Getting Started with ChiroSpring: Complete Setup Guide (Checklist)
Welcome to ChiroSpring! This guide walks you step-by-step through setting up your account, configuring your workflows, and preparing your practice for success. For additional assistance, email service@chirospring.com, visit the Help Center, or call 888-426-0007. ChiroSpring Service is open 8:00 AM - 4:00 PM Central Standard Time.
Bookmark and share with your team the login URL for ChiroSpring -> https://login.clinicdr.com/
Download Getting Started Checklist
Table of Contents
- Initial Setup
- Users & Access Roles
- Importing Data
- Clinical Setup
- Appointment Reminders
- Third-Party Payers/Patient Insurance
- Patient Member Responsibility (PMR)
- Reminders (Stop Managers)
- Scheduler
- Front Desk
- Online Scheduling
- Digital Patient Forms
- Self Check In Kiosk
- Mobile Apps (Provider & Patient)
- Patient Statements
- Communication
- Reports
- Claims
- GrowthHub Options
- ChiroSpring Clearinghouse (Trizetto)
- Billing Services
- ChiroSpring Pay
- Memberships
- Households
- Treatment Plans
- ChiroSpring Ai
Initial Setup
Setup Page
Complete the following before scheduling patients:
- Add facility address, phone, and website
- Add practice contact email
- Enter Group NPI and Tax ID (added during customization training)
- Add Taxonomy Code (if applicable)
- Add alternative facility locations (for claims, if needed)
- Set your time zone
Users & Access Roles
Create Users or Rooms
When setting up providers and staff:
- Enter Taxonomy Code and Provider NPI
- Configure claim box overrides (25, 32, 32a, 33, 33a) if needed
- Set default facility (important for multi-location practices)
- Set scheduler order and max appointments per time slot
- Enable Save & Sign treatment notes in both required locations
Access Types
Assign appropriate roles:
- Administrator - Full system access.
- Provider - Can sign notes but cannot view billing reports.
- Billing - Cannot sign treatment notes.
- Front Desk - Scheduling-only access.
- Clinician - Limited provider role (commonly used for colleges).
- Intern - Very limited provider access.
Importing Data
Import Patient Demographics
- Download the CSV template.
- Remove sample data (do NOT edit header row).
- Add your real patient data.
- Select “Import File” and upload.
- Repeat anytime to import leads.
Import Patient Balances
- Download CSV template.
- Export balances from previous EHR.
- Enter balances into template.
- Import into ChiroSpring.
Import Products
- Download template.
- Replace sample data (do NOT edit headers).
- Import file.
Import Patient Credits
- Download template.
- Export credits from prior EHR.
- Enter into template.
- Import.
Clinical Setup
Favorites List
Configure:
Treatment Note Defaults
ChiroSpring includes 50+ templates.
- Choose active treatment notes
- Reorder templates (1 = top position)
- Enable mobile visibility
- Configure Ditto settings (copy last note or fee slip)
Custom Templates & SOAP Macros
- Create custom treatment notes, kiosk forms, or web forms
- Set order and favorites
- Use SOAP Macros (headers must be Subjective, Objective, Assessment, Plan, or Evaluation)
- Edit existing macros or create new ones
Set Up ChiroSpring Advanced Spine
- Set Techniques, Listings and/or Attributes to be clickable using your Advanced Spine in Treatment Note
Advanced - Create Advanced Ditto Settings
- Pre-populate a treatment note templates and/or fee slips for quick access
Appointment Reminders
Standard Reminders (Included)
- Enable reminders (turn on when ready)
- Choose SMS or Email
- Set timing (e.g., 1 day before appointment)
- Choose single or multiple reminders
- Customize message
Note: Same-day appointments do not trigger reminders.
Enhanced Reminders (GrowthHub Required)
- Up to six reminders per appointment
- Instant confirmation when booked
- Custom text per appointment category
- Birthday reminders
- Same-day booking messages
Third-Party Payers
For each insurance carrier:
- Add payer details
- Click “Configure”
- Mark charges as covered
- Set allowed amounts
- Confirm Payer ID
- Enable EDI if submitting electronically
Patient Member Responsibility (PMR)
To use PMR:
- Ensure PMR is enabled globally.
