Worksheet
Case note field checklist
A one-page checklist of every field your doctors fill today, grouped as history, assessment, visit note, plan and review. Mark who writes each field and who reads it. Fields nobody reads can be dropped before the forms are set up.
Name: ______________________ Business: ______________________ Date: ______________
| Item | Who owns it | Where it is kept today | What is missing |
|---|---|---|---|
Cross out or rewrite any heading that does not fit your business. From the guide “How to Keep Chiropractic Case Notes and Treatment Plan Records”, www.gullysystem.com/blog/chiropractic-case-notes-and-treatment-plan-records-guide