Chiropractic EHR Checklist for Personal Injury Cases

Give each vendor the same fictional auto-injury case. Ask your chiropractor, front desk and biller to run their own part of the demo.

At intake

Have the front desk register the patient, capture the referring firm, send the required paperwork and spot a missing signature. Check how the EHR distinguishes a new injury from an earlier case in the same patient record.

Across visits

Ask a clinician to enter an initial exam and a follow-up SOAP note. Have them pull the baseline findings and functional goals into a progress narrative. Check which data carries forward, what the clinician must update and who signs the final report.

When records or balances are requested

Give staff a fictional request for the initial exam, progress narrative and itemized bill. Have them select the approved documents, check the recipient’s view and find the date of release. Then enter a partial payment and find the open case balance.