Welcome to staff training!
Every clinic runs a little differently. In some offices, providers are highly involved with staff and administrative processes. In others, providers may focus only on SOAP notes, while staff handles the rest. And in some cases, providers wear all the hats! The important thing is finding what works best for your clinic.
This Staff Workflow is designed to outline the key training steps for team members who will be managing staff and administrative tasks, helping your clinic stay organized and run efficiently.
Pro-tip!
Each module features an interactive demo you can follow along with. To view the demo in full screen for a closer look, just click the expand button ⛶ in the top-right corner!
1. Adding a Patient
Learn how to quickly and accurately create a new patient in ChiroUp. Adding patients correctly from the start helps ensure smooth scheduling, clean records, and efficient day-to-day workflows.
2. Scheduling an Appointment
Learn how to schedule an appointment in ChiroUp quickly and accurately.
3. Editing an Appointment
Follow along to learn how to edit an appointment in case you ever need to edit appointment details like start time or treatment type!
4. Patient Check-In at the Kiosk
This walkthrough shows how patients check in using the ChiroUp Kiosk, including what they see and how information is captured.
5. Record Payment from a Purchase
Walkthrough how to record a patient payment directly from the patient's Purchase in ChiroUp. This method is best suited for taking payment when you're checking the patient out!
6. Record Payment from the Patient Record
Learn how to record a payment from a patient’s record. This method is ideal for applying a single payment to multiple dates of service, issuing a credit, or recording a payment when you’re not already in the patient’s purchase at checkout.
7. How to Modify a Patient's Purchase
Learn how to edit a purchase - including updating charges and attaching an insurance policy,
8. How to Unpost a Payment
Learn how to unpost a payment in ChiroUp in cases where you need to adjust a patient's payment made on a purchase.
9. How to Void a Payment
Learn how to void payments taken in error!
10. How to Refund a Patient Payment
Learn how to indicate that you've refunded a patient's payment.
11. Adding a Memo to a Patient's Record
Walkthrough adding a memo to a patient's record and learn the difference between Memo Alerts and Memo Notifications!
Great job completing your staff workflow training! 🥳👏