Save & Sign Treatment Notes - Unfinished SOAP Note Tracking

Save & Sign Provider Treatment Notes

In a busy practice, completing your SOAP note in real-time may not always occur.  Complex patients need more documentation as do exams or PI visits.  This is why ChiroSpring provides a feature to sign off on a note, signifying it is complete.  This allows the doctor time to both start the note and see the patient, and remind them the note is not complete.  This feature will ensure your notes are 100% complete, something you’ll want, should you ever be audited.

Activate Save & Sign

1. Click "Settings"

Screenshot of: Click "Settings"

2. Click "Treatment Notes"

Screenshot of: Click "Treatment Notes"

3. Click "Notes Settings"

Screenshot of: Click "Notes Settings"

4. Click the "Require providers to save notes and sign notes as separate steps" field.

Screenshot of: Click the "Require providers to save notes and sign notes as separate steps" field.

5. Click "Save"

Screenshot of: Click "Save"


Authorize user to sign notes

1. Click "Users & Rooms"

Screenshot of: Click "Users & Rooms"

2. Locate & Select Provider

Screenshot of: Locate & Select Provider

3. Click to toggle on "Authorized to sign notes".

Screenshot of: Click to toggle on "Authorized to sign notes".

4. Click Action - Save User.

Screenshot of: Click Action - Save User.


Tracking Unsigned Notes

To protect against audit risk ChiroSpring has two ways to quickly find unsigned notes:

  • Visit Compliance Report

  • Front Desk (Click the Three Dots next to the #4 by Check-out with claim

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