Course 7: Tracks

In Course 7, you’ll learn how to manage notes for patients receiving multiple types of care using ChiroUp’s Tracks feature!

  • 7A: Does my clinic need to use Tracks?
  • 7B: What are Tracks? And how are they created?
  • 7C: Track Settings & Auto-Population

⏰ Estimated time: 25 minutes


☞ (7A) Does my clinic need to use Tracks?

As you've learned, SOAP Note information carries over from visit to visit to make documenting ongoing care faster and more consistent. But what happens when a patient receives different types of care at the same time?

For example, a patient may see both a Chiropractor and Physical Therapist at the same clinic. Each provider may need a separate set of SOAP Notes to carry forward based on the type of care they're providing. The Physical Therapist may not need the Chiropractor's documentation carried into their encounters, and vice versa.

Enter: Tracks! Tracks allow you to maintain separate documentation for different types of care within the same patient record.

By default, Tracks are OFF for all clinics. Your clinic can choose to use Tracks clinic-wide, for individual patients, or not at all.

Before continuing with the next sections of this course, review the article below to determine whether Tracks are right for your clinic. If you decide to use Tracks, the article will also walk you through how to turn them ON. If you decide Tracks aren't for you, skip Course 7 and continue to Course 8: Managing Workflow.

Most single provider or chiropractic-only clinics won't need to use Tracks. 

Tracks: What They Are & How to Use Them 📚


☞ (7B) What are Tracks? And how are they created?

In this section, we’ll cover a high-level overview of Tracks, including what they are and how they’re created. This will give you the foundation to decide how to manage Tracks in a way that fits your clinic’s needs.

This section is designed for clinics who will be using Tracks. If you're clinic does will not use Tracks, you can skip to the next course! 

🎥 See it in Action:





☞ (7C) Track Settings & Auto-Population

In this section, we’ll further discuss Track settings and how ChiroUp auto-populates the track on the appointment at time of booking. 

🎥 See it in Action:




And that’s a wrap on Course 7 of Provider Bootcamp: Tracks! 😄

Head on over to the final course, Course 8: Managing Workflows to keep the momentum going, or explore the Course 7 resources below to dive deeper and practice with your test patient.


 
 
 
 
 

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