Patient Menu - Summary

This guide provides a structured walkthrough of every section within the ChiroSpring patient file, organized exactly as it appears in the patient dropdown menu. From clinical tools like the Treatment Dashboard, Treatment Notes, Diagnosis Codes, and Treatment Plan, to financial and operational areas such as Billing Dashboard, Claims, Payments, Statements, and Product History, this guide explains how each component contributes to a fully integrated digital patient record. It highlights how clinical documentation, insurance management, communication tools, financial tracking, and patient preferences all work together in one centralized system, giving practices complete visibility and control over the patient lifecycle from first visit to final balance.


Patient Record in ChiroSpring Complete Guide


1. Treatment Dashboard

Primary clinical overview screen.

  • Chief Complaint
  • Select Template
  • Spine records
  • Household information
  • Membership status
  • Orders
  • Doc Edits
  • Billing Information (Primary)
  • Appointment Quick views
  • Patient Mobile App
  • Comments
  • Records
  • Memo
  • Reminder
  • Treatment Plan
  • Tags
  • Preferred Provider
  • ICD Codes
  • Date of injury
  • Patient Photograph
  • X-Rays
  • Financial

Purpose:

This is the provider’s working screen during visits.

  • You can start a note from this screen by opening one of your Templates to the left (it will Ditto according to your Note Template Ditto Settings)

2. Billing Dashboard

Financial snapshot of Sample Patient’s account.


Includes:

  • Account summary
  • Claim totals
  • Charges
  • Write-offs
  • Balance breakdown (color-coded claims)
  • Claims summary (open, pending, rejected, etc.)
  • Last claim visit data
  • Unapplied payments
  • Account balance

Purpose:

Billing team command center.

3. Communicator


Used for:

  • Email communication
  • Text messaging
  • Patient outreach

Purpose:

Direct communication hub.

4. Insured Information

This is where you add the patient's insurance and enter their PMR (copay/coinsurance/deductible and track therapy and chiro visits used/remaining).  Make sure if the patient has a secondary to set it as billing order #2.  


Displays:

  • Insured name
  • ID
  • Relationship
  • Policy #
  • Payer
  • Order (primary/secondary)
  • Status
  • Term date

Includes:

  • Add new insured
  • Insurance verification availability

Purpose:

Manages all insurance records tied to patient.

5. Reminders Dashboard (Stop Managers)

Displays:

  • Active reminders
  • Type
  • Description
  • Status
  • Trigger location
  • Repeat type
  • Expiration
  • Last acknowledgment
  • Assigned user

Includes:

  • Add new reminder

Purpose:

Internal patient flags and workflow reminders.  You can set these reminders to trigger in various areas of the software such as Billing Dashboard, Treatment Dashboard, Treatment Notes, Check-in, Check-out, New Appointment.

6. Add Claim

Claim creation page.


Includes:

  • Primary insurance selection
  • Patient demographics auto-fill
  • Condition related to (employment/auto/etc.)
  • Date of illness
  • Referring physician
  • Payer address
  • Claim submission fields

Purpose:

Create a claim from scratch.  Note, this is not the recommended approach for creating a claim.  Instead we recommend creating a visit.  Then creating a note & fee slip (tied together).  The Fee Slip is much easier for adding diagnosis, services as well as arranging and pointing your codes.  

7. Add Product

Product sale screen.


Includes:

  • DOS
  • Seller
  • Comments
  • Product search list
  • Quantity
  • Pricing
  • Tax
  • Totals calculation

Purpose:

Sell supplements, supplies, retail items.  

8. Add Payment

One-time payment entry.


Includes:

  • Payment type (cash, check, card, financing)
  • Apply to claim or product
  • Unapplied payments list
  • Tags
  • Split payments
  • Print receipt option

Purpose:

Take a patient payment in for form of cash, check, credit or other.  

9. Schedule Payments

Here is where you would create scheduled/recurring payments if you are using ChiroSpring Pay.  


Includes:

  • Amount
  • Service name
  • Description
  • Repeat frequency
  • First charge date
  • Ending rule
  • Email notification toggle

Purpose:

Set up automated recurring charges.

10. Payment Methods

Here you can store credit or debit cards on file (requires ChiroSpring Pay).  

Includes:

  • Cardholder info
  • Address verification
  • Manual or terminal entry
  • Store for future payments option

Purpose:

Securely save patient payment details.

11. Add Request

If you would like our team to perform a service for you, use our Service Center.  Some requests will incur charges so make sure you first check HERE on the "Additional Services" tab for a list of charges and coresponding fees.  Please note the service center is optional.  


