Select Chiropractic Techniques from the menu in the Treatment Plan. Add details about techniques for the patient's treatment.

For Example if you are doing Extremity you would click on Extremity then choose the Shoulder if you were adjusting that area.

Click the Modalities button on the Treatment Plan window. Available Modalities are shown on the left. Choose the first modality to add.

As a modality is selected, panels open in the window to add specifics for the patient.

1. The far left panel lists Available Modalities. When one is selected, the Selected Modalities section opens and includes the item(s) selected
2. Choose the Goals of the selected modality
3. Click the region on the body chart where the modality is applied. Click the Front / Back tab to orient the body correctly
4. Choose the specific area where the treatment will be focused
5. There are four sections to the bottom panel, described below

• The left box displays the body regions selected
• Enter custom notes for this patient, if needed
• The default minutes from the Exercise Setup are entered here automatically. Use the pull down selector to change the number of minutes, as needed
• Click the Do Not Bill box if charges for this modality do not need to be billed to insurance

Vertebral Segments

Click the Return to Therapy List to add more modalities or proceed to exercises.

Select exercises individually by entering a keyword in the Search All Exercises field and clicking the Magnifying Glass icon. Or, use the pull down selector to choose a body region. If you want to narrow the search down by protocol, use the pull down selector and choose the protocol. Exercises will appear in the list filtered by your choice.

Choose exercises for the patient by clicking the names in the Exercises list. As you select them they appear in the Therapeutic Exercises panel on the right. If you have entered Min/Set values in Exercise Setup, the estimated duration will calculate in the Total Minutes box. Edit Sets and Reps/Time to accommodate any patient-specific circumstances.

Another way to add exercises is to choose the Select All button at the bottom of the Exercises list and delete the ones that don't apply to the patient.

1.  If the patient is participating in group exercises, click the One-on-one link, which will change it to Group.

2. As you add exercises, buttons representing therapeutic goals appear in yellow. The default is all four selected. Click a button to deselect it if it doesn't apply to the patient.

3. Click the Home button to add Home Exercises. When you click the Home Icon the screen shot below is what you will see.

You will then choose your home exercises. Once done you will click the arrow to get back to Exercises.

If the patient has Home Exercise the Icon will now show in Green.

Click the Up Arrow icon to add a new protocol on the fly.

Click the printer icon to print Exercises.  If you want to Show Images and Instructions check the box before clicking View Report.

Click Recommended Products to see options, which are grouped by the categories set in the Products and Services portion of the software. Click on the button to filter by the category or leave it on All Categories and enter keywords in the Search Box to find your selection. Click Select to add a product to the treatment plan.

In Search field type in Key word to search, then check mark the products you want to select, and click Finished when done.