Patient Chart

A chiropractic patient chart should show the clinical picture in one place. In the PatientCopilot EHR, each patient has a chart with insurance coverage, a problem list with ICD-10-CM diagnoses, recorded vitals and visits that come from your appointments. It is part of the Autopilot plan.

One chart per patient

The chart links to the patient's record in PatientCopilot, so the person your front desk books is the same person your provider charts. This avoids the duplicate patient problem that comes from running a calendar and an EHR separately.

• Primary and secondary insurance coverage on the chart
• A problem list with ICD-10-CM diagnoses
• Recorded vitals
• Visits created from PatientCopilot appointments

Coverage on the chart

Insurance details sit on the chart, with primary and secondary coverage. Eligibility results, where used, can be kept with the coverage, so staff see what was checked and when. See the Clearinghouse features for how eligibility checks are designed to work.

Problems and vitals

Record the patient's problems using ICD-10-CM diagnoses, and keep track of vitals visit by visit. A clear problem list helps the provider see what is being treated and supports the coding that follows.

Visits from appointments

When a patient is booked in PatientCopilot, the visit is created for the chart. The provider opens the visit, documents the encounter and signs. Because the schedule and chart are connected, you do not re-enter appointment details.

Audit trail and access

Patient records need protection. The EHR is designed with role-based access for staff, such as owner, provider, biller and front desk, so people see what their job requires. Keep your own policies for who gets which role.

How it works

1. A patient books an appointment in PatientCopilot.
2. The visit appears on the patient's chart.
3. Staff add or confirm insurance coverage.
4. The provider records problems and vitals.
5. The provider documents the visit and signs.

A chart is only useful when it is complete and current. Build the habit of confirming coverage at each new episode, updating the problem list when a diagnosis changes and recording vitals consistently. Use the same naming and conventions across providers so records are easy to read. Review charts before a patient arrives so you are prepared, and check that open items have been resolved after the visit. Because the chart connects to the appointment and the rest of the platform, your team does not need to re-enter basic details. If you are moving from another system, the data import feature is designed to bring in patients, coverage and balances so the chart does not start empty.

Where it stands. The PatientCopilot EHR is under development, and this page describes what the product is designed to do. It is not ONC certified. Confirm current status with us before you rely on any feature, and keep your existing records system until you have verified the move.

Chiropractors, physical therapists and other small practices benefit most when the chart stays simple and consistent. Agree on what every chart must contain, and review a few at random each month to make sure the standard holds.