5 More Things You Can Do During Slower Times to Clean Up Your ChiroTouch – Part 2 - Chirotouch
April 16, 2020 by Lynnette Conroy Article COVID-19, Business Management

In this second installment, Senior ChiroTouch Trainer, Lynnette Conroy, offers these ChiroTouch housekeeping suggestions that you may want to tackle in your downtime, so that your practice may operate more efficiency in the future. See Part 1 here.

  1. Tidy up your contact information. Patients often forget to update you when they move, get a new phone number, or change insurance policies.  Why not send a bulk email asking each patient to send an email back verifying their current contact information?  You can spend a little time each day updating your patient accounts so you can be sure that you can reach everyone when we get back to business as usual and you’re ready to run recall campaigns to get your patients back under routine care.  Learn how to send a bulk email.
  2. Inventory. Inventory is one of the most time-consuming elements of ChiroTouch to set up, and many users chose not to implement it during their onboarding period in the interest of time.  This is a great time to do a full inventory count and load all of that information into ChiroTouch inventory so that you can rely on reminders for reorders, and handle purchase orders within the system to ensure that all orders are delivered appropriately.
  3. Implement Self Check-in. Self check-in can save providers a lot of time with their documentation and save the front desk staff a lot of busy work checking people in manually.  You can use this downtime to go to each patient account and assign a check-in ID from the Self Check-In tab.  Many offices use the patient phone number for this, so you can use information you already have to assign these PINs and appreciate a whole new efficiency flow when your practice resumes its normal pace.
  4. Deactivate patients. Over the years it’s common for patients to drop out of care, either through deliberate actions or by falling through the cracks.  Use the Labels/Lists list function to produce a list of patients who haven’t visited in more than 6 months, a year, or whatever your threshold may be.  Going through accounts and placing a check in the Inactive box on those patient files will help you identify patients you may want to exclude from your immediate post-COVID-19 recall.  This has the bonus of producing an alert of a deactivated patient account is accessed, so if it has been long enough between when you last saw them and their return, you can use that as a prompt to consider whether or not they should be treated as a new patient or a reactivated one.
  5. Place your logo on statements. Did you know that you can add your logo to statements, superbills, and receipts?  This small task creates a more personalized experience for your patients and can be done simply by inserting your logo in the correct place in your database.  For step-by-step instructions, ChiroTouch users can login to CTCommunity and search for “Add Logo to Patient Documents.”

For more information about what you can do in these times, go to our COVID-19 resource center.


ChiroTouch provides this information with the understanding that authors or speakers are not experts in finance, regulatory policy or law. ChiroTouch shares this information to the best of our knowledge and experience. The information is subject to change as the COVID-19 crisis evolves.

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