Patient Tracks automatically create upon the submission of a Chief Complaint Survey. Review how tracks can be created automatically or manually in the drop-downs below.
Create a Track for NEW Patients
ChiroUp will automatically create a track for all new patients! Which means there's nothing you need to do! See below for more info on how tracks are created for new patients:
For new patients with no complaints, completing the Chief Complaint Survey before their appointment will automatically generate a track for the associated complaint. In multi-session appointments with multiple providers, a dedicated track will be created for each provider.
For existing patients with existing complaints, you can create a new track while scheduling the patient's appointment. In the
Create a Track for EXISTING Patients
If you have an existing patient with an active track and need to create a new one, you can do so during appointment scheduling. This is especially useful for patients who regularly see you for chiropractic care but are now beginning massage therapy— allowing you to create a separate track for their massage notes. See below for info on how you can create a new track for existing patients.
When booking the appointment, you will want to select Create New Track in the Track field drop down.
When the patient checks in for their appointment, the associated encounter will be created on the new track. They'll also be prompted to complete the Chief Complaint Survey to report the complaint linked to that track.
How to manually create a Track
We recommend following the methods above that allow you to create a new track when booking an appointment, but you can also manually create a Track directly from the patient's record.
1) Navigate to the patient's record for whom you'd like to create a Track.
2) Click the Tracks icon in the Patient Info Bar and then Manage.
3) Click Add Track
4) Enter track details: Name, associated Complaints, Associated treatments, and Associated providers.
- The Track Name will appear in the Track drop-down when scheduling an appointment.
- Complaints are the patient complaints on file that are associated with that track. Complaints can be associated with multiple different tracks.
- Associated treatments are the treatment types associated with this track. Indicating associated treatments will allow the track to auto-populate when the associated treatment type is being scheduled.
- Associated providers are the providers associated with this track. Indicating associated providers will allow the track to auto-populate when the associated provider is selected during scheduling.
- Send Surveys indicates whether the interim and re-exam subjective surveys will be prompted at check-in for appointments on this track.
5) Click Save!
💡Pro tip:
What are tracks? You can think of tracks as a file folder for a patient's complaint that you would pass around to the providers who would manage that complaint. You can create separate tracks for different file folders - a track for back pain may be passed between chiropractors who may alternate providing care for the patient, whereas a track for massage may be reserved for a massage therapist performing general full-body massage.
Learn more about tracks here.