How to Automate ChiroTouch

ChiroTouch runs the adjusting schedule, the SOAP note and the ledger

Chiropractic care usually comes as a plan of visits rather than a single appointment: several a week at first, fewer as the patient improves, then maintenance. ChiroTouch is practice management and EHR software designed for that rhythm, and it holds the schedule, the SOAP notes, the patient ledger and the claims for each of those visits.

It comes in two forms: ChiroTouch Cloud, which staff use from a browser, and the older server-based version that runs on the practice's own server. Front desk staff book and check patients in. The doctor charts each visit, with CT Rheo turning intake answers into SOAP-ready drafts and transcribing what is said in the room, and the biller sends claims through CT ProClear, the clearinghouse built into ChiroTouch and powered by TriZetto.

The front desk chases PI cases and plan authorizations by phone and portal

A patient hurt in a car accident is treated on a personal injury case, and the attorney's office wants records and a bill, then goes quiet for months; a workers' comp patient waits on an adjuster to approve visits. A health plan routes chiropractic through a benefits manager that authorizes visits on its own website, and the authorization runs out before the care plan does.

Inside the practice, the front desk keeps care plans on track. A patient three weeks into a twelve-visit plan has missed two visits, and a maintenance patient has not been in since spring. The balance a patient owes after the plan paid needs a reminder, and at the end of the day the owner wants production and collections without logging in to find them.

CT Engage and CT Verify cover the patients already on the schedule

CT Engage sends automatic appointment reminders and runs recall campaigns for patients who have been away for a while, from templates the practice customizes. It also handles two-way texting and email, and follows a visit with a survey and a review invitation. CT InForms lets patients complete intake forms on any device before the visit and syncs the answers into ChiroTouch. CT Verify checks coverage against a large network of payers, alerts the office when a patient is not covered for a scheduled service, and shows the plan's visit limit with the visits remaining. Before a note is submitted, CT Rheo scans it against regulatory and payer standards. The end-of-day report shows the day's revenue, expenses and patient visits, and a collections report picks out patients who are overdue for payment.

Each of those faces the patient or a payer ChiroTouch already connects to. No part of ChiroTouch chases a personal injury attorney for a case update or reads a workers' comp adjuster's decision, and when a benefits manager authorizes the visits, its count of approved visits sits on that company's own website. CT Engage builds recall from templates, so the front desk writes any personal note about where one patient stopped in their care plan.

Stalled PI cases and low authorization counts reach the front desk each week

An attorney's office that has gone quiet on a personal injury case gets a status request the front desk can send after a quick look, with the visits and the balance from ChiroTouch in it. When an attorney asks for records, the front desk checks a visit list, the ledger and a cover letter that are already assembled, and nothing leaves until they have.

For patients whose plan routes chiropractic through a benefits manager, the doctor signs the re-authorization paperwork, already filled in, when two authorized visits remain.

A patient who has fallen behind their prescribed frequency hears from the practice in a short note about where they are in the plan, which the front desk approves first. The doctor opens the morning huddle with each patient's care plan stage and billing flags already listed, and the owner reads the day's production and collections on a phone after the last adjustment.

ChiroTouch Cloud runs in a browser, so an agent can work it

ChiroTouch Cloud's ledger and case screens open in a browser, and so do the benefits managers' provider websites. WebRun is an AI agent that works a real Chrome browser, signed in as you. Inside ChiroTouch Cloud it reads the ledger and the case details, then drafts what the front desk would write.

Records packets and attorney letters reach the front desk as files to check, and patient notes as drafts in the practice's email, so the front desk decides what leaves the office. The agent posts nothing to the ledger and submits no claims. Server-based ChiroTouch runs on the practice's own machines, not in a browser, so the agent cannot work it.

Pick up recall, care plan dropouts, patient balances or the morning huddle from the cards below.