Exciting New Features for Your Practice (Webinar Replay) 04/2026

Creating and Managing Patient Engagement Features in ChiroSpring

This outlines the steps to effectively utilize new features in ChiroSpring for managing patient engagement, including Statement Builder, Campaigns, Waitlist, and Messenger.

Key Steps

1. Accessing Statement Builder 1:53

• Navigate to Settings in ChiroSpring.
• Select Statement Builder to create custom statements.
• Choose columns, credit card options, and other preferences for your statements.

2. Creating Custom Statements 4:00

• After building your statement, select it for individual patients.
• Set it as the default statement type if desired.

3. Setting Up Campaigns 4:29

• Go to Growth Hub and scroll down to Campaigns.
• Click on New Campaign and select the type (e.g., New Appointment).
• Define the steps for the campaign, such as sending SMS or emails at specific times.

4. Automating Patient Communication 5:14

• Use tags to trigger campaigns based on patient actions (e.g., appointment cancellations).
• Customize messages for different patient scenarios.

5. Managing the Waitlist 9:41

• To add a patient to the waitlist, click Add to Waitlist and fill in the required information.
• Enable automated notifications for available appointments.

6. Using ChiroSpring Messenger 13:21

• Access Messenger from the dashboard.
• Start a direct chat or group conversation.
• Utilize broadcast messages for announcements.

7. Generating Reports 19:08

• Navigate to Reports and select the desired report type.
• Customize the report by selecting columns and date ranges.

8. Sharing Forms and Scheduling Links 22:16

• Create shareable links for forms to send via SMS or email.
• Generate unique scheduling links for specific services or providers.

9. Customizing Intake Messages 25:48

• Edit intake message templates to sound professional and welcoming.

10. Utilizing AI Features 30:27

• Explore AI features for note-taking and patient documentation.

Cautionary Notes

• Ensure compliance with HIPAA regulations when using messaging and patient data.
• Regularly review and update campaign messages to maintain relevance and professionalism.

Tips for Efficiency

• Utilize templates for common messages and reports to save time.
• Regularly check for updates on new features and enhancements in ChiroSpring to stay informed.