PatientCopilot EHR

A chiropractic EHR should let you chart, code and bill without leaving the system that runs the rest of your practice. The PatientCopilot EHR is built for chiropractors first, with charting, coding, billing and reports sitting next to your CRM, scheduling and messaging. It is part of the Autopilot plan.

Everything in one chiropractic EHR

Most chiropractic software handles the clinical side and leaves marketing and patient communication to other tools. PatientCopilot puts them in one place. The EHR holds the clinical and billing record, and the rest of the platform handles booking, reminders, texts, forms and campaigns.

• Patient charts with insurance coverage, problems and vitals
• Chiropractic exam and SOAP note templates
• ICD-10-CM, CPT and HCPCS coding that the provider confirms
• Superbills, a patient ledger and statements
• Medicare, personal injury and care plan tools
• Practice and billing reports

Charting and exams

Each patient has one chart. Visits are created from your PatientCopilot appointments, so the schedule and the chart agree. Exam and daily-visit templates are made for chiropractic, with spine findings, range of motion and technique, and notes that you sign.

Billing and claims

Signed notes turn into charges. A fee schedule drives the superbill, payments and adjustments post to the ledger, and statements match the balance. For insurance, the EHR is designed to work with the Clearinghouse features for eligibility checks, claim submission, status and remittances.

Connected to marketing and CRM

Because the EHR shares a platform with the CRM, patient communication does not live in a separate system. Reminders, intake forms, reactivation campaigns and reviews can use the same patient record your clinical team uses. That cuts double entry and keeps follow-up consistent.

Switching and data import

Moving from another system is a major concern. The import tool brings in patients, insurance policies and opening balances, with presets for Jane, DrChrono and ChiroTouch export files. A dry run and row-by-row review let you check the results before anything is saved.

How it works

1. Import your patients, coverage and balances, and review them.
2. Chart each visit from the appointment, using the exam or SOAP template.
3. Choose diagnosis and procedure codes and confirm them.
4. Generate the superbill and post payments to the ledger.
5. Review practice and billing reports.

Choosing an EHR is a big decision, so look beyond the feature list. Ask how long it takes your team to learn, how it handles your busiest day and what happens to your data if you ever leave. Think about who in your practice will use it: providers, billers and front desk staff each need different views. The PatientCopilot EHR separates these roles, with owner, provider, biller and front desk access. Plan the move carefully, keep your current system until you have verified the import, and train the team before the start date. If you want to understand how any feature is designed to work, the pages for each part of the EHR go into more detail.

Where it stands. The PatientCopilot EHR is under development. This page describes what the product is designed to do. It is not ONC certified. Features, timing and availability may change, so ask us for the current status before you plan a switch.