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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: ______________

ItemWho owns itWhere it is kept todayWhat 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