PATIENT MANAGEMENT PROGRAM
Creating a Form
Check that the Patient Information - Personal area has been completed first as this information will be
‘pulled’ into the form.
Input the Claim Number, Accident Date, Adjuster if known, Area X-Rayed, and Diagnosis. This information
will also be pulled into the form.
Click New Chiropractor’s First Report.
There are three parts to this form. Each part is separated in the tabs across the top. They will all need to
be completed to ‘finalize’ the form.
Along the bottom of the form are buttons for Test Form, Cancel, Save as Draft, and Save as Finalized
(unalterable).
Test Form when pressed will highlight required fields in yellow and marks a red ‘X’ on incomplete
parts of the form
Cancel closes the form without saving and brings the user back to the MPI screen
Save as Draft will save all information input so far allowing you to edit or complete the form at a later
time
Save as Finalized (unalterable) saves the form in an unchangeable format. Use this button only when
you are sure all the information is complete and correct.
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Worker’s Compensation Board