Chiropractic client profiles simply cannot be considered complete unless they include several key pieces of information. Here are the top 10 things that they should include:
1) Referral information
Knowing where your clients come from is a big boon to any business. For example, if there’s one particular doctor that’s been referring patients to your clinic by the truck load, you may want to log that information on a patient’s client profile. This way, you’ll know exactly which doctor to thank for helping your clinic thrive. Conversely, you can use this information to keep track of underperforming referral sources, too.
2) Demographic information
This one is a given as demographic information is often considered one of the basic building blocks of a client profile. Data of this nature can give you key insights into who the patient is, where they come from, and why they may be stricken with a certain ailment.
3) Payment information
Safely storing a patient’s payment information in their client record is a helpful way to ensure patient compliance. Say, for example, a self-paying patient has been issued an electronic invoice and would like to pay it from outside of your office. You can easily run their payment information without them needing to physically be there, provided they’ve given you their consent.
4) Guardian information
Guardian information is a must-have feature for chiropractic client profiles. This is especially important if your practice frequently treats pediatric patients. In many cases, children receive insurance coverage through their parents’ insurance companies, and as such, this information needs to be included on their profile. The same can be said for elderly patients, too.
5) Insurance information
It isn’t often that a patient pays for their treatment completely out of pocket. It’s very likely that they’ll have an insurance company cover some of the costs for them. When it comes times to submit claims to insurance companies for reimbursement, having that information on hand can make the difference between your claim being accepted, or denied.
6) Body charts
Some regional insurance providers require you to submit body charts as part of your clinical notes. These payors require that you provide them with a visual representation of the affected areas—this is most often achieved through the use of a body chart. And as such, your chiropractic EMR should include a special place for body charts in client profiles.
7) Treatment plan
Treatment plans are another one of those things that a true client profile can’t be considered complete without. The whole reason for a patient seeking out your services is to get better, and that process is recorded in the patient’s treatment plan. By storing a patient’s treatment plan directly on their client profile, you’re helping ensure that all of your treatment staff is privy to the unique needs of this patient.
8) Discharge forms
The treatment has taken, the patient is feeling better, and they no longer require your services: it’s time to discharge them. Client profiles should include a place that’s dedicated to discharge forms that includes the discharge date, the overseeing provider, and the reason for them being discharged.
9) Intake forms
Conversely, when a new patient arrives at your clinic, it’s likely that they’ll be given a form to fill out. Chiropractic intake forms record key information like the referring physician, relevant work information, and some basic details about their condition.
10) A picture
A picture of the patient is like the icing on the cake. Not only does it add a personal touch to the client profile, but it helps your office administrator, and anyone else who may not be acquainted with the patient identify them when they’re visit your clinic. Chiropractic EMR software like Practice Perfect ensures that there’s a place for pictures on every single patient’s profile.