Course 4: Plan Wizard

In Course 4, you’ll dive into ChiroUp’s Plan Wizard to master your Plan and confidently capture your billing codes.

  • 4A: Completing the Plan Wizard
  • 4B: Customizing the Plan Wizard

Estimated time: 10 minutes


(4A) Completing the Plan Wizard

In the Plan Wizard, you document the treatments performed during the visit and indicate what you will be billing.

💪 Try it Yourself:




(4B) Customizing the Plan Wizard

Customize how your Plan Wizard is displayed— including which options appear, which service codes are linked, and what populates in the SOAP output.

🎥 See it in Action:

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