PI requirements vary by attorney, state, and case, so ChiroUp doesn’t use a single prescribed PI workflow. Instead, it gives you the tools to collect, document, and organize what you’ll need throughout the case: intake surveys that flow into your SOAP Notes, Custom Forms, Patient Documents, and billing exports. This article walks through where each tool fits, from the first phone call to the final records request.

💡 Pro Tip: You don’t need to redesign your PI process to use ChiroUp. Start by fitting these tools into the workflow your clinic already knows, then refine it once you’re comfortable.

🔎 Before the first visit

Schedule the appointment, then request any intake surveys and forms from the appointment panel.

• Chief Complaint Survey: Sends automatically before the first visit. If the patient reports an auto accident or other injury, the survey includes follow-up questions about it.
• Additional surveys: Many clinics also request Patient Demographics and other Intake Surveys like Review of Systems or Health History.
• Custom Forms: Send consent forms, Assignment of Benefits, or any other forms with fillable fields and e-signatures. Completed forms save to Patient Documents automatically.

💡 Always request surveys from the appointment panel, not the patient’s chart. Surveys only populate the SOAP Note automatically when they’re tied to an appointment.

💡 Let patients know you're sending them surveys they complete them before they arrive. 

🔎 Throughout care

• Complete notes and charges every visit. Staying current keeps information carrying forward accurately and saves you from catching up at the end of care.
• Outcome assessments: ChiroUp sends the matching outcome assessment after the Chief Complaint Survey when Automatic Chief Complaint Survey follow ups is enabled in Clinic Settings > Survey Preferences. To collect them later in care, request them manually.
• Re-evaluation Visits: ChiroUp prompts a re-exam every 5 visits by default. To prompt one at a patient's next visit, set Encounter > Schedule & Goals > Next Re-Evaluation to 0. The patient completes the re-exam survey at check-in. 
• Supporting documents: Upload letters of protection, attorney correspondence, imaging reports, and other outside documents to Patient Documents to keep everything for the case in one place.

🔎 Preparing Clinical Records

ChiroUp doesn’t export the entire case as one file, but most of what attorneys request is already in your SOAP Notes.

• SOAP Notes: Make sure all notes are signed, then click Print Signed SOAP Notes  in the patient’s chart. Survey responses are already included in your note, so you usually won’t need to export surveys separately. If an attorney does request them, export them from the patient’s chart. 
• Forms and documents: Download what you need from Patient Documents.

🔎 Preparing Billing Records

Attorneys and payors request different billing documents, so confirm what each one needs.

• Paper claims: Add the attorney or PI payor as a Payor in your database and mark them for paper billing. Generate claims as usual, then download the paper claim form once claims are Submitted. Many clinics move PI claims to Hold status during care so they don’t clutter the Pending list.
• Electronic claims: ChiroUp doesn’t currently support sending attachments with claims. If a claim requires supporting documentation, upload it through your clearinghouse or directly with the payor. ChiroUp's integration with TriZetto and InfinEDI also does not support sending electronic claims to PI and WC payor IDs. 
• Statements: In the patient’s record, go to Transactions > Statements and filter by date, Type = Invoices, and Payor = Insurance. Statements show a description of charges and the total billed for each date of service, not a line-item breakdown.
• Superbills: ChiroUp generates a superbill for every visit with a line-item breakdown and diagnosis pointing. You can bulk-print them per-patient.