Dashboard
Welcome to ChiroApp Practice Management
Upcoming Appointments
Today
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📆 Tomorrow
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Clients
Patient owners and contacts
No clients yet. Use Patient Intake to add new clients and patients.
Patients
All patients across species
No patients yet. Use Patient Intake to add new patients.
Appointments
Schedule and manage patient appointments
No appointments yet. Click "New Appointment" to schedule your first appointment!
Patient Intake
Add new clients and patients, or create intake for existing patients
Recent Intakes
No intake forms submitted yet.
Medical Notes
SOAP notes for patient visits
No notes yet. Click "New Note" to create your first SOAP note!
Invoices & Payments
Manage patient billing and payments
No invoices yet.
Reports
Financial overview and activity log
SMS Messages
Send and receive text messages with your clients
No conversations yet. Click "New Message" to start one!
Select a conversation to view messages
Mileage Tracking
Track and classify trips for tax deductions
No trips recorded yet. Trips are automatically tracked while the app is open.
Help & Support
Guides, tutorials, and support — everything you need to get the most out of ChiroApp
Setup Tour
Replay the initial setup walkthrough to reconfigure your practice details and review all features.
Training Guide
Review how to use ChiroApp day-to-day — intakes, appointments, invoicing, and time-saving tips.
Video Tutorials
Step-by-step video walkthroughs for every feature — from first-time setup to advanced billing workflows.
Submit a Support Ticket
Describe your issue or question and we'll get back to you as soon as possible.
My Tickets
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App Setup
Customize your practice, patients, billing, and app settings
Practice Setup
Practice Information
Enter your practice details. This information may be used on invoices and communications.
Federal law requires a valid physical mailing address in all commercial emails. Your practice address above will be included in any marketing emails sent through ChiroApp (e.g., appointment reminders, promotional messages). This address is not shared publicly beyond what is required in email footers.
Select how clients can reach your practice. These options will be shown on the patient portal.
Add your social profiles and review pages. These will be shown on your patient portal and landing page.
Public Locations
Manage public locations (barns, stables, event venues) where you provide mobile services. These can be quickly selected when scheduling mobile appointments.
No public locations saved yet.
Consents & Policies
Manage treatment consent and payment policy statements for the intake page.
Portal Languages
Choose which languages your Patient Portal supports. Patients will see a language picker if more than one language is enabled. English is always available.
SMS Messaging
Enable SMS messaging to communicate with your clients directly from ChiroApp via Twilio.
Pricing Note: Twilio charges per-message (sent and received) and per-phone-number (per month). Messages longer than 160 characters are split into multiple segments, and each segment is billed as a separate message. The fees are subject to change without notice from ChiroApp. Please visit Twilio's SMS pricing page for the most current rates.
Email Branding
Emails sent on your behalf (appointment reminders, invoices, etc.) are delivered through ChiroApp's secure email system. Customize how they appear to your clients below.
All emails are sent from noreply@chiroapp.app with full SPF, DKIM, and DMARC authentication for maximum deliverability. No SMTP configuration required.
Doctor Signature
Set up your digital signature for signing clinical notes and documents.
Draw your signature below using your finger, stylus, or mouse:
AI Credits
All PlansAI credits power smart note generation — Objective, Assessment, Treatment Plans, Exercise Plans, and Summaries. Every practice starts with 50 free credits.
Purchase Credits
Template-based generation is always free. AI credits are only used when you tap "✨ Enhance with AI."
Recent AI Usage
Billing & Payment Policies
Configure default payment terms, late fees, and returned payment fees for your practice invoices.
Staff & Team
Invite Team Member
Invite staff or associate doctors to your practice. They'll receive a link to create their account.
Active Team Members
No team members yet. Send an invitation above to get started.
Pending Invitations
No pending invitations.
Waiting Room Check-In
Kiosk Mode
Set up a check-in kiosk for your waiting room. Patients will see today's appointments and can tap to check in. Names are displayed as first name + last initial for HIPAA compliance.
Open this URL on a waiting room iPad or computer. Add to Home Screen for a PWA experience.
Geo Check-In
Patients using the app can automatically check in when they arrive at your office. Requires your practice address to be set.
Today's Check-Ins
No check-ins yet today.
Google Integration
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Patient & Species Setup
Species Configuration
Configure which species your practice treats and where they're seen. A species checked in either column will appear in intake forms and the patient portal.
Ethnicities
Manage options for Human ethnicity.
Patient Breeds
Manage breed lists per species.
Patient Colors
Manage color lists per species.
Sexes & Genders
Manage species-specific sex lists and human preferred genders.
