Welcome to ChiroUp EHR! 👋
We’re glad you’re here. This checklist walks you through everything you need to set up your ChiroUp EHR, so your clinic is ready on your go-live date.
Work through the tasks in order. Each one includes help articles and, for most, a shortcut that takes you straight to the right screen. Your onboarding coach is with you through the whole process, so reach out anytime you have a question.
Before you begin:
Who should complete these tasks?
Choose one admin to own the checklist, ideally someone who knows your clinic’s billing and provider details. Many tasks can only be completed by users with the Admin role.
When should I complete them?
You can start as soon as you have access to ChiroUp EHR. Complete all tasks by the Checklist Due Date your onboarding coach sets with you.
What's included with each task?
- 📚 Help articles explaining the setting
- ➡️ Shortcuts that take you straight to the right screen
Admin Settings
→ General clinic settings
Review & update your clinic settings!
→ Location details
- Update your location details
- Input your clinic's hours
- Create rooms for your schedule, if applicable to your clinic!
About location details 📚 How to add clinic schedule 📚 How to create a room 📚 Take me there! ➡️
→ User management
- Add your team to your ChiroUp account. We recommend creating a user for each team member!
- Assign the appropriate user role.
Schedule Settings
→ Provider schedules
Add each provider's individual schedule!
→ Treatment types
Add in your clinic's treatment types (treatment types are the ‘appointment types’ available for booking!)
→ Schedule & Appointment Notification Preferences
Customize your ChiroUp appointment notifications & your schedule preferences.
About Appointment Notifications 📚
→ No-show and cancellation fees
If your clinic charges no-show or cancellation fees, add them here!
→ Survey preferences
Select your new patient intake surveys and confirm other survey preferences!
→ Upload Forms
Upload any forms you send to patients, like consent and acknowledgment forms
→ Enable Online Scheduling
Enable online booking for your clinic by setting your online booking site URL & enabling online booking for providers and treatment types!
→ Kiosk set up
Pair your kiosk devices that patients will use to check-in!
Billing Settings
→ Clinic billing profile(s)
Add your clinic's billing profile(s). This is your billing information for claims.
How to set up your clinic billing profile 📚 Take me there! ➡️
When adding your billing profile(s), you'll also be prompted to connect your clearinghouse to ChiroUp.
How to Connect your Clearinghouse to ChiroUp 📚
💡 Pro Tip: This step is when you will enter your Billing NPI (Box 33) for claims. Click the button below to review everything you need to know about entering your NPIs correctly in ChiroUp.
→ Provider billing information
Enter provider-specifc billing information!
How to add provider billing information 📚 Take me there! ➡️
💡Pro Tip: This step is when you will enter your Rendering NPI (Box 24j) for claims. Click the button below to review everything you need to know about entering your NPIs correctly in ChiroUp.
→ Enable Online Pay
Allow patients to pay their balance online by enabling Online Pay!
→ Set up packages
If your clinic offers packages, be sure to create your packages in Clinic Settings.
→ Review your Clearinghouse information
If will be using the TriZetto integration, you will want to review your Payor IDs, billing profile NPIs, test claim, and enrollments to ensure smooth billing.
Reviewing TriZetto Onboarding 📚
If you are using any other clearinghouse, be sure to check with them for any action items! You will want to ensure your enrollments are completed and that your clearinghouse knows you are switching EHRS.
Databases
→ Payors database
Add your payors to your Payors database. Before you start, gather a list of the payors your clinic accepts, including:
- Electronic payors: payor name and payor ID
- Paper-billed payors: payor name and mailing address
→ Billing codes database
ChiroUp pre-populates your Billing Codes database with the service codes chiropractors use most often. In this task, you’ll update those codes with your clinic’s billed amounts, payor-allowed amounts, default modifiers, and other settings.
How to populate the Billing codes database 📚 Take me there! ➡️
→ Modalities database
Add the modalities your clinic offers to your Modalities database, and link each one to its billing code.
→ Supplements & supplies database
Add each supplement and supply your clinic sells to your Supplements & Supplies database.
How to build out Supplements/supplies database 📚 Take me there! ➡️
→ Tests database
Add each test your clinic performs in-house or orders from an outside facility to your Tests database. For in-house tests, link each one to its billing code.
→ Provider & facilities database
Add providers and facilities to your Provider & Facilities database, including:
- Primary care providers your patients see, so you can send them PCP reports
- Outside facilities you refer patients to for tests
How to build out Providers/facilities database 📚 Take me there! ➡️
User-Specific Settings
These are settings specific to each user in your ChiroUp account, so these steps will need to be completed by each individual user.
→ Profile picture & provider signature
It's important that every provider at the clinic adds their own image and signature. (the profile picture shows on the Schedule and emailed appointment reminders, and the signature is required to sign a note!).
How to add a profile picture 📚 How to add a provider signature 📚 Take me there! ➡️
→ Macros
Macros can be used in any long free-text field in ChiroUp. Providers commonly use macros in their SOAP notes, but staff can also use macros in other places in ChiroUp, like in Two-way Texting.
→ Customize the Plan Wizard
Each Provider can customize the buttons in their Plan Wizard to fit their own workflow.
Migration Prep
★ Upload Migration Practice Files
Be sure to review your Migration Checklist and ensure all action items are complete! This includes uploading your migration practice files.
★ Manage duplicate patients
If you used ChiroUp Essentials before transitioning to the EHR, clean up your patient list before migration. Merging duplicates now helps ChiroUp accurately match records from your previous EHR. Cleaner data upfront leads to a smoother migration.
If possible, review potential duplicate patients in your current EHR, too!
Click the button below to find out how you can merge existing patients within your ChiroUp account.
Great job completing your setup tasks! 🥳🕺👏
You’re now ready to start exploring and using ChiroUp EHR. Continue to your training modules for further guidance.