- Mark covered charges in payer configuration.
- Enter patient benefits in Insured Information.
PMR calculates copay, coinsurance, deductible, and visits remaining.
Fee Schedules (Non-Insurance Only)
- Create new fee schedule
- Set CPT pricing
- Enable tax per CPT (if required)
Note: Fee schedules cannot be used with insurance claims.
Reminders (Stop Managers)
- Effective way to be notified for anything important about your patient
- Patient reminders can be set to trigger (alert) in various sections of the software such as front desk, scheduler, check-in or check-out
- Set repeat occurrence if desired
Scheduler Setup
- Create visit types
- Set length and color
- Enable reminders per visit type
- Choose which visit types appear online
- Set time increments
- Link forms to appointment categories
- Create time blocks
Front Desk
- Manage Daily Flow: Move patients through check-in to check-out
- Create Rooms for Front Desk Room Flow
- Use PMR for accurate checkout estimates
- Collect payments and get Quick Views and Actions on Patients Scheduled Today
Online Scheduler
Online Appointment Requests (Included with ChiroSpring Pro plans)
- Requires staff review
- Does not auto-populate calendar
- Copy short link to website
- Do not use if Online Scheduling is enabled
Instant Online Scheduling (Included with ChiroSpring Pro+ plans)
- Real-time patient booking
- Appointments appear instantly
- Select which visit types appear online
- Set time blocks for restrictions
- Ensure providers are Active on Scheduler and Selected as Header
NOTE: Whichever you choose, ChiroSpring is designed to be user friendly, so if they request or schedule through the URL; ChiroSpring will use the data we collect (First Name, Last Name, DOB, Phone, Email) to attempt to link to an existing patient record. If can't match, it will require matching/approval in your Appointment Requests Area
Digital Patient Forms (Pro/Pro+)
-
Customize website form text
Create custom forms
Send via Communicator Dashboard
Attach forms to visit categories
Completed forms appear in:
- Treatment Notes
- Treatment Dashboard
- Communicator Dashboard
Patient Kiosk (ChiroSpring Pro/Pro+ Plans)
Patients can:
- Check in
- Enter chief complaints
- Complete forms
- Make payments
Completed forms appear in Treatment Notes.
Mobile Apps
PatientHub 360 (Patient App)
- Patient Portal: See visits scheduled, documents attached, signed notes
- Patient can Check in
- Upload Patient Photograph/Insurance Card front and back
- Send login link via Patient Dashboard
- Configure instant scheduling (GrowthHub required)
ChiroSpring 360 (Practice App)
- View schedule
- Book appointments
- Complete Notes/Fee Slips
- Take payment(s)
Enable which treatment notes are active on mobile.
Patient Statements
- Choose default statement design
- Set return address
- Add custom note
- Send via Email, SMS, or print
- Use PMR for accurate balances
Communications
- Two Way SMS (Find your # in Communication Data)
- Email is send out only
- Broadcast SMS/Email with GrowthHub Pro
Reports
Track performance, identify opportunities, and make data-driven decisions for your practice.
Recommended Reports:
- Visit Compliance Report
- Activity Report (run daily)
- Aging Report
- Recall Report
- Patient Listing
- Reminder Report
- Practice Statistics Report (monthly)
- ERA Report
- Attorney Report
Outcomes:
- Clear visibility into practice performance
- Faster identification of missed revenue and aging balances
- Improved patient retention through recall tracking
Claims
- Claims generate when saving a fee slip
- Review in Pending Claims and Patient Claim History
- Correct first claim before next visit (DITTO)
- Submit via ChiroSpring clearinghouse, EDI, Print, or Complete (if cash)
GrowthHub Options
Expand patient engagement, marketing, and automation capabilities.
