads Excel and CSV files. A PDF can’t be read, so choose Excel or CSV when it asks.
- Send it to your private Rebound address, shown on People, Visits on their own, from an address you’ve told Rebound sends your reports.
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