Categories:

  • Claim related
  • Upload EOB
  • Upload records
  • Product deletion
  • Payment deletion
  • Write-off deletion
  • Claim deletion
  • Patient account deletion
  • Call-related requests

Purpose:

Submit support or operational requests.

12. Documents

This is the patient document management section.  Here you will find patient uploaded insurance cards and can create any folder to upload any other document.  


Includes:

  • Active / Archived tabs
  • Categories (X-ray, labs, medical records, etc.)
  • Custom folders
  • Upload new document
  • Filter
  • File actions (edit, delete, preview)

Purpose:

Store and organize patient documents.

13. Treatment Notes

You will find your completed Treatment Notes & Patient Intake Forms here.  You can edit these at anytime or use our ChiroSpring AI ("AI Note Rewrite" or "AI Chart Summary") to rewrite a note or provide a summary of selected notes.  


Includes:

  • Date of service
  • Note type
  • Provider
  • Signed/unsigned indicator
  • Filters
  • Quick search

Purpose:

Review and manage SOAP notes and patient intake documentation.

14. Appointments

View patient appointment history or upcoming appointments using filters and date range.  


Includes:

  • Date range filter
  • Provider filter
  • Category filter
  • Status filter
  • Patient contact info
  • Appointment duration
  • Next appointment visibility

Purpose:

View and analyze patient appointment history.

15. Claim History

Here you can view all claims for a patient, view the claim log, apply payment, edit PMR or even submit a claim to secondary insurance.  You can also see the "patient owes" and "insurance owes" balances.  


Includes:

  • Claim number
  • DOS
  • Charges
  • Patient paid
  • Insurance paid
  • Adjustments
  • Balance
  • Provider
  • Service center status

Purpose:

Detailed insurance audit trail.

16. Payment History

This is the full payment ledger for the patient.  You can perform actions such as editing a payment, printing a payment receipt, assigning payment to another patient or issuing a refund (full or partial).  


Includes:

  • Date
  • Claim #
  • Service
  • Amount
  • Payment method
  • Entered by
  • Comments
  • Delete option

Purpose:

Track every financial transaction for your patient.

17. Product History


This is the full retail (product) sales history for your patient.


Includes:

  • Sale ID
  • Product name
  • Payment type
  • Total charge
  • Adjustments
  • Refund/restock actions
  • Product balance

Purpose:

Track product sales and adjustments.

18. Statement

You may generate patient statements from this screen.  Although, the recommended approach for generating statements is to do in bulk using the Billing/Statements section.  


Includes:

  • DOS range filter
  • Statement type
  • Custom message
  • Minimum due
  • Preview statement
  • Complete statements
  • Total due display

Purpose:

Generate billing statements.  Keep in mind you can choose from many statement templates to find the one that meets your needs.  


Click Here - To learn more about creating statements in bulk for patients.

19. Fullscript

ChiroSpring is fully integrated with Fullscript.  Here you can create supplement orders for patients (which are directly shipped to their address).  You can also order labs for your patient here.


Connects patient to:

  • Fullscript supplement prescribing platform

Purpose:

Supplement ordering integration.

20. Treatment Plan

Create treatment plans for your patient with products and services.  Then generate a financial estimate for your patient with optional discount.  Treatment plans work with insurance, non-insurance or a mix.  


Includes:

  • Plan template
  • Start date
  • Provider
  • Visit allocation
  • Code breakdown
  • Acute/Corrective/Wellness tracking
  • Add code
  • Agree to plan
  • Terminate plan

Purpose:

Manage structured care plans (treatment plans) for your patient.  Units used/remaining are tracked for treatment plans and auto-deduct.

21. Diagnosis Codes


This is the patient's full list of diagnosis codes.  


Includes:

  • Code
  • Description
  • Chronic / Acute flags
  • Start date
  • Last reported
  • Resolved date
  • Edit/delete options

Purpose:

Maintain diagnosis list for billing and compliance.

22. Patient Preferences


Preference management panel.

Tabs include:

  • Appointment reminders
  • Online scheduler
  • Patient settings
  • GrowthHub
  • PMR
  • Intake

Includes:

  • Reminder timing
  • SMS/email toggle
  • Multiple per day
  • Custom reminder message
  • Dynamic merge fields

Purpose:

Control patient communication and system behavior.  Here you can set custom birthday reminders, disable PMR for a patient, set custom reminder preferences and much more.  

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