Options:
GrowthHub Basic - $99/mo
- 2,000 text messages (inbound/outbound)
- Automated Birthday Messages
- Automated Out of Office SMS Auto Responder
- Enhanced Reminders
- Marketing Templates
- Lead Management
GrowthHub Pro - $249/mo
Includes all of the features in GrowthHub Basic plus:
- 5,000 SMS Messages (inbound/outbound)
- Patient Reviews - Automated
- Broadcast Messaging
- Patient Recall
- Patient Recall - Automated
- ChiroSpring SEO
- Booking Confirmations
- Patient Loyalty
GrowthHub Pro+ - $299/month
- 7,500 SMS Messages (inbound/outbound)
- Campaigns
- Waitlist - Automated
Outcomes:
- Increased new patient bookings
- Improved patient retention and reactivation
- Reduced no-shows and schedule gaps
ChiroSpring Clearinghouse (Trizetto) - $149/month
Streamline insurance billing with integrated claim submission and ERA management.
- 1K claims electronically submitted per month included, 35 cents per claim submitted electronically after 1,000 in a month
- 100 Electronic Eligibility Checks per month inlcudes, 20 cents per check after 100 included
Key Capabilities:
- One-click electronic claim submission (EDI)
- Integrated ERA (Electronic Remittance Advice) posting
- Direct connection with supported payers
- Claim tracking and status visibility
Setup Notes:
- Complete clearinghouse enrollment workbook before submitting claims
- Verify payer IDs and configurations
Outcomes:
- Faster claim submissions and reimbursements
- Reduced manual entry and billing errors
- Improved cash flow consistency
ChiroSpring ProActive Billing Services
Outsource claim management to reduce workload and improve collections.
$4/claim submitted per month
- ChiroSpring serves up weekly recommendations to overcome denials
- ChiroSpring proactively searches for claims not responded to and takes appropriate action - turn on all claim calls
- ChiroSpring takes actions to overcome denials
Includes the following at no additional cost:
- Manual entry EOBs (payment/denial/rejection/write-off)
- Fax with Claims
- Claim Status Call (per claim)
- Document Upload
- Document Upload with Claims
- Clinic Directed Write-off
- Appeal
- Void Claim
- Replacement Claim
- Denial Triage
- Claim Status
- Denial Management
Outcomes:
- Reduced staff time spent on billing
- Higher claim acceptance rates
- Faster reimbursements and fewer denials
Email sales@chirospring.com if you are interested in getting started with ChiroSpring Billing Services
ChiroSpring Pay
Fully integrated payment platform designed for chiropractic workflows.
Key Capabilities:
- Securely store cards on file (PCI compliant)
- Create recurring and scheduled payments
- Send SMS payment links
- Accept payments via kiosk, mobile, or front desk
- Terminal and manual entry support
- Built-in PCI Toolkit included (no additional cost)
Pricing:
- Card Present: 2.6% + $0.10
- Card Not Present: 2.9% + $0.30
Additional Features:
- Surcharging options to offset processing costs
Outcomes:
- Faster collections and reduced AR
- Improved patient payment experience
- Elimination of third-party payment tools
Memberships
- Create membership types
- Add procedures/products
- Set pricing and agreement text
- Visits and Monthly Membership Fee auto recur monthly until you cancel
- Add membership link to website
- Track via Membership Report
Households
- Centralize family communication
- Bulk scheduling/check-in
- Share payment methods
Treatment Plans
Create structured care plans and recurring revenue streams for your practice.
Key Capabilities:
- Create custom membership types
- Add procedures and/or products
- Set pricing and billing frequency
- Add agreement terms for patient approval
- Track active treatment plans and performance
Outcomes:
- Predictable monthly revenue
- Improved patient retention and compliance
- Reduced manual billing and follow-up
Full Walkthrough Article - Treatment Plans
ChiroSpring AI - $49/month
Leverage AI to streamline documentation and enhance clinical efficiency.
Unlimited providers, transcriptions, rewrites, and chart summaries
Key Capabilities:
- Assist with treatment note creation
- Reduce manual typing and documentation time
- Support consistent, compliant note structure
Outcomes:
- Faster documentation and improved provider efficiency
- More time focused on patient care
- Increased consistency across clinical records