Make collecting essential information from new patients simple with ChiroUp’s New Patient Intake Surveys. This article covers how surveys are automatically sent, when patients receive them, and how to configure your settings to fit your clinic’s workflow.

🙌 Chief Complaint Survey

ChiroUp automatically sends the Chief Complaint Survey (CCS) to new patients. This includes patients who have not been seen in ChiroUp before or who do not have a complaint on file.

By default, the CCS is sent 24 hours before the appointment alongside the patient’s appointment reminder. You can adjust the timing by changing your appointment reminder timing. 

🙌 Additional New Patient Intake Surveys

You can select additional New Patient Intake Surveys beyond the CCS in your Clinic Settings > Survey Preferences.

Any New Patient Intake Surveys you toggle ON will be automatically sent to new patients when they book an appointment.

➡️ When staff book a new patient in ChiroUp:

• When you add a new patient using the + button on the appointment booking panel:
  • Your selected New patient intake surveys are added to the Request Info Bar.
  • The surveys will queue to send alongside the patient’s appointment reminder.

➡️ When a new patient books online through HealthCom:

• When a new patient books an appointment online:
  • Your selected New patient intake surveys are sent immediately after booking.
  • To prevent these surveys from automatically sending at booking, go to Clinic Settings > Scheduling > HealthCom and turn off Auto-Send New Patient Surveys at Booking.
    • Note: For online booking, a “new patient” is anyone who does not already have an active patient record in your ChiroUp account. 
  • Only the surveys toggled ON in your Survey Preferences will automatically send when patients book online. If you need to request additional custom surveys or forms, you’ll need to manually send those to the patient using the Request Info button on their appointment. 

Here's what you'll see in the appointment's activity log when a New Patient books online:

💡Pro Tip:

Don't want your New Patient intake surveys to automatically send to patients who book online? 

Turn this feature off in Clinic Settings > Scheduling > Healthcom > Auto-Send New Patient Surveys at Booking