Patient Notes
Structural Findings
Customize the structural findings items shown in your SOAP notes. Hide items you don't use, reorder them, or add custom items per species.
Add Custom Item
Visit Types
Manage the visit/service types used in appointment scheduling and patient notes. Drag to reorder. "Other" is always available as a fallback.
Treatment Templates
Create reusable treatment protocols. Apply from the Treatments tab when creating notes.
Exercise Templates
Create reusable exercise protocols. Apply from the Exercises tab when creating notes.
Treatment Frequency Presets
Create reusable treatment frequency recommendations. Select from these presets when writing patient notes.
Home Care Presets
Create reusable home care instruction templates. Select one or more when writing patient notes to auto-fill instructions.
Billing & Invoices
Services
Manage billable services and products.
Tap a service to edit it or control whether it appears on your public landing page.
Product Catalog
Manage products for sale — supplements, topicals, braces, and more. Track inventory and recommend products in patient notes.
How inventory tracking works
Payment Methods
Manage accepted payment methods. Add a payment link to enable QR code payments.
Credit Card Fee Passthrough
Pass credit card processing fees onto clients so you receive the full invoice amount after processor deductions. The surcharge is calculated using a reverse formula to guarantee you net exactly the original total.
Credit card surcharging is regulated at the state level and may not be permitted in all jurisdictions. Before enabling this feature, please be aware of the following:
- Prohibited states: Connecticut, Massachusetts, and Maine currently prohibit credit card surcharges. Puerto Rico also prohibits surcharges.
- Capped states: Colorado caps surcharges at 2% or the merchant's actual processing cost, whichever is lower.
- Debit cards: Surcharging debit or prepaid cards is prohibited in all 50 states under the Durbin Amendment, even if processed as "credit."
- Disclosure required: Most states require clear, visible notice to the client before the transaction is completed (at point of entry and point of sale).
- Fee caps: The surcharge generally cannot exceed your actual processing cost or the card network's limit (Visa: 3%, Mastercard: 4%), whichever is lower.
- Cash discount alternative: In states where surcharges are prohibited, offering a "cash discount" (reducing the price for non-card payments) is typically a legal alternative.
Laws change frequently. We strongly recommend consulting with your payment processor and/or an attorney to confirm that surcharging is permitted in your state and that your implementation complies with all applicable disclosure and fee-cap requirements.
When enabled, a processing fee is automatically added when a client pays by credit card.
Payment Processing
Stripe Connect — Accept Payments
Connect your practice to Stripe to accept credit card payments from patients via email invoices, SMS, and the patient portal. Stripe handles PCI compliance so your patient data stays secure.
Checking payment status...
Appointments
Route Planner
Configure your start and end locations for mobile route optimization.
Start Location (Home/Office)
Where you depart from each day.
🏁 End Location
How It Works
AI Route — Suggests the most efficient driving order.
My Route — Shows appointments in your scheduled order.
Based on straight-line distances, not real-time traffic.
Notifications
Notification Preferences
Control which notifications you receive and which ones are automatically sent to your patients. Hover or tap the icon for details about each notification.
Notifications I Receive
Choose how you want to be notified when events occur in your practice.
Notifications Sent to Patients
Choose which notifications are automatically sent to your patients and clients.
Appointment Reminders
Automatically remind clients about upcoming appointments via email, SMS, or push notification. Push notifications encourage clients to download the Patient Portal.
Service Zones
Group cities into named zones (e.g., "North", "South", "Central") for quick selection when notifying mobile availability. Zones are optional — you can always select individual cities.
Mobile Availability Notifications
Notify clients when you're available for mobile visits in their area. This sends notifications to clients in specific cities about your upcoming mobile availability — it is not for individual appointment confirmations.
Invoice Notifications
Control how invoices are sent to clients.
When enabled, a send prompt opens automatically after saving a new invoice.
When enabled, adds an SMS option when sending invoices. Standard messaging rates may apply.
Email Templates
Configure email templates for various communications. Click each section to expand.
Account & Settings
Appearance
Customize the app's look and feel.
Mobile Quick Access Bar
Add a bottom navigation bar on mobile devices for quick one-tap access to your most-used pages. Choose up to 4 pages — a center "+" button for quick actions is always included.
Security
Manage two-factor authentication and change your account password.
Change Password
Export Your Data
Download your clients, patients, notes, and invoices as a portable ZIP file with CSV spreadsheets and PDF reports.
Backup & Restore
Create a local backup of your ChiroApp database for safekeeping, or restore from a previous backup. Your data is always synced to the cloud automatically.
Import External Data
Migrating from another system? Upload your existing CSV or Excel data and map it to ChiroApp fields with a guided step-by-step wizard.