ChiroSpring Product Release 12-4-2024

Household Appts Improvements

Start Note from Front Desk: Clinic users can now initiate a treatment note directly from the front desk for any family member scheduled within a household. Simply click the "Note" icon next to each family member's name to get started.

Assigned and Completed Forms: Easily track the status of assigned forms for each family member within a household. The new format displays the number of forms assigned and completed for each member, helping ensure that necessary forms are completed before treatment.

Save Custom Filters for Reports

This feature eliminates the need to manually set filters each time you generate a report making running reports easier and faster than ever!!

While generating reports, you can save the filters you’ve applied with a short, descriptive label.

Save your preferred column selections to ensure every report shows exactly the data you need.

Mark any saved filter as your default to have it applied automatically whenever you open the report.

Easily select from a dropdown or list of your saved filters to apply them instantly.

Where You Can Use It

This feature is available on the following reports:

Appointments Report

Recall Report

Activity Report

Practice Statistics Report

Sold Products Report

User Earnings Report

Fee Schedule Usage Report

Start saving your filters today and take the hassle out of reporting!

New Fee Slip Enhancements

Add Product Sale

Option to hide Create Fee Slip before treatment note.

Clinic users now have the option to disable the "Create Fee Slip" button. Fee slips can only be created once a note is started or completed.

New Fee Slip is now available in the Provider App!!

Activity Report: New Summary Tab

We’re excited to introduce a new page in the Activity Report: a simplified "Summary" view for quick access to total payments!

Summary Tab: Provides a quick overview of total payments by patient.

Detailed Tab: Maintains the current detailed breakdown of payments, displaying each procedure or product along with the date of service and amount applied.

This tab structure lets you quickly toggle between the total payment summary and detailed transaction insights—ideal for those times you need a quick total without the deep dive.

Other Enhancements

Enhanced Deletion Options for Treatment Notes

We’ve added more flexibility when managing Treatment Notes and Fee Slips. Users can now choose between:

Deleting the Treatment Note only, while keeping the Fee Slip intact.

Deleting both the Treatment Note and the Fee Slip, ensuring both are removed while leaving the associated claim unaffected.

This update provides better control over how records are managed without impacting claims.

Archive Documents!

Keep your document folders organized with the new Archive feature. Available across all folders in the Documents section—such as X-ray Records, Patient Information, Medical Records, Lab Reports, and more— select the action Archive to move it to the Archive tab. This ensures your Active files stay clutter-free while still allowing easy access to archived records whenever needed.

Right-click on an X-ray and select Archive to move it to the Archive tab.

View Active and Archived files in the documents section.

Service Fee Transparency

You can now easily view all service fees and optional add-ons directly from the Subscription Plan page under the Additional Services tab. This update ensures complete visibility into associated costs.

Additionally, service fee details are accessible within the software wherever you add Service Center requests, streamlining your experience and improving clarity.