ChiroUp will automatically create a track for all new patients! Which means there's nothing you need to do! See below for more info on how tracks are created for new patients: 

For new patients with no complaints, completing the Chief Complaint Survey before their appointment will automatically generate a track for the associated complaint. In multi-session appointments with multiple providers, a dedicated track will be created for each provider. 

For existing patients with existing complaints, you can create a new track while scheduling the patient's appointment. In the 

If you have an existing patient with an active track and need to create a new one, you can do so during appointment scheduling. This is especially useful for patients who regularly see you for chiropractic care but are now beginning massage therapy— allowing you to create a separate track for their massage notes. See below for info on how you can create a new track for existing patients. 

When booking the appointment, you will want to select Create New Track in the Track field drop down. 

When the patient checks in for their appointment, the associated encounter will be created on the new track. They'll also be prompted to complete the Chief Complaint Survey to report the complaint linked to that track.

If you do not want a CCS sent and do not want a complaint associated with the track, ensure that the treatment type you've selected has Suppressed Automated Surveys enabled. You can adjust this by going to:
Clinic Settings > Disciplines > Select Treatment.

When surveys are suppressed for the selected treatment type, a new track will still be created—but no survey will be sent and no complaint will be recorded.

We recommend following the methods above that allow you to create a new track when booking an appointment, but you can also manually create a Track directly from the patient's record. 

1) Navigate to the patient's record for whom you'd like to create a Track. 

2) Click the Manage Tracks icon. 

3) Click Add Track

4) Enter track details: Name, associated Complaints, Associated treatments, and Associated providers. 

• The Track Name will appear in the Track drop-down when scheduling an appointment. 
• Complaints are the patient complaints on file that are associated with that track. Complaints can be associated with multiple different tracks. 
• Associated treatments are the treatment types associated with this track. Indicating associated treatments will allow the track to auto-populate when the associated treatment type is being scheduled. 
• Associated providers are the providers associated with this track. Indicating associated providers will allow the track to auto-populate when the associated provider is selected during scheduling. 

5) Select Track settings. 

By default, all tracks are created with No complaints un-checked and Include care plan & Send surveys checked. You can adjust this as needed for each track. 

• Checking No complaints means that no complaint is associated with the Track at this time. 
• Checking Include care plan will ensure a care plan is included in Schedule & Goals. 
• Checking Send surveys will ensure subjective surveys are sent for complaints in this track. 

For tracks that you want no associated complaints, and no surveys sents (i.e. using a blank SOAP), you should check No complaints and uncheck send surveys.

If No Complaints and Send Surveys are selected, the track for the current visit will not have an associated complaint. However, a CCS will be sent for this track on the patient’s next visit.

6) Click Save!