The Spine section of the Joints panel in the Objective Wizard is where you document your full spinal assessment and adjustment in one place. Along with selecting the involved segments, you can record each segment’s listing, the technique you used by region or by segment, and any segments that should never be adjusted for that patient.
In this article, you'll learn how to:
- Record treatment techniques by region or by segment
- Customize your treatment techniques
- Pin treatment techniques
- Create your listings
- Pin treatment techniques & listings
- Set up clinic-wide listings and treatments
- Mark contraindicated and caution segments
💡Note: Spinal treatment details previously lived in Plan > Treatment Detail. They’re now documented in Objective > Joints > Spine, and existing documentation was moved over automatically. Plan > Treatment Detail keeps the Notes field for spinal CMT, along with all other treatment details, such as extremities and manual therapy.
🩻 Record treatment techniques by region or by segment
When you select a segment on the Spine Picker, a treatment field appears for its region. Treatments are recorded by region by default. Click the arrow to open your list of techniques and choose one or more.
To record treatment by segment, click Segmental at the top of the panel screen. Then use the drop-down arrow to select the treatment for each selected segment.
🩻 Customize, manage, and pin your treatment techniques
You can adjust your treatment technique settings to default to Segmental vs Regional indications, add custom indications, and more.
Click the ellipsis icon and select Settings.
At the top of the settings screen, choose whether to document treatment techniques.
Under Default Treatment Mode, choose whether to record treatment techniques by region or by segment.
Add a custom treatment technique to your list by clicking Add Treatment.
🩻 Pin treatment techniques
Do you routinely use the same treatment technique? Pin it to a region or segment, and it fills in automatically whenever you select that area on the spine picker.
To pin a treatment, click the Pinned at column for that treatment in your treatment settings. Then select the regions or segments where you want it pinned.
Pinned treatments will be remembered in encounters with other patients!
🩻 Create, manage, and pin your listings
A listing describes how a segment is positioned, such as PRS or PI. Build your own listings in settings, then record them on any selected segment.
Click the ellipsis icon and select Settings.
Switch to the Listings tab and check the box for Detailed Listings: Additional notation beyond Left/Right. Checking this box enables you to select from your available listings on the Spine Picker.
You can build your own custom Listings by clicking + Add listing and entering the following:
- Listing: The listing name, such as PRS.
- Applies to: The regions or segments where this listing appears. Defaults to all levels.
- Side: Whether this listing appears on the left side, right side, or both. Defaults to both.
- Pin: Automatically fills in this listing when you select a segment it applies to.
ChiroUp also has pre-built listing templates you can choose from, instead of building your own.
Click Choose a New Template and select from the drop-down for available templates.
Pick from an available template:
- ChiroUp default templates: Load a ready-made set of Gonstead, Thompson, or Instrument listings.
- Clinic Default: Load your clinic’s listings, built in Clinic Settings. (See Set up clinic-wide listings and treatments below to learn how to build your clinic's default list.)
- Start from Scratch: Clear your current listings and build your own.
🩻 Use clinic default treatment techniques & listings
Your treatment technique and listing settings are user-specific, but you can also create clinic default versions of both for everyone to use.
Here's where to set your Clinic Defaults:
1. Navigate to Clinic Settings > Spinal designations.
2. Set your clinic’s default and pinned treatment techniques by going to the Treatments tab. Add the techniques you want available, then optionally pin them to specific regions or segments.
3. To set your clinic’s default and pinned listings, go to the Listings tab. Add the listings you want available, either one at a time with + Add listing or select one of ChiroUp's default listing templates with Choose a New Template. Then optionally pin them to specific regions or segments.
Here's how to pull in Clinic Defaults to your own settings:
Open your treatment settings and click on the ellipsis icon. Select Settings.
To use your clinic’s treatment techniques, click Use Clinic Default on the Treatments tab. Your treatments list will be replaced with the clinic’s current list.
To use your clinic’s listings, go to the Listings tab, click Choose a New Template, and select Clinic Default. Your listings will be replaced with the clinic’s current list.
- 💡Pro Tip: To record listings on the spine picker, make sure Detailed Listings: Additional notation beyond right/left is checked. Listings won’t appear in the picker until it is.
🩻 Mark contraindicated and caution segments
- Mark a segment as Contraindicated if it should never be adjusted. Contraindicated segments turn red and cannot be selected as an affected joint in your documentation.
- Mark a segment as Caution if it can be treated but requires extra care. Caution segments are outlined in orange and remain selectable in your documentation.
Contraindicated and Caution indications do not appear in your SOAP Output.
Click the ellipsis icon and select to either Mark contraindicated segments or Mark caution segments.
Select the segment you want to mark as contraindicated or caution, then enter the reason (optional).
Click Save!
Here's how contraindicated (red) and caution (orange) segments appear on the Spine Picker:
💡Pro Tip:
Be sure to check these boxes to enable treatment technique and listing indications!
