The Clients page is where you will find all of your patients and be able to click their names to see appointments, notes, and messages, as well as manage other settings and permissions for your clients.

The clients' page allows you to easily view important information about your clients. With this feature, you can make notes, view/add appointments, view/submit forms, and manage many other settings/permissions for your clients.

It is recommended that you add clients through the EHR because you can include more pertinent information, such as gender, address, and other details. However, this is another way to add a client if you are out of the office or don't have access to your EHR.

Click the “+ Add Clients” button at the top of the clients page. This will activate a pop-up where you'll input the contact information for the patient, birthday, and the default appointment type to be assigned to the client. Make sure to save after inputting the information.

Tip: You can manually add multiple clients at the same time by pressing the “+ Add” button within the pop-up. This will activate another set of fields to insert more client information for another client. Repeat as necessary

Integrated EHR users: If your EHR is integrated (ChiroHD, Platinum, ChiroTouch, or Genesis/ClinicMind/Vericle), any updates made to a patient’s information in the EHR will automatically sync to SKED.
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​Note: Phone numbers sync differently depending on the EHR. Below are important notes for each system:
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​ChiroTouch:
If only one phone number exists, that number will sync to SKED. If multiple numbers are present, the system will pull the cell phone number. If the wrong number is syncing into SKED, use the dropdowns under each phone number to check whether another number is “hidden” behind the primary one and remove it. If you still want to keep that number on file, add it to the secondary phone number field and assign the correct phone type.
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​ChiroHD:
The phone number marked as Primary & in the cell phone slot will sync to SKED. If a phone number is not updating in SKED, try removing the number, saving the record, then re-adding it. Allow approximately 5 minutes for the update to sync.
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​Genesis:
The phone number in the SMS field (the bottom field) will sync to SKED. If that field is blank, the system will check the third field, then the second, then the first. If the cell phone number is not in the fourth (SMS) field, it should be placed as low in the list as possible.
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​Platinum:
The phone number will sync from the cell phone field.

SKED standalone users: To edit a patient, use the universal search at the top or navigate to the Clients page, search for the patient, and click their name. In the Profile Data section, click the pencil icon in the top-right corner to make changes.
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Edit any fields, then click Save.

The Clients page includes a variety of filters in the top toolbar of the page. The following sections will explain the different ways you can filter the results of this page. Remember, you can use the “ Reset Filters” button at the top right of the page to reset the page to the default at any time, or the “Reset” button incorporated into each filter.

Click the “Tags” button to reveal a list of tags your office has created. Click on one or more tags you'd like to have the results of the page solely populated by. Clients with other tags/no tags will be excluded from the results of the page.

Click the “ Client Status” button to activate the dropdown tab and click on the client status you wish to see results for.

Click the “Notifications” filter on the top toolbar to filter results by a certain notification setting status. You can filter to have both email off and SMS off, to see who might not be receiving important messages from your office.

After using the universal search or locating a specific client on the Client Page, click on their name to open the Single Client Page. Here, you’ll find key details such as their appointments, submitted forms, app registration method, and more!

You can keep important notes for a client, such as original clinic recommendations or doctor preferences, by clicking +Add description and saving the note.

Once you’ve added your note, click the blue Save button.

To edit your note, hover over it, click the pencil icon, and then click the save button again.

The client’s status of Active, Inactive, or Inert will show under the description. For standalone offices, click on the status to change it.

SKED can help encourage patients to meet their clinical recommendations by adding a care plan to their app. Once a care plan is added, the app will help them keep track if they have the correct number of appointments scheduled. To get started, click No care plan.

The Care Plan modal will appear. You can choose whether the plan is weekly or monthly, select the starting date, add the phases of care, and click Save once you have added all the visit frequencies.

You can always update or edit the plan by clicking on it and changing frequencies or additional details.

You can quickly see if a client is registered through the app and view their registration method at a glance. If the client is not registered, it will display “App not registered.”

If you click the settings gear icon, you’ll be able to easily send the SKED Registration link if the patient hasn’t registered yet, reset patients' accounts, or add app limitations. Once you’ve made the changes, click Save.

App Jail is a feature that allows an office to restrict a registered user from performing one or more of the following actions within the app:

To apply any of these restrictions to a patient’s account, select the appropriate checkbox.

Alerts can be used as a stop manager or to send a notice to a patient on a specific date. To add an alert, click the + symbol and choose from a template or use a blank alert. You can also filter the alerts by clicking the filter icon.

To edit an alert, click on its title. To delete it, hover over the alert, and a trash can icon will appear.

The appointments section will show you at a quick glance appointments that are scheduled within the next month, and also show you the present calendar month with color-coded appointments. Green appointments are appointments that have been marked as arrived. Yellow appointments are missed appointments. Grey is scheduled for appointments.

To add appointments, click the + icon, use the scheduler modal to pick the date, time, and appointment type, and then click Save.

Tip: Click the filter icon next to the add button to see specific dates, appointment types, professionals, and more!

This section displays the client’s personal information, either pulled from the EHR or manually edited for standalone offices. You can also easily opt clients in or out of message categories here.

Tip: To see an audit of contact changes, click the history button in the top right corner. To add tags or edit client information, click the pencil icon.

Office staff and patients can opt out of specific notifications at any time.

Office staff can manage notification preferences by unchecking the desired options on the Single Client page.

​Patients can update their preferences by replying “OPTIONS” or “STOP” to the office’s phone number at any time:

Below is a list of the available notification options and what each includes:
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​SMS
This controls all SMS communication, including:

Email
Email preferences apply only to messages that include email delivery, such as:

Automated Messages
This category includes:

One-Time Messages

This setting applies only to messages sent through the One-Time Message feature.
If a patient has opted out of one-time messages but you still need to send items such as paperwork links, you should send them through the SMS Inbox using placeholders instead.

Two-Way SMS
This allows:

However, it does not allow the office to manually send one-off messages from the SMS inbox or the patient timeline.

Review Requests
This setting only controls review request messages.
SKED does not automatically opt patients out after they leave a review. Since we can only direct patients to Google and cannot track whether a review was submitted, this setting must be managed manually.

Go-To-Room Messages
If your office uses the Front Desk feature, this option controls whether patients receive messages directing them to a specific room when they are moved.

Important Notes

Groups are how your app users can see multiple family members at one time. Groups are generally managed within the EHR and are managed differently based on which EHR you are using.

Genesis: Always grouped by barcode. Learn more here.

ChiroTouch: Grouped by linked statement accounts or PIN. (Can be changed in EHR Settings Feature in Admin. Learn more here.)

ChiroHD: Managed in ChiroHD with the Family Grouping function. Learn more here.

Platinum: Managed with the EHR. Learn more here.

Standalone: Managed in the SKED Admin.

All forms that have been sent to a client will show here with their statuses of either sent, in progress, or submitted. By clicking the three dot icon for a form, you can archive it, view the PDF or if not finished, complete it in the SKED Admin though it’s recommended to use an iPad or different device to complete forms.

Once a client has been linked to their CLA Synapse file, you’ll see scans listed here. Click on the type of report you’d like to see or click “Report” to show the comprehensive report.

Tip: If a client has not been linked, click the settings gear to search the CLA contacts and click on their name. Once completed, click Save, and it should show the scans connected with that patient.

The Client Timeline displays messages, client updates, and other activity in an easy-to-read, chronological format. You can customize which types of information appear in the timeline. If there is more than one update for a specific type of activity, generally, there will be a drop-down you can expand to see individual appointments, forms, etc.

Tip: Use the date filter if you’re looking for a message or update within a specific time period.

To change what shows in the timeline, click the Activity button and check the boxes next to the updates you’d like to see.

Notes

These are notes added right into the timeline by clicking the Note button in the top right corner of the screen. This is especially useful for offices to add information that needs to be seen by anyone with access to SKED.

Appointment Updates

Appointment updates will show appointments added, rescheduled, or removed. You can click on the appointment date and time to pull up the Appointment Details modal to see additional information, such as how the appointment was added and its history.

Forms Submissions

Form updates in the timeline will show when they’re sent, started, or submitted.

Adding notes to your timeline can help alert other staff members if someone has talked to them on the phone, had an in-person conversation, or provided general information about their care.

To add a note, click on “Note” in the upper right corner, add your text, and click “Done.” The note will be posted on the timeline. Once the note is created, you can click the pencil icon to edit it or the trash icon to delete it.

The timeline will default to showing all messages sent to and from the office and client. Messages from the client will show in gray on the left side, and messages from the office will show in blue on the right.

To learn more about a message, you can hover over the blue “Message” icon, and it will show all the methods that went out: text, email, and/or push notification. If you click on the Message icon, it will bring you to the template that generated the message to send.

At the bottom of the thread, you can use the message composer box to draft and send the message with the green “send” button. Use the dropdown arrow next to the "send" button if you'd like to schedule your message to be sent at a later time.

The number is always pulled from the EHR, but if it’s pulled incorrectly, we recommend ensuring the phone number is in the EHR's cell/mobile/SMS field.

The phone number should be updated in the EHR, but if it’s not syncing properly, we recommend deleting it and re-entering the phone number then waiting about 5-10 minutes. If it’s still not syncing over, please reach out to the Support Team.

ChiroTouch, ChiroHD & Genesis can choose their default provider by going to Settings > EHR Settings. Platinum can change them by choosing the default in the EHR. Specific patients cannot be changed, but will always default to one selected. After changing this default, you may need to reach out to the Support Team and we can resync all the client information to update it for you.

No. SKED can only send to the one email and phone number that syncs into the Platform, but if the patient gets email notifications, they can set up a rule in their inbox to automatically forward to the other email address.

Not at this time, but you can reset their account, and they can re-register for another patient file. The office can also group multiple patient files so the patient can see appointments for different providers or services. If a patient is transferring from another office using SKED, please reach out to our support team, as we’ll need to reset the account connected at the former office.

The most common reason there are two profiles in SKED is because two accounts were made in the EHR, then one was deleted or a lead was converted and a patient file was created in the EHR. The Support Team can help hide/delete the unwanted patient file for you.

Offices cannot hide or delete patients' files in SKED, but the Support Team is happy to help if you reach out to them via phone, chat, or email.

In the message thread, a checkmark indicates if SKED successfully sends the message to the patient’s phone carrier. If an icon with an exclamation point appears, the message cannot be delivered. Please contact the Support Team for more information regarding the error.

At this time, there is no way to make recurring appointments in SKED, but you can make multiple single appointments for a practice member by clicking the plus icon when adding appointments and changing the date and time.

The most common reasons a profile wouldn’t be showing in SKED is because it is marked as inactive and it’s only filtering to active patients or it is missing a first or last name.

Patients are made inactive in the EHR. If a patient is not reflecting the correct status, please reach out to the Support Team.

If there is an inappropriate message, our development team can help remove the message from your SKED Admin. Please reach out to the Support Team for assistance with this.

The most common reason you cannot message a client is because they've opted out of SMS or they are missing a phone number.