Worksheet

Visit-to-bill trace sheet

A one-page sheet with one patient’s journey as columns: booking, first visit, plan, each adjustment, bill, review and recall. Fill it by hand from a recent run of paper cards. Gaps show which records the new system must join.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “How to Automate a Chiropractic Clinic”, www.gullysystem.com/blog/how-to-automate-a-chiropractic-clinic