Requirements checklist
What to ask for when choosing software for chiropractic clinics.
A checklist built from how chiropractic clinics work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Appointments by practitioner and room
- Case history and spinal assessment
- Visit notes in a standard format
- Treatment plans and visit packages
- X-rays, reports and consent forms
- Recall and unfinished course list
- Billing, supports and associate share
Roles that need their own access
Who logs in, and what each person may see or change.
- For chiropractors
- At the front desk
- For clinic assistants
- For owners and clinic managers
Reports to ask for
Ask to see each one with your own sample data.
- Visits by doctor, day and month
- Open treatment plans and visits remaining
- Patients who missed a visit or have not returned
- Progress scores from first visit to latest
- Money received, advances and balances due
- Brace and supply stock to reorder
Systems it may need to connect to
Note which ones you already run.
- SMS
- Payment links and gateway
- Accounting package export
Questions for any vendor
Put these to every supplier you are comparing.
- Is this software for chiropractors only?
- Does it keep SOAP notes and spinal findings by region?
- Can it count visits against a treatment plan?
- Can we keep X-rays and MRI reports in it?
- Is it cloud software or installed on the clinic computer?
- Can patients book their own appointment or consult by video?
- Does it send reminders to patients?
- Is there any hand-off to accounting software?
- Can patient records be moved from our register, and who owns them?
- What does it cost?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Course progress is hard to see
- Package balances are tracked loosely
- Intake and consent papers go missing
- Patients drop out between visits
- Associate splits are worked out manually
Prefer to talk it through? See the chiropractic clinics page.