Your first day with ChiroUp EHR — YOU GOT THIS! 🎉

First things first — take a deep breath.

Day 1 in a new EHR can feel overwhelming. That is completely normal. You are not behind. You are not doing it wrong. You are learning.

This guide is here for the most common “Wait… why is this happening?” moments you may run into today.

💳 “We collected payment, but haven’t entered the charges yet…”

No problem at all.

You can still collect the patient’s payment by creating a credit.

A credit is simply a payment that hasn’t been attached to a charge yet.

Later, when you import the charges into the purchase, you can apply that unapplied payment directly to the correct transaction. Nothing is lost, nothing is wrong — this is very normal on Go-Live Day.

Check out how to create a credit! 

💰 “Okay, now how do I apply that payment to the charges?”

Once the charges are in the purchase, you’ll just apply that unapplied payment (credit) to the transaction.

This is exactly what credits are for — Go-Live Day catch-up.

Check out how to apply a credit! 

🧾 “Why aren’t my charges showing up in the purchase?”

This is a first-visit-only thing.

On a patient’s first visit in ChiroUp, after you make your selections in the Plan, you must click:

Import & Point

That sends the charges to the purchase.

On every visit after the first one, you can simply SALT the charges directly into the purchase.

So if charges aren’t there on Day 1, 99% of the time it just means we forgot Import & Point.

Check out this resource on how to import codes into a purchase! 

🛡️ “The patient has insurance in their chart, so why isn’t it on the purchase?”

Also, a first-visit step.

Even if the insurance policy is already in the patient’s chart, you must attach it to the first purchase.

After you do this once, it will automatically carry over to future visits.

You only have to do this once per patient.

🔄 “I updated insurance benefits, but they aren’t reflecting on the purchase.”

If benefits were added after the policy was attached to the purchase:

Simply remove the insurance from the purchase and reattach it.

That refresh pulls in the updated benefits.

📋 “Why didn’t the Chief Complaint Survey pull into the encounter?”

ChiroUp automatically sends the CCS 24 hours before the appointment with the appointment reminder.

So this can happen if:

• You are not using ChiroUp reminders yet
• The CCS had to be sent manually (ex: Aloha integration)

In that case, make sure the survey was requested from the Appointment Panel — not from the chart.

👉 During onboarding, we request info from the chart.
👉 Once you are live, we request everything from the Appointment Panel so it ties directly to the encounter.

If needed:

• Add the complaint from your screen
• Re-complete the survey
• Import the survey into the SOAP output

🧠 Little Things to Check Before You End Your First Day Live

Before you wrap up your first official day in ChiroUp, take 5–10 minutes to do these quick checks:

✅ Make sure all notes are completed

This is especially important on first visits.

Completing that first encounter ensures key information carries forward properly to subsequent visits. Leaving notes unsigned can cause things not to auto-populate the way you expect tomorrow.

📊 Review your ledger in the Billing Module

Go to:
Billing Module → Purchase Tab → Adjust Filters

Things to look for:

• Purchases with no charges
• Purchases where insurance should be attached but isn’t
• Any balances that don’t look right

Catching these on Day 1 makes Day 2 feel so much smoother.

🧠 Most Important Thing to Remember Today

If something feels off, confusing, or like you did it “wrong”…

You didn’t.

You are simply on Go-Live Day — and this is exactly what today is for.

You’ve got this, and your onboarding coach is right here with you!