You can edit a patient's track to update fields like the track name, included complaints, associated treatments and providers, and track settings.
Here is how to edit a patient track:
1. In the Patient Info Bar, click on the Track icon and then Manage.
2. Click Edit on the track you would like to edit.
3. From this edit screen, you can now take actions such as renaming the track (ChiroUp will label the track after the complaint by default), changing which complaints are associated with the track, adjust associated treatments/providers, adjust survey settings, or delete the track.
- Name: Labels the Track. By default, new Tracks are named after the complaint added to the Track. Adding additional complaints does not change the Track's name. Renaming a Track is optional, but can be helpful for distinguishing between Tracks that contain the same complaint.
- Complaints: The complaints that are included in this Track. Encounters on this track will include these complaints.
- Associated Treatments & Associated Providers: Used to automatically populate the Track when booking an appointment or scheduling online. ChiroUp matches the Treatment and Provider on the appointment to the associated Treatments and Providers in the Track settings to determine which Track to populate.
- Send Surveys: Determine whether automated subjective surveys (Interim and Re-Exam surveys) should be prompted when patients check in for appointments associated with this Track.
Pro tips:
- One complaint can be associated across multiple tracks! This will ensure accurate subjective survey documentation, but still allow for separate SOAP Notes.
- Have duplicate tracks to manage? Although you cannot merge tracks in ChiroUp, you can manage duplicate tracks by deleting whichever track you don't need, and editing the correct track to include all required complaints and associated providers/